An AAT Licensed Accountant is a qualified professional who has completed training with the Association of Accounting Technicians (AAT). AAT is a recognised UK body that ensures high professional and ethical standards.

An AAT Licensed Accountant can:

✅ Provide bookkeeping, tax filing, and VAT returns

✅ Handle payroll and pension auto-enrolment

✅ Prepare financial reports and accounts

How does this compare to other accountants?

Qualification AAT Licensed Accountant

Regulatory Body AAT (Association of Accounting Technicians)

Level of Qualification Equivalent to Level 4/5 Diploma or Foundation Degree

Typical Services 

✅ Bookkeeping & financial records

✅ Tax returns (Self-Assessment & Corporation Tax)

✅ Payroll & pension auto-enrolment

✅ VAT returns & compliance

✅ Financial reporting & management accounts

Legal Authority 

Can provide accounting, tax, payroll, and VAT services and sign off financial statements, but not audits

Who It’s Best For 

⭐ Sole traders, freelancers, small businesses, startups, SMEs, and growing businesses

Typical Costs for Clients 

💷 More affordable for small businesses & self-employed individuals

📌 For small businesses and self-employed professionals, an AAT Licensed Accountant is often the best choice because they offer affordable, expert services without the high fees of a chartered accountant.

📅 Self-Assessment Tax Return – 31st January

📅 Corporation Tax Payment – 9 months after the end of the financial year

📅 VAT Return Submission – 1 month and 7 days after the VAT quarter ends

📅 PAYE & National Insurance (NI) Payments – 22nd of each month

📌 Need help keeping track of deadlines? We can manage your tax obligations for you!

If your business turnover exceeds £90,000, you must register for VAT with HMRC. The process involves:

1️⃣ Creating a VAT account with HMRC

2️⃣ Choosing a VAT scheme (Standard, Flat Rate, or Cash Accounting)

3️⃣ Filing VAT returns quarterly

💡 We can handle the entire VAT registration and filing process for you to ensure compliance.

Yes! As a payroll bureau, we offer:

✅ Monthly/weekly payroll processing

✅ Payslips (digital or printed)

✅ Real-Time Information (RTI) submissions to HMRC

✅ Tax and NI calculations

📌 Whether you have one employee or fifty, we ensure accurate and HMRC-compliant payroll.

Employers must:

    Choose a pension provider (e.g., NEST).

    Auto-enrol eligible employees.

    Make minimum contributions (Employer: 3%, Employee: 5%).

    📌 We manage this entire process for you!

We provide management and statutory accounts preparation to help businesses track financial performance and remain HMRC-compliant.

🔹 Who’s it for? 

Sole traders, partnerships, and limited companies.

🔹 What’s included?

✅ Monthly or year-end financial reports

✅ Profit and loss statements

✅ Balance sheets

✅ Financial analysis and reporting

Accurate and efficient record-keeping ensures your business stays compliant and tax-ready.

🔹 Who’s it for? 

Small businesses, startups, and growing companies.

🔹 What’s included?

✅ Bank reconciliations

✅ Recording and categorising transactions

✅ Accounts payable and receivable management

✅ Financial data organisation for tax and reporting

We help businesses create detailed financial projections to manage cash flow and plan for growth.

🔹 Who’s it for? 

Businesses looking for long-term financial planning.

🔹 What’s included?

✅ Budget reports

✅ Profit forecasting

✅ Cash flow analysis

✅ Expense management planning

Get data-driven insights to optimise business performance.

🔹 Who’s it for? 

Business owners needing financial and operational insights.

🔹 What’s included?

✅ Financial KPI tracking

✅ Custom business reports

✅ Data-driven decision-making tools

Starting a business? We guide you through the financial setup process.

🔹 Who’s it for? 

Entrepreneurs and new businesses.

🔹 What’s included?

✅ Business structure advice (Sole trader, Ltd company, CIC)

✅ HMRC and Companies House registration

✅ Initial bookkeeping setup and training

We help individuals and businesses manage Capital Gains Tax (CGT) liabilities.

🔹 Who’s it for? 

Property sellers, investors, business owners.

🔹 What’s included?

✅ CGT calculations

✅ Reporting CGT to HMRC

✅ Tax-saving strategies

We help new businesses register and set up correctly with Companies House and HMRC.

🔹 Who’s it for? 

Startups and entrepreneurs.

🔹 What’s included?

✅ Company registration (Ltd, CIC, LLP)

✅ Advice on company structure

✅ Initial compliance setup

We handle the legal and administrative duties required for company compliance.

🔹 Who’s it for? 

Limited companies and CICs.

🔹 What’s included?

✅ Filing of confirmation statements

✅ Directors’ and shareholders’ record management

✅ Updating Companies House records

We prepare and file Corporation Tax returns, ensuring compliance and tax efficiency.

🔹 Who’s it for? 

Limited companies.

🔹 What’s included?

✅ Corporation Tax return preparation

✅ HMRC submission

✅ Tax relief and allowance advice

Get regular financial reports to help make informed business decisions.

🔹 Who’s it for? 

Businesses needing real-time financial insights.

🔹 What’s included?

✅ Monthly or quarterly management reports

✅ Budget vs. actual performance tracking

✅ Financial planning insights

We manage payroll and Construction Industry Scheme (CIS) filings for your business.

🔹 Who’s it for? 

Employers and contractors in the construction industry.

🔹 What’s included?

✅ Monthly payroll processing

✅ CIS deductions and reporting

✅ RTI (Real-Time Information) filing with HMRC

We prepare and file Self-Assessment Tax Returns to ensure you stay compliant.

