Bookkeeping · Wales
Bookkeeping services in Pen-y-Wern, Neath Port Talbot
Tidy books are the difference between a cheap year end and an expensive one. We keep the records for Pen-y-Wern businesses current every month: bank transactions matched, receipts captured by photo, VAT coded correctly, and a short summary of where you stand. The fee is fixed by volume and agreed before we start.
from £49/mo · fixed, per month
Next deadlines
- VAT return and payment for the quarter that ended last month
- MTD quarterly update deadline (7 August, 7 November, 7 February, 7 May)
- VAT return and payment for the quarter that ended last month
- VAT return and payment for the quarter that ended last month
Who this is for
Bookkeeping for Pen-y-Wern
Sole traders, partnerships and limited companies in Pen-y-Wern, Neath Port Talbot with anything from a dozen to a few hundred bank transactions a month: trades, consultants, online sellers, cafes and shops, landlords with several properties, and anyone approaching the VAT threshold or Making Tax Digital for Income Tax who needs digital records kept properly.
What is included
Everything inside the fixed fee
- Cloud accounting software set up with bank feeds for every business account and card
- Every transaction categorised and reconciled each month, with queries sent to you in one batch
- Receipt and invoice capture by photo or email forwarding, matched to the bank
- Sales invoices, supplier bills and VAT coding kept current and Making Tax Digital-ready
- A monthly position summary: income, costs, cash, what you owe HMRC so far
- Year-end handover to our accounts team or your own accountant with no re-work
How it works
Bookkeeping from Pen-y-Wern, Neath Port Talbot, step by step
Scope the job
We find out what you need filed, when it is due and what state the records are in, and tell you which fixed-fee package applies.
Agree the price
The fee is confirmed in writing. There is no hourly billing and nothing added for questions during the work.
Hand over the records
Photographs, PDFs, software access or a spreadsheet, sent however suits you. We confirm what we have and what is missing within two working days.
Approve, then we submit
You review the draft with our explanation, sign off, and we file. Receipts, copies and the next deadlines come back to you immediately.
Why IGI
Why Pen-y-Wern businesses file with IGI
One fixed fee for bookkeeping in Pen-y-Wern, Neath Port Talbot, agreed in writing before any work starts and never changed part-way through the job, however long it takes us.
We work to the HMRC and Companies House calendar, not an appointment diary. Clients in Pen-y-Wern, Neath Port Talbot get reminders at 60, 30 and 7 days before each date that applies to bookkeeping.
We serve Pen-y-Wern, Neath Port Talbot remotely by design: records by WhatsApp or email, drafts back for approval, filing electronic. The saving on premises is passed to you in the fee for bookkeeping.
Continuity matters in bookkeeping: the person who prepared last year's work for your Pen-y-Wern business prepares this year's, and remembers what was agreed.
The output for Pen-y-Wern clients is never just a form. It is the form, a one-page summary of what it says, and a note of the decisions it points to for bookkeeping.
Nothing is filed for Pen-y-Wern until you have reviewed and approved it. You see the draft, you ask questions, you sign off, then we submit and send you the receipt.
Local facts
About Pen-y-Wern, Neath Port Talbot
Pen-y-Wern, Neath Port Talbot is in Wales, Wales. Businesses in Wales file with the same HMRC and Companies House as England, and for now the Welsh rates of income tax equal the English ones, though the Senedd can vary them. The practical differences are Land Transaction Tax on property and Welsh-specific business support schemes, and company names and documents may be in Welsh.
| Place | Distance | Direction |
|---|---|---|
| Pen-y-Dre, Wales | 0.0 mi | SW |
| Ty'n-y-caeau | 0.2 mi | SE |
| Castell-nedd | 0.2 mi | SW |
| Neath | 0.3 mi | SW |
| Llantwit | 0.4 mi | E |
| Gnoll | 0.5 mi | SE |
| Westernmoor Road | 0.5 mi | S |
| Llangatwg, Wales | 0.6 mi | N |
Worth knowing
Rules that come up in this work
CIS deductions
Under the Construction Industry Scheme, contractors deduct 20% from a registered subcontractor's labour invoices, or 30% if unregistered, and pay it to HMRC. The subcontractor reclaims the deductions against their actual tax through Self Assessment, usually producing a refund because deductions are on turnover while tax is on profit. Contractors file a monthly return by the 19th.
