Services
Everything we do, in plain English.
Every plan covers your bookkeeping and filing. Higher plans add the reports, planning and meetings that help you run the business. Here’s each service, what it means, and where you’ll find it.
Accounts and tax
The filing every business has to get right. It's all in every plan.
- Every plan
Bookkeeping
Your transactions recorded and reconciled in Xero or QuickBooks, so your numbers are ready whenever you need them.
- Every plan
Year-end accounts
Your annual accounts prepared and filed with Companies House and HMRC.
- Every plan
Corporation Tax
Your company's tax worked out and its return filed, with the payment date flagged well in advance.
- Every plan
Self-assessment
Your personal tax return as a director or sole trader, prepared and filed.
- Every plan
VAT returns
Prepared and submitted under Making Tax Digital, if you're VAT registered.
- Every plan
Making Tax Digital for Income Tax
Quarterly updates to HMRC, for sole traders who have to send them.
- Every plan
Confirmation statement
Your company's yearly confirmation to Companies House that its details are up to date.
- Every plan
HMRC, handled
We deal with HMRC for you as your agent, from letters to questions about your returns.
- Every plan
Deadline and payment reminders
You'll hear from us before every filing deadline and tax payment date.
Your numbers
Reports, planning and meetings that turn your books into decisions.
- Every plan
Business review meetings
Time with your accountant to look at where you are and what's next: once a year on Essentials, twice on Growth and every quarter on Strategic.
- Growth and Strategic
Management accounts
A regular report on your profit, cash and key numbers, with a plain-English explanation. Monthly or quarterly, depending on what you need.
- Growth and Strategic
Salary and dividend planning
For limited companies: how much to pay yourself, and the most sensible mix of salary and dividends.
- Growth and Strategic
Incorporation review
For sole traders and partnerships: a yearly look at whether becoming a limited company makes sense.
- Strategic
Cashflow forecasting
A forward look at the money coming in and going out, so you can plan for quiet months and big bills.
- Strategic
Budgeting and variance analysis
A budget for the year, then regular checks of what you actually spent against it, and why it differs.
- Strategic
Full KPI dashboard
The key numbers for your business on one page, tracked over time.
- Quoted extra
Tax planning review
A look at your tax position before your year-end, so decisions are made in good time.
- Quoted extra
Fractional CFO
Senior finance support for bigger decisions, once you've been with us for 12 months.
Payroll and admin
The paperwork that comes with running a company and paying a team.
- Quoted extra
Payroll
Your team paid correctly, with payslips, HMRC submissions and workplace pension admin handled.
- Quoted extra
P11D and benefits in kind
Benefits like a company car or private medical cover reported to HMRC correctly, with the employer's National Insurance on them worked out.
- Quoted extra
Company formation
Your limited company set up properly with Companies House, ready to trade.
- Every plan
Company secretarial
Tell us what's changed, like a new director or shareholder, and we'll update Companies House for you.
- Strategic
Supplier payment runs
Your supplier payments prepared for you to approve and release.
Your software
Set up properly once, so the rest runs smoothly. Setup is quoted upfront as a one-off; bank feeds and receipt capture come with every plan.
- Quoted extra
Cloud accounting setup
Xero or QuickBooks set up for your business, with your accounts and VAT settings configured properly.
- Every plan
Bank feeds and receipt capture
Your bank accounts connected and a receipt app on your phone, so transactions reach your books without you sending them.
- Quoted extra
Moving from another system
Your history and opening balances brought across from spreadsheets or other software.
- Quoted extra
Connecting your sales tools
Stripe, your shop platform and other payment tools connected, so sales land in your books automatically.
Plans side by side
What each plan includes.
Shown for a limited company. Sole traders and partnerships get the filings that apply to them. Your fee depends on your business, so we agree one fixed monthly fee on your first call, and anything extra is quoted upfront.
| Service | Essentials | GrowthBest value | Strategic |
|---|---|---|---|
| Bookkeeping | Included | Included | Included |
| Bank feeds and receipt capture | Included | Included | Included |
| Year-end accounts and Corporation Tax | Included | Included | Included |
| Directors' self-assessment | Included | Included | Included |
| Company secretarial and confirmation statement | Included | Included | Included |
| VAT returns (if registered) | Included | Included | Included |
| Named accountant | Included | Included | Included |
| Client portal, unlimited queries | Included | Included | Included |
| Deadline and payment reminders | Included | Included | Included |
| HMRC correspondence handled | Included | Included | Included |
| Business review meetings | Once a year | Twice a year | Every quarter |
| Management accounts | Not included | Included | Included |
| Salary and dividend planning | Not included | Included | Included |
| Cashflow forecasting | Not included | Not included | Included |
| Budgeting and variance analysis | Not included | Not included | Included |
| Full KPI dashboard | Not included | Not included | Included |
| Supplier payment runs prepared | Not included | Not included | Included |
Free 30-minute call
Let’s look at your numbers together.
Tell Keiran about your business and what’s worrying you. If we’re a good fit, you’ll get one fixed monthly fee, agreed before anything starts.
Book your free 30-minute call- One fixed monthly fee
- No joining or exit fees
- We handle the switch from your accountant
Anything extra, like software setup or catching up a backlog, is quoted upfront.