Services
As an Authorised HMRC Agent I can help you with:
Self-Assessment Tax Returns
Get your return in right and on time.Bookkeeping (Monthly / Quarterly)
Stay organised with sales ledger, purchase ledger and bank reconciliations.VAT Returns
Electronic submissions to HMRC as standard.Payroll
Stay compliant with pensions, minimum wage and holiday pay requirements.Management Accounts
Understand your numbers and make better business decisions.Making Tax Digital (MTD)
Support to help you prepare for new HMRC requirements.
So, if you’re finding the paperwork a bit of a burden, are feeling overwhelmed by the demands of HMRC or if you’ve got yourself in a bit of a muddle, I can offer a flexible, personal and affordable approach that will suit you.
Read our Privacy Policy.
“We honestly cannot recommend Sam enough, she does a fantastic job, is professional, pays attention to detail, always informative and very helpful and extremely conscientious.”
- FO & SD Duns
About
Based in the Coldstream – Cornhill area, I provide bookkeeping services to the self-employed and small businesses in the Scottish Borders. I favour a friendly, non-stuffy approach and can work remotely or visit you.I have over thirty years bookkeeping experience assisting clients in the trades, hospitality, veterinary, the horseracing industry and many other fields. I have Anti Money Laundering Supervision (AMLS) through HMRC and am an Authorised Corporate Services Provider (ACSP) for Companies House. I offer an hourly rate service or a fixed fee package, so my fees are completely transparent, I always aim to work efficiently to offer you the very best value for money.
“Sam is diligent and conscientious, thorough in her attention to detail. She has been a great addition to our small team.”
- SB Coldstream
Need Bookkeeping Services?
If managing your paperwork has become a bit of a burden or you’re finding the demands of HMRC compliance overwhelming I can offer a flexible, personal and, importantly, an affordable solution.If you need help setting up your payroll and want to be sure you’re fulfilling your obligations in terms of pensions, holiday pay and pay rates, I’d be glad to assist.With professional bookkeeping services, you can ensure everything is in order, reduce stress and avoid costly mistakes.Get in touch today, I look forward to working with you.
“When I first contacted Sam, she was very prompt, asking for all the right information, and got things going very quickly. I was very pleased with the result at the end of the tax year!”
- AH Kelso
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Privacy Policy
Sam Lines Bookkeeping understands that your privacy is important to you, and that you care about how your personal data is used. I respect and value the privacy of all my clients and will only collect and use personal data in ways that are described below, and in a way that is consistent with my obligations and your rights under the law.Owner and Data Controller: Samantha Lines
Email: [email protected]Information that might be held:Name & Address
Date of birth
Gender
Marital status
Telephone number and email address
Business name, job title and profession
National Insurance Number
UTR Number
Employer, Pension Provider, Tax Code
Attachment of earnings and other liability details
Student Loan deduction details
A copy of your Driver’s Licence or Passport
Information relating to your businessHow your information might be used:Providing and managing your account
Supplying services to you
Providing you with information that may be of use to you or your business
Recommending your business to my contacts, with your express permission
With your permission, ask contacts in my network to connect with you
Keep you updated about services you have subscribed toHow your Personal Information is Gathered:Provided by you directly
Passed on by your contacts
Publicly accessible information
Provided by third party organisations such as HMRC, Companies House, DWP etcThe Legal Basis on which your Personal Data is Collected, Stored or Processed:To perform a contract
With your express consent
In the legitimate interest of either party
In compliance with a legal obligationYour Data Protection Rights:Your rights are detailed in the GDPR regulations, a summary can be found on the Information Commissioners Office (ICO) website
You have rights under the Data Protection Act 1998, these can also be found on the ICO website
To update your details or to exercise your other rights under these regulations, please provide your request in writing or email [email protected] Verification of your identity will be required.Protecting your Personal Information:The primary store of your personal information is stored securely on servers which are password protected and not directly accessible from the internet.
Your personal information may also be stored in the wider internet under secure cloud-based storage services such as Dropbox, Google Drive and Microsoft One Drive.
Your privacy is protected by high quality security. However, no information transmission over the internet can be entirely secure, and therefore we cannot guarantee the security of your personal information. Any information that you send is at your own risk. However, once we have received your personal information, strict procedures are used to protect the security of your personal information.
Any paper copies of your personal information are stored within my premises and are kept with me or stored securely there.
Laptops and mobile devices are password protected but not necessarily encrypted.Disclosing your Personal Information:Your personal information will not be passed on to third parties for marketing purposes.
Your personal information may be shared with subcontractors and support staff providing products and services on our behalf and with your express permission.
Details of your clients’ personal information shared with me (for example on your sales invoices) will be treated in compliance with GDPR and used only within the provision of services to you.
Your personal information may be disclosed in response to orders by the government or law enforcement authorities.How Long your Personal Information is Stored:If you are a client, your personal information may be retained for a minimum period of 7 years to comply with any contractual, legal, audit, investigation and regulatory requirements.
If we have an ongoing relationship your personal information may be retained for longer than 7 years.
If you are not a client, your personal information may be retained for up to 7 years following our last contact.Changes to this Statement:If this statement is changed, an updated version will be posted on the website. Please check the website regularly for any changes.
If you believe that this statement has not been adhered to, please notify me by email at [email protected] your concerns will be addressed promptly.
This Statement was last updated on 5th June 2026.