BRISTOL & BEYONDCHARTERED ACCOUNTANTS. PRACTICAL PEOPLE.
Accounting support for owner managed businesses

The right support.
Working together.

Company accounts, Corporation Tax and ongoing accounting support, brought together around clear responsibilities. We agree what SOJA will handle, what stays with you and how information will move between us.

Keep what already works

Already have a bookkeeper, finance team or accounting software that works for you? SOJA can work alongside them. A change is suggested only when there is a practical reason.

Discuss your business
01
The foundation

Limited company accounts & Corporation Tax

SOJA can prepare the annual accounts, Corporation Tax return and computation, then explain the result, tax liability and relevant payment dates.

Talk about accounts and tax
  • Annual statutory company accounts
  • Corporation Tax return and computation
  • Tax position and payment dates explained
  • Approval before accounts and returns are filed
  • Directors' Self Assessment coordinated as separate personal work
02
The day to day

Bookkeeping,
VAT & payroll

SOJA can take responsibility for the regular work you choose, or work alongside your existing bookkeeper or finance team. Your proposal sets out who does what and when information is needed.

Discuss ongoing support
  • Bookkeeping, review or oversight
  • VAT return preparation and submission
  • Payroll and agreed workplace pension tasks
  • Work alongside an existing bookkeeper or team
  • Retain existing accounting software when it remains suitable
03
The bigger picture

Management accounts & business advice

Management information and scheduled conversations can help you understand performance, make sense of the numbers and consider accounting or tax implications before a decision is made.

Talk about reporting and advice
  • Management accounts at the frequency you need
  • Clear explanations of business performance
  • Scheduled review conversations
  • Budgeting and cash flow support can be added
  • Additional advice quoted before work starts
Clear from the beginning

Clear services.
Clear responsibilities.

You will know what SOJA is doing, what remains with you and how the fees work.

Annual company support

A solid foundation.

For businesses with reliable records and day to day finance support already in place, who want the annual accounts and company tax handled professionally and explained clearly.

Discuss annual support
Ongoing business support

More support through the year.

For business owners who want SOJA to handle more of the regular financial work, provide management information or make time for scheduled conversations.

Discuss ongoing support

Your responsibilities. You provide complete and accurate information, approve accounts and returns, make payments by the relevant deadlines and tell us about material changes. The proposal sets out the practical timetable.

Clear fees before we start. SOJA quotes according to the services required and the work involved. The proposal explains what is included, additional work is agreed separately and monthly payment arrangements may be available.

Useful to know

Before we
work together.

A few practical answers about systems, responsibilities and support through the year.

Can you work with our existing bookkeeper?
Yes. We agree the division of responsibilities with you and your bookkeeper, including who maintains the records, who reviews them and how information reaches SOJA.
Do we have to change accounting software?
Not automatically. We review the current system and records first. If they are suitable, there is no reason to replace them simply because you change accountant.
Are directors' personal tax returns included?
Directors' returns are separate personal tax work, but they can be coordinated with the company accounts. The proposal will state clearly whether they are included.
What support can we have during the year?
Support can include bookkeeping, VAT, payroll, management information, scheduled review conversations and additional accounting or tax advice. We agree the regular service at the start and quote separately for genuinely additional work.
A good relationship starts here

Let's talk about
your business.

Tell us where you are now and what you need from your accountant. We will take it from there.

Start a conversation
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