Digital Set-Up Service (One-Off Fee) –
Great for sole traders being forced into Making Tax Digital
Get your business set up digitally with a simple, hassle-free 1 hour service.
What’s included:
- Full digital set-up support
- Tailored configuration to suit your business needs
- One-time payment – no ongoing fees
Pricing:
- £75.00 + VAT (standard rate)
- £100.00 + VAT (for VAT-registered businesses or those operating within the CIS scheme)
Why choose this service?
- Quick and straightforward process
- Ideal for small businesses or sole traders
- Making Tax Digital compliant
- Professional setup to get you up and running fast
Message us if you’d like to get started or have any questions.
Package includes:
- Set up QuickBooks Online (package chosen to suit your business)
- Your business logo and colours set up as your template sales invoice
- VAT/CIS set up on software (if needed)
- Willows Accountancy added as your accountant so we can help instantly if needed once you leave our office
- The correct QuickBooks App downloaded to your mobile phone device
- QB’s log in link sent to your email for you to access
- Demonstration of how to ‘Snap’ (photograph) a receipt for immediate upload
- Demonstration of how to complete your first sales invoice on the software (bespoke to your business)
- Set up of bespoke quickbooks ‘Forwarding email’ to forward purchase invoices from your email address directly into QuickBooks software.
- Best Practice advice/tips and suggested systems
- Adapted QuickBooks Home Screen for easier use
- Guide for all the above to take away with you
- 2x Check-ins on software by Willows
Leave our office all set up and ready with the correct knowledge of how to use the software now installed on your phone!
Once set up – then what happens ? :
We understand that you are busy and that’s why we have packages in place that start from as little as just £15.00 per month for us to completely look after your MTD, 4 quarterly submissions to HMRC after set up. You don’t have to decide now, why not have a one off set up meeting to include all the above and then decide your next step.
We give you the tools so you can decide –
Once set up, you can continue to have 1 or more QuickBooks tuition sessions with us, showing you how to record and correctly categorise your expenses (as per the necessary accounting standards, set out in legislation).
Or, you can let us do the ongoing categorisations, matching and bank reconciliations ready for submission directly by us.
We thrive on giving you the tools and knowledge you need. Some accountants won’t tell you, but it’s important to us that you know: your accounting costs could increase at year end, if expenses have not been correctly recorded and are under the incorrect categorisation within the software. This is due to it being more time consuming for your accountant to correct at year end or at that critical 5th MTD submission time.
Before MTD you may have been using software and had no ‘complaints’ from your accountant however what can be usual it that we as accountants extract what we can and then do our own workings and submissions from our own re-organised software. However MTD now means that submissions may be being done directly through your own software so it’s now a different story entirely.
A further insight –
For professionals to check and correct transactions rather than just listing and categorising themselves, as was probably the case, prior to MTD, will inevitably take longer. Think of your own profession, I’m sure you will agree, it can often take longer to check someone else’s work, imagine if they also have no formal training in what they are doing also. The other thing to remember is, your accountant will not check every transaction, in fact quite the opposite, they are often resistant to check as they are not responsible if you have done your own book-keeping work and not paid for that service. Accountants will often ‘have a quick check’ looking for larger, obvious errors, but is that what you want? Imagine if you are a plumber, checking a heating system someone else has installed and asked you check, for instance! And, if questioned by HMRC, will you feel disgruntled by this, thinking ‘well my accountant did the final figures’. Unfortunately that’s not how this works.
With our 1 hour set up sessions and our low monthly fee MTD packages, we do all this for you. Errors and miss categorisation can all be all avoided as much as possible to give you peace of mind and ensure that the 5th submission to HMRC is just your accountant entering the relevant allowances and depreciation etc as normal.
Speak to Nicky Wilcox if you would like to discuss any of this further.
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