FAQ

Our main specialisms are contractors, hospitality businesses, GPs, dental practices, pharmacies and trades (building contractors, plumbers, electricians, joiners, roofers, tilers, and more), as well as small corporate companies, property owners, logistics and more.

Yes – our transparent fixed-fee packages cover cloud bookkeeping (software licence included free of charge), VAT returns, payroll, corporation tax, year-end accounts and, optionally, management accounts, so you know exactly what you’ll pay each month. Our initial meeting will help to determine the level of support you need and provide you an accurate quote.

We handle CIS returns, subcontractor registrations, contractor registrations and also provide the full support in setting up and staying 100% compliant.

Absolutely. We use Xero or QuickBooks Online plus Dext to capture receipts and automate your bookkeeping in real time.

Yes—we prepare quarterly VAT returns, submit annual tax returns and advise on allowable electrician expenses specific to the trade.

If required, we deliver tailored cash-flow forecasts and budgeting tools, so joiners can plan material purchases and labour costs accurately.

We streamline invoicing, reconcile bank transactions, and ensure compliance with HMRC CIS and VAT rules for roofing and tiling contractors.

We’re Xero Partners and QuickBooks Online specialists, integrating Dext for automated receipt capture and digital document management.

Yes—we handle full data migration, chart-of-accounts mapping and user training to ensure a seamless switch to Xero or QuickBooks.

You upload all receipts, invoices and sales documents via Dext, and email us your bank statements each quarter (or monthly if do your management accounts).

Yes – we can produce monthly management accounts showing profit & loss, balance sheet and cash-flow statements for clients on our optional management accounts package. Typically, we do this quarterly at a lower cost.

We combine local, personal service with fully digital processes, offering clear fixed fees, real-time reporting and unlimited support from your dedicated accountant.

Absolutely—we file confirmation statements, CT600 company tax returns and ensure your company records at Companies House are up to date, all for the single fixed price.

Yes—we manage PAYE, RTI submissions, auto-enrolment pensions and payslips for businesses of all sizes.

Yes—we submit VAT returns, self-assessment returns, CIS, RTI, CGT, CT600 tax computations and handle any HMRC enquiries or investigations for you.

With cloud accounting, you can view real-time dashboards 24/7 via Xero or QuickBooks Online from anywhere in Scotland.

Yes, our team handles standard, flat-rate and annual accounting schemes, completing and filing your quarterly VAT returns on time. We also do monthly VAT returns for certain types of businesses.

Our fixed-fee packages scale to your needs—sole traders, partnerships or limited companies of any size. We tailor a plan that fits your revenue and growth ambitions.

Absolutely—we advise on the right VAT scheme, handle your registration and train you on compliance to avoid penalties.

Yes—we prepare and file SA100 returns for directors, contractors and sole traders WELL before the 31 January deadline.

Yes—we prepare SORP-compliant accounts, OSCR annual returns and independent examiner’s reports, and we advise on gift aid claims.

If a fine or penalty is incurred due to our negligence, we will cover the full cost.

We offer quarterly tax reviews—covering VAT, PAYE, corporation tax and personal tax—for clients on our full management accounts service.

We provide fully outsourced cloud bookkeeping (software licence included free of charge), plus optional monthly management accounts.

Yes—we may assist to an extent for a chargeable fee.

We manage disengagement letters, data transfer and HMRC notifications for a smooth onboarding process.

From tech startups to creative agencies, manufacturing to retail, we adapt our cloud accounting solutions to almost any sector in Scotland. However, our core sectors are our strength and we can provide the highest value.

We use bank-level encryption, two-factor authentication and secure UK-based cloud servers to safeguard your data. We also maintain multiple automated backups.

No, we use bureau software to run much more efficiently and accurately then is possible by any bookkeeping software.

Upon request, we can prepare management accounts and cash-flow forecasts to support loan or overdraft applications.

Most clients are fully set up and live within five working days of engagement.

