Free Accounting Review

What your free accounting review covers

The review is designed to surface issues early and give you a prioritised action list, not a generic checklist.

• Bookkeeping health check (structure, reconciliations, and common error areas)
• Tax overview (what is likely to be due, and where surprises often arise)
• VAT review (registration position, scheme fit, and common reporting risks)
• CIS, payroll, and subcontractor considerations where relevant
• Year-end readiness (what you will need for accounts and returns)
• Software and process review (how information flows, and what could be streamlined)
• Clear next steps (quick wins now, and improvements to plan over the next quarter)

When this review is most useful

This service is a strong fit if you:

• Feel unsure whether your numbers are accurate or up to date
• Are behind on bookkeeping, VAT, or record-keeping and want a recovery plan
• Have switched software, changed how you invoice, or started taking on staff
• Are moving from sole trader to limited company, or have recently incorporated
• Want a second opinion before year-end or before speaking to HMRC

How the review works

You share a small set of details in advance, then you talk through your current set-up in a focused review call. We look at how you raise invoices, track costs, handle VAT and payroll if applicable, and how you currently prepare for tax and filings. You will leave with a plain-English summary of the main risks, quick wins, and recommended next steps.

What happens after the review

You can take the action list and implement changes yourself, or use it to brief your existing accountant or bookkeeper. If you want ongoing support, the next step is a proposal that matches what you actually need, for example bookkeeping tidy-up, VAT support, payroll, year-end accounts, or proactive tax planning. There is no obligation to proceed.