Accountant Checklist Guide

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Accountant Checklist Guide

Welcome to GoForma! We're excited to work with you!

What happens next?

If you signed up with just an email (e.g. without Google Authentication), please check your email to confirm your account and get access your dashboard.

If you have not received a confirmation email, please email support@goforma.com or use our live chat.

What do I need to do?

You'll need to complete a few onboarding steps before we can actively manage your account. Not all steps may apply but the faster you're able to complete these steps then the sooner we'll be able to get your account setup and running smoothly.

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Getting started

You should receive 2 emails from us:

Welcome email: this provides more detail about your package and getting started.

Confirmation email: this is needed to login to your GoForma account to start the onboarding process. If you signed up with your Google account then you won't receive this email and can instead login here.

Check Your Email

Check your email if you signed up without using Google

Login with Google

Login with Google if you used your Google account to sign up

General Accounting Queries Consultation Confirmation

Thanks for booking a free consultation with GoForma!

We've sent you a calendar invite to the call. You can reschedule 24 hours before if you need to change the time.

What happens next?

You can talk to one of our accountants who can help advise on a range of issues such as:

  • Sole trader vs limited company
  • When/ how to register for VAT
  • How dividends work
  • Confirmation statements
  • Company dormancy or closure
  • How to set up a Limited Company
  • Take home pay and company taxes
  • Company dormancy
  • Operating inside/ outside of IR35
  • Self assessment tax returns

What can GoForma help with?

Whether you're starting, growing or closing a company we can help you with every step of the process. We can handle all of your accounting needs, set up your company and provide a registered London office address with mail handling.

Here's an idea on some of the things we can help with:

  • Registering as a sole trader
  • Providing accounting software
  • Closing your company
  • Using a London business address
  • Switching accountants easily
  • Registering a limited company
  • Completing self assessment tax returns
  • Making your company dormant
  • Receiving company mail
  • VAT, Payroll and other HMRC filings
Bespoke Quote Confirmation

Here's your bespoke quote:

We've also emailed you your quote.

Start Sole Trader Package
£35 per month + VAT get 50% off for 3 months
Only £17.50 per month + VAT for the first 3 months

Sole trader accounting support with FreeAgent accounting software, annual filings and self assessment included.

  • Sole trader accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Dedicated personal accountant
  • Unlimited invoices
  • Self assessment tax return for 1 director
  • WhatsApp support
Operate Sole Trader Package
£59 per month + VAT get 50% off for 3 months
Only £29.50 per month + VAT for the first 3 months

Sole trader accounting support with FreeAgent accounting software, annual filings and self assessment included.

  • Sole trader accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Dedicated personal accountant
  • Unlimited invoices
  • Self assessment tax return for 1 director
  • WhatsApp support
Start Package
£75 per month + VAT get 50% off for 3 months
Only £37.50 per month + VAT for the first 3 months

Free company registration, monthly payroll, corporation tax return, accounting software and unlimited online accounting support to help get your business started.

  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 1 director
  • Annual accounts
Operate Package
£109 per month + VAT get 50% off for 3 months
Only £54.50 per month + VAT for the first 3 months

Free company registration, VAT registration and filings, monthly payroll, corporation tax return, accounting software, confirmation statement, annual self assessment, London business address and unlimited support.

  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • VAT registration, returns & filing
  • Self assessment tax return for 1 director
  • Quarterly health checks
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 1 director
  • Annual accounts
  • Confirmation statement filing
  • Registered London business address
  • Company mail handling
Grow package
£139 per month + VAT get 50% off for 3 months
Only £69.50 per month + VAT for the first 3 months

Free company registration, VAT registration and filings, monthly payroll, corporation tax return, accounting software, confirmation statement, 2x annual Self Assessment and unlimited accounting support. Registered company address also included.

  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • VAT registration, returns & filing
  • Self assessment tax return for 2 directors
  • Quarterly health checks
  • Proactive reviews
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 2 directors
  • Annual accounts
  • Confirmation statement filing
  • Registered London business address
  • Company mail handling
  • £1M professional indemnity insurance
Operate Package (2 directors)
£124 per month + VAT
Get 50% off for the first 3 months

Free company registration, VAT registration and filings, monthly payroll, corporation tax return, accounting software, confirmation statement, annual self assessment, London business address and unlimited support.

  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • VAT registration, returns & filing
  • Self assessment tax return for 1 director
  • Quarterly health checks
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 2 directors
  • Annual accounts
  • Confirmation statement filing
  • Registered London business address
  • Company mail handling
Operate Package (and up to £20 of insurance with Superscript)
£129 per month + VAT
Get 50% off for the first 3 months

Free company registration, VAT registration and filings, monthly payroll, corporation tax return, accounting software, confirmation statement, annual self assessment, London business address and unlimited support.

