Packages

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Start with online accounting software and all year end filings as standard, then choose to add day to day accounting and growth support when you need it.

A guide to our typical packages

MAINTAIN

From £95 /mo +vat

SOFTWARE

Xero or FreeAgent

× DEXT (ReceiptBank)

 

YEAR END

Company accounts

Company tax return

Confirmation statement

× Registered office address

 

ACCOUNTING

Payroll

× VAT filings

× Bookkeeping service

× Quarterly snapshot

 

SELF ASSESSMENT

× Director tax return

ASSIST

From £145 /mo +vat

SOFTWARE

Xero or FreeAgent

DEXT (ReceiptBank)

 

YEAR END

Company accounts

Company tax return

Confirmation statement

Registered office address

 

ACCOUNTING

Payroll

VAT filings

× Bookkeeping service

× Snapshot reports

 

SELF ASSESSMENT

× Director tax return

PARTNER

From £225 /mo +vat

SOFTWARE

Xero or FreeAgent

DEXT (ReceiptBank)

 

YEAR END

Company accounts

Company tax return

Confirmation statement

Registered office address

 

ACCOUNTING

Payroll

VAT filings

Bookkeeping service

Snapshot reports

 

SELF ASSESSMENT

Director tax return

Bookkeeping

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We get it… crunching the numbers and processing receipts isn’t everyone’s cup of tea. If you’d prefer, we can easily add our dedicated bookkeeping service to your MAINTAIN or ASSIST package.

Think of how much time you could save…

Choose to Add-On

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/ TAX

– Personal tax return

– Capital gains tax

– Non resident CGT

– CIS returns

– Prior year filings

– HMRC enquiries

– Investigation insurance

/ PROJECTS

– R&D claims

– SEIS & EIS

– EMI share options

– Share buy-back

– Business valuations

/ BUSINESS

– Bookkeeping service

– P11-D filings

Auto enrolment 

– Company formation

– Registered office address

– Company secretarial

– Software training

– Cashflow & budgets

– Virtual finance dept

FAQ’s

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We prefer working in-the-cloud using the latest and best accounting software and will always encourage our clients to utilise the software we provide as part of our packages. However if you use a software other than Xero or FreeAgent, or simply want to use a good old fashioned spreadsheet… no problem, we can work with you in which ever format you prefer.

Sure thing. We understand that some micro-sized businesses simply want the year end accounts and tax return filings completed when required, with no need for bookkeeping or other accounting services during the year. We can help you and your business meet all of it’s annual compliance requirements for a fixed ‘annual’ fee, agreed upfront.

Yes. Our MAINTAIN package is built primarily towards the business owner who is happy to do their own bookkeeping and VAT return filings if registered.. the software we provide you allows you to file your VAT returns with HMRC via the MTD facility. However if you would prefer we prepare and file your VAT return for you, then this can be easily added to your package. Where our clients prefer we handle their VAT return and their bookkeeping for them, then our ASSIST package is a perfect fit.

Our ASSIST package includes us handling all your bookkeeping for you, saving you valuable time. We’ll process your receipts and carry out your bank reconciliation(s) ahead of us then arranging to prepare and file your VAT returns. Start with a dedicated 1 hour per month included as part of your fixed fee package and easily add to this as your business grows and the volume of transactions increase.

If you’ve decided you’d rather we handle your bookkeeping for you… sending us your receipts is easy! Simply by post or email is fine but our preferred route is via our online App, DEXT. Take a photo and they will instantly arrive to us for processing. The App is available on iOs and Android.

As part of our fixed fee accounting packages, you’ll be assigned a dedicated account manager from our team. They’ll be your primary point of contact and available throughout the year on email, phone and zoom calls for general support. But rest assured that, if you need to speak to anyone else in our team from software queries and general payroll to complex tax planning and business advisory, you have full access to our entire team when needed. Ultimatley, we want all our clients to think of us as part of their team.

Sure thing. We may need to agree a fixed fee for our work in preparing and filing for earlier years, rather than spreading these costs over the next 12 months, however the live/current year can then be set-up as part of an all-inclusive and pay-monthly package.

Absolutely. Our packages are provided based on an all-inclusive and fixed fee based on the exact level of accounting and tax services that you require. For any additional work outside of the agreed package, we’ll always discuss this with you and agree any additional fee with you before any additional work is carried out. You’ll always have full transparency over your fees.


Switch accountants

Our dedicated switch team will handle the entire process for you.


Pay monthly

Build a package of fixed fee services and spread the cost over a whole year.


Zero Tie-in

No set-up fee and just 30 days notice should you later decide we’re not for you.