Resources for accountants

News, resources, and guides for accountants working with sole trader clients, from the team at Coconut HQ.

article
Six ways to add value to your relationships with your small-landlord clients
play_circle

Six ways to add value to your relationships with your small-landlord clients

Adding real value to the relationships you have with your small-landlord clients can be a good way to ensure their loyalty. They might also be more willing to leave positive reviews about you online and recommend you to others. So, how could you add value to your relationships with your small-landlord clients?

arrow_right
article
Use GoSimpleTax for FREE and save time on your client Self Assessment tax returns
play_circle

Use GoSimpleTax for FREE and save time on your client Self Assessment tax returns

Coconut is an easy-to-use accounting software solution that enables sole traders and landlords to conveniently record their income, track their expenses (so they don’t forget to reclaim any), manage their invoicing and work out how much to set aside for tax. Coconut gives your clients far greater control over their cash flow and finances, which brings peace of mind. If your sole trader and landlord clients use Coconut, it also saves you time, effort and hassle, of course. It’s a classic win-win. Well, things are about to get even better thanks to the integration of Coconut and GoSimpleTax.

arrow_right
article
How to streamline your client onboarding process
play_circle

How to streamline your client onboarding process

Winning new clients is sure a sign not only that your services continue to appeal and meet market demand, but possibly also that your existing clients are saying nice things about you or that the way you’re marketing your business is working well. Happy days. Read our blog on how to streamline your client onboarding process.

arrow_right
article
The simple way to take the hassle out of sole trader tax returns?
play_circle

The simple way to take the hassle out of sole trader tax returns?

January can be a nightmare month for small-business accountants. The reason? Battling the looming end-of-month Self Assessment online-filing deadline, of course. And despite sending email reminders to your small-business clients, appealing for them to send the information you need to complete their Self assessment tax return, they leave it until January. Of course they do. They do every year.

arrow_right
article
Seven ways your accountancy firm could attract more clients
play_circle

Seven ways your accountancy firm could attract more clients

If your accountancy firm is to grow, obviously, it will need to attract more clients (probably, many more). And no matter what you do for them, some will go elsewhere or decide to do their own accounting and tax returns. Customer churn is a challenge for all accountancy firms. So what can you do to attract more clients?

arrow_right
article
How to Say Goodbye to Your Clients’ Shoebox of Receipts
play_circle

How to Say Goodbye to Your Clients’ Shoebox of Receipts

No one starts a career in accounting to spend their days entering receipts…but that doesn’t stop some clients presenting you with a shoebox full of them when it’s time to do their tax return. Find out how Coconut will help you power through that particularly tedious task in no time.

arrow_right
article
9 great reasons why you need to get your sole trader clients to use Coconut
play_circle

9 great reasons why you need to get your sole trader clients to use Coconut

Many thousands of sole traders all over the UK use the Coconut accounting app. Some of your sole trader clients might already be among them, but if not – how could using Coconut benefit them and you?

arrow_right
article
Our MTD ITSA Software Is HMRC-Recognised for Digital Record-Keeping & Quarterly Submissions
play_circle

Our MTD ITSA Software Is HMRC-Recognised for Digital Record-Keeping & Quarterly Submissions

Calling all accountants and bookkeepers! Coconut’s software is now HMRC-recognised for handling MTD ITSA digital record-keeping and quarterly submissions requirements, and our Pilot Programme is now open.

arrow_right
article
Why You Should Digitise Your Sole Trader Clients (Regardless of MTD ITSA)
play_circle

Why You Should Digitise Your Sole Trader Clients (Regardless of MTD ITSA)

Technology has the potential to drastically improve the way the accounting profession works with smaller clients. Below, we explore some of the wider benefits of sole trader digitisation, and why we should be thinking about it now—Making Tax Digital, or no Making Tax Digital.

arrow_right
article
How to Get Your Sole Trader & Landlord Clients to Do 80% Of the Work
play_circle

How to Get Your Sole Trader & Landlord Clients to Do 80% Of the Work

When working with small clients, you may find yourself chasing receipts or manually entering data into spreadsheets. And as you well know, these aren’t the areas where accountants can add the most value. Here’s how tech could help you eliminate up to 80% of that work, provide more value to clients, and maximise your margins.

arrow_right
article
A Guide to Getting Your Unincorporated Landlord Clients Ready for MTD ITSA
play_circle

A Guide to Getting Your Unincorporated Landlord Clients Ready for MTD ITSA

A huge proportion of unincorporated landlords own fewer than 5 properties, but aren’t serviced properly by the accounting software industry. With MTD ITSA on the horizon, this is an issue that needs resolving. In this guide, we discuss the accounting challenges of ‘non-professional’ landlords, and how accountants & bookkeepers can overcome them ahead of the 2026 deadline.

arrow_right
article
MTD for ITSA: The £360 Million Opportunity for Accountants
play_circle

MTD for ITSA: The £360 Million Opportunity for Accountants

We commissioned Opinium to survey 500 UK sole traders to better understand their views on Making Tax Digital for Income Tax, how prepared they are for the changes, and what action they expect to take to become compliant with the rules. The results revealed an incredible opportunity for the accounting industry.

arrow_right
article
2022 and the Countdown to MTD ITSA
play_circle

2022 and the Countdown to MTD ITSA

The extended tax season is over and so for accountants that means we’re gathering our thoughts and making our plans for 2022. What’s different this year is that it’s the last year before MTD ITSA really kicks in which will dramatically change how we work with sole traders. Read on below to learn how Coconut will support our Accountant Partners through this change.

arrow_right
article
2021: A Big Year for Coconut and Our Accountant Partners
play_circle

2021: A Big Year for Coconut and Our Accountant Partners

2021 will be a year that we’ll remember at Coconut for a while. This year saw a big change in our business come to fruition.

arrow_right
article
Tech-savvy Accounting Firm Gets More Done in Less Time with Coconut
play_circle

Tech-savvy Accounting Firm Gets More Done in Less Time with Coconut

“The key thing for all accountants is time saving and efficiency, because there are never enough hours in a day I think any accountant who looks into Coconut will realise the potential time saving is massive.”

arrow_right
article
How Coconut Helped the barefoot accountant Run Smoother, Plan Smarter & Prepare for MTD
play_circle

How Coconut Helped the barefoot accountant Run Smoother, Plan Smarter & Prepare for MTD

The barefoot accountant provides accountancy services to creative sole traders who just want to be fabulously creative and not worry about the boring stuff. Operating from a shop front in Hertfordshire, the firm delivers personalised tax and accountancy services in a relaxed and judgement-free zone.

arrow_right
find_in_page
Sorry, we can't find any articles like that!

Need more help?

help

Help Centre

Looking for help with the app?
Get advice and answers from the Coconut Team.

arrow_right
headset_mic

Support

Got a problem or question for the team?
Here are the best ways to get in touch.

arrow_right