What you hand over
- Access to your business bank account feed (read-only)
- Receipts and bills, snapped on your phone with Dext or sent to us
- Sales invoices, or access to your invoicing system
- A quick answer when we ask what a transaction was for
What we do
- Set up Sage cloud accounting for your business, or work in your existing software
- Show you how to capture receipts in Dext in seconds
- Reconcile your bank accounts and categorise every transaction
- Keep track of who owes you and who you owe
- Prepare figures for VAT returns and MTD quarterly updates
- Give you a clear picture of how the business is doing
Why cloud accounting?
With cloud software, your bank transactions flow in automatically, receipts are photographed rather than filed, and you and we can see the same up-to-date figures at any time. It also means your records already meet HMRC's Making Tax Digital rules.
Sage and Dext
We're a Sage Partner Accountant and work with Dext for receipt and invoice capture. Dext reads the supplier, date, amount and VAT from a photo and sends it straight into your books, so the shoebox of receipts becomes a thing of the past.
Catching up
If your books have fallen behind, we can bring them up to date from bank statements and whatever paperwork you have, then keep them current from here on.
Key dates
- Monthly or quarterly
Books brought up to dateTo suit your VAT periods and MTD updates.
- 7 Aug · 7 Nov · 7 Feb · 7 May
MTD for Income Tax quarterly updatesFor sole traders and landlords within MTD.
Common questions
Do I have to change the software I use?
Not necessarily. Tell us what you use now and we'll advise whether it works for Making Tax Digital and how we can work with it.
How long do I need to keep records?
Generally at least five years after the 31 January filing deadline for sole traders and landlords, and six years from the end of the financial year for limited companies.
Tax information on this page reflects the rules as at November 2026. Rates, thresholds and dates change, so please talk to us before acting on it.