I am a Sole Trader
MTD made human. Stay compliant, stay confident.
Because making digital shouldn’t mean difficult — we make it simple, secure, and stress-free for you.
Why MTD Matters?
Making Tax Digital is just a government requirement — but we see it as an opportunity.
An opportunity to build smarter, more organised finances that truly support your work.
It keeps your records clean, your submissions timely, and your peace of mind intact.
But we know “digital” can feel daunting. That’s why we use simple tools and human support to keep you in control — no missed deadlines, no panic, no confusion.
Your data, your peace of mind, our expertise.
Who We Work With?
MTD affects more than your accounts — it changes how you work every day.
We simplify it for:
● Sole Traders: who just want less paperwork and more time for real work.
● Landlords: managing multiple properties or rental incomes.
● CIS Sub-Contractors: juggling jobs, invoices, and compliance.
Whatever your setup, we’ll help you stay on top of your numbers, not buried under them.
Our MTD Plans
Choose the plan that fits how you work. Both include full HMRC representation, friendly expert support, and complete peace of mind.
Streamline Plan
for Non-VAT Businesses
Perfect for sole traders, landlords, or CIS subcontractors under the VAT threshold.
KEY BENEFITS:
- Coconut license
- Dedicated MTD advisor for expert guidance
- Monthly transaction recording with simple coding
- Monthly bank reconciliation
- Quarterly submissions to HMRC
- Fully remote service for your convenience
Elevate Plan
for VAT-Registered Businesses
Ideal for small businesses and VAT-registered traders ready to modernise and take control.
KEY BENEFITS:
- Xero license
- Hubdoc license for effortless document capture
- Support from a Xero Certified Advisor
- Fortnightly bank reconciliation
- Quarterly VAT return submissions
- Quarterly review call with our expert team to plan ahead
Why Clients Choose Optimyze
● We make digital personal.Real advisors, not bots.
● We’re inclusive by design.Every background, every business, equally supported.
● We simplify with tech.UKU, Xero, Hubdoc, Coconut — tools that work for you, not confuse you.
● We care beyond compliance.Because your success is our success.
Ready to Get Started?
Making Tax Digital doesn’t have to be daunting — we’ll make it make sense.
How we can help?
Our specialists will guide you and your company through every stage of the
business life cycle, from start-up, through Series A and beyond. With
various
services under one roof, we work collaboratively with you to provide a
one-stop-shop service for all your financial requirements.
Our financial service includes :
- Support in arranging corporate finance
- Management accounting and Outsourced bookkeeping
- Business valuations
- Preparing your financial statements
- Audit
- Reclaim R&D expenditure
- Corporation tax filings
- Sales Tax compliance
- Payroll services
- Setting up a benefits structure and staff rewards system
You can focus on and grow your business by outsourcing your finance needs to our expert team.
