Start an Enquiry

+44 7894 447435
info@lusaziconsultancy.com
Rochester, Kent, United Kingdom

Lusazi AccountancyRochester, Kent, United Kingdom

Management accounting and tax, handled properly.

Management accounts, bookkeeping, VAT, payroll, year-end accounts and personal tax, for sole traders, limited companies and growing businesses across the UK.

A desk with tax forms, a calculator and a phone, with a person sorting papers
  • Led by our Head Accountant
  • Monthly figures you can act on
  • Custom quotes for your business

Services

What we take on.

Nine service areasAny UK business or individual

Service areas

Open any area to see what is included. We describe the work we do, not outcomes. Tax rules change, so check GOV.UK or ask us about your own position.

Services

Management accounts and reporting

Profit and loss, balance sheet and cash flow each month, with the month-end close behind them done properly.

What is included

  • Monthly profit and loss, balance sheet and cash flow
  • Variance analysis with commentary for owners and boards
  • Month-end close, including journals, accruals and prepayments
  • Balance sheet and bank reconciliations
  • Fixed asset registers and depreciation
  • Multi-site and consolidated reporting

Who it suits

  • Owners and directors who want to see how the business is really performing
  • Growing and multi-site businesses
Enquire about management accounts and reporting

Services

Bookkeeping and reconciliations

Day-to-day bookkeeping, including the ledgers and the chasing of money owed, kept in step with your bank.

What is included

  • Monthly bookkeeping and bank reconciliation
  • Purchase ledger
  • Sales ledger
  • Credit control
  • Catch-up bookkeeping where records have fallen behind

Who it suits

  • Sole traders and limited companies who want the books kept for them
  • Businesses with records that are behind
Enquire about bookkeeping and reconciliations

Services

Budgets, forecasts and cash flow

Budgets and forecasts built from your own figures, so you can plan with something in front of you.

What is included

  • Annual budgets
  • Business forecasting
  • Cash flow reviews and forward cash flow forecasts
  • Budget against actual reporting

Who it suits

  • Owners planning a year ahead
  • Businesses watching cash closely
  • Businesses preparing for growth
Enquire about budgets, forecasts and cash flow

Services

Year-end accounts and corporation tax

Year-end accounts and corporation tax for limited companies, with support when the accounts are audited.

What is included

  • Year-end accounts preparation
  • Corporation tax returns
  • Audit support

Who it suits

  • Limited companies
  • Directors who want year end handled without chasing
Enquire about year-end accounts and corporation tax

Services

VAT, Making Tax Digital and CIS returns

VAT returns through Making Tax Digital, and returns for those who work under the Construction Industry Scheme.

What is included

  • VAT returns, including Making Tax Digital
  • CIS returns
  • CITB returns

Who it suits

  • VAT registered businesses
  • Contractors and subcontractors working under CIS
Enquire about vat, making tax digital and cis returns

Services

Payroll

Payroll processed and reported to HMRC, whether you have one director or a team.

What is included

  • PAYE payroll and RTI submissions
  • P60 and P45
  • Director payroll
  • CIS payroll and submissions

Who it suits

  • Employers with a small or growing team
  • Company directors paying themselves through payroll
Enquire about payroll

Services

Personal tax and Self Assessment

Self Assessment returns and the benefits and income that go with them, for individuals and owners.

What is included

  • Self Assessment returns
  • Sole trader income and expenses
  • Landlord rental income
  • Dividend income
  • Capital gains
  • P11D benefits and expenses

Who it suits

  • Sole traders and landlords
  • Company directors taking dividends
  • Individuals with investment income or gains
Enquire about personal tax and self assessment

Services

Company secretarial and formation

Statutory filings and registers, plus help setting up a new company.

What is included

  • Companies House filings
  • Confirmation statements
  • Director changes
  • Share transfers and changes
  • Statutory registers
  • Forming a new company

Who it suits

  • New businesses setting up a company
  • Directors who want their filings looked after
Enquire about company secretarial and formation

Services

Systems and process

Help choosing, setting up and moving between accounting systems, and tidying how your month end runs.

What is included

  • Accounting software setup
  • Migration between systems, including from Sage to Microsoft Dynamics 365 Business Central
  • Month-end process improvement

Who it suits

  • Businesses changing accounting software
  • Finance teams with a slow or manual month end
Enquire about systems and process

Who leads the work

Led by our Head Accountant.

Zara Lucy Kongwa is Head Accountant at Lusazi Consultancy. She is a management accountant with hands-on experience of month-end close, management reporting, budgeting, VAT, payroll and personal tax.

