While we tailor our services to you and your business needs, here’s an example of the kind of packages we offer and how much that would cost.
|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|
|VAT returns and submission||✓||✓||✓|
|Annual accounts for Companies House||✓||✓||✓|
|Annual Corporation Tax return||✓||✓||✓|
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|
|Hubdoc software to collect all your receipts||✓||✓||✓|
|Syft Management reports for monthly/quarterly reporting||✓|
With real-time numbers and forward-looking business advisors by your side, start looking at your today and tomorrow. By knowing where you are now, you can intentionally make moves to where you want to be.