Rated 5.0 on Google Fixed fees agreed in writing Xero and QuickBooks certified ACCA qualified, AAT licensed Luton office, clients across the UK
01582 340 887 Check if you fit

Bookkeeping software and Making Tax Digital working properly within ninety days

Bookkeeping software and Making Tax Digital keep your limited company ready for VAT filings and year end. We set the routine around Xero or QuickBooks.

The problem often appears when a receipt is missing, a bank balance will not reconcile or a VAT deadline is close. Once the routine is set, those gaps are found while there is still time to fix them.

VAT coding checkedReceipts captured as you go
Check if you fitAsk Fasih a questionRead the bookkeeping guides

Fiscal Umbrella Accountants sets up bookkeeping and Making Tax Digital for growing limited companies across the UK. Fasih Khan ACCA oversees Xero or QuickBooks, receipt capture and VAT routines, with a fixed fee agreed in writing.

5.0
Verified Google reviewsRead them
I was stuck with my R&D claim, but Fiscal Umbrella helped me navigate it smoothly. They're professional, efficient, and truly know their stuff.… Cartel Media
Bookkeeping software and Making Tax Digital: example monthly compliance tracker Limited companies

The VAT deadline exposes what the bookkeeping routine missed

5.0 · Fasih oversees itCheck if you fit
  • Fasih Khan ACCA
  • Fixed fees in writing
  • Luton office
  • UK-wide remote

What changes when the books stay current

01

VAT returns built from current transactions

Sales, purchases and receipts are checked before the submission date approaches.

02

Tax decisions made before year end

Current bookkeeping gives Fasih something useful to advise on while decisions remain open.

03

A routine your team can follow

Your team knows where bills go, what needs checking and who handles each deadline.

Where a loose bookkeeping routine starts costing you

Small gaps become expensive questions when a filing or business decision cannot wait.

  • VAT

    “Our VAT return was due, and nobody could explain why the bank would not reconcile.”

    Missing receipts and miscoded sales leave the return open to error and delay.

  • Tax bill

    “The year-end draft arrived, but the bookkeeping gaps made the corporation tax estimate useless.”

    A late estimate leaves less time to decide what the company can spend or distribute.

  • Hire

    “I hired someone to help, but nobody had written down how bills and receipts should be handled.”

    The owner keeps fixing the same mistakes because the routine still depends on one person.

  • Day 90

    What changes once the advice is in the room

    Sales, purchases and receipts follow one routine. VAT problems appear before the return is due. Fasih can advise from current transactions while decisions are still open.

Quick check · no email

If your accountant cannot explain your bookkeeping routine, forecast your tax bill before it lands and reply this week, you have the wrong accountant

Answer these questions about what your current accountant can already do.

Question 1 of 3

Could they tell you this week whether your VAT scheme suits how you trade?

What changes when bookkeeping stops being a year-end job

A regular routine gives your accountant time to act before a deadline closes the decision.

Books updated at year end

Bank transactions are reconciled when the accounts are due.

Receipts are requested in one large chase.

VAT coding is corrected close to submission.

Advice waits until the year-end draft.

Books kept through the year

Bank feeds are reconciled to an agreed routine.

Hubdoc or Dext captures receipts as costs arise.

VAT treatment is checked while transactions are current.

Questions can be answered before decisions are made.

The checks that show whether your setup will hold

A workable setup should answer each question without a last-minute search.

  • 01

    Are all company bank accounts connected to the bookkeeping software?

    Each company account should feed into the same reconciliation routine.

  • 02

    Are bills and receipts captured when the cost arises?

    Hubdoc or Dext should hold the document beside the transaction.

  • 03

    Are sales sources mapped separately?

    Each sales source should reach the correct account and VAT code.

  • 04

    Are VAT codes checked before submission?

    The VAT treatment should match what was bought, sold and supplied.

  • 05

    Are returns, refunds and discounts reversed correctly?

    Each reversal should flow through the books and the VAT return.

  • 06

    Are director purchases kept separate from company costs?

    Personal spending should not be left inside company expenses.

  • 07

    Is each period reviewed before it is closed?

    Unexplained balances should be checked while the transaction is still familiar.

  • 08

    Can the VAT return reach HMRC through compatible software?

    The submission route should meet Making Tax Digital requirements.

