Our Services

Comprehensive accounting solutions tailored for sole proprietors

This Day in Financial History

Financial History

August 13, 1913: The First Modern Tax Return

On this day in 1913, following the ratification of the 16th Amendment, the first modern U.S. federal income tax form (Form 1040) was created. This one-page document, vastly simpler than today's version, marked the beginning of standardized tax filing procedures that would eventually evolve into the complex tax system sole proprietors navigate today.

The original tax affected only about 1% of the population, with rates ranging from 1% to 7%, a stark contrast to today's comprehensive tax structure.

How We Help Sole Proprietors

At EasyBooks, we understand that sole proprietors face unique financial challenges. You're not just running a business—you're being the business. Every financial decision impacts both your company and personal life.

Our comprehensive suite of services is specifically designed to address the needs of independent professionals, freelancers, and solo entrepreneurs. We combine cutting-edge technology with personalized expertise to provide solutions that save you time, reduce stress, and help you make informed financial decisions.

Whether you're just starting out or have been operating for years, our scalable services grow with your business, providing the right level of support at every stage of your journey.

Services Overview

Our Service Categories

Bookkeeping & Accounting

Our comprehensive bookkeeping services keep your financial records accurate, up-to-date, and compliant. We handle the numbers so you can focus on your business.

  • Transaction categorization and reconciliation
  • Monthly financial statement preparation
  • Accounts payable and receivable management
  • Cash flow tracking and forecasting
  • Financial record organization and maintenance

Starting at £199/month

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Tax Preparation & Planning

Our tax services go beyond just filing returns. We implement proactive strategies to minimize your tax burden while ensuring full compliance with all regulations.

  • Self Assessment tax return preparation and filing
  • VAT registration and returns
  • Tax-efficient business structure advice
  • Strategic tax planning and optimization
  • HMRC correspondence and representation

Starting at £249/tax return

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Financial Planning & Advisory

As a sole proprietor, your business and personal finances are intertwined. Our holistic financial planning services address both aspects to secure your current and future financial well-being.

  • Business budget development and monitoring
  • Retirement planning for self-employed professionals
  • Cash flow optimization strategies
  • Personal financial goal setting and planning
  • Risk assessment and management

Starting at £349/session

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Financial Technology Solutions

Leverage the power of technology to streamline your financial operations. We provide cloud-based solutions tailored to your specific needs, with setup, training, and ongoing support.

  • Cloud accounting software setup and customization
  • Expense tracking and management systems
  • Digital receipt capturing and organization
  • Financial dashboard implementation
  • Integration with other business tools and platforms

Starting at £149/setup + monthly subscription

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Business Growth Support

When you're ready to take your sole proprietorship to the next level, our growth support services provide the financial guidance and infrastructure needed for sustainable expansion.

  • Business model analysis and optimization
  • Pricing strategy development
  • Break-even analysis and profitability planning
  • Business transition planning (sole trader to limited company)
  • Funding and financing guidance

Starting at £499/comprehensive assessment

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Our Service Packages

Choose from our pre-designed packages or let us create a custom solution for your specific needs.

Starter

£149/month

Perfect for new sole proprietors who need the essentials to get started on the right financial track.

  • Basic bookkeeping (up to 100 transactions/month)
  • Quarterly financial statement preparation
  • Basic tax planning
  • Self Assessment tax return
  • Email support
  • Monthly financial reviews
  • Business advisory services
  • Dedicated accountant
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Most Popular

Professional

£299/month

Comprehensive financial management for established sole proprietors with growing businesses.

  • Full bookkeeping (up to 250 transactions/month)
  • Monthly financial statement preparation
  • Proactive tax planning and strategy
  • Self Assessment tax return
  • Priority email and phone support
  • Quarterly financial reviews
  • Basic business advisory services
  • Dedicated accountant
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Premium

£499/month

All-inclusive financial management and strategic advisory for high-earning sole proprietors.

  • Unlimited bookkeeping transactions
  • Monthly financial statement preparation
  • Comprehensive tax strategy and optimization
  • Self Assessment tax return
  • Priority support with same-day response
  • Monthly financial reviews and planning
  • Advanced business advisory services
  • Dedicated accountant and advisor
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Need a Custom Solution?

We understand that every sole proprietor has unique needs. Contact us for a personalized service package tailored to your specific business requirements and budget.

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Our Process

We've designed a streamlined approach to make working with us simple and efficient.

1

Discovery Consultation

We start with a comprehensive discussion to understand your business, current financial situation, challenges, and goals. This helps us tailor our services to your specific needs.

2

Customized Proposal

Based on our consultation, we'll create a personalized service plan and proposal outlining recommended services, implementation timeline, and transparent pricing.

3

Onboarding & Setup

Once you approve the proposal, we'll collect necessary information, set up your accounting systems, and establish processes to ensure a smooth transition to our services.

4

Ongoing Service & Support

We'll provide regular financial updates, proactive advice, and responsive support to help you navigate financial decisions and optimize your business operations.

5

Regular Reviews & Optimization

We conduct scheduled reviews to assess progress, adjust strategies as needed, and identify new opportunities for financial improvement and business growth.

Frequently Asked Questions

Do I need professional accounting services as a sole proprietor?

While not legally required, professional accounting services provide significant benefits for sole proprietors. These include time savings, tax optimization, financial clarity, compliance assurance, and expert guidance for business decisions. Most sole proprietors find that the tax savings alone more than cover the cost of professional services.

How much do your services cost?

Our service pricing varies based on your business complexity, transaction volume, and specific needs. We offer packages starting from £149/month for basic services, with custom pricing available for businesses with unique requirements. We provide transparent pricing with no hidden fees, and all proposals include detailed service breakdowns.

I'm just starting my business. Which services should I prioritize?

For new sole proprietors, we recommend starting with basic bookkeeping setup, initial tax planning, and business structure advice. These foundational services establish good financial habits from the beginning. Our Starter package covers these essentials, and we can add more comprehensive services as your business grows.

Can you help me transition from a sole proprietorship to a limited company?

Yes, we specialize in helping sole proprietors transition to limited companies when the time is right. Our business growth services include analyzing when this transition makes financial sense, handling all registration and setup requirements, establishing proper accounting systems, and providing guidance on new tax and compliance obligations.

Do you work with specific accounting software?

We work with all major cloud accounting platforms including QuickBooks, Xero, FreshBooks, and Wave. We can recommend the best platform for your specific business needs or work with your existing system. Our team is certified in these platforms and can provide setup, training, and ongoing support.

What information do I need to provide to get started?

To begin, we'll need basic business information (business name, contact details, business start date), previous financial records if available (bank statements, previous tax returns), information about revenue sources and typical expenses, and details about any existing accounting systems you use. Our onboarding specialist will guide you through this process to make it as simple as possible.

What Our Clients Say

"EasyBooks has completely transformed how I manage my freelance business finances. Their team is knowledgeable, responsive, and genuinely cares about my success. The tax savings alone paid for their service ten times over!"

Sarah Johnson

Sarah Johnson

Graphic Designer

"As a contractor, keeping track of project expenses was a nightmare until I found EasyBooks. Their user-friendly platform and expert advice have made bookkeeping simple. Now I spend minutes, not hours, on accounting tasks."

Michael Torres

Michael Torres

Independent Contractor

"I was nervous about switching accounting services, but EasyBooks made the transition seamless. Their team took the time to understand my specific business needs and created a customized solution that works perfectly for me."

Jennifer Lee

Jennifer Lee

E-commerce Entrepreneur

Ready to Simplify Your Accounting?

Schedule a free consultation to discuss your specific needs and how we can help

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