Every sheet, explained — before you ever buy it.

A single, centralised register of every client — their contact details, current status (Active, Lead, Inactive), and how they'd like to be reached. Built with enough optional fields to suit care-related or health-adjacent trades (medical history, NHS reference), while staying just as simple for a hairdresser, plumber, or any client-facing sole trader who only needs the basics.

Every payment logged against a client, a category, and a payment method — automatically grouped into MTD-style monthly periods as you go, so nothing needs re-sorting come tax time.

Every expense logged with an HMRC-aligned category and a "Business %" for anything mixed-use — so a vehicle or phone used partly for personal life gets split automatically, and nothing gets missed as a deductible cost.

The master reference list behind the Expense Register — a pre-built set of categories, codes and default business-use percentages specific to your trade, so logging a new expense is a quick pick from a list rather than re-typing (and potentially mis-categorising) it every time.

Money you personally withdraw from the business, tracked separately from business expenses — because HMRC doesn't treat drawings as a deductible cost, and this Suite is built to never blur that line by accident.

A personal-finance layer, kept entirely separate from the business — log your own household spending here, one month at a time, right through to an annual personal budget summary.

The one screen that pulls everything together: income, expenses, profit, transaction volume and business-use percentage, refreshed automatically the moment you log a new entry anywhere else in the Suite — plus panels breaking income and expenses down by category, source, payment method and month.

A projected-vs-actual view of your personal finances across the whole tax year — so you can see at a glance whether your household budget is on track, independent of how the business itself is performing.

The trade-specific operating view — client counts, completed vs cancelled appointments, and the same income and expense picture broken down tax-period by tax-period, so you can see which quarter actually performed.

A clean, exportable annual summary of the year's income and expenses — laid out the way you'd want to hand it to an accountant, or use yourself when it's time to think about your return. A supporting table also breaks expenses down by category as a share of the total.

The figures laid out in the same structure HMRC expects for a Self Assessment self-employment return — clearly labelled as an estimate for you or your accountant to use, never something submitted automatically on your behalf.

Breaks your whole tax year into the four MTD-style quarters HMRC expects, with total income, allowable expenses and profit ready for each one — laid out ready to hand to HMRC-recognised bridging software or your accountant. A supporting table even cross-references each expense category to its actual Self Assessment box number (e.g. "Box 20 — car, van and travel expenses"), so nothing gets lost in translation.

Turns your taxable profit into a real estimate of income tax and Class 4 National Insurance, band by band, plus a suggested amount to set aside each month so tax season is never a shock. Rates and thresholds are editable, so it stays accurate even after HMRC updates them — and it clearly notes when other income (employment, rental, dividends) would change the result.