Managed Bookkeeping Packages
Bookkeeping Packages for Limited Companies
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. The cost of each package depends on your business’ turnover in the previous tax year:
Packages for Limited Companies with a turnover of less than £100k in the previous tax year
Compliance Package
£120/month + VAT
- Our Compliance package 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. Our pricing is based on your annual turnover in the previous tax year.
- What we expect from you on a monthly basis:
- Copies of all of your purchase receipts saved into a shared folder or forwarded by email
- Explanations of unusual business expenses
- What we’ll do for you:
- Make sure all of your transactions are recorded accurately using software (up to 50 receipts per month on average)
- Check your expenses against your bank statements to make sure nothing gets missed (includes 1 GBP business bank account) – Additional accounts are charged at £35/month + VAT.
Financial Support Package
£250/month + VAT
- Our Financial Support package builds on the Compliance package by adding actionable insights to help you keep on top of your business finances.
- Everything included in the Compliance Package, plus:
- Email support for simple bookkeeping questions.
- Basic Monthly Management Reports (Profit & Loss, Payables, Receivables)
- Expense monitoring
- A monthly 1-hour virtual meeting to discuss your financials.
Packages for Limited Companies with a turnover of £100k to £200k in the previous tax year
Compliance Package
£190/month + VAT
- Our Compliance package 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. Our pricing is based on your annual turnover in the previous tax year.
- What we expect from you on a monthly basis:
- Copies of all of your purchase receipts saved into a shared folder or forwarded by email
- Explanations of unusual business expenses
- What we’ll do for you:
- Make sure all of your transactions are recorded accurately using software (up to 100 receipts per month on average)
- Check your expenses against your bank statements to make sure nothing gets missed (includes 1 GBP business bank account) – Additional accounts are charged at £35/month + VAT.
Financial Support Package
£340/month + VAT
- Our Financial Support package builds on the Compliance package by adding actionable insights to help you keep on top of your business finances.
- Everything included in the Compliance Package, plus:
- Email support for simple bookkeeping questions.
- Basic Monthly Management Reports (Profit & Loss, Payables, Receivables)
- Expense monitoring
- A monthly 1-hour virtual meeting to discuss your financials.
Financial Management Package
£1,295/month + VAT
- Our Full Financial Management package takes your bookkeeping and reporting to the next level, giving you a complete view of your business finances and giving you the financial information you need to make confident decisions and includes:
- Everything included in the Support package, plus:
- Budget tracking
- Profitability analysis (job/customer/service)
- Cash flow analysis
- Quarterly scenario budgets (hiring, investment, equipment, pricing, expansion)
- Pricing analysis: margins, break-even insights
- Liaising with customers/suppliers about invoices & bills
- Logging into your online systems to download bills
Packages for Limited Companies with a turnover of £200k to £500k in the previous tax year
Compliance Package
£340/month + VAT
- Our Compliance package 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. Our pricing is based on your annual turnover in the previous tax year.
- What we expect from you on a monthly basis:
- Copies of all of your purchase receipts saved into a shared folder or forwarded by email
- Explanations of unusual business expenses
- What we’ll do for you:
- Make sure all of your transactions are recorded accurately using software (up to 50 receipts per month on average)
- Check your expenses against your bank statements to make sure nothing gets missed (includes 1 GBP business bank account) – Additional accounts are charged at £35/month + VAT.
Financial Support Package
£550/month + VAT
- Our Financial Support package builds on the Compliance package by adding actionable insights to help you keep on top of your business finances.
- Everything included in the Compliance Package +
- Email support for simple bookkeeping questions.
- Basic Monthly Management Reports (Profit & Loss, Payables, Receivables)
- Expense monitoring
Financial Management Package
£1,895/month + VAT
- Our Full Financial Management package takes your bookkeeping and reporting to the next level, giving you a complete view of your business finances and giving you the financial information you need to make confident decisions and includes:
- Everything included in the Support package
- Budget tracking
- Profitability analysis (job/customer/service)
- Cash flow analysis
- Quarterly scenario budgets (hiring, investment, equipment, pricing, expansion)
- Pricing analysis: margins, break-even insights
- Liaising with customers/suppliers about invoices & bills
- Logging into your online systems to download bills
Add-on Services
Quarterly VAT Returns
£50/month + VAT
- We submit quarterly VAT returns on your behalf and will let you know how much you owe, so all you have to do is make the bank transfer.
Payroll
£55/month + VAT
- Our trusted partners offer payroll services including your monthly payroll including P11D filings for up to 5 employees. Please contact us for a quote if you have more than 5 employees or wish to make use of their managed payroll service.
Annual Self Assessment Tax Returns
from £350 + VAT
- Our tax partners have you covered when it comes to your Self Assessment Tax Return.
Annual Accounts and Tax Returns
contact us for a quote
- If you need help with your Corporation Annual Accounts and Tax Returns, our Tax Partners have you covered. Please contact us for a bespoke quote.
Xero Migrator
£59 + VAT
- This is ideal for you if you are just getting started on Xero and includes:
- Xero set-up (we’ll set up an account for you and add all your company information).
- A one hour virtual meeting with us where we walk you through the essentials of Xero and you can ask us any Xero related questions.
VAT Saviour
£49 + VAT
- If you are an established business earning close to £90k per year, you’ll have to register with HMRC for VAT and submit regular VAT returns. We’ll get you started by determining whether this is you and will help you register.