As chartered accountants, we provide comprehensive tax and advisory services, including strategic personal tax planning (inheritance tax, capital gains, residence), payroll and VAT advice, corporate tax structuring, business planning with budgeting and forecasting, succession and exit planning, and corporate restructuring support—ensuring optimal tax efficiency and sustainable growth.

Yes – we create tax-efficient succession strategies for small companies, covering corporate restructuring, retirement planning, debt-forgiveness arrangements and, where required, company dissolution.

Yes—we liaise with HMRC to resolve contractor-subcontractor CIS disputes and ensure correct tax deductions.

Upon request, we can produce scenario-based cash-flow forecasts, ideal for trades with seasonal peaks (e.g. roofing, event catering, hospitality, plumbing).

Yes—we register new limited companies, set up cloud accounting and advise on the best structure via our contact page.

We’ll advise on business structure, register your company, set up cloud accounting and handle all compliance. We will also give you a detailed, tax efficient advice.

We monitor gross profit per cover, stock turn, labour cost percentage and other hospitality-specific KPIs.

Yes—we guide you through Xero and QuickBooks mobile apps for on-the-go invoicing and receipt capture through Dext.

Refer a new client and earn a referral fee once they sign up. See full terms on our Refer & Earn page

Check our Success Stories page to see why businesses across Scotland trust us.

Yes—we structure salary and dividends tax-efficiently for directors of limited companies.

We help you set up and manage workplace pensions, auto-enrolment and pension-contribution calculations.

One-off advisory projects are quoted upfront at competitive rates, separate from your fixed-fee package following a detailed discussion.

Yes—up on request we can generate budget-vs-actual variance reports to help you track performance against your forecasts. However, this is a standard practice if you take our Management Accounts services.

We handle multi-currency bookkeeping, invoicing and bank reconciliations for exporters and importers.

Yes—we calculate benefit-in-kind, file P11Ds and advise on the most tax-efficient company car arrangements.

Yes—we prepare restricted fund accounting, SORP-compliant reports and grant-income schedules for Scottish charities.

Upon request we can provide benchmarking against hospitality, trade and professional-services KPIs to measure your performance.

Book a free, no-obligation consultation via our Contact page or call our Aberdeen office.

Real-time data, anywhere access, automatic backups, secure data storage and seamless collaboration with your accountant.

Nothing extra—your Dext licence is included free when you join our fixed-fee package that covers this.

Yes—we can link retail and hospitality POS systems to Xero and QuickBooks for automatic sales and stock postings.

Fill up our Payroll Registration Form via the Contact Us page.

CIS (Construction Industry Scheme) requires contractors to verify and report subcontractor payments. We manage all CIS filings.

Yes—we calculate your levy liability and prepare apprenticeship-levy returns to HMRC.

We handle Shopify, Amazon and e-Bay integrations, managing multi-channel sales and VAT on digital platforms as well as the Global Accounting Scheme and Margin Scheme.

We record import VAT, reverse charge VAT, currency gains/losses and file accurate VAT returns. We can also assist with the EORI registration and related questions.

Yes—we calculate and claim capital allowances on plant, machinery and commercial property. We do this automatically while preparing your annual accounts.

We recommend gross profit margin, net profit margin, cash-flow days, debtor days and return on capital employed. There maybe more depending on the requirements.

We offer board-pack report preparation exclusively for larger businesses that request the service at the outset, providing tailored presentations with charts and commentary as required.

We set up bank feeds in Xero or QuickBooks so transactions import automatically each day. However, these feeds expire every three months and must be reauthorised by the owner.

Yes — we prepare weekly and monthly management accounts, detailed budgeting and forecasting, and bespoke KPI dashboards to give you clear, timely insight into your business performance.

We maintain a fixed-asset register, calculate depreciation and prepare disposals and revaluations, using both the bookkeeping software and our annual accounts’ working papers.

We prepare rental-income statements, allowable expenses schedules and rental-profit computations.

We draft statutory accounts within five weeks of receiving all documents, and file CT600 and Companies House returns promptly.

Yes—we advise on VAT-MDR compliance and file the necessary transaction-data reports.

