Skip to content

Accounting services

Support for the records, responsibilities and decisions behind your business.

Forest Finance provides connected accounting services for sole traders, limited companies, start-ups and landlords. You do not need to identify the perfect package before speaking with us. Start with what the business needs to complete, improve or understand, and we’ll recommend an appropriate combination of support.

Accounts and Tax ReturnsMaking Tax DigitalBookkeepingVATPayrollManagement Accounts

Quick start

Start your enquiry

Tell us a little about your business and what you need help with.

Quick start

Start your enquiry

Tell us a little about your business and what you need help with.

1About the business2Business details3About you4Contact details5Support needed6Your enquiry
About the business

Choose the option that best describes how you trade.

Step 1 of 6

We’ll use your details to respond to this enquiry and may record how you reached this page so we can understand which information was helpful.

AATLicensed memberFAFreeAgent supportMTDMaking Tax Digital readyUKSmall business friendly

Our services

Choose the area you need—or let us bring the right support together.

Accounts and Tax Returns

Annual accounts, Self Assessment and Corporation Tax work for sole traders, limited companies, landlords and individuals with connected reporting responsibilities.

Explore Accounts and Tax Returns

Making Tax Digital

Help understanding whether MTD applies, establishing suitable digital records and completing the required submissions through compatible software.

Explore Making Tax Digital

Bookkeeping

Regular record keeping, bank reconciliation, invoice and expense organisation, catch-up work and a reliable foundation for accounts, tax and reporting.

Explore Bookkeeping

VAT

VAT registration, scheme considerations, record keeping, return preparation and ongoing support understanding how VAT applies to the business.

Explore VAT

Payroll

Payroll registration, employee payments, HMRC submissions, automatic-enrolment duties and selected pension-provider submissions.

Explore Payroll

Management Accounts

Standard reporting and commentary, advisory recommendations, bespoke dashboards and one-off forecasting, cash-flow or budgeting work.

Explore Management Accounts

Not sure where one service ends and another begins? Tell us what is happening in the business and we’ll help connect the responsibilities.

Connected support

The same information can support more than one accounting responsibility.

Bookkeeping, tax, VAT, payroll and management reporting are connected. Organising the underlying information consistently reduces repeated requests, makes deadlines easier to manage and creates a clearer view of the business.

Everyday records

Bookkeeping and FreeAgent keep income, costs, invoices, bank activity and supporting documents organised throughout the year.

Regular submissions

VAT returns, payroll reporting and Making Tax Digital use information from the maintained records at the relevant reporting points.

Annual responsibilities

Accounts and tax-return work brings the completed period together, applies the appropriate accounting and tax treatment and deals with the required filings.

Business information

Management accounts, commentary, forecasts and dashboards use current records to explain performance and support decisions before the annual accounts are due.

A service built around what is needed

Not every business requires every service. We’ll identify the responsibilities that apply, understand what you already handle and agree an appropriate division of work.

Maintain the information once. Use it wherever the business needs it.

Support shaped around the business

Similar responsibilities can look different in different businesses.

Sole traders

Support with Self Assessment, bookkeeping, Making Tax Digital and the everyday records needed to keep business and personal tax information clear.

Support for sole traders

Limited companies

Annual accounts, Corporation Tax, director responsibilities, payroll, VAT and financial information to support company decisions.

Support for limited companies

Start-ups

Help considering the business structure, completing initial registrations, establishing FreeAgent and building reliable accounting routines from the beginning.

Support for start-ups

Landlords and property businesses

Accounting support for personally or company-owned property, including rental records, tax returns, company accounts and preparation for Making Tax Digital where applicable.

Support for landlords

Growing businesses

Additional bookkeeping capacity, payroll, VAT and more detailed management information as activity, responsibilities and decisions become more involved.

Explore Management Accounts

Start with where the business is now. The support can develop as the responsibilities change.

A scope that fits the work

Regular accounting support—or help with a defined piece of work.

Ongoing support

A recurring service can bring together annual accounts and tax, bookkeeping, VAT, payroll, Making Tax Digital and management reporting at the intervals relevant to the business.

Registrations and initial setup

Defined work such as business registration, company formation, VAT registration, payroll registration, FreeAgent setup and establishing an appropriate record-keeping process.

Catch-up and corrective work

Bringing bookkeeping up to date, reconstructing incomplete records, reviewing unexplained balances or dealing with overdue accounting and tax responsibilities.

One-off forecasting and planning

Forecasts, cash-flow models, budgets and scenario analysis prepared for a particular decision, application or planning exercise.

Changing accountant or software

Support obtaining professional-clearance information, reviewing the records received and establishing an agreed starting point with Forest Finance and FreeAgent.

Separate specialist work

Some services can be provided without a wider ongoing package where the available records are sufficiently reliable and the work falls within Forest Finance’s professional scope.

Agree what needs doing, what happens next and whether the support should continue.

Not sure where to start?

Tell us what needs attention.

You do not need to diagnose the service yourself. Tell us how the business operates, what is already being handled and what you need to complete, improve or understand.

We’ll review the information, identify the connected responsibilities and explain the most appropriate next step.

There is no need to organise or transfer your accounting records before the initial conversation.

Quick start

Tell us what you need help with.

Share a few details and we’ll recommend the most useful next step.

  1. Share your details and the support you need.
  2. Forest Finance reviews your business setup.
  3. You receive the most useful next step.

Quick start

Start your enquiry

Tell us a little about your business and what you need help with.

1About the business2Business details3About you4Contact details5Support needed6Your enquiry
About the business

Choose the option that best describes how you trade.

Step 1 of 6

We’ll use your details to respond to this enquiry and may record how you reached this page so we can understand which information was helpful.