UK Accounts & Taxation
Accounting Modules
Module 1: Business Accounting & Taxation
- Fundamentals of Accounting
- Accounting Process
- Classification of Balance Sheet
- Journal Entries & Adjusting Entries
- Account Reconciliation
- VAT
- Payroll
Module 2: QuickBooks Software
- Start Xero Accounting
- Master Setup
- Customer
- Vendor
- Banking & Fixed Assets
- Classification & Charts of Accounts
- Integration of Bank/CC Accounts
- Xero Reports
- Dashboard Customization
- GST Accounting Enteries & More
Module 3: MS Excel
- Basic and Advance Excel Formulas
- Pivot Table & Pivot Chart
- V-Look Up & H-Look Up
- What If Analysis Tools
- Advance Filtering
- Data Validation & Sorting
- If & Or Nested If
- Count If & Sum If
- Absolute, Mixed & Relative Reference Concept
Module 4: Business Communication & Interview Techniques
- Interview Preparations
- Email Drafting
- Online Meeting with Client
- Self Introduction in meeting with clients
- Report Discussion with Client
- Mock Practice
Module 5: Zoho or Quick Books
- Detail software practice of Zoho or Xero
- Certificate Exam Preparation
- Rs. 7,500/- Extra for this module
Taxation Modules
Module 1: Basic Accounting & Tally Software
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Module 2: Accounts Finalization
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Module 3: Tax deducted at source (TDS)
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
Module 4: Income Tax(Business & Individual)
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Module 5: Goods and Services Tax (GST)
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How Can Our Team Help You to Reach Your Goals
Number of students per batch: 8
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
Duration:
2 Months
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
Timings: Evening
(5:00pm-6:30pm)
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your objectives.
Course Fees:
Rs.20,000
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.