Whether you’re looking for basic compliance support to ensure your records are accurate, HMRC compliant, and ready when it’s time to prepare your tax return, or you want a more comprehensive service that provides ongoing financial insight and support, we have a package to suit.
At the higher end, our full financial management package is like having your own dedicated Finance team behind the scenes, keeping your numbers organised, helping you stay on top of your finances, and giving you the information you need to make confident business decisions.
Every package can be tailored to your individual requirements. We’ll work with you to make sure you receive the level of information, guidance, and support that helps you run your business smoothly and efficiently. Because every client's business is unique, the prices below are base prices for typical requirements, your exact quote may be adjusted slightly once we understand your specific needs.
What we need from you every month
- Copies of all your purchase receipts, saved into a shared folder or forwarded by email
- Explanations of any unusual business expenses
Keeps your bookkeeping accurate, up to date and HMRC-ready all year long, so you can stop worrying about whether things are right. We handle all posting and coding of your income, expenses, invoices and receipts.
- Up to 50 transactions recorded accurately using software
- Your expenses checked against your bank statements, so nothing gets missed
- Annual Accrual and Prepayment adjustments
Builds on the Compliance package by adding actionable insights to help you keep on top of your business finances.
- Basic monthly management reports - Profit & Loss, Payables, Receivables
- Expense monitoring
Takes your bookkeeping and reporting to the next level, giving you a complete view of your business finances and the information you need to make confident decisions.
- Budget tracking
- Profitability analysis by job, customer or service
- Cash flow analysis
- Quarterly scenario budgets — hiring, investment, equipment, pricing, expansion
- Pricing analysis — margins and break-even insights
- Logging into your online systems to download bills
- Liaising with your suppliers and customers about invoices and bills
Prices shown are exclusive of VAT and represent our base rates for typical requirements. Your final package price depends on your annual turnover, selected above, and may be adjusted to reflect your business's specific needs.
Optional extras
Add any of these on to any package, as and when you need them.
- Quarterly VAT returns£30/month + VAT
- Invoicing & payment processing£35/hour + VAT
- Credit control£35/hour + VAT
- Supplier payment processing£35/hour + VAT