Zara Lucy Kongwa

Head Accountant

Management accountant

Qualifications

  • CIMA, part-qualified (Management Level)
  • Payroll Diploma (Management and Systems)
  • Certificate in Accounting

Rochester, Kent, United Kingdom

Where her experience is strongest

  • Reporting and control

    • Management accounts
    • Month-end close
    • Balance sheet and bank reconciliations
    • Budgeting and forecasting
  • Compliance

    • VAT and statutory returns
    • Payroll
    • Year-end accounts and audit support
    • Company secretarial filings
  • Systems

    • Sage
    • QuickBooks
    • Microsoft Dynamics 365 Business Central
    • Moving a business from one system to another

Sectors worked across

  • Property and housebuilding
  • Leisure
  • Freight and logistics
  • Export
  • Charities

Who we work with

Any UK business, and individuals too.

  • Sole traders and freelancers
  • Limited companies
  • Partnerships
  • Landlords
  • Charities and community organisations
  • Growing and multi-site businesses
  • Contractors

Clinical practices and recruitment agencies remain welcome. We are set apart by what we do, not by the type of business you run.

Ways to work with us

Monthly, annual or by the project.

Pick the rhythm that suits your business. Your quote is agreed with you once we know what you need.

  • Annual

    The yearly filings, prepared and submitted for you.

    • Year-end accounts
    • Corporation tax
    • Self Assessment
    Request a quote
  • Project

    A defined piece of work with a clear start and finish.

    • Budgets and forecasts
    • System setup or migration
    • Catch-up bookkeeping
    Request a quote

Fees are agreed with you before work starts.

How it works

From first conversation to a steady rhythm, without you chasing paperwork.

  1. Conversation

    We learn your setup, software and year end, and talk through what you need handled.

  2. Custom quote

    A quote shaped around your business and its financial situation, agreed with you before work starts.

  3. Switch handled

    If you are changing accountant, you sign one authority form. We write to your old accountant, send the professional clearance letter, collect the records and carry on from where they left off.

  4. Your monthly rhythm

    Bookkeeping, management accounts, VAT and payroll run to a regular monthly schedule, and you know who to ask when something comes up.

  5. Year end and filings

    Year-end accounts, corporation tax and Self Assessment prepared and filed ahead of the deadlines.

Software we work with

Xero, QuickBooks, Sage, Dext and Microsoft Dynamics 365 Business Central.

We work in the accounting software you already use, or help you move to something better suited.

  • Xero
  • QuickBooks
  • Sage
  • Dext
  • Dynamics 365

Questions

Straight answers.

Tax rules change. Where a question touches an HMRC rule, the answer points you to GOV.UK and we are happy to look at your own position.

How much does an accountant cost?

It depends on the work, the size of the business and how many transactions and payslips there are. We give you a custom quote based on your business and its financial situation, agreed with you before work starts.

What are management accounts and do I need them?

Management accounts are reports for you, rather than for HMRC. They usually show the profit and loss, balance sheet and cash flow for the month, with commentary on where results differ from budget or from last year.

Most small businesses are not required by law to produce them, unlike statutory year-end accounts. Owners and boards use them to see how the business is performing and to make decisions during the year.

Can you catch up on bookkeeping that is behind?

Yes. Catch-up bookkeeping is part of what we take on: working through the bank statements and invoices, reconciling the accounts and bringing the records up to date. How long it takes depends on how far behind the records are, so tell us the period and the software when you enquire.

Do you work with charities?

Yes. Our lead accountant has worked with charities, including bookkeeping and reporting. Charities have their own reporting requirements, so tell us your size, funding and what you need when you enquire and we will confirm whether we are the right fit.

Can I switch accountant part-way through the year?

Yes. You sign one authority form. We send the professional clearance letter, collect the records and continue from where your old accountant left off.

Do I need to use Making Tax Digital?

Making Tax Digital for VAT applies to VAT registered businesses. Making Tax Digital for Income Tax applies to self-employed people and landlords by qualifying income: over £50,000 from 6 April 2026, over £30,000 from 6 April 2027 and over £20,000 from 6 April 2028.

Whether it applies to you depends on your own figures. Check GOV.UK or ask us.

When do I need to register for VAT?

You must register if your taxable turnover for the last 12 months goes over £90,000, or you expect it to go over £90,000 in the next 30 days. You can also register voluntarily below that. Income that is VAT exempt does not count towards taxable turnover.

When is my Self Assessment tax return due?

The tax year ends on 5 April. An online return, and payment of any tax owed, is due by midnight on 31 January after the end of that tax year. Check GOV.UK for the dates that apply to you.

Do I pay my tax in instalments?

Some people make two payments on account towards the next bill, each half of the tax owed last year, due by midnight on 31 January and 31 July. You do not have to if last year’s bill was under £1,000, or you paid more than 80% of it outside Self Assessment, for example through your tax code.

Talk to us

Tell us about your business.

Send the form, call, email or message us on WhatsApp. We will come back with a custom quote for your business.

Emailinfo@lusaziconsultancy.com

Rochester, Kent, United Kingdom

I am enquiring about

Enquiry sent

Thank you. We will reply as soon as we can. If you would rather speak to someone now, call +44 7894 447435 or message us on WhatsApp.