Confirmation statements and identity verification
Companies House has tightened its requirements under the Economic Crime and Corporate Transparency Act: every company needs a registered email address and an appropriate registered office, every statement includes a lawful-purpose declaration, and every director and PSC must verify their identity. The confirmation statement, due annually with a £50 fee, is where most of this is confirmed.
Closing a company
Striking off a company is cheap but must be done in order: stop trading, file the final accounts and CT600, pay the tax, close VAT and PAYE, distribute the remaining assets, close the bank account, then apply. Anything left in the company at dissolution passes to the Crown. Distributions up to £25,000 are taxed as capital gains; above that a formal liquidation is usually needed to keep capital treatment.
Switching accountants
You can switch accountant at any point in the year. The new firm requests clearance and your records from the old one, which cannot withhold your own documents though it may hold its own working papers until its fees are settled. Agent authorisations with HMRC and Companies House are transferred, and the next deadline is picked up without a gap.
Payments on account
If your Self Assessment bill exceeds £1,000 and less than 80% of your tax was collected at source, HMRC asks for two advance payments towards the following year, each half of the current bill, due 31 January and 31 July. The first year this happens the January payment is effectively one and a half times the bill. We model it in advance and show you how to reduce the payments if income is falling.
The Self Assessment calendar
The tax year runs from 6 April to 5 April. Anyone new to Self Assessment must register by 5 October after the end of the tax year in which their untaxed income began. The online return and the balancing payment are due by 31 January, with a second payment on account on 31 July where they apply. Paper returns have an earlier deadline of 31 October and are rarely sensible.
Making Tax Digital for Income Tax
Making Tax Digital for Income Tax began in April 2026 for sole traders and landlords with qualifying income over £50,000, extends to those over £30,000 in April 2027 and is planned for £20,000 in April 2028. It requires digital records in compatible software and four quarterly updates to HMRC each year, with a final declaration replacing the traditional return. Payment dates are unchanged.
Questions
Bookkeeping questions from Pen-y-Wern
How quickly are the books up to date?
Bank feeds update daily. We reconcile within five working days of the month end once your receipts are in, so the monthly summary arrives in the first week of the following month. Queries are sent in one message rather than piecemeal.
Can my existing accountant still do the year end?
Yes. Many clients use us for bookkeeping and another firm for accounts. At year end we hand over a reconciled file with the trial balance, bank reconciliations and supporting documents, in whatever format your accountant prefers.
How do you handle cash sales and personal spending from the business account?
Cash takings are recorded from your till or daily summary, and personal spending is coded to drawings or the director's loan account so it does not end up as a business expense. We flag patterns that could cause problems, such as a growing director's loan balance.
Will I need this for Making Tax Digital for Income Tax?
If you are a sole trader or landlord with qualifying income over £50,000 you joined MTD for Income Tax in April 2026, and the £30,000 threshold follows in April 2027. It requires digital records and quarterly updates to HMRC. Our bookkeeping service keeps the records in the required form and submits the updates.
What is the VAT bundle?
Bookkeeping plus quarterly VAT returns for £119 a month, covering up to 150 transactions. Because we already have the coded transactions, the return is prepared and submitted through MTD-compatible software without extra data entry, and you approve it before anything goes to HMRC.
Can you catch up a backlog?
Yes. Backlogs are quoted as a fixed fee based on the number of months and transactions, agreed before we start. Once caught up, the normal monthly band applies. We tell you honestly if the backlog is small enough to do yourself.
How do I get started from Pen-y-Wern, Neath Port Talbot?
Message us on WhatsApp or email with a sentence about your business and what you need. We reply in working hours with any questions and a fixed fee for bookkeeping. Once you confirm, we tell you exactly which records to send and the work begins. Most Pen-y-Wern clients are set up within a day.
Which deadlines matter most for bookkeeping?
The next four dates that apply to bookkeeping are shown at the top of this page, calculated from today. For Pen-y-Wern clients we diarise every one of them from the day you join and send reminders before each, so the work is done in good time rather than in the last week before a penalty.
Start the conversation from Pen-y-Wern
Tell us what you need. You get one fixed fee in writing, and nothing is filed until you approve it.