You have outgrown basic bookkeeping
Transaction volume, VAT treatments, stock, projects or multiple income streams now require stronger controls and review.
Business owners · Accounting & tax
Accurate compliance, turned into information you can use.
We organise the accounting, tax and reporting cycle around the way your company operates, giving you dependable filings, clearer visibility of cash and earlier warning of decisions that need attention.
- FCCA & CTA expertise
- Experience at BDO & KPMG
- Responses in hours, not days
- Fees agreed upfront
Expert perspective
Clean records create better options.
Bookkeeping, VAT, payroll, annual accounts and corporation tax should form one controlled process. When each is treated separately, errors travel between systems, deadlines become reactive and management information loses credibility.
UA Tax starts by understanding how money and information move through the business. We then agree the bookkeeping standard, review controls and build a calendar that gives both you and us enough time to resolve issues properly.
The output is not simply a compliant set of accounts. It is a clearer view of margin, working capital, tax, director balances and distributable reserves, with qualified advice when the figures point to a decision.
When this matters
Recognise the point at which advice adds value
The best result usually comes from reviewing the position before documents are signed, money moves or a filing deadline becomes urgent.
Tax liabilities are a surprise
Corporation tax, VAT or payments on account are calculated after cash has already been committed elsewhere.
Management reporting is unreliable
Monthly figures do not reconcile to the balance sheet or cannot explain the difference between profit and cash.
The owner’s position is separate
Company accounts are prepared without coordinating dividends, benefits, director’s loans and the personal return.
The technical review
The areas we bring into one review
Good advice connects the tax analysis to the records, legal steps, cash position and longer-term objective.
Annual accounts
Statutory accounts prepared from reconciled records, with significant movements and balance-sheet items explained before approval.
Corporation tax
Computation of taxable profit, relief claims and capital allowances, plus advance planning for material transactions and payment dates.
VAT and indirect tax
Registration, scheme selection, return review and advice on unusual supplies, property transactions and cross-border activity.
Payroll and benefits
PAYE reporting, director remuneration and benefits considered alongside company deductions and personal consequences.
Management information
Profit and loss, balance sheet, cash-flow and focused measures that support pricing, cost control, funding and investment decisions.
Owner tax
Dividends, director’s loans, pensions and Self Assessment coordinated with the company’s reserves and cash position.
What changes the answer
The reporting model should match the decisions you make.
More detail is not automatically better. Useful reporting is timely, reconciled and focused on the factors that change action.
- 01Are the bookkeeping records complete enough to support reliable VAT, payroll and year-end reporting?
- 02Which monthly or quarterly measures show performance early enough to act?
- 03What profits are available for distribution after tax, losses and Companies Act considerations?
- 04Which planned purchases, hires, finance arrangements or transactions need tax input before commitment?
How UA Tax works
A clear route from question to implementation
You will know what we need, what we will deliver and which decisions remain yours.
Define the decision
We clarify what you need to achieve, the deadline and the commercial constraints before considering tax treatments.
Establish the facts
We review the records, ownership, prior filings and relevant transactions so the advice starts from reliable information.
Compare the routes
You receive a clear explanation of the viable options, their tax effects, practical risks and implementation sequence.
Implement and document
Once scope and fees are agreed, we coordinate the filings, elections, clearances and other advisers needed to complete the work.
Questions worth asking
Frequently asked questions
Which accounting software do you support?
We work with mainstream cloud accounting platforms and agree the most suitable ledger, receipt capture, payroll and reporting workflow after reviewing your business. Software is selected for the process, not the other way round.
How early should annual accounts be prepared?
Well before the statutory deadline. Earlier accounts provide better information for lenders, dividends, tax planning and strategic decisions. We agree a target timetable rather than using the filing deadline as the production date.
Do small companies really need management accounts?
Not every company needs a lengthy monthly pack. Many benefit from concise quarterly information covering margin, debtors, cash, tax and director balances. The format should answer real management questions.
Can you check whether we should be VAT registered?
Yes. We review taxable turnover, the nature and location of supplies, connected businesses and future activity. Registration can sometimes be required before a business notices that the rolling threshold has been crossed.
How should director expenses be handled?
The treatment depends on whether the cost is wholly for business, reimbursed, paid directly by the company or creates a benefit. We help set a policy, retain evidence and report items correctly.
What happens during the handover from our current accountant?
We obtain professional clearance and records, inspect opening balances, identify incomplete periods and confirm who will file each return. Any weaknesses are raised early with a plan to correct them.
Continue exploring
Related advice
Bring the decision into focus before you act.
Start with a short initial call, or book a focused consultation if you already have a specific transaction or technical question to resolve.