Get your first year organised from the start.

Make the first year easier to manage

A new company needs more than an incorporation certificate. Someone must organise its records, identify the relevant filing and tax obligations and know when information is due. Yudey helps turn those requirements into a practical plan based on the company's actual circumstances. The aim is to make the next action and responsible person clear before routine administration becomes overdue work.

We start with incorporation details, the company's activity and the support already in place. A company that has not begun trading may need a different plan from one employing staff or issuing invoices immediately. We also ask about any notices received and deadlines already approaching. This lets the initial scope distinguish a forward-looking setup plan from catch-up work or a dispute requiring separate attention.

Separate the obligations instead of using one deadline

Company accounts, the confirmation statement, Corporation Tax payment and a Company Tax Return are different tasks. Their timing can be based on different dates, and the first accounting period may require particular attention. We identify the information needed to establish the company's own timetable rather than simply copying a generic anniversary into every entry. Official guidance sets out the principal accounts and tax-return deadlines. ^[1]

The confirmation statement is also a separate requirement, concerned with reviewing and confirming company information through the relevant process. ^[2] Changes in company details or ownership can need attention outside that routine cycle. We identify those event-driven questions so the plan is not reduced to one annual reminder. Where an official record or notice appears inconsistent, it is flagged for investigation rather than silently replaced with an assumed date.

Identify the triggers created by your activity

The plan considers what the business actually intends to do. Employing people, VAT-relevant turnover, construction activity, trading across borders or holding particular licences can create additional work. We ask the questions needed to identify relevant support and distinguish a registration requirement from an optional commercial choice. The agreed scope determines whether a particular registration, calculation or specialist assessment is included.

Trading status matters as well. A company described informally as dormant should not assume that it has no continuing obligations or that every authority applies the same test. We record the information needed to establish the appropriate treatment and identify follow-up questions. If the business changes during the year, its compliance plan may need to change too. The initial plan should therefore include review triggers as well as fixed dates.

Put records and responsibilities in place

We help define a manageable record workflow: what documents should be retained, who supplies them and when the accounting or administrative work takes place. This can include invoices, expenses, bank records, ownership information and evidence of relevant company decisions. The plan distinguishes the company's records from a director's personal transactions so that questions about payments or reimbursements can be addressed properly.

A named task owner makes the timetable useful. We identify what remains with the directors, what an existing accountant or bookkeeper handles and which tasks need a new instruction. Delegating work does not remove directors' legal responsibilities for the company. ^[3] We also distinguish preparing a filing from submitting it and retaining evidence of acceptance. A calendar entry marked complete should correspond to an action actually carried out, not merely an email asking someone else to do it.

Include verification and changes in the review

Companies House identity verification and the steps connecting verified identity to relevant roles need to be considered using current guidance. Directors and people with significant control may have different actions and timing. The plan records the checks or follow-up needed without assuming that completing one verification step resolves every role-specific requirement. ^[4]

The initial enquiry should contain a business summary, not personal codes, account credentials or identity documents. If more detailed information is needed for agreed work, we explain the appropriate secure route. Any authorised provider's role is confirmed before relevant work begins. We also identify when changes to directors, ownership, business activity or accounting arrangements should trigger a review, so that the plan remains connected to the company's real position.

What you receive and what happens afterwards

Your proposed deliverable can include a company-position summary, a calendar of identified tasks, a responsibility list and a records checklist. It also identifies missing information and matters requiring separate advice. You can use this to coordinate the directors and existing advisers, or discuss a further service where you want ongoing help. The precise contents are agreed in the written proposal.

Bookkeeping, annual accounts, tax returns, payroll, submissions and continuous deadline monitoring are included only if expressly agreed. A planning engagement does not by itself mean that Yudey has taken over every filing responsibility. We make that distinction clear so the business can choose the support it needs and budget for it. Any continuing arrangement should specify the information you must provide and when, as well as the work the provider will perform.

Request a plan for your company

Send the company number, trading status and a short description of planned activity. Mention employees, existing accounting support and any urgent notices. We use this information to clarify the work and provide a GBP quotation that identifies professional fees, applicable VAT and external costs.

The timetable depends on the company's records and any immediate issues. If a deadline is close, state it in the enquiry; sending the form does not itself transfer responsibility for meeting it. Once scope is agreed, you have a clearer basis for organising the first year and deciding which continuing services to commission.