Accounting for Freelancers and Creatives

We set up Equation because we could see there was a real need for an accounting service which was simple, accessible
and affordable, where business owners could gain clarity in there finances and understanding in their accounts.
Almost a decade on, our purpose is to provide instantly readable, easily understandable results, which provide clarity and peace of mind
in the moments you need them.  With simple to use cloud software, regular tracking reports and a friendly, helping hand to keep you on track.

You do the Creative. We’ll do the Maths.

Packages

Services, Software and Support

Our accounting services integrate seamlessly with simple-to-use cloud accounting software. Invoice on-the-go, receive a regular financial report and keep firmly on top of your finances.
Sole Trader Package
Trade the January paperwork struggle for peace of mind and financial clarity with the Freelancers Sole Trader package. Invoice on-the-go and get crystal clear about your finances, taxation and expenses. Annual Accounts
Quarterly Genesis Report
Tax Planning
Clearbooks Software
Account Manager
Self Assessment
£50 per month plus VAT
Bookkeeping add £30 + VAT
VAT Registered add £25 per month + VAT Thinking about going Limited?
Limited Company Package
Receive an easy-to-read financial report showing how much profit you have made, how much you need to put aside for tax and how much you can draw in dividends from the company each month.
Annual Accounts
Monthly Genesis Report
Strategic Tax Planning
Clearbooks Software
Annual Confirmation Statement
Account Manager
Self assessment and payroll for one Director
£175 per month plus VAT
Bookkeeping add £30 + VAT
VAT Registered add £25 per month + VAT
Thinking of going Limited?
Dormant Company Package
Package includes online filing, guaranteeing the paperwork is filed whilst your company name remains safely reserved. Dormant Company Accounts
Account Manager £75 per month plus VAT
Easy transfer to an online accounts package when your company becomes active or starts trading.
Thinking of going Dormant?

Get Started

Get started with one to one, bite-size training sessions on Skype to get you up and running. We know accounting can be a bit scary, so we’ll hold your hand and show you the ropes until you feel confident with the software and data entry.
Starter sessions included in your package

Share the Load

If you are super busy or don’t fancy the bookkeeping, you can opt for your data to be processed on your behalf.  Create your own client invoices, upload your bills and bank statements and we’ll do the rest.
Add bookkeeping for £30 per month + VAT

Software and Support

Choose from Clearbooks or Xero* cloud software, including unlimited support from your account manager.
Receive responsive answers to your questions. Clarification on your queries and continued, on-going support.
Clearbooks software included in your package.  Upgrade to Xero for £20 per month + VAT

clear understanding

…clarity in your finances

Benefits

We bring a unique system and style to accounting which offers additional benefits above and beyond the usual services you would expect from an accountant.

You’ll receive monthly figures, feedback and specialist advice

We process and reconcile your bookkeeping monthly whilst picking up any missed receipts, queries or errors before reporting back on the period. This means you’re figures are always up to date, accurate, reliable and instantly accessible.

You will always know your numbers

Our Genesis tracking reports offer up to date financial information, which is readable in under fifteen seconds. Headlines show how much profit you have made, how much to save in tax and how much is available in dividends.

You’ll receive timely responses

One of our greatest strengths is in responding to questions and queries with clarity, using simple language and in a timely manner. Business in the 21st Century is fast, and we respond accordingly, knowing it makes a difference.

You’ll start to see figures as useful

More than anything, we love to show clients that rather than being a bit scary, figures are a helpful financial tool to enable you gain clarity in your finances, support and test your ideas, grow your business, set targets and measure your financial success.

You’ll gain clarity and understanding in your finances

We combine our accountancy, taxation and business knowledge with our teaching, training and coaching skills.
This not only helps you understand your figures with clarity but also the processes and workings behind them.

You’ll be part of an exclusive freelancer service

We love working with digital creatives and freelancers. We resonate with creative individuals living the digital lifestyle and understand the unique demands of working as a freelancer. We’ve specialised our service, aligning our skills and expertise around creative industries.

