Simple Sole Trader Package

Our simple Accountancy and App package for sole traders.

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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.