Straightforward accountancy for sole traders and small limited companies across Edinburgh and the Lothians.
Whether you're a sole trader, freelancer, company director, or have income from rental properties or investments, filing your tax return correctly is essential, and the consequences of getting it wrong can be costly.
Susan handles the whole process for you: gathering the information you need to provide, calculating your liability, claiming every allowance you're entitled to, and submitting on time to HMRC. You'll always know what you owe and when, with no last-minute surprises.
If HMRC raises any queries after submission, Susan will deal with them directly on your behalf.
Enquire about this serviceAt the end of every financial year your limited company must produce statutory accounts, a formal record of its financial position. These are filed with Companies House and form the basis of your corporation tax return.
Susan prepares these from your records, whether you use Xero, FreeAgent, or a simple spreadsheet. If the bookkeeping needs tidying up first, she'll do that as part of the process. The accounts will be accurate, compliant with UK accounting standards, and filed on time.
You'll receive a clear set of accounts you actually understand, not just a compliance document filed and forgotten.
Enquire about this serviceCorporation tax is charged on the profits of every limited company in the UK. With rates having changed in recent years and added complexity around marginal relief, it's important to get the calculation right and to claim every relief available.
Susan prepares your tax computation alongside your year-end accounts, ensuring the two are consistent. The CT600 return is submitted to HMRC before the deadline, and you'll receive a clear summary of what's owed and when.
If you think you may be eligible for R&D tax credits or other reliefs, Susan will assess your position and advise accordingly.
Enquire about this serviceStatutory accounts look backwards. Management accounts tell you where you are right now. Produced monthly or quarterly, they give you the information you need to make decisions with confidence.
Whether you're monitoring cash flow, tracking profit margins against budget, or preparing for a conversation with a bank or investor, regular management accounts make the difference between guessing and knowing.
Susan tailors the format to what's actually useful for your business, and will always talk you through the numbers rather than just emailing a spreadsheet.
Enquire about this serviceWhether you're approaching a bank for funding, taking on a new business partner, planning a significant investment, or simply want to map out the next few years, a credible financial plan makes all the difference.
Susan builds forecasts from the ground up, based on real knowledge of your business and realistic assumptions, not generic templates. The numbers will stand up to scrutiny.
Revision rounds are included, so if circumstances change or a lender asks specific questions, the plan can be updated without additional cost.
Enquire about this serviceGood bookkeeping software makes everything easier, but only if it's set up correctly and used consistently. Susan is a Xero Certified Adviser and works regularly with FreeAgent, so she knows how to get the most out of both platforms.
Whether you're starting from scratch, switching from another system, or you've inherited a messy chart of accounts, Susan can set up your software properly, train you to use it confidently, or take over the bookkeeping entirely so you don't have to think about it.
All bookkeeping is MTD (Making Tax Digital) compliant, so you're ready for the current and future requirements without any extra effort on your part.
Enquire about this serviceA friendly chat costs nothing. I'll come back to you within one working day.