Clear paperwork, calm deadlines
Every engagement starts with a written scope, a document list and a calendar of the dates that matter to you.
Yarrow House looks after the numbers for sole traders, small companies and households, so every deadline is met early and nothing about your tax bill is a surprise.
Take one service or combine several into a single monthly engagement. Each is scoped in writing so you know exactly what is covered.
Every engagement starts with a written scope, a document list and a calendar of the dates that matter to you.
Monthly reconciliation of bank, card and sales feeds, with a short summary of what moved and why.
Statutory accounts and company filings prepared from clean records, reviewed with you before submission.
Self-employment, rental income, dividends and pensions brought together into one accurate return.
Payslips, starters and leavers, pension contributions and the monthly submissions that go with them.
Registration advice, scheme choice and quarterly returns prepared from your bookkeeping software.
Salary versus dividends, when to incorporate, and what to set aside each month for tax.
Accountancy runs on dates. Here is the rhythm most of our clients settle into, adjusted to your own year-end.
We collect prior returns, software access and authorisations, then send your personal deadline calendar.
Transactions categorised and queries sent in one batch, never a drip of emails.
VAT or sales tax submitted, plus a short call on profit to date and the tax to put aside.
Stock, accruals and assets confirmed with you, accounts drafted and walked through line by line.
You see the final figures and payment dates at least four weeks ahead of the deadline.
A planning session to set payments on account, drawings and any structural changes for the coming year.
Three common starting points. Most clients sit clearly in one; if you straddle two, we scope a combined engagement.
| Compare | Sole traders | Limited companies | Households & landlords |
|---|---|---|---|
| Best for | Freelancers and trades with one income stream | Owner-managed companies with staff or several directors | Rental portfolios, investment income or a complex single return |
| Included | Bookkeeping review, annual accounts, personal return | Monthly books, payroll, VAT, statutory accounts, directors' returns | Income schedules, property accounts, personal returns for each owner |
| We meet | Twice a year | Quarterly, plus year-end | Once a year, plus on request |
| Fees | Fixed annual fee, paid monthly | Fixed monthly fee set by transaction volume | Fixed fee per return and property |
Every fee is quoted in writing after the intake call and does not change unless the scope does.
You don't need everything, but these make the intake call twice as useful.
Not hard. With your permission we contact them for the handover, request prior working papers and update the authorisations. You don't need an awkward conversation.
We work with the major cloud packages and can migrate you from spreadsheets. If your current setup works, we keep it; we only suggest a change when it saves you time or fees.
Your scope letter lists exactly what is included. If something new arises, such as a property sale or a new company, we quote it separately before doing any work.
Often, yes. Tell us the date in the enquiry form. If we can't file it properly in time, we'll say so on the intake call and explain your options.
No. Most clients work with us entirely by video call and secure upload. In-person meetings can be arranged when you'd prefer one.
That's common. We start with a catch-up phase, quoted separately, to bring the books up to date before the regular monthly rhythm begins.
A 30-minute call to understand your situation. No charge and no obligation.