Phoenix - Your AI AssistantFinance Accounting, Management Accounting, tax
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What you get with this Offer
Bookkeeping — Monthly bookkeeping, bank reconciliation, transaction categorisation, receipt processing.
Payroll — Monthly payroll for employees, payslips, RTI submissions, pension calculations.
VAT Returns — Quarterly VAT preparation, review, reconciliation and MTD submission.
Self‑Assessment Tax Returns — SA100 filing for sole traders, landlords, directors and individuals.
CIS Returns — Monthly CIS300 filing, subcontractor verification and deduction statements.
Management Accounts — Monthly P&L, Balance Sheet, Cashflow and KPI reporting.
Financial Reporting — Custom reports, analysis and insights for business owners.
Payroll — Monthly payroll for employees, payslips, RTI submissions, pension calculations.
VAT Returns — Quarterly VAT preparation, review, reconciliation and MTD submission.
Self‑Assessment Tax Returns — SA100 filing for sole traders, landlords, directors and individuals.
CIS Returns — Monthly CIS300 filing, subcontractor verification and deduction statements.
Management Accounts — Monthly P&L, Balance Sheet, Cashflow and KPI reporting.
Financial Reporting — Custom reports, analysis and insights for business owners.
What the Freelancer needs to start the work
Access to your accounting software (Xero, QuickBooks, Sage or other)
Bank statements for the period required
Invoices and receipts relevant to the work
Payroll or CIS details if applicable
Any specific instructions or notes about your business