Know What’s Claimable and Stay Organised
It’s easy to feel unsure about what expenses you can claim and how to separate business and personal spending. I’ll help you categorise everything correctly so you stay compliant, save time at year-end, and feel confident about your records.
What’s Included
✔ Clear, accurate categorisation of all your income and expenses
✔ Simple explanations of what’s allowable and what’s not
✔ Support separating business and personal transactions—without judgment
✔ Guidance on good record-keeping habits to make tax time easier
✔ Help setting up systems to prevent mixing in future
This service is ideal if you…
- Sometimes use the same account for business and personal purchases
- Aren’t sure which expenses you can claim
- Worry about getting it wrong and facing penalties
- Want a simpler, more organised approach going forward
Benefits
✔ Clear, reliable records ready for your accountant or HMRC
✔ Confidence you’re claiming everything you’re entitled to
✔ Fewer surprises and less stress at tax time
✔ Better habits that save time and avoid confusion
Price Guidance
Expense categorisation is often included within monthly bookkeeping or available as an ad hoc service. Find out more with our pricing guide.
Why Choose Me for Expense Guidance
✅ Simple, jargon-free explanations tailored to you
✅ No judgment—just practical help to get things sorted
✅ Flexible support—one-off help or ongoing guidance as you need it
✅ Experience helping sole traders, small businesses, and charities stay compliant
👉 Contact me to talk about making your expenses easier to manage.
You can also find:
- a summary of my services
- an overview of the kind of problems I can solve for you here
- A service-level statement
- A summary of key legal, regulatory, and policy statements.
Remember that Ts & Cs apply.