Simple Sole Trader Package
Our simple Accountancy and App package for sole traders.
What’s included?
*Coconut App – Links directly to your bank account, no downloading statements.
*Send invoices on the go from your phone or desktop.
*Photograph and record cash receipts on the go.
We complete all your bookkeeping, transaction recording and tax efficient adjustments. No other expensive software needed.
All inclusive package. We file your Self Assessment Tax Returns and will also file your quarterly reports as required by HMRC from April 2026 (MTD ITSA).
Coconut uses Open Banking to connect to your bank or credit card provider. Open Banking technology is used by 5m people in the UK and regulated by the FCA (reg number 931194).
Safe, read only connection
Monthly fee £40.00 (inc VAT)
Set up fee £7.50 (inc VAT)
Sign up takes 2 minutes
Suitable for sole traders not vat registered
We also offer:
Accountancy Services
Our service is fully transparent to help reassure our customers and guide them in making smart decisions regarding their business finances, as your needs are our top priority.
Bookkeeping Services
Our bookkeeping services take the hassle away from business owners so you can concentrate on what matters most: your business.
Tax Services
Our experienced tax advisors will prepare your personal tax returns, and offer expert advice as we have dealt with a breadth of complex matters so rest assured your finances are in safe hands.