Who this is for
- Organic social media agencies
- Content & community management agencies
- Digital-only agencies focused on SEO, email, funnels and CRO
- Multi-channel digital studios running always-on campaigns
Typical income models
- Monthly retainers for content calendars, posting and reporting
- Project fees for launches, funnels or website optimisation
- Bundles – e.g. “X posts + stories + reports per month”
- Performance or bonus fees linked to KPIs
Common allowable expenses
- Scheduling & analytics tools, social listening platforms
- Design and editing tools (Canva, Adobe, CapCut, etc.)
- Freelance writers, designers, community managers
- Stock images, music, templates and asset libraries
- Hardware – phones, laptops, cameras and mics
- Team costs – PAYE staff, training and conferences
- Office / co-working, broadband, utilities and insurance
What we need from you
- Business bank statements and any company cards / PayPal
- Client list with retainer amounts and major campaigns
- Sales invoices and credit notes
- Purchase invoices for software, freelancers, equipment and travel
- Payroll reports if you employ staff
We reconcile everything, match retainers to periods, calculate corporation tax and file your accounts and CT600 with HMRC and Companies House.