Coastal Balance supports the regular financial admin that keeps a small business’s finances clear, compliant and ready for decisions.
Regular processing of sales, purchases and expenses, with bank feeds and bank and credit card reconciliations kept up to date.
Vikki can work with your existing accounting software or help you choose an alternative that suits your business, including digital receipt and invoice workflows.
Vikki prepares and submits VAT returns, with tidy supporting records kept in compatible software and a clear filing routine.
Vikki keeps the digital records organised and submits the required quarterly MTD updates using compatible software. Coastal Balance can also help you establish a clear record-keeping routine before checking your obligations with HMRC or your accountant.
Making Tax Digital for Income Tax is being phased in for sole traders and landlords. The first phase applies from 6 April 2026 to qualifying income over £50,000, with lower thresholds scheduled for later tax years.
Income and expense records, mileage and paperwork organisation, and clean information ready for self-assessment.
Double-entry bookkeeping, payroll journals, management information and year-end records prepared for your accountant.
A practical reset for businesses that have fallen behind, with a clear route from backlog to an ongoing routine.
Trial balances, reports and queries handled in a way that makes accountant handovers cleaner and more efficient.
Vikki can follow up outstanding invoices on your behalf, or provide clear debtor information so you can chase payments yourself.