Invoices, monthly profit and loss, an estimate of your tax bill and your quarterly Making Tax Digital figures, all in one spreadsheet you own. No monthly fees.
- Microsoft Excel MVP
- AAT qualified
- part CIMA qualified
- Excel Ace since 2008
- one off price
Making Tax Digital for the self employed, made simple
If your self employed income (plus any rental income) is over £30,000, Making Tax Digital for Income Tax applies from April 2027, and from April 2028 the threshold drops to £20,000. You’ll keep digital records and send HMRC a short update every quarter.
The bookkeeping models turn that into a ten minute weekly habit, not a quarterly headache.
What you get with ACE Essentials
Invoices generated for you, ready to send.
Income and expenses recorded in one simple list.
Monthly profit and loss, so you know if the business is actually making money.
An estimated tax liability, so January isn’t a shock.
A trial balance and your quarterly MTD figures, ready for your bridging software.
A user guide and video demonstrations to get you set up.
A week with ACE Essentials: a worked example
Dan is a self employed decorator turning over £38,000. Every Friday he spends about ten minutes raising invoices and entering his expenses. The bookkeeping models give him his monthly profit, his tax estimate and his quarterly figures, ready to send through his bridging software. (Dan is an illustrative example, not a real client.) Read which ACE product actually fits you.
Built for real sole traders
Trades, cleaners, consultants, coaches, therapists, freelancers: if your bookkeeping is mostly money in and money out, ACE Essentials covers it. Want to reconcile back to your bank? Step up to ACE Professional. VAT registered? ACE Complete adds VAT return preparation.
Why a spreadsheet beats another subscription
Pay once from £249 + VAT, own your file, and never be locked in. The optional annual compliance and update plan keeps you up to date with HMRC changes if you want it.
£249.00
ACE Essentials provides everything you need to manage your bookkeeping in Excel whilst helping you prepare for Making Tax Digital (MTD).
£449.00
ACE Professional builds on the functionality of ACE Essentials by introducing powerful bank reconciliation features to help improve the accuracy of your bookkeeping.
£699.00
ACE Complete is our most comprehensive bookkeeping solution, providing everything included in ACE Professional together with advanced reporting, business dashboards and VAT functionality.
About Traci
I’ve worked in accountancy since I was 17, I’m AAT qualified, part CIMA qualified and a Microsoft Excel MVP.
What my customers say
What my customers say
I did the mini Excel course with Traci - 20 mins a day for 5 days. Traci can squeeze so much into 20 mins, it helps that she talks fast! I was familiar with most of the areas that we covered but there were still lots of little tips that I picked up. Traci has a genuine excitement about all things Excel and her enthusiasm is infectious. I'd recommend her courses to anyone looking to upskill.
Traci is amazing!!
She helped me to add formulas to a huge spreadsheet I’ve designed to use in my NHS job.
In 30 minutes the spreadsheet was transformed into a useable, time saving and accurate piece of work.
I’m very grateful for her help.
Traci is approachable, kind and knows her stuff.
I recommend her to anyone struggling with anything in Excel. She is patient - she needed to be with me, taking her time to explain and ensure I understood.
Thanks again Traci 🥰
The 5-day 20 minute sessions were very informative and easy to follow.
I have recently been on Traci's Beginner, Intermediate and Advanced Excel Workshops. I didn't know spreadsheets could be so much fun and you could do so much with them, once you have got your head around one. Tracie makes working with a spreadsheet a joy instead of a task. Her cheerful approach and easy-going manner are both professional and a breath of fresh air.
I had several absolutely excellent Excel intermediate and advanced sessions with Traci. She is extremely knowledgeable and makes the sessions fun and interactive ~ both face to face and virtual. I would definitely recommend Traci if you need some Excel training ~ she's excellent!
Traci was excellent in her Basic Excel workshops - she was really patient and made a scary subject feel really easy! This was such a valuable course which I would recommend anyone to try.
Traci at Excel Ace really knows her stuff, I've been using an amazing spreadsheet daily that she designed many many years ago to keep track of the workshops we are delivering and all the finances and forecasting. I couldn't recommend her services highly enough, she is just fantastic and so helpful also.
Traci has been training a number of our staff via zoom over the past few weeks, and everyone has greatly benefited from her encyclopaedic knowledge of all things excel. Very approachable and bubbly, she makes what could be a very dry subject, easy and fun.
Traci has done several sessions of training for me and my staff at Bevie. Whilst remaining absolutely professional has brought a fresh lease of life to excel and the great training has allowed the team to big great things and make better use of their days. Thanks Traci!
I took part in Traci's advanced Excel workship and found her insights into spreadsheets very accessible and time saving. Would definitely recommend!
Tracie Williams is a master in her field. definitely recommend if you are looking to upskill your Excel Knowledge.
I loved the training, super engaging and fun! Traci is a lovely person to host the sessions.
Tracy’s courses are A ‘must do’ for all Excel users of all standards. First class!
Really enjoyed Traci’s teaching style, relaxed and informal, yet very knowledgeable. Would definitely recommend.
Traci is enthusiastic and always willing to help. Just don't get her on the subject of 'Index and Match'
Couldn't recommend highly enough, very helpful and showed great understanding of our processes to create a dynamic solution. Thank you
Very informative ,professional brilliantly set out I am looking forward to next sessions.
Brilliant service, would highly recommend to anyone
Frequently asked questions
Yes, if Making Tax Digital for Income Tax applies to you: qualifying income over £30,000 from April 2027 and over £20,000 from April 2028. You’ll need digital records and HMRC compatible software, which can be a spreadsheet plus bridging software.
The best one is the one you’ll actually keep up with. If you’re comfortable in Excel and don’t want a monthly fee, a ready built spreadsheet like ACE Essentials plus bridging software is a simple, low cost option.
Sometimes, for very simple affairs, but free versions often have limits on features or submissions. The bookkeeping models are a one off purchase, with invoices, profit and loss and a tax estimate included.
It isn’t a legal requirement for sole traders, but it makes bookkeeping simpler. ACE Essentials works with or without one.
Turnover. It’s your gross self employed income (plus any property income) before expenses.
Yes. The formulas are locked and hidden, so you just enter figures. There’s a user guide and video demonstrations too.
The bookkeeping models prepare the figures, then HMRC compatible bridging software reads them and sends them to HMRC. It usually takes minutes.
ACE Essentials is £249 + VAT one off, with an optional £79 + VAT a year compliance and update plan.
Ready to get started?
Want to see it before you buy? Book a FREE Bookkeeping Demo and I’ll walk you through the bookkeeping models using your type of business.