Tips for Staying Organised as a Contractor

Staying organised

Organisation is paramount to a productive and stress free contracting lifestyle. Working in a disorganised environment can cause stress, lead to mistakes and can even cause you to miss deadlines.

This is also true when it comes to managing your accounts. Of the 359 contractors we surveyed, 17% said they had lost receipts and 11% had paid too much tax and 8% had made a late or incorrect payment to HMRC.

Read our top tips to on how to manage your work and better organise your accounts.

File away your documents

Losing important documents can mean you miss the deadline to pay taxes (7% of our contractors were guilty of this) and could incur a fine of at least £100. To avoid this, you should invest in some folders to keep all of your documents safe. This is a small step but can save a lot of time in the long-term and avoid any deadlines being missed.  

HMRC require you to keep 5 years’ worth of business records, including expenses, proof of income and VAT records. You can visit HMRC’s website for a full list of what evidence needs to be kept. 

Manage your workload

Contractors have a greater degree of control about the amount of work they accept but the compulsion can often be to take on too much. Having too many jobs on the go can lead to a messy workspace. Making time to more effectively manage your workload will ensure that you don’t let things become cluttered and disorganised. 

Use technology to your advantage

We’re expecting more from technology than ever and this is no different in the workplace. The number of apps and digital programmes available to help you stay organised and streamline your work is always growing. Using a digital workspace is well worth considering and can help you to stay organised. 

Some of our favourites include:

Asana – This application will allow you to organise and keep track of your work. You can also collaborate with your employees and easily manage where a project is up to.

Evernote – You can synch your notes across all of your devices, meaning you can manage your time and work just as effectively from home.

Google Calendar – This will allow you to manage meetings, appointments and you can also better organise your time.

Allow yourself time to relax

Working too hard can be detrimental to your organisation and it’s important for contractors to step away from work to relax. 

Get into a routine and stick to it - this not only includes work, but making the time to switch off when you’re finished for the day. If you are guilty of letting clutter build up, you could set some time aside each week to clean and sort through your documents. Doing so will help you to stay organised and keep your workspace clean.

Get help from an accountant

Entrusting your finances to an accountant will give you more time to focus on growing your business. As the UK’s largest contractor accountant, SJD are well-placed to provide help and advice with your taxes. 

For more information about our accountancy packages or to see how SJD can support you, simply call us on 01442 330165 or email newbusiness@sjdaccountancy.com.  

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SJD Accountancy are the UK's largest specialist provider of fixed fee, Limited company accountancy services to contractors; we've been acting for contractors across the UK since 1992 and have more than 15,000 clients.

We are the only national specialist firm of contractor accountants with offices nationwide. SJD Accountancy has more qualified staff than any other firm in our market with qualifications from the following major tax and accountancy bodies - ATT, AAT, CTA, ACCA, CA, ACA and FCCA.

  • Unlimited face to face meetings. This is a unique service only SJD Accountancy offers - unlimited face to face meetings across the UK - tax is complicated and sometimes only a meeting will do.
  • UK's largest contractor accountants with more qualified staff. No call centres, no outsourcing, no automated call handling. Simply telephone, email or meet your own dedicated accountant face to face.
  • Our Customer Promise. Respond to any question sent to your accountant or any dedicated department within 24 hours.  If we need more time, we will update you as soon as we can and we promise to keep you informed of the progress we are making in answering your question.
  • Outstanding reputation. We have won more awards for customer service and accountancy excellence than any other firm in our market, including: Best Accountant for Contractors, Accountant of the Year and Best Professional Service Team to name just a few.
  • All inclusive low cost fixed fee accountancy package which includes completion of accounts*, payroll bureau, dividends and corporation tax computations, personal taxation, free bookkeeping software, your own dedicated accountant* and all company returns for a fixed fee starting from £120 plus VAT per month. Check our packages for more detail.

If you have any questions about contracting or would like any further advice please call our new business team on 01442 275789 or email: newbusiness@sjdaccountancy.com. Our new business team is open Monday to Thursday (8am to 8pm), Friday (8am to 7pm) and Saturday (10am to 4pm)

Appoint SJD Accountancy and never worry about your tax or accountancy affairs again.

Form your own limited company with SJD - our same day online company formation service includes company bank account set up, VAT/PAYE registration and advice on optimum share structure. 

You may also find the following pages, guides and case studies useful:

*If you would like us to complete your company year end accounts we simply ask that you have been a client of SJD for one year or have made 12 monthly payments. All accountants are part or fully qualified.