Know your numbers. Get unbaffled.

Approach

We’ve blended our skills to create a seamless service combining accountancy, taxation, financial insight and business support.

What we do

What you gain

  • "Quick, helpful, clear and personal"

    Equation's top qualities: Great Results, Expert, Great Value

    “It's a shame Linked In doesn't let me choose more than three 'attributes' as I'd like to tick them all for Stephanie and her team. As a freelancer I've used umbrella companies and accountants for over a decade. In the end I've always the experience doesn't help me in the ways I want (or need) to be helped. Since Stephanie took over my accounting I no longer worry about tax, I can maximise my business' profit and when I need help, I get it quickly, helpfully, clearly and personable.

    Delivering my paperwork online in a simple way and having someone at the end of an email means I can concentrate on work and let her get on with what she's good at. I was introduced to Stephanie by word of mouth and I can't recommend her highly enough, for making necessary evil of my monthly accounting easy, quick and valuable. Simply put, if you need an accountant - use Stephanie and her team.

    Jason Buck Jason Buck Design
  • "Cloud training improved my confidence"

    Equation's top qualities: Personable, Great Support, Creative

    “Working with Equation for a one-to-one training session on Cloud Accounting Software proved to be really beneficial. I found it vastly improved my knowledge of cloud accounting and business finance. It also built my confidence in using the cloud programme, including reporting, entering transactions and reconciling the bank account.

    The Team were very friendly, knowledgeable and welcoming and I went back to my office buzzing with enthusiasm about what I had learned. I would highly recommend Equation's one to one training as the session helped me greatly in understanding the company

    Becky Winter RawXclusive
  • "Flexible, personable and highly knowledgeable"

    Equation's top qualities: Innovative, flexible, personable, highly knowledgeable, solid advice & support

    I have worked with Equation as my accountant for two and a half years and have been extremely happy with all input and advice received. The company have a genuine interest in their clients and take a very up to date approach with how they deal with people.

    The innovative use of cloud based technology really works well for me, as it enables me to work with flexibility and to know exactly what is happening with my business finances at any given point. Stephanie is personable and highly knowledgeable, as well as being able to convert her technical understanding to solid advice and support; provided in terms that I can easily understand. I would not hesitate in recommending this business.

    Clive Ozzard MD Lumine Development
  • "Super friendly communication, expert knowledge and fast responses"

    Can't recommend Stephanie and her team highly enough! Super friendly communication, expert knowledge and fast responses to my frequent trivial questions! Equation have given me a better understanding of my business numbers and I can rest easy knowing they're in charge of my accounts.

    Jack Bingham J House Design
  • "Lightning speed, knowledgeable and extremely helpful"

    Equation's top qualities: Professional, knowledgeable, super-fast and extremely helpful

    Stephanie came highly recommended to me when I started contracting and so I gave her a call. Two years down the line and I can honestly say it was a great decision.

    Equation Accounting take on all the stress & bother of running your own accounts and make it look effortless. In short they’re punctual, knowledgeable and extremely helpful. I’ve lost count the number of times I’ve gone to Stephanie with a question (some of them rather trivial) and she has responded in lightning fast time with everything I needed to know.

    Aside from the usual subscribed services such as monthly reports, tax returns & self-assessments, Equation are also great with any ad hoc requests you may have. Just recently Stephanie saved the day on my mortgage application by submitting a written letter to my bank, in record timing too!

    If you’re looking for an accountant that offers a professional service and peace of mind, then look no further.

    Ed Parslow E. Parslow Limited
  • "Capable and knowledgeable with the best possible business advice"

    Equation's top qualities: Capable and knowledgeable with the best possible business advice"

    I have been lucky enough to work with Stephanie for seven years now in the capacity of accountant and mentor. Her meticulously organised working practice along with her calm demeanour, leaves her clients confident in the knowledge that their business affairs are being dealt within a professional organisation, being managed by a capable and knowledgeable director.

