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Packages

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.

 

 FoundationsInsightsStrategic
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.

PriceFrom £215 /month + VATFrom £425/month + VATFrom £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  ✓

Other Bespoke Services Available on Request:

  • Ongoing Cashflow Monitoring;
  • Ad hoc tax planning advice (eg SPV for purchase of investment property);

Want to grow your business today?

Start looking forward!

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.

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