Personalised Consultation for MTD Set Up
Software, bank integration, and expert guidance about MTD in one session
What's included
Personalised MTD Setup Consultation If you’re earning above the MTD threshold and want to start your accounting year with confidence, our one-on-one consultation ensures your system is set up correctly from day one. What’s included: Accounting software setup tailored to your business Bank integration for seamless bookkeeping Guidance on income streams, expenses, and best practices Answers to all your MTD questions How it works: Complete a short questionnaire at checkout so your accountant can prepare. Attend a personalised session for hands-on setup and guidance. Leave with a compliant, ready-to-use system for quarterly submissions. Who is this for? Sole traders above the MTD threshold who want confidence, clarity, and a fully compliant setup. Pricing: One-off, fixed consultation fee
Terms Policy
1. Scope of Service Our consultation provides guidance only on setting up your Making Tax Digital (MTD) accounting system, including: Accounting software setup tailored to your business Bank account integration Guidance on income streams, expenses, and bookkeeping best practices A one-off MTD quarter calendar PDF (sent via email) Important: We are not your accountant or agent. You remain fully responsible for compliance, submissions, and any actions taken after the consultation. 2. One-Off Service This consultation is a single session only. Any additional services, ongoing support, or submissions must be arranged separately. 3. Payment & Refunds Full payment is required at booking. Refunds are only provided in extreme circumstances (e.g., medical emergencies) or if you cancel at least 24 hours before the scheduled session. No refunds will be issued for missed sessions or dissatisfaction with guidance. 4. Client Responsibility You are solely responsible for implementing any guidance provided. We are not liable for any mistakes, losses, penalties, or HMRC issues arising from your actions after the consultation. Clients must ensure their own compliance with HMRC requirements. No guarantees are made regarding compliance, tax outcomes, or financial results. 5. Limitation of Liability Our maximum liability for any claim arising from this consultation, whether in contract, tort, or otherwise, is limited to the fee paid for the consultation. 6. Deliverables & Intellectual Property You will receive a one-off MTD quarter calendar PDF via email. The format (standard or customised) depends on your preference. All materials are for personal use only and may not be copied, distributed, or resold without our permission. 7. Data & Confidentiality We do not store personal or financial data beyond your email for booking and optional marketing communications. Marketing communications can be opted out of at any time. Any information shared during the consultation is treated professionally, but accuracy remains your responsibility. 8. Unforeseen Circumstances We are not liable for any delays or inability to provide the consultation caused by events beyond our control, including but not limited to illness, internet or software failures, or other unforeseen circumstances. 9. Booking Acceptance By completing a booking and making payment, you confirm that you have read, understood, and agreed to these Terms & Conditions. 10. Governing
Contact Details
info@myobsaccounting.com
High Street, Cranleigh GU6 8AU, UK