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.

Micro

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

 

 

 

 

from £100 per month

Small

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

 

 

 

 

from £300 per month

Growth

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

 

from £600 per month

Established

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







from £1200 per month

Sole Trader

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



from £80 per month

Bookkeeping

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

from £100 per month

Payroll

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



 

from £40 per month
    + £5 per employee

VAT

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

 

from £100 per month

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