Practical Bookkeeping Support for Bath Business Owners

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Effective bookkeeping is about more than recording transactions. We focus on the areas that have the greatest impact on compliance, tax efficiency, and decision‑making, including:

VAT threshold management – Monitoring turnover to avoid missed registrations, penalties, and unnecessary cash‑flow pressure when VAT becomes due.

Director’s Loan Account (DLA) review – Keeping drawings under control to avoid unexpected tax charges, benefit‑in‑kind issues, and Section 455 liabilities.

Dividend planning – Ensuring dividends are declared lawfully, at the right level, and in a tax‑efficient way based on available profits and overall income

Corporation tax planning – Using accurate bookkeeping data to identify tax‑planning opportunities early, rather than reacting at year end.

Making Tax Digital (MTD) compliance – Maintaining digital records and compliant systems to meet HMRC requirements and reduce the risk of errors and penalties.

Xero Bookkeeping

Xero is a widely used cloud accounting platform for small and growing businesses. We provide Xero bookkeeping services to ensure transactions are recorded accurately, bank accounts are reconciled regularly, and records are kept up to date throughout the year.

Xero is a paid subscription product, with pricing depending on the plan and features required. We can help you choose the most appropriate Xero package and ensure it is set up correctly for your business.

FreeAgent Bookkeeping

FreeAgent is particularly popular with contractors, consultants, and owner‑managed businesses. Our FreeAgent bookkeeping service ensures income and expenses are recorded correctly, reconciled regularly, and kept in line with HMRC requirements.

FreeAgent is often available at no additional cost to businesses that hold a NatWest business bank account, as well as certain other UK business accounts. Where available, this can make FreeAgent a cost‑effective bookkeeping option. We can advise on eligibility and help clients get set up correctly.

QuickBooks Bookkeeping

QuickBooks is a flexible cloud bookkeeping platform used by a wide range of UK businesses. We provide QuickBooks bookkeeping services to keep financial records accurate, up to date, and ready for VAT and year‑end reporting.

QuickBooks typically offers a 30‑day free trial for new users, and it is common for discounted pricing to be available for an initial period, often around three to six months, depending on current promotions. We can help clients understand available options and ensure QuickBooks is set up and used correctly from the start.