Explore our training services

Whether you're a sole trader, craft maker or small business owner looking for a quick refresher or want your team more aligned, we can help.

Based in the South West, we offer in-person training across Bath and Bristol, or remote sessions if you’re further afield.

Explore the categories below for standard topics, or contact us if you need a customised solution.

  • Arguably one of the most important, yet underrated aspects of your business

    • What is cash flow & why is it important?

    • How to monitor cash & forecast for the future?

    • How to minimise risk & what to do when issues arise?

  • Not mandatory unless you are a registered company but a basic awareness of these reports should be a priority to keep track of things

    • What are the main reports used in a business?

    • What should you look for in each?

    • How to setup best practice to ensure accuracy?

  • Tax is complicated. Let us clarify the basics for you in this fundamental session for when you approach the threshold

    • What is VAT & who has to register?

    • Different tax rates & when to use them

    • Other VAT schemes available

  • What to be aware of when completing your self assessment for the first time, or maybe just a reminder if you’re rusty

    • What is a self assessment & who needs to complete one?

    • Keeping records & identifying allowable expenses

    • How to register, file & pay

  • Once you have made the leap into being a limited company, what should you know about the annual tax charge?

    • What is Corporation tax?

    • Who is required to pay it?

    • What information do you need to calculate it?

  • If you have employees, you should have a basic understanding as the responsibility for compliance will be with you

    • How to setup payroll

    • How to run payroll

    • How to maintain your records

  • If you provide certain benefits to your employees, you may want a quick update on these

    • What is a P11D & what does it include?

    • What is a PSA & do I need one?

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Contact us

If you have any questions or need personalised accounting help? Contact us anytime. We will respond quickly to understand your needs and plan next steps.