Service Packages

Find a package that's right for you...

Prices shown are typical for each package, however they can be tailored to you and your business. Excludes VAT.
Call us today on 023 8000 1313 to find a package that's right for you.

Download our full service packages document here

Start - up

£150 / month

    All start – up features
  • Accounting software review set-up
  • Preparation of annual accounts
  • Preparation of statutory or regulatory accounts
  • Completion of personal tax return. HMRC correspondence
  • Accounts filing
  • Preparation, checking & submission of annual statement & fee payment
  • Maintaining statutory books, including changes of officials & company data
  • Annual telephone contact
  • Annual client meeting
  • Annual service fee & review
  • FREE workshops

Growth

£300 / month

    All start – up features, plus:
  • Preparation of meaningful annual information pack
  • Development of short & long term business & reconciliation to personal goals
  • Annual remuneration planning
  • Dealing with capital gains tax calculations
  • Annual complimentary client review & health check of the business
  • Preparation, review & submission of VAT return
  • Review of client completed VAT return & submission
  • Six monthly telephone contact
  • Six monthly client meeting
  • Six monthly service fee & review
  • Quarterly focus meeting

Expansion

£600 / month

    All growth features, plus:
  • Preparation of quarterly management accounts; analysis & solutions
  • Personal & corporation tax planning service
  • Quarterly advice of personal & corporation tax liabilities (March, June, September, December)
  • Ad hoc company secretarial work
  • Dealing with minutes & dividend vouchers
  • Identification of profit improvement
  • Preparation of targets & profit & loss budgets
  • 1 page business plan for month, quarter & year; for finances & other key areas
  • Preparation of quarterly KPIs
  • Preparation of 3 way forecasts, with profit & loss, balance sheet & cash flow
  • 90 day planning session with actions & timescales to achieve objectives
  • Quarterly telephone contact
  • Quarterly client meeting
  • Quarterly service fee & review
  • Bi-monthly focus meeting

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