  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • VAT registration, returns & filing
  • Self assessment tax return for 1 director
  • Quarterly health checks
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 2 directors
  • Annual accounts
  • Confirmation statement filing
  • Registered London business address
  • Company mail handling
We need some more details - book a free consultation

Based on your answers, we'd recommend that you book a free consultation with one of our accountants so that we can understand a little bit more about your business so we can provide you with a quote.

Ecommerce accounting
From £89 per month + VAT

Basic ecommerce accounting package that could include additional accounting support like payroll, registered business address, bookkeeping support and more.

  • Limited company accounting
  • FreeAgent accounting software
  • Automatic bank feeds
  • Mobile accounting app
  • Corporation tax return
  • Self assessment tax return for 1 director
  • Dedicated personal accountant
  • Unlimited invoices
  • Free company registration
  • Payroll for 1 director
  • Annual accounts
  • Confirmation statement filing
Optional Extras:
Total Price
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Discount Code Confirmation

Here's your 50% off discount code:

50OFF3

You can use this to get 50% off on any of our packages for 3 months. We've also sent you an email with the discount code.

WhatsApp Confirmation

Lets talk on WhatsApp - just redirecting you

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Accounting Discussion Confirmation

Thanks for booking an accounting discussion

We've sent you a calendar invite to your accounting discussion. If you need to cancel or reschedule then you can do this easily from the calendar invite or confirmation email.

We really appreciate it if you can give 24 hours notice if you can't make your call so that your accountant can plan out their day and make sure they give you the best advice.

Register a limited company animation

Eliminate your admin, stress and concerns when starting a business

Get 50% off for your first 3 months*

You may not know exactly what support you need when starting a business. We simplify the process by providing you with an accountant, London business address, free company incorporation and a range of partner offers.

  • Free company incorporation
  • Business insurance included**
  • London business address
  • Business mail handling
  • Free accounting consultation
  • Business banking offers
  • Mobile accounting software
  • 250+ free guides
*50% off on our start, operate and grow packages
**insurance included in Grow package - explore our pricing

You don't need to worry about all your HMRC filing - we've got you covered

Prices start from £35/mo + VAT

You'll get access to a dedicated accountant who can help with all your personal and company tax registration and filing.

  • Financial statements
  • Self assessment tax returns
  • Confirmation statements
  • Company closure
  • VAT returns
  • Monthly payroll
  • Company dormancy
  • Umbrella company Coming Soon
Already have an accountant? We'll help you switch accountants easily
VAT and accounting deadlines animation

Trusted by hundreds of UK companies

See our 141 reviews on Trustpilot and

Google my business accounting 5 star rating logo
Great communication
Brilliant and clear communication, highly recommend.
Thomas Minas
Google my business accounting 5 star rating logo
Excellent service, joined for a 20 minute consult on an issue I was having and left 1h later far more enlightened!
Excellent service, joined for a 20 minute consult on an issue I was having and left 1h later far more enlightened!
Chris HMJ
Google my business accounting 5 star rating logo
Great service!
Great service!
Kevin Paterson
Google my business accounting 5 star rating logo
Establishing a Business in the UK is amazingly easy - and cheap - when you use GoForma. Everything is thought of: Establishing help, accounting software, quartely VATreporting, annual accounts etc. GREAT value for money.
Establishing a Business in the UK is amazingly easy - and cheap - when you use GoForma. Everything is thought of: Establishing help, accounting software, quartely VATreporting, annual accounts etc. GREAT value for money.
Michael Jensen
Google my business accounting 5 star rating logo
I’d highly recommend Goforma! 5 STAR
I’d highly recommend Goforma. They filed my tax return swiftly with clear and direct communication. Price was amazing. Jordan and Jawad were exceptional. I couldn't be more pleased with the efficiency and professionalism they provided.
Chris Sofokleous
Google my business accounting 5 star rating logo
I highly recommend GoForma
I highly recommend GoForma. Very efficient practise that turned around my tax return quickly. Dealt with Jordan and Jawad, comms was always clear and to the point. Great value for the service they provide
Stelios Savvides
Google my business accounting 5 star rating logo
A great company
A great company with brilliant service, filling in an important niche in the market. Definitely the right place to go to when you are thinking of starting your own business.
Przemek M.
Google my business accounting 5 star rating logo
I had a 20 minute phone consultation with Kabir at GoForma. He was professional, courteous, thorough and answered all of my questions.
I had a 20 minute phone consultation with Kabir at GoForma. He was professional, courteous, thorough and answered all of my questions.
Matthew
Google my business accounting 5 star rating logo
Extremely helpful, patient, attentive
Extremely helpful, patient, attentive and cares about the needs of their clients. Very glad I switched accountants to them.
Aggie Nonsizi