What stays covered after the setup is finished

The routine continues after the software has been connected and your team has been trained.

Software

Xero or QuickBooks kept in order

Bank feeds, account mapping and VAT codes are maintained around how the company trades.

Receipts

Bills captured before they disappear

Hubdoc or Dext keeps purchase documents beside the costs they support.

MTD

VAT submissions supported by the books

Making Tax Digital filings are prepared from reconciled transactions and checked VAT treatment.

All Services →

Entry 01

What one VAT scheme check uncovered

Software cannot fix a VAT scheme that was wrong before the transactions entered it.

Figure70% overseaswhile still using flat rate
Found byA review of the seller’s sales split and VAT scheme found the problem.
ResultThe seller moved to standard VAT, paid VAT on UK sales and reclaimed input VAT.
AlsoThat check only works when UK and overseas sales are posted separately throughout the year.
Found by
Result

What clients say

I was stuck with my R&D claim, but Fiscal Umbrella helped me navigate it smoothly. They're professional, efficient, and truly know their stuff. Highly recommended
Cartel Media · Google review · a year ago
Excellent service! The team is professional, responsive, and always helpful. My payments are always on time, and they make everything easy to understand. Highly recommend Fiscal Umbrella Accountants!
faisal jalal · Google review · a year ago
The team at Fiscal Umbrella has been amazing—professional, efficient, and always supportive. I trust them completely with my finances. Highly recommend!
Muskan Mattu · Google review · a year ago

How the first ninety days put the routine in place

We start with how money moves through the company, then make each filing easier to support.

Before day one

The right setup is agreed

We review how you trade, your VAT scheme, bank accounts and current software before changing anything.

Day 30

Transactions follow one routine

Xero or QuickBooks is mapped around your sales, purchases, bank feeds and VAT treatment.

Day 60

Your team can keep it moving

Hubdoc or Dext is set up, and we show your team how to submit each bill and receipt.

Day 90

Making Tax Digital is covered

Digital links, VAT coding and the submission routine are checked before the next return.

When this bookkeeping service is unlikely to fit

The business is a sole trader, partnership or LLP.

The company falls below the practice’s turnover threshold.

The business is in transport, haulage, convenience retail or takeaway food.

The owner will not use the bookkeeping software needed for the agreed routine.

The set-up review checks the fit before any work or software change is agreed.

What directors ask before changing their bookkeeping setup

What does the monthly fee for bookkeeping software and Making Tax Digital include?

The scope can cover Xero or QuickBooks, bank reconciliation, sales and purchase coding, Hubdoc or Dext, and VAT submissions under Making Tax Digital. It depends on your transaction volume and services. Fiscal Umbrella confirms the work in a fixed fee proposal before anything starts, so responsibility for each task is written down.

Can Fiscal Umbrella help if we already have an accountant?

Yes. Fiscal Umbrella can review the bookkeeping setup, VAT scheme and approaching deadlines before any switch. If there is a fit, the firm handles professional clearance and requests the files from your current accountant. The aim is to keep filings moving while the new routine is put in place.

Do we have to move to Xero or QuickBooks?

No automatic move is made. Fasih first checks your current software, how transactions enter it and whether it supports the required filings. If the setup cannot support reliable bookkeeping or Making Tax Digital, he will explain why Xero or QuickBooks is recommended before any change is agreed.

What happens with our current accountant if we switch?

Fiscal Umbrella contacts your current accountant, completes professional clearance and requests the bookkeeping files needed for the handover. Upcoming accounts, VAT and payroll deadlines are checked during the move. Your current accountant remains responsible for any work already agreed until the handover responsibilities are confirmed.

How does Making Tax Digital work for a limited company?

For VAT registered limited companies, Making Tax Digital requires VAT sales and purchase data to be kept in compatible software and VAT returns sent to HMRC through that software. Fiscal Umbrella sets up the digital links, checks VAT coding and manages the submission routine. Corporation tax and annual accounts remain separate filings.

What do Hubdoc and Dext do for bookkeeping?

Hubdoc and Dext collect bills and receipts, then attach them to the relevant bookkeeping transaction. Fasih sets up the chosen tool and trains the people who will use it. The receipt is then available when a cost is reviewed, reducing the documents that need chasing near a VAT deadline.