A Beginner’s Guide to Small Business Finances: Advice from an Accountant

Starting a new business is exciting – but let’s be honest, managing the finances can feel like a bit of a minefield. You’re not alone if you find accounting overwhelming. In fact, over a quarter (26%) of small business owners say they have little to no accounting knowledge.

That’s where we come in. At Amanah Accountants, we’re here to help you make sense of your numbers – and your obligations – from day one. In this guide, we’ll walk you through the key steps to setting up and running a financially healthy business, including:

  • Choosing the right business structure

  • Registering with the right organisations

  • Managing your accounts and keeping accurate records

  • Our top accounting tips for small business success

Let’s get started.


1. Setting Up a Business: What Structure is Right for You?

Choosing the right legal structure is one of the first and most important decisions you’ll make. Here are the three most common options in the UK:

Sole Trader

This is the simplest and most popular structure. You run the business as an individual, keep all profits (after tax), and are personally responsible for any debts.

✅ Easy to set up
✅ Great for freelancers and solo entrepreneurs
❗ Your business and personal assets are not separate

You’ll need to register with HMRC and submit a Self Assessment tax return annually.

Limited Company

A limited company is its own legal entity. That means your personal assets are protected if the company gets into debt.

✅ Limited liability protection
✅ May offer tax advantages
❗ More admin: you must register with Companies House, file annual accounts, and pay Corporation Tax

Partnerships & LLPs

If you’re starting a business with others, a partnership might suit. You’ll share ownership and responsibilities.

There are three main types:

  • General partnership – easy setup, shared responsibility

  • Limited partnership – combines active and silent partners

  • Limited Liability Partnership (LLP) – popular with professionals like solicitors and accountants


2. Trading Status and Banking – Who You Need to Tell

Starting to trade? Make sure you let the relevant authorities know.

Sole Traders & Partnerships

Register with HMRC for Self Assessment and Class 2 National Insurance.

AJ suggests calling HMRC early in the morning to avoid long hold times. You’ll receive your Unique Taxpayer Reference (UTR) in the post.

Limited Companies

Register your business with Companies House and notify HMRC within 3 months for Corporation Tax.

You’ll receive a company UTR and an authentication code – essential for managing company info online.

Open a Business Bank Account

Even though sole traders aren’t legally required to have one, we highly recommend keeping personal and business finances separate.

Limited companies must have a separate business account, as the company is a legal entity.


3. Bookkeeping & Record Keeping: Why It Matters

Proper record-keeping is the foundation of good financial management. Gone are the days of paper ledgers – we recommend using digital accounting tools such as:

  • Xero

  • QuickBooks

  • Sage

  • FreeAgent

These platforms help track:

  • Who owes you money

  • What bills need paying

  • Your business cash flow and financial health

📘 A Quick Bookkeeping Glossary:

  • Profit and Loss (P&L): Revenue vs expenses over time

  • Cash Flow Forecast: Your future money in vs out

  • Balance Sheet: Snapshot of assets, liabilities & equity

  • Accounts Receivable: Money customers owe you

  • Accounts Payable: Money you owe others


4. Top Tips for Staying on Top of Your Business Finances

A few good habits can make all the difference:

Check Your Accounts Regularly

Look at your books weekly or monthly – don’t rely on your bank balance alone.

Plan for Your Tax Bill

Set aside money for taxes every time you get paid. Avoid last-minute scrambles by staying ahead of your tax deadlines.

An accountant can help you identify deductions and reduce your tax bill – legally and efficiently.

Don’t Just File Your Accounts – Analyse Them

Your P&L and balance sheet can reveal insights:

  • What products or services are driving profit?

  • Where could you cut costs or invest for growth?

Your numbers are a story. Read them.


Need Help? We’re Here for You

At Amanah Accountants, we specialise in helping start-ups and small businesses succeed with tailored, honest financial advice. Whether you’re setting up as a sole trader or scaling a growing company, we’ll help you build a strong financial foundation.

Want to speak to one of our advisors? Contact us today or drop by our office for a chat.


Disclaimer: This article is for general information only and should not be taken as legal or financial advice. Always seek professional support tailored to your specific situation.

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