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.

   

Services included

Your benefits

Optional services




Your Accountant

typically £100 for sole traders
typically £200 for limited companies

  • All compliance jobs
  • Annual accounts
  • Personal tax returns
  • All HMRC correspondence dealt with
  • Ad-hoc advice
  • Statutory accounts
  • Corporation tax
  • Annual return & fee
  • Registered office
  • Yearly meeting
  • Returns completed on time
  • Guaranteed no fines
  • HMRC & Companies House compliance
  • HMRC & Companies House correspondence
  • Ad-hoc advice 
  • Accounts preparation
  • VAT
  • Payroll & workplace pension
  • Company secretarial services
  • Tax investigation service
  • Xero subscription (FREE for 6 months)
  • Receipt Bank subscription
  • Xero conversion
  • Xero training 




Your Bookkeeper

typically £400 (includes all features
from Accountant package)

  • Tools to make your bookkeeping easier
  • Completion of your monthly bookkeeping
  • Bookkeeping support & training
  • Making meaningful accounting adjustments
  • Measuring performance through management accounts
    6-monthly meetings
  • Cloud accounting - access anywhere, anytime
  • Dedicated bookkeeper doing your work
  • Bookkeeping complete & up to date each month
  • Faster cash collection from customers
  • Monthly bookkeeping contact
  • Dedicated accountant to support you
  • Quarterly accountant contact
  • Budgets
  • Forecasts
  • Management reporting - Actual vs Budget
  • Cashflow management programme



Your Business Advisor

typically £600 (includes all features
from Bookkeeper package)

  • Understand your numbers
  • Insight solutions & recommendations
  • Remuneration planning
  • Access to projects, implementation &  support
  • Advisory time
  • Quarterly structured meeting
  • Understand your business performance
  • Understand what your numbers mean
  • Dedicated accountant to support you
  • Monthly accountant contact
  • Typically improve your performance by 15%
  • Benchmarking
  • Personal financial planning
  • Strategic review
  • Goal setting



Your Financial Director

typically £1200 (includes all features
from Business Advisor package)

  • Annual one-page business plan
  • 90 day action plans
  • Goal setting
  • Legacy & exit planning
  • Budgets & forecasts
  • Monthly meeting
  • Accountability follow up calls
  • 12 steps to Financial Success programme
  • Achieve your financial goals & legacy
  • Structured monthly programme
  • Making a real difference
  • Gain tools to drive your business forward
  • Dedicated support team

Send us an enquiry