Sole Trader/Self Employed
Sole trader/Self-employed
The Offer
Our All-In-One Package offer for sole trader accounting requirements – all for one monthly payment!
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- Monthly bookkeeping
- Xero licence and account log in
- Quarterly cost and tax strategy report
- Annual sole trader accounts
- Personal tax return filed with HMRC
Sole trader/Self-employed
The Process
If you decide to go ahead with us, the process is quick and easy.
1
Fill out a short questionnaire about your business and you
2
Send us some ID and proof of address so we can perform our
anti-money laundering duties
3
You will receive a letter of engagement setting out what
activity we will be undertaking, what you can expect from us
and what we expect from you in order to carry out the
engagement successfully
4
You will receive your first monthly invoice to complete the
onboarding process
5
Finally you will receive a link to your Xero account
Sole trader/Self-employed
The Benefits
1
All-In-One service, covering all bases – Enjoy peace of mind knowing your legal obligations are met.
2
Easy access to us – we aren’t stuffy accountants who only communicate by email, send us a WhatsApp or give us a call for quick answers!
3
Link your bank account to Xero and let us handle your bookkeeping – just snap a picture of your receipts and invoices, upload and leave it to us!
4
Log into Xero at any time to check on your business.
5
Quarterly cost and tax strategy reports to make sure you are making the most tax efficient decisions prior to year-end – when it’s too late!
Sole trader/Self-employed
The Price
The price will vary dependant on complexity of the work involved, size of the business and any bespoke additional requirements to be factored in.
Get in touch for a casual, no obligation chat so that we can provide you a quote!
We think this provides great value, flexibility and peace of mind. By investing in our service you’re not just paying for your accounting and compliance – you’re gaining a reliable partner who truly cares and has a genuine interest in driving the
growth of your business.
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Strategy
Kodiak Financial gives you the tools to succeed
running a business is tricky even without the added complication of managing your financial strategy. We work as a partner for your business, combining our expertise in accounting with your knowledge of the market to bring about a thriving, long-lasting business.
We operate as your financial partner
