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Resources

Free guides and checklists, no jargon, no catch.

Tax & Compliance

Checklist

Making Tax Digital for Income Tax: A Sole Trader's Checklist

Who needs to join MTD for Income Tax, when it applies, and what actually changes, explained without jargon.

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Guide

Director's Loan Account: A Plain-English Guide

How to take money out of your limited company properly, what counts as a director's loan, and the tax traps of going overdrawn.

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Software & Systems

Checklist

Choosing Cloud Accounting Software: A Decision Checklist

QuickBooks, Xero or Sage? A short decision tool to work out which one actually fits your business.

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Understanding Your Numbers

Guide

Bookkeeping Fundamentals

The basics of keeping clean books, what to record, how to stay on top of it, and why it makes everything else easier.

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Business Analysis Tools

More guides on the way.