    Stephanie’s business acumen and knack for entrepreneurship has allowed her clients to receive the best possible advice available to their businesses. Her drive for improving not only her own business, but those of her clients too is apparent by her desire to help each business grow to its fullest potential. Stephanie is a great person to have alongside your business and i wouldn’t hesitate in recommending her.

    Donna Emery Saving Grace
  • "Straight-talking accounting Super Stars who really know their stuff"

    Equation's top qualities: Extremely Helpful, Personable, Responsive, High Integrity, Fantastic for Start Ups!

    It's not often that you get to deal with a company which has a genuine interest in your business and is willing to share ideas. The Equation team are amazingly helpful, friendly, down-to-earth and most importantly know their stuff. Their client systems and help sheets make everything so much easier. They also are happy working with Clearbooks - the cloud based bookkeeping and accounting software we use. Their monthly accounting plans are very clearly set out and include a comprehensive set of features. We communicate with direct email, phone and Skype contact and all our financial information is available for us to view online 24-7 in our shared secure online storage area.

    It is a genuine pleasure to be working with Equation. It's such a relief to know that our accounts are in safe hands and that someone is actively looking for ways to help us improve our finances. They've really helped us whilst our business was starting up and they'll still be there helping us along as we grow. We highly recommend Equation to all of our clients. They're a sure thing; Down-to-earth, straight talking, helpful, knowledgeable accounting superstars.

    Andrew Sweeney Swanky Apple
  • "Professional, knowledgeable & reliable"

    Equation's top qualities: knowledgeable, professional & reliable

    Stephanie is very knowledgeable, and provides a reliable and professional service. She is committed to helping her clients solve problems and adopt best practices, offering valuable training when necessary.

    Gemma Hardy - MD Aspire Leadership Development

  • "I am so happy with the service, I have recommended friends and collegues"

    Equation's top qualities: Personable, Great Service, Happy!

    I am very happy having Stephanie as my accountant! So much so I have recommend my colleagues and fiancée to her who now use her services!.

    Ian Scanlon Scanlon Design Solutions
  • "Equation helped me understand my accounts" Equation's top qualities: Personable, expert, high-integrity, creative I have worked with Stephanie for a couple of years now and have found that she is not only extremely good at what she does, but she is also pleasure to work with. To say I was a luddite as far as my accounts go, is an understatement. With Stephanie's support not only has she helped me understand my accounts and helped me set up systems that help me understand but she also makes it easy for Equation to use the information as part of their on-going support during the year. Recommending Stephanie is something I do without hesitation or reservation.

    Cathy Warne Catwards Draughting

Services

Accountancy

Freelancers
Limited Companies
Sole Traders
Dormant Companies

Taxation

Self-Assessments
Corporation Tax
Tax Planning
Tax Advice

Business Support

Gain focus in your business
Get clear about your direction
Explore your business strategy
Business action planning

Coaching

Gain clarity in your figures
Demystify the maths
Improve your profitability
Coaching packages to
develop your business

Ready to collaborate? Let’s talk.

Managing Director Stephanie Pettitt is an accountant, coach and entrepreneur whose passion is in helping freelancers, creatives and professionals gain clarity and confidence in their finances.

Our mission

Combining the skills, knowledge and expertise of the Equation team with our unique Genesis reporting system, we aspire to bring a refreshing, personable and transforming experience to accounting, helping you get to grips with your finances, through collaboration, technology and innovation.

What makes great collaboration?

  • You’re ready to get on top of your finances, and stay on top
  • You’re willing to follow a simple monthly process
  • You’re committed to investing around an hour of time per month

We are very happy to answer any questions you have and you are very welcome to contact us for a friendly one-to-one chat about your accounts. Ask a question, get help with something you are stuck with, or just to find out if we are a good fit.

A quick email is the best way to contact us, so we can arrange a convenient time to chat.

Take Action

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Opening Hours: Monday to Friday 9am to 5pm
Location: A10 Arena Business Centre, Holyrood Close, Poole, Dorset. BH17 7FJ
Telephone: 01202 069611

 

Copyright All Rights Reserved Equation Accounting Ltd © 2016
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