Straightforward accounting, done properly.

Our Essential package provides everything you need to stay compliant and keep your financial affairs in order, without paying for services you don't need.

Ideal for straightforward small businesses who are comfortable managing their day-to-day bookkeeping themselves.

What's included

Annual accounts and tax

• Preparation and submission of annual accounts

• Corporation Tax return preparation and submission for limited companies

• Self Assessment tax return preparation and submission for individuals

• Companies House filing

• Year-end tax review

VAT

• Preparation and submission of VAT returns

• VAT liability checks

• Basic VAT queries and guidance

Bookkeeping support

• Review of client-maintained bookkeeping records

• Year-end adjustments

• Reconciliation and preparation of records for accounts and tax purposes

Tax compliance

• Identification of straightforward tax reliefs and allowances

• Calculation of tax liabilities

• Guidance on payment deadlines

• Support with routine HMRC correspondence relating to your accounts and returns

Client support

• Email support for routine accounting and tax queries

• Year-end accounts meeting where appropriate

More than compliance. A clearer view of your business.

Our Growth package is designed for established businesses that want more than someone who simply prepares their accounts once a year.

We take a proactive approach to your finances, helping you understand how your business is performing, plan ahead and make better-informed decisions.

What's included

Everything in Essential, plus:

Monthly bookkeeping

• Monthly bookkeeping and reconciliations

• Categorisation and correction of transactions

Quarterly Management information

• Management accounts

• Profit and loss & Balance sheet reviews

• Commentary on significant movements and trends

Tax planning

• Annual tax planning review

• Review of remuneration and extraction strategies

• Tax-efficient planning opportunities

Business advice

• Quarterly business review meetings

• Discussion of financial performance

• Support with interpreting your numbers

Planning

• Annual budgeting and forecasting

• Forward-looking cash and profit considerations

Client support

• Unlimited routine email & phone support

• Priority support for accounting and tax queries

• Proactive reminders for important deadlines and actions

Your accountant. Your adviser. Your financial partner.

Our Partner package is designed for business owners who want their accountant to become a genuine part of their decision-making process.

Rather than simply reporting on what has already happened, we help you understand where your business is going and what you can do to get there.

What's included

Everything in Growth, plus:

Monthly management information

• Monthly management accounts and financial performance review

• Margin analysis

• Key performance indicators

• Clear commentary and recommendations

Cash-flow and financial planning

• Regular review of cash position

• Short and medium-term financial forecasting

• Budget preparation and monitoring

• Scenario planning for significant business decisions

Business advisory

• Monthly or quarterly strategic meetings

• Profit improvement discussions

• Growth planning

• Recruitment and staffing considerations

• Business structure considerations

Personal financial planning

• Coordination of personal and business tax considerations

• Director/shareholder remuneration reviews

Priority support

• Priority email and telephone support

• Proactive contact where we identify an issue or opportunity

• Assistance with significant financial decisions

Your dedicated adviser

You will have a dedicated point of contact who understands your business, your objectives and your numbers.

Our role is not simply to tell you what happened last year.

It's to help you decide what happens next.