How it works

Say "Goodbye" to

* Recording your bank transactions *

* Paper cash books *

* The year end headache and collation *

* Tricky spreadsheets *

* Waiting months for your year end accounts *

* Not knowing your tax bill until the last moment *

* Not knowing what your accountancy fee will be *

Set up

We get you set up with the online book-keeping package and activate bank feeds. The bank feeds automatically draw down from the bank your transactions and pre-codes these for you. This saves a huge amount of time. The bank feeds cover most bank accounts and includes credit cards and PayPal.

If you are moving from another accountant, one letter is all we need and we'll take care of everything else.


We monitor and record your bank transactions and where necessary ask you for clarification of what certain transactions are for. You have no cash book to keep but you still need to keep your receipts for HMRC. Periodically we will ask you for non bank (cash) expenses.

Each month you will receive two news letters. One on tax savings and the other on business news and tips.

Year End

Shortly after your year end we will contact you for any additional information we may need. Once we receive this we will provide you with your accounts and tax returns within 28 day.

Tax Review

We will review your business and personal affairs to make sure you are making the most of the tax saving schemes. Our aim is to make sure no one pays a penny more tax than they need to.

Business Review

We will review your business each year and make appropriate suggestions to help you grow and manage your business.

Xero Kashflow Quickbooks Sage Online

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Simply Accounts & Tax Limited, Epsilon House, Ransomes Europark, Ipswich, Suffolk IP3 9FJ

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