Managed Bookkeeping Packages
All of our packages are fully flexible and can be tailored to your Business requirements. Whether you need us to keep your books up to date in order to submit your tax returns and annual accounts, or want a service that gives you all the information you need to make smart management decisions, we’ve got you covered. All ongoing support packages come with your personal Account Manager who will be there to answer all your questions, free access to our training courses and an initial 1-hour Q&A session to get you set up. The following is a list of all the services we provide. Simply take your pick of what you require or give us a call for your tailored quote.
Compliance Package
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” and know your numbers are always in safe hands. We handle all posting and coding of your income, expenses, invoices and receipts, and you’ll have email support for those quick Bookkeeping questions that pop up along the way. The below pricing is based on your annual turnover in the previous tax year.
Less than £50k
Turnover- + Regularly keeping your books accurate and up to date so you can rest assured that they will be ready and HMRC compliant at year end.
- + Posting/coding of income, expenses, invoices and receipts.
- + Reconciliation of 1 bank account (current account, credit card, gocardless, stripe…) – Additional accounts are charged at £35/month + VAT.
- + Email support for simple bookkeeping questions.
£50