All micro features

• Accounting software review set-up
• Preparation of annual accounts
• Preparation of statutory or regulatory accounts
• Completion of personal tax return. HMRC correspondence
• Preparation of corporation tax computations & returns. 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

All micro 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

All small features, plus:

• Preparation of quarterly management
  accounts; analysis & solutions
• Personal & corporation tax planning
  service
• Quarterly advice of personal &
  corporation tax liabilities (Mar, Jun,
  Sept, Dec)
• 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

All growth features, plus:

• Preparation of quarterly management accounts; analysis & solutions
• Personal financial services - Wealth & finances, goal planning, ElderCare & personal balance sheet
• Review of 7 components of profitability
• Detailed cash management programme for cash balances
• Full business plan to raise funds plus
  forecasts
• Preparation of monthly KPIs
• FD service - Attendance at board
  and/or leadership team meetings
• Virtual remote access to expert
  financial advice
• Monthly telephone contact
• Monthly client meeting
• Monthly service fee & review
• Monthly focus meeting
  
  
  
  
  
  
  
  

Essentials

• Accounting software review/set-up
• Preparation of annual accounts
• Completion of personal tax return. HMRC correspondence
• Annual telephone contact
• Annual client meeting
• Annual service fee & review
• FREE workshops
  
  
  
  

Essentials

Our bookkeeping essentials package offers 4 options to choose from:

• Review of bookkeeping & reporting
  back, for them to complete
• Review of bookkeeping carried out by
  client & finishing off any work needed
• Full or partial bookkeeping service -
  where we will take full responsibility
• Annual review of directors loan
  service

Essentials

• Processing pension, payroll & real time information (RTI), emailing payslips & posting of journal
• Setting up work place pension provider
• Review of need for P11d's, completion of returns & associated Class 1A NIC

Optional for start-ups

Our VAT optional for start-ups package offers 3 options to choose from:

• Review of client completed VAT return
  & submission
• Review of client completed VAT return,
  amendment & submission
• Preparation, review & submission of
  VAT return