Step 3 of 3 · Retail & E-commerce Limited Companies

Omnichannel Retailers

For retailers with both physical stores and online channels, needing clear stock, margins and VAT reporting across systems.

Who is this for?

  • Retailers with one or more shops plus an e-commerce site
  • Businesses using EPOS in-store and Shopify/Woo/etc. online
  • Brands offering click-and-collect and returns across channels
  • Retailers wanting one joined-up view of sales and margins

What's included in your package

  • Company accounts and CT600 filing
  • Companies House accounts submission
  • 1 x director Self Assessment tax return
  • Reconciliation of in-store and online sales reports to bank
  • High-level channel margin analysis (store vs. online)
  • Basic guidance on VAT, returns and gift vouchers across channels
We help you see the whole picture: which channels drive profit, not just turnover, and how stock moves between store and online.

Typical omnichannel data and documents

  • EPOS reports from in-store tills
  • Shopify/Woo or other e-commerce sales reports
  • Refund and returns reports by channel
  • Stock reports and stock counts at year end
  • Merchant statements and payout reports

Frequently asked questions

Can you show store vs. online performance separately?
Yes, where your systems allow it we can present a simple breakdown by channel so you see which side of the business is more profitable.
How do you deal with click-and-collect orders?
We treat click-and-collect as online sales fulfilled in-store, ensuring they're not double-counted and that VAT and revenue timing are correct.
What if my systems are not integrated yet?
We can still work from separate exports and bank statements and, over time, help you move towards a more integrated approach.

Omnichannel Retail package

For retailers trading across store and online.

£115+ VAT / month
Turnover up to £750,000, up to 2 stores.
  • Company accounts & CT600
  • Companies House filing
  • 1 x director Self Assessment
  • Channel performance overview

Larger groups or more complex setups quoted individually.

Start my omnichannel package Book a free 15-minute call

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