Willard House Finance

02/07/2023

Always forgetting to post on social media - it's terrible 🫣 but all my SA Tax returns that have been booked in with me since April are now complete 🗓 please get in touch if you need yours doing!✨️

31/03/2023

Can't believe it's nearly another financial year! Where does the time go 🫢
Are you ready to submit your return? Book in today so that you know it's one more thing to tick off the list!🌟

13/10/2022

I'm not quite sure how we are in October already! Thank you all for keeping me so busy and supporting me on my business venture. I have thoroughly enjoyed working with all of my clients and look forward to continuing to do so!

12/08/2022

Don't forget all of the little things that you can claim for when working in the pet industry!

As a dog walker, you can claim expenses for dog treats that you purchase for your little pooch clients! 🐾🐾

11/08/2022

Don't forget to file your SA paper return by 31st October!

Leaving it until the very last minute can cause unwanted stress if something doesn't look right. Contact me if you need a professional to complete yours ✏️

08/08/2022

Never give up on your dreams!✨️

Here's my story of how I got here;

I finished school in 2013 and had no clue what I wanted to do. At the time I liked doing makeup so I decided to go to college to study makeup and massage. I completed all my qualifications and became a qualified MUA and massage therapist.

I decided I liked doing epilation so I went on to study electrical epilation and skin and became qualified in providing those services too.

I went into a retail job in June 2015, but I wanted to do something different - I started doing more admin and financial tasks and realised that I have always loved the idea of working in a financial role.

In September 2016 I took the plunge and enrolled in university to study accounting, whilst still working full time.

I then went on to start my AAT qualification and began from Bookkeeping, all the way up to the Professional Diploma.

6 years later and I am fully qualified with AAT and starting on the next chapter. (Still undecided between ACCA or CIMA but I'll get there!)

I work full time in Management Accounts whilst working on my little business and I am SO greatful for the opportunities that I have been blessed with over the past few years.

It's the reason that I am so passionate about helping small businesses, because I know that it can be overwhelming and a huge minefield while starting up yourself. Don't give up, adjust your time frames, adjust your goals but never change your dream 🌟

You WILL get that qualification and you WILL become a successful accountant 🙌

08/08/2022

Want to know how you can legally take money out of your business?

1. Drawings - This is for Sole Traders only. Any money that you use for personal use is categorised as drawings. This is because you are the same entity.

2. Salary - Pay yourself through PAYE as the Director of a limited company.

3. Dividends- Shareholders can take payments from the company's retained profits via dividends.

If this was helpful, follow for more 🌟

26/06/2022

Making Tax Digital; what's it all about and what does it mean for your business?

▪️MTD is a significant government initiative who's main purpose is to make it easier for sole traders and businesses to deal with tax

▪️Almost full digitalisation of the UK tax system will be introduced

▪️Sole traders and businesses must be using software and apps to keep all records and report tax details to HMRC

▪️From April 2024, all self-employed businesses owners must report income tax and keep accounts up to date using MTD

▪️You will be required to keep digital records, provide digital quarterly updates and provide your self assessment return to HMRC via MTD compatible software

If you are confused about what this means for you, don't hesitate to contact me today. All my current clients have been set up to be complaint for MTD so that the transition runs smoothly!

19/06/2022

Over the last couple of months I have loved chatting to clients about business needs and what they want to achieve.

I believe that value from accountants and bookkeepers isn't just in the work, but being avaliable to have a open discussion where we can break down so many things that go into your finances.

Some recent feedback -

"Thank you Katie, I am so glad to be working with you. Its really not my forte and I never really understood but thank you for making sure to explain it all to me"

And that kind of feedback is exactly why I love doing what I do ✨️✨️

04/06/2022

Don't struggle with your books when you don't have to✨️ I aim to take all the pressure off so that you can enjoy doing what you love best within your business!

08/05/2022

▪️Keep records up to date and accurate

▪️Manage bank accounts and bank feeds

▪️General management of accounts

▪️Handle accounts receivables - this can be sending invoices or payment reminders

▪️Oversee and handle accounts payable - paying suppliers and managing expenses

▪️Submitting tax returns

▪️Prepare financial statements - including profit and loss and balance sheets

✨️ My inbox is always open if you want a chat about how I can help you.

24/04/2022

The new tax year began only 2 weeks ago.

Did your last financial year go to plan?

Is this your first full financial year and you need a little bit of extra support?

I can support you with keeping up to date so that you can access your accounts and see real time information to understand your current position.

I offer weekly, monthly and quarterly bookkeeping services, so get in touch today to see how we can work together to ensure your business thrives during this financial year ✨️