About the author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 80,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.
Why this matters
When you’re working with limited-company clients, expenses can often feel like a minefield.
You spend valuable time digging through rulings, trying to decide what is allowable, what isn’t, and how to explain it.
One wrong advice can lead to an angry client, a tax risk or an HMRC enquiry.
Your team might lack a consistent process or resource to refer to, so each client conversation becomes bespoke — and time-consuming.
This guide fixes that. It gives you a clear, professional and repeatable framework to capture, explain and advise on every permissible expense for limited companies — saving you time, reducing risk and helping you build trust with your clients.
What’s inside
A ready-to-use, downloadable PDF tailored for accounting professionals:
A full breakdown of allowable expenses for limited companies from directors’ remuneration to motor vehicles, from rent and home-office to marketing and subscriptions.
Plain-English explanations of why each expense qualifies (or doesn’t), with real-world illustrations your team and clients will understand.
A structured layout with clear headings for an easy read that you can share your team or embed directly in client onboarding.
Why you need this guide
Professional first impression
Present a polished, authoritative resource to clients that enhances your advisory positioning.
Save time & reduce friction
Stop chasing missing information or spending hours researching. Have every expense category ready to reference.
Better advice, less risk
Give clients accurate, compliant guidance and avoid the grey-areas that raise red flags with HMRC.
Scalable process for your team Use this guide as the foundation of your internal training, standardizing how your team handle limited company expense queries
Who this is for
This resource is ideal if you are:
An accountant or bookkeeper working with limited-company clients (either exclusively or as part of your service mix).
Practice owners who want to standardise expense advice, boost team confidence and raise fees.
Team members (junior or intermediate) who need a clear, client-ready reference to guide conversations.
Firms looking to elevate their value-add, streamline your workflows and demonstrate stronger advisory credentials.