A therapist running a private practice in the UK was struggling with manual bookkeeping and costly quarterly VAT filings. Without digital compliance, they risked penalties and overspending on accounting services.

Here’s how we made MTD-ready processes simple and helped them save both time and money.

The Problem: Manual Records and Rising Costs

The therapist tracked income and expenses using spreadsheets and paper receipts. Filing quarterly VAT and tax returns required external accountants—and extra fees with every submission.

The Solution: Get MTD-Ready with Cloud Accounting

We transitioned their records to an MTD-compliant cloud accounting system, linking bank feeds, categorizing expenses automatically, and ensuring HMRC-ready submissions without extra effort.

The Challenge: Fear of Digital Transition

They worried about learning new software and feared making mistakes that could trigger penalties.

The Action: Step-by-Step Support and Automation

We provided hands-on guidance and set up automated reconciliations, invoice tracking, and deadline reminders—so the therapist felt confident managing their accounts.

The Result: Reduced Costs and Better Cash Flow Control

With MTD-ready accounting in place, quarterly filings became seamless and affordable. They saved on accountant fees, avoided late submission penalties, and gained real-time insight into cash flow.

Is Your Practice MTD-Ready?

• Streamline record keeping with cloud-based tools.
  
• Automate VAT and tax filings without hassle.
  
• Cut unnecessary accountant fees and penalties.
  
• Focus on patient care—not paperwork.
  

For UK practices required to follow Making Tax Digital rules, staying compliant doesn’t have to be stressful or expensive. DM us ‘MTD’ for a free review of how to get compliant—and save.