NewFree: The Clear Books Check. Are your books ready for HMRC?
07729 524611Clear Books Check

The Clear Books Check

Are your books ready for HMRC? Seven questions, two minutes.

Answer honestly. “Not sure” is a fine answer, it tells us where to look. Plain English, no jargon, and no question too silly to ask. This is a quick guide, not tax advice.

1 Is your bank feed connected, and are the last 3 months matched up?
2 Could you say, within about £500, how much tax you owe right now?
3 Could you find any receipt or invoice from the last year in under a minute?
4 Could you hand your books to HMRC or a lender today without a scramble?
5 Do you know whether Making Tax Digital for Income Tax applies to you, and from when?

It is based on gross income from self-employment and property, before expenses. Over £50,000: from 6 April 2026. Over £30,000: from 6 April 2027. Over £20,000: from 6 April 2028.

6 Do you know how close you are to the £90,000 VAT registration threshold, over any 12 months?
7 In the last 3 years, did you file anything late (VAT, Self Assessment or CIS)?

Nothing is sent anywhere. Your score stays on this page.

Does this sound like you?

Take the check

How it works

  1. 1Answer seven yes, no or not sure questions. No jargon, and no question too silly to ask.
  2. 2See your score out of 7 and your weakest spots, in plain English.
  3. 3If you want me to look, book a free review. I reply within 48 hours.

Why start here

What you get

A score and a plain-English list of what to fix. Real peace of mind.

Why you can trust it

Lisa de Haas, Fellow of the Institute of Certified Bookkeepers. Bookkeeping since 1977. Practice number 24615.

How fast

Two minutes. I reply within 48 hours.

How much work

Seven questions. Nothing to download, nothing to sign.

Want me to look at yours?

Not sure your books are right?

Take the Clear Books Check. Seven questions, two minutes, a score and your weakest spots in plain English.

Take the Clear Books Check

Ever chased your bookkeeper for a reply?

I answer within 48 hours. Call 07729 524611 or send a short note.

Get a FREE Consultation

Lisa de Haas, Fellow of the Institute of Certified Bookkeepers. Bookkeeping since 1977.