Proper records
Plan how invoices, transactions and supporting records will be kept.
Annual care
Registered is a beginning.
Keep moving with confidence.
Your company has a life beyond incorporation. Put records, reporting and ongoing support into a plan you can understand.
A first-quarter rhythm
Choose a starting month for a planning conversation. These are review prompts, not statutory due dates.
Agree the scope
Confirm who handles each duty and when.
Set up your records
Choose how invoices and supporting records will be kept.
Review the workflow
Check how the first reporting cycle is going.
Check the next quarter
Review plans with your accounting adviser.
Your adviser must confirm real deadlines, reporting duties and any exemptions.
Beyond day one
Keep the responsibilities
in view.
Reporting & statements
Agree the financial statements and reporting work relevant to the company.
Ownership upkeep
Discuss beneficial ownership information, changes and confirmation.
Find your starting point
Choose the situation closest to yours.
Company formation
Name planning, legal preparation and Registrar filing. Confirm the precise scope with your provider.
Explore the next stepRegistered office & secretary
Discuss the address, secretary duties and annual renewal terms.
Explore the next stepTax & VAT support
Review registration requirements for your activity and circumstances.
Explore the next stepMake the ongoing work clear.
Agree who does what, when it happens and how it is charged.