Early Adopter Launch Offer
Save up to £100 + VAT when purchasing before 31st July 2026 and lock in your introductory pricing.
Making Tax Digital & Bookkeeping Made ACE
Practical Excel Bookkeeping Solutions for Sole Traders, Landlords & Small Businesses
Stay in control of your finances with our powerful Excel based bookkeeping solutions, designed to simplify your bookkeeping, generate professional reports and help you prepare for the upcoming Making Tax Digital (MTD) requirements from HMRC.
Whether you’re a Sole Trader, Landlord or growing business, our bookkeeping models provide a cost-effective alternative to expensive subscription software, whilst giving you the flexibility and familiarity of Excel.
Generate invoices at the touch of a button
Track income and expenditure with ease
Produce Profit & Loss reports automatically
Monitor tax liabilities and VAT returns
Prepare for MTD quarterly reporting requirements
Available with video demonstrations and ongoing updates
£360.00
If you’re a VAT registered sole trader or limited company, our Mega model will complete your VAT return (complying with MTD) and also give you a dashboard with which to review your results.
£240.00
For sole traders with a business bank account, or for limited companies, our Medium model allows you to add up to three bank accounts and cross-reference all of your income & expenditure for total accuracy.
£120.00
Our Mini model is perfect for sole traders and is packed with plenty of tools to help you manage your profit & loss and taxation liability, whilst still being simple to use.
£360.00
If you’re a VAT registered sole trader or limited company, our Mega model will complete your VAT return (complying with MTD) and also give you a dashboard with which to review your results.
£240.00
For sole traders with a business bank account, or for limited companies, our Medium model allows you to add up to three bank accounts and cross-reference all of your income & expenditure for total accuracy.
£120.00
Our Mini model is perfect for sole traders and is packed with plenty of tools to help you manage your profit & loss and taxation liability, whilst still being simple to use.
Frequently Asked Questions
Making Tax Digital (MTD) is HM Revenue and Customs’ initiative to modernise the UK tax system by requiring certain taxpayers to maintain digital records and submit information electronically.
MTD for Income Tax is being introduced in stages:
From April 2026 – Sole Traders and Landlords with qualifying income over £50,000
From April 2027 – Sole Traders and Landlords with qualifying income over £30,000
From April 2028 – Sole Traders and Landlords with qualifying income over £20,000
Qualifying income is generally based on gross self-employment and property income before expenses.
Yes. Excel can still be used to maintain digital records.
However, information must ultimately be submitted to HMRC using compatible software or bridging solutions where required.
Our bookkeeping models are designed to help you maintain accurate digital records and prepare for MTD requirements whilst continuing to benefit from the flexibility and familiarity of Excel.
No. The spreadsheet will generate the information required for your submission, but you’ll need to use compatible bridging software to submit the return to HMRC. This is typically free for VAT submissions and, for Income Tax, is usually available for a small annual fee and is simple to set up and use.
Not necessarily. Many businesses prefer to manage their records in Excel because it is flexible, familiar and cost-effective.
Our bookkeeping models provide many of the features found in bookkeeping software, including invoice generation, reporting, tax calculations and VAT functionality (selected models), whilst allowing you to continue working within Excel.
Each model includes:
- The Excel bookkeeping model
- User guidance
- Video demonstrations
- Instructions for getting started
Features vary by model. Please refer to the comparison table for full details.
The Annual Compliance & Update Plan provides a brand-new version of your Excel bookkeeping model for the next financial year, incorporating any legislative changes, enhancements and new features. It also includes updated video demonstrations and access to the latest version of the model.
No. The Annual Compliance & Update Plan is completely optional.
Your bookkeeping model can still be used to access and review historical data, but as each model is designed for a specific financial year, customers wishing to continue recording transactions in future years will require the latest version of the model, which is provided as part of the plan.
Yes, very limited email support is included to help you get started and answer occasional questions about using the model.
If you require additional assistance, training, bespoke changes or more in-depth support, these can be arranged separately for an additional fee.
Yes. One of the advantages of Excel is its flexibility.
If you require additional functionality, bespoke reports or modifications to suit your business, these can usually be accommodated for an additional fee.
No. Your bookkeeping data remains within your Excel file and under your control.
Unlike many cloud-based bookkeeping solutions, you retain ownership of your data and can access it whenever you need to.
Each licence is provided for use by a single business entity.
If you require models for multiple businesses or properties, please contact us to discuss bespoke tailoring options.
No. VAT functionality is included within ACE Complete, which also includes VAT Return preparation and MTD-compliant VAT reporting.
Our models combine real-world bookkeeping knowledge with over 18 years of Excel consultancy experience, providing practical, user-friendly solutions that help Sole Traders, Landlords and small businesses stay organised, save time and reduce errors.
As a Microsoft MVP with a background in accountancy and extensive experience developing Excel-based business solutions, Traci has designed these models to be practical, easy to use and focused on the needs of real businesses.
The result is a powerful, user-friendly solution designed to save time, reduce errors and help you stay organised.
Many businesses prefer Excel because it is familiar, flexible and gives them complete control over their data.
With no monthly subscription fees and powerful built-in reporting, Excel can provide a cost-effective alternative for businesses that want to maintain accurate records without paying for software they may never fully use.
Ready to Make Bookkeeping ACE?
Choose the model that’s right for you and take control of your bookkeeping with a practical Excel solution designed for Sole Traders, Landlords and small businesses.
We have a range of great Excel services ready for you to use.
Expert knowledge and troubleshooting at your fingertips with our support package for existing Microsoft Excel users.