Bookkeeping
Record-keeping best practices (UK)
Simple habits that keep your bookkeeping clean, your deadlines calmer, and your records ready for VAT, self-assessment, or a lender.
Record keeping Bookkeeping Cashflow
Downloadable guides
Clear checklists you can keep beside your records
Each guide includes a calm web summary plus a printable PDF. Use them to stay organised between check-ins with Jeremy.
GDPR
GDPR compliance guide for small businesses (UK)
A practical checklist to help you handle personal data safely, write a clear privacy notice, and reduce GDPR risk without jargon.
GDPR Data protection Compliance
CIS
CIS contractor guide (UK)
A practical, plain-English guide to CIS deductions, monthly returns, and the records that keep contractors and subcontractors compliant.
CIS Construction HMRC
Self-assessment
Self-assessment checklist (UK)
A plain-English checklist of the documents and figures that make your self-assessment return quicker and more accurate.
Self-assessment HMRC Sole trader
VAT
VAT checklist (UK)
A practical checklist of the records, checks, and dates that keep VAT returns calm and accurate.
VAT Making Tax Digital Bookkeeping