DISCLAIMER

I am not an accountant, tax agent, financial advisor or trained book keeper.  Everything published here is based on my own knowledge, experience, consultations and research. My services have been developed over 43 years working as an independent trader and having grown up in a family business. I am an award-winning Business Advisor and Member of the Institute of Administrative Management (AInstAM).

ACCOUNTING AUDIT

For Sole Traders who want to take control of their accounts and business status where we carry out a review and discuss options that will help you keep it simple using a cash accounting system and filing your tax returns and other claims at the beginning of each tax year.


ACCOUNTING AUDIT

Carry out a review on your business status and accounting system to make helpful suggestions:


  • Arrange an initial call and meeting via Zoom


  • Go through your existing system and answer any questions


  • Discuss options in accordance with how you want to move forward over the next 3 years


  • Provide a checklist of ideas for you to work through in your own time


  • Provide reference information (and links) to help you make informed decisions


Contact me

Sue has taken care of my accounts and helped me complete my Tax Return for the past 3 financial years. She’s SUPERB. If you’re self-employed and aren’t turning over more than £20k p/a Sole Trader Services is the business!


Lizzie Leigh, Distinguished Poet, Voice Coach and Published Author, My Love To You

REGISTERING WITH HMRC & SELF ASSESSMENT RETURNS


For Sole Traders starting out in business or earning up to £20K (gross) a year who want an alternative to accountants and high street tax agents who often charge high costs for monthly accounts and who may require that you go digital when you don't need to.



HMRC Registration & Online Tax Returns

Helping you register as a Sole Trader and complete your Self Assessment tax returns online:


  • Arrange an initial call and meeting via Zoom


  • Assemble paperwork and ID information


  • Set up your online account, upload ID and secure account details (shared screens)


  • Set up secure access to your account by sharing a code sent to you by text from HMRC


  • Work with you as a friend not an agent to eliminate agency fees and put you in control


  • Agree a plan to submit your tax returns early and claim money owed from the previous year


Contact me
Terstimonials from my star clients - Sue Cartwright AInstAM, Sole Trader Services

Sue has been looking after my accounts since 2014 after taking over from a high street agency who charged a high price for my first annual return. Sue set up my monthly accounts and claimed back all the tax I had overpaid. Every month I am kept up to date and each year my tax return is filed early so that I receive my CIS refund from the previous year as soon as it is available.

Mark Johnson, Electrical Contractor, Devon

BOOK KEEPING & MONTHLY CASH ACCOUNTING


For Sole Traders starting out in business or earning up to £20K (gross) a year who want to have their accounts managed for them using a simple system or who want to learn how to use their own non-digital system with my full support and help with completing returns

Book Keeping, CIS & Monthly Cash Accounts

Providing you with non-digital monthly cash accounts and help to complete your annual tax returns:


  • Initial call to talk about your business and your accounting and support requirements


  • Arrange a Zoom call to go through particulars and agree on a plan


  • Organise statements and receipts to be sent by Royal Mail (tracked and signed for)


  • Arrange a Zoom to set up your online HMRC account for annual returns - or paper returns


  • Arrange completion date and a Zoom call for a final check and to complete your return online


Contact me
Testimonial - Book Keeping and Universal Credits for a Landscape Gardener - Sue Cartwright, Sole Trader Services

Sue has been helping me to complete my monthly accounts, tax returns and monthly claims for Universal Credits since 2016. I am a self-employed gardener with no access to a computer and wouldn't have the freedom to work for myself without Sue's support and having someone to deal with things on my behalf.

T A Knight, Landscape Gardener, Devon

CLAIMING UNIVERSAL CREDITS, CIS REFUNDS & TAX REBATES

For Sole Traders starting out in business or earning up to £20K (gross) a year who need support and help to claim for Universal Credits, Construction Industry Sceme (CIS) annual rebates and/or any overpaid tax that may be owing to you from HMRC

Claiming Universal Credits, CIS Refunds & Tax Rebates

Helping you claim support, prepare for an interview at your local job centre and set up a system for monthly claims:


  • Initial call to talk about your business and status for support, CIS Refunds and/or Tax Rebates


  • Arrange a Zoom to go through required paperwork and ID for HMRC registration


  • Set up your monthly accounting system and agree on a plan to complete work required


  • Set up secure access to your online account by sharing a code sent to you from HMRC


  • Help you to deal with queries with guidance on keeping records and liaising with the system


Contact me

There are over 4 million Sole Traders in the British Isles who do not have to go digital. A simple cash accounting system and HMRC online account is all you need to have control of your records, reduce your costs and comply with the non-digital system.

Sue Cartwright AInstAM, Sole Trader Services