🔹 Who’s it for? 

Sole traders, landlords, freelancers, and directors.

🔹 What’s included?

✅ Income tax calculations

✅ HMRC submission

✅ Expense and tax deduction advice

We help businesses choose, set up, and optimise accounting software.

🔹 Who’s it for? 

Small businesses looking to digitise their accounting processes.

🔹 What’s included?

✅ Setup of Xero, QuickBooks, or FreeAgent

✅ Training for you and your staff

✅ Ongoing support and troubleshooting

We handle VAT registration, returns, and compliance.

🔹 Who’s it for? 

Businesses over the £90,000 VAT threshold.

🔹 What’s included?

✅ VAT scheme selection

✅ Quarterly VAT return submissions

✅ HMRC compliance checks

We help sole traders and landlords comply with Making Tax Digital (MTD) for Income Tax Self Assessment (ITSA).

🔹 Who’s it for? 

Businesses and landlords earning over £50,000 per year.

🔹 What’s included?

✅ MTD-compliant software setup

✅ Training on digital record-keeping

✅ Ongoing support and submissions

We ensure that businesses and landlords meet Making Tax Digital (MTD) requirements for ongoing compliance.

🔹 Who’s it for? 

Anyone required to submit digital tax returns.

🔹 What’s included?

✅ Digital record-keeping advice

✅ Quarterly tax return reviews

✅ Full HMRC compliance support

During your initial consultation, we will assess your business’s financial needs using our pricing software. To get the most accurate proposal, it's helpful to have:

    A summary of your business activities

    Current bookkeeping records (if available)

    Any existing accounting software details

    Your business registration information

    Your Unique Taxpayer Reference (UTR) (if applicable)

If you’re a new business, we can guide you through the setup process from scratch!

As part of our anti-money laundering (AML) compliance, we use Xama, a trusted external AML service, to verify identity documents. You will be required to submit:

    A valid photo ID (passport or driving licence)

    A recent proof of address (utility bill or bank statement within the last three months)

We work with clients nationwide, and our processes are fully digital. We can handle everything via:

    Secure online meetings

    Cloud accounting software

    Digital document uploads

However, if you prefer face-to-face meetings, we can arrange a visit to discuss your needs in person.

No, we don’t charge for routine calls or emails regarding your ongoing services. If additional work is required, we will always discuss this upfront before proceeding.

Keeping proper records is essential for tax compliance. The key documents include:

    Bank statements (business and personal, if relevant)

    Sales and purchase invoices

    Expense receipts

    Payroll records

    VAT returns (if registered)

    HMRC correspondence

HMRC requires businesses to keep records for at least six years from the end of the financial year they relate to.

We request bank statements to ensure accurate bookkeeping, identify any missing transactions, and comply with HMRC requirements. This also helps us match invoices with payments for tax filing.

The key UK tax deadlines are:

📅 Self-Assessment Tax Return – 31st January

📅 Corporation Tax Payment – 9 months after the financial year-end

📅 VAT Returns – Quarterly, 1 month and 7 days after the period ends

📅 PAYE & NI Payments – 22nd of each month if paying electronically

Late submissions can result in penalties from HMRC, starting from £100 for missed tax returns. Additional charges apply the longer the delay. We help ensure all deadlines are met to avoid penalties.

Our payroll services cover:

✔ Calculating salaries, PAYE, and NI contributions

✔ Processing employee payslips (digital or printed)

✔ HMRC Real-Time Information (RTI) submissions

✔ Pension auto-enrolment compliance

If you’re a contractor, you must:

    Deduct 20% CIS tax from payments to subcontractors (or 30% for those not registered)

    Report deductions monthly to HMRC

    Provide CIS statements to subcontractors

We handle CIS registration, monthly returns, and compliance for contractors and subcontractors.

A confirmation statement is a Companies House filing required for limited companies and CICs to confirm their details each year. We handle this as part of our company secretarial services.

We support Xero, QuickBooks, and FreeAgent. Depending on your business type, we help you select the most efficient system, set it up, and provide training.

If your annual turnover exceeds £90,000, VAT registration is mandatory. However, some businesses may benefit from voluntary VAT registration even if they are below this threshold. We can help you determine the best approach.

HMRC’s Making Tax Digital (MTD) initiative requires businesses to:

    Keep digital tax records

    File tax returns using MTD-compliant software

    Submit quarterly updates (for VAT and, soon, ITSA)

We assist with MTD setup, compliance, and software integration.

We offer budgeting and forecasting services to help:

✔ Plan income vs. expenses

✔ Identify cash flow issues before they arise

✔ Ensure tax bills are accounted for in advance

We use a custom pricing software to assess your business needs during the initial meeting. This ensures you receive a fair and transparent fee based on your exact requirements.

Yes! We offer monthly payment plans to help spread the cost of our services.

We accept bank transfers, direct debits, and card payments.

If work needs to be completed at short notice, rush fees may apply. However, we will always inform you beforehand.

Switching to us is simple! We will:

1️⃣ Contact your previous accountant (if needed)

2️⃣ Obtain necessary handover information

3️⃣ Handle all HMRC and Companies House updates

Yes! Our services are fully cloud-based, meaning we can support businesses across the UK.

Yes! Our initial consultation is completely free and helps determine the right services for your business.

We use Engager.app, a secure client portal with:

✔ Dedicated mobile app for easy access

✔ Secure file transfer uploads

✔ Digital signatures for agreements

✔ GDPR-compliant encryption for maximum data security

📌 This ensures that your financial data is handled with the highest level of security and compliance.