While we tailor our accountancy services to you and your business needs, here’s an example of the kind of packages we offer and how much that would cost.
| Foundations | Insights | Strategic | |
|---|---|---|---|
| Who is this for? | For new & small businesses that want to make enough, save enough, and have time for family. | For quick-growing firms. Covers everything to take you from ‘doing the do’ to building a stand-alone business that funds your lifestyle. | For established business owners with strong businesses. Budgeting for the future and exit planning feature heavily in this package. |
| Price | From £215 /month + VAT | From £425/month + VAT | From £795/month + VAT |
| Your Compliance Services | |||
| Bookkeeping | ✓ | ✓ | ✓ |
| VAT returns and submission | ✓ | ✓ | ✓ |
| Annual accounts for Companies House | ✓ | ✓ | ✓ |
| Annual Corporation Tax return | ✓ | ✓ | ✓ |
| Payroll | ✓ For 1 or 2 Directors | ✓ From 3 + Staff | ✓ From 10 + Staff |
| Companies House forms | ✓ | ✓ | ✓ |
| Self-Assessment tax returns for Directors | ✓ | ✓ | ✓ |
| Your Added-Value Services | |||
| Quarterly/Monthly management reports (P&L, Balance sheet) | ✓ Quarterly | ✓ Monthly | ✓ Monthly |
Quarterly/Monthly performance video (5-10 Minute) or Performance Meeting (30 Minute) | ✓ Video provided Quarterly
| ✓ Teams Meeting Quarterly (30 Mins)
| ✓ Teams Meeting Monthly (30 Mins)
|
| Unlimited email and phone support | ✓ | ✓ | ✓ |
| Preparation of annual budget and re-forecasting as required | ✓ | ✓ | |
| Comparison of current trading to budget / forecast | ✓ | ✓ | |
| Detailed cashflow analysis and forecasting | ✓ | ||
| Drafting of annual business plan, looking at your core values, purpose and strategic objectives | ✓ | ||
| Custom KPI dashboard and ongoing monitoring | ✓ | ||
| Implementation of software to improve finance processes (eg invoice chasing, automated payments) | ✓ | ||
| Your Tax Planning Services | |||
| Efficient profit extraction advice | ✓ | ✓ | ✓ |
| Wrap-around business and personal tax planning (for the business and directors) | ✓ | ✓ | |
| Exit planning to realise maximum sale value | ✓ | ||
| Your App Stack | |||
| Xero Software | ✓ Starter Version | ✓ Full Version | ✓ Full Version |
| Hubdoc software to collect all your receipts | ✓ | ✓ | ✓ |
| Syft Management reports for monthly/quarterly reporting | ✓ | ||