Yes — we offer tailored accounting and advisory services for dental practices, including NHS claim reconciliations, practice management accounts, payroll and pension auto-enrolment, VAT planning for equipment and consumables, budgeting and forecasting, plus practice valuation support.

We represent clients in HMRC appeals, prepare statements of case and liaise with tax tribunals if needed.

We consolidate group profit & loss, balance sheets and inter-company reconciliations for holding-company structures.

You can cancel our services with one month’s notice in writing, with no hidden exit fees. However, fees paid to date are not refundable if you decide to leave midway and 3 months after joining.

Yes—we clean up historical data, correct mapping errors and bring your Xero or QuickBooks journals up to date.

We build interactive dashboards in Power BI or Excel to visualise key financial metrics.

We advise on gift-aid eligibility and documentation, although we don’t process claims directly.

Yes—we provide IHT-planning strategies, estate-valuation advice and lifetime-gift structures.

For monthly subscription fees, we use direct debit. All other payments may be made by bank transfer or via Stripe. Certain registration fees are paid via our website when submitting request.

All our regular services require monthly payments unless it is for small personal tax returns or one off services.

We register and file VAT-MOSS returns for digital-services suppliers to EU/UK customers.

Yes — we provide specialised accounting and advisory services for pharmacies, including NHS claim reconciliations, drug tariff analysis, VAT planning on prescription and over-the-counter sales, payroll and pension auto-enrolment, management reporting, and practice valuation advice.

Yes—your Xero or QuickBooks subscription allows multiple users, and we manage user permissions.

Yes — we provide specialist accounting and advisory services for optical retailers and optometry clinics, including stock management and valuation, NHS GOS claim reconciliation, VAT planning on frames and lenses, equipment depreciation schedules, practice management accounts, payroll and auto-enrolment, and tailored KPI reporting.

Yes — we offer tailored accounting and tax services for influencers and content creators, including revenue recognition for sponsorships and ad income, expense tracking for equipment and travel, VAT advice on digital services, personal and corporate tax planning, and cash-flow forecasting to help you grow sustainably.

We account for land-purchase costs, build-cost allocations and margin-reporting for property-development projects.

We advise on pension contributions, ISA allowances, CGT exemptions and efficient salary/dividend mixes and a lot more depending on circumstances.

Yes—we reconcile DLA balances, post interest charges and prepare P11D benefit-in-kind statements.

We provide guidance on Gift Aid eligibility, declarations and record-keeping, though we don’t submit claims.

We build bespoke cash-flow models for hospitality, construction and seasonal trades.

Yes—we produce partnership-share allocations, K1 schedules and partner-equity analyses.

We advise on mergers, de-mergers, share reorganisations and group-tax relief elections.

Yes — we provide specialist accounting and tax services for NHS practitioners, including NHS contract-claim reconciliation, personal tax optimisation, NHS Pension Scheme planning, income structuring for private practice, cash-flow forecasting, and compliance advice with CQC and GMC requirements.

Yes—we manage umbrella-company payroll, agency-fee allocations and PAYE-cum-CIS hybrid scenarios.

All our services are delivered online—video calls, secure file sharing and cloud-accounting portals keep you connected.

We deliver bespoke tax-planning, trust accounting and concierge-style advisory for senior executives.

Yes — we provide bespoke accounting and advisory services for GP practices, including NHS GMS/PMS contract reconciliation, QOF income tracking, partnership profit apportionment, NHS Pension Scheme planning, VAT advice on premises, payroll and auto-enrolment, plus practice valuations and regulatory compliance guidance.

Most one-off reports are delivered within five working days, subject to data availability and speed of cooperation.

We set up job-costing in Xero or QuickBooks, allowing you to monitor project-by-project margins in real time – but this must be specifically requested at the outset.

Yes—we consolidate group results and file separate or combined CT600s for complex corporate groups.

All data is backed up daily on encrypted UK servers with off-site replication to ensure business continuity.

We handle PAYE, RTI, pensions and holiday accruals for seasonal workers in hospitality and events.

Use our quote calculator for an instant estimate, or book a free consultation via our Contact page.