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SELF-EMPLOYED & SOLE TRADERS - CASTLE EDEN & UK-WIDE

Self-employed?
Keep your numbers
in hand.

You put the time into your work. We help organise the records behind it, prepare the agreed tax reporting and explain what the figures mean for you. Practical support for sole traders and independent professionals.

 

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Your own point of contact

Clear advice in plain English

Services and fees agreed with you

WHERE YOU ARE NOW

Does this
sound like you?

Start with what is happening in your situation. We’ll help you understand the relevant work and agree the support that fits.

01

Your first invoices are going out.

You’re working for yourself and want to get the records, registrations and reporting organised from the beginning.

02

The paperwork keeps building up.

You know the work is coming in, but sorting receipts and understanding the tax position keeps slipping down the list.

03

Your work is changing.

You’re earning more, taking on help or reviewing your business structure. You want to know what the changes mean.

HOW WE SUPPORT YOU

Your work.
Your records.
A clearer routine.

We’ll talk through what you already handle and where you need help, then agree the services, information and approvals needed to work together.

A FAMILIAR POINT OF CONTACT

Someone who understands your circumstances, explains what is needed and helps you find the next step when questions come up.

SELF ASSESSMENT

Bring the year together.

We prepare the agreed return using your business records and other relevant income, explain the position and submit once you approve.

BOOKKEEPING

Keep a clearer record.

Agree a manageable way to record income and costs, share information and keep the underlying figures organised.

VAT

Understand your VAT position.

Tell us about your sales and customers. We’ll discuss the VAT work you need and how it fits with your business records.

DIGITAL REPORTING

Make ongoing reporting practical.

We’ll check whether Making Tax Digital for Income Tax affects you and agree any software, record keeping and ongoing support required.

Annual return preparation and ongoing bookkeeping, VAT or digital reporting are distinct pieces of work. We’ll agree which you need and how they fit together.

LET'S TALK IT THROUGH

Start with a conversation.

Tell us what is happening, what you need help with and any dates coming up. We’ll explain the relevant work and agree a practical next step.

WORKING WITH TREGGENA

A clear start.
A practical way forward.

We’ll explain the information needed, the work we are handling and what happens next, so you know where you stand.

01

Tell us where you are.

Share your circumstances, the records available and any questions or deadlines you want to discuss.

02

Agree the right support.

We explain the proposed work, responsibilities and fees, then complete the relevant onboarding and checks.

03

Bring the information together.

We provide a tailored checklist and agree how to share records securely, with time to resolve any gaps.

04

Review and take the next step.

We explain the agreed work, obtain the necessary approvals and confirm the actions needed from you.

ADVICE FOR YOUR NEXT QUESTION

A useful
starting point.

Explore the relevant information, then talk to us about what it means for you.

GUIDE & TOOL

Sole trader or company?

Explore the questions to discuss before choosing or changing a business structure.

These resources are a starting point. Speak to us about how the information applies to your circumstances.

GUIDE

Understanding VAT

Explore our VAT registration guide as a starting point for questions about your business.

REFERENCE

Accounting terms, explained

Look up unfamiliar accounting language, then ask us how it relates to your figures.

BEFORE WE TALK

A little more
clarity.

A few things you might be wondering before getting started. For anything specific, tell us about your circumstances.

YOUR NEXT STEP

Keep doing what you do.
Let’s organise the numbers.

Tell us about your circumstances and the support you need. We’ll explain how we can help and agree what happens next.

Based in Castle Eden. Supporting limited companies across the North East and UK.

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