Your landlords are asking what MTD means for them. Point them to the bookkeeping models, MTD ready bookkeeping in Excel with no monthly subscription. With your referral code they save 5%, and you look after them without giving tax advice.
- Microsoft Excel MVP
- AAT qualified
- part CIMA qualified
- Excel Ace since 2008
- one off price
Your landlords are about to ask you about MTD
From April 2027, landlords with qualifying income over £30,000 join Making Tax Digital for Income Tax, and from April 2028 that drops to £20,000. Qualifying income is gross rent plus any self employed income, so plenty of your landlords with one or two properties are in.
They’ll need digital records and quarterly updates to HMRC. Many will turn to their agent first.
What MTD means for letting agents
MTD is the landlord’s responsibility, not yours. But the agents who help landlords through it will be the ones landlords stay with.
Recommending a simple, trusted tool is a low risk way to add value. You’re not giving tax advice; you’re pointing landlords to software that does the job.
Why the bookkeeping models suit landlords
It’s Excel. Most landlords already keep figures in a spreadsheet.
No monthly fee. ACE Essentials is £249 + VAT one off, so it doesn’t eat into rental profit.
Statement friendly. Landlords can enter the rent and costs from your monthly statements, with each property listed separately, and see their profit, tax estimate and quarterly figures.
Grows with them. ACE Professional adds bank reconciliation for landlords with several properties or accounts.
How the referral partner programme works
1. Get your referral code. Sign up as a referral partner and I’ll set your agency up with its own code.
2. Share it with your landlords. They buy their bookkeeping model directly from my website and enter your code at checkout to get 5% off.
3. There’s something in it for your agency too. I’ll explain the partner benefits when we speak.
A FREE demo of the bookkeeping models for your landlords, online, is a simple way to get started.
£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
Not directly. MTD for Income Tax is the landlord’s responsibility. But landlords over £30,000 from April 2027 and £20,000 from April 2028 will need digital records and quarterly updates, and many will look to their agent for help.
Generally only an authorised agent, such as an accountant, submits on a landlord’s behalf. Most letting agents help by recommending software and providing clear statements. Check HMRC’s agent guidance for your situation.
Something simple that landlords will use. My Excel bookkeeping models have no monthly subscription and prepare quarterly MTD figures for bridging software such as My Tax Digital, which is free.
No. Each landlord buys and owns their own licence directly from my website. You just share your referral code, which gives them 5% off.
Yes. Your agency gets its own code to share with landlords, who get 5% off. I’ll explain the partner benefits for your agency when we speak.
Yes. I can run a FREE demo of the bookkeeping models for your landlords, showing what’s changing and how simple keeping records in Excel can be.
Ready to get started?
Want to give your landlords a simple MTD answer? Book a FREE Bookkeeping Demo and I’ll set your agency up with a referral code.