James Trowell
Accounting Lead
Posted 3 weeks ago

All your accounting sorted through one single service, with Coconut

Some of our customers are already working with an accountant when they join Coconut, and that’s why we built the Accountant Portal – to allow them to work seamlessly together. But many don’t and often ask us if we can offer them that service. So, we built a solution in partnership with the accounting industry: Coconut Accounting Services.

Following a successful pilot last year, we’re now launching this service to all of our customers, including Sole Traders, and with a broader set of subscription options, starting from just £25 / month. 

Whilst Coconut is designed to help you manage your bookkeeping and stay on top of your accounting by automating as much of the manual work as possible, accountants still have a valuable role to play. They provide something that computers are a long way off from replicating: peace of mind

Having a human to talk to, someone who understands how you’re feeling and has experience that’s built over many years can give you the confidence to make big decisions for your business.

It’s this level of personalised support that lets you navigate complex decisions that machines just can’t conceive of, no matter how smart. 

Accountants are still the go-to business adviser

This is exactly why we built the Coconut Accountant Portal last year; to allow our customers to work better with their accountants. And to remove much of the laborious bookkeeping admin for the accountant so they can focus on the more valuable work; providing support and proactive business guidance.

But a big challenge for many business owners can be finding someone they can trust. So we want to connect our network of accountant partners, those we know will provide the best service, with our customers.

Coconut Accounting Services 

Whether you’re a sole trader or a limited company, and whether you’ve been in business for years or you’re just getting started, we’ve got a package to suit you.

From registering as self-employed with HMRC or forming your Limited company, right through to tax filing and day to day guidance, we’ve got it covered.

We’ll connect you with a qualified accountant to work with you and support your business throughout the tax year. It means you can get all of your accounting done through Coconut as one simple service. 

Simply select the package that’s right for you (or we can help you find the right one) and we’ll introduce you to your accountant within 24 hours. You’ll then have direct access to them via phone, email and the Coconut Accountant Portal so you can work together in a way that works for you.


Partnering with Accountants 

To launch our service, we’re working with an accounting firm called Tax Warrior, our first integrated partner. Tax Warrior is the digital division of the Bulley Davey group.

Bulley Davey was established in 1935 and provides unparalleled service to all clients, whatever their size or sector. With a wealth of experience they pride themselves on delivering a first-class service.

They also have a number of specialist departments dealing with a range of areas such as tax planning and wealth management. This means Coconut customers will have access to a wide range of support services should they need them, in addition to the monthly subscription. 

We’re connecting with a growing number of integrated partners and if you’re part of an accounting firm that would like to join our network, please contact us here.

How it works

We’ll connect you with a qualified accountant to work with you and support your business throughout the tax year. It means you can get all of your accounting done through Coconut as one simple service.

Simply select the package that’s right for you (or we can help you find the right one) and we’ll introduce you to your accountant within 24 hours. You’ll then have direct access to your accountant via phone, email and the Coconut Accountant Portal.

Whether you’re a sole trader or a limited company, and whether you’ve been in business for years or you’re just getting started, we’ve got a package to suit you.

Find out more about our packages and pricing here.

Share this article

Free yourself from business admin

Download Coconut on iOS or Android. Open an account in minutes with a passport or driving licence. Once you’re approved, you’re ready to do business.

App Store
Google Play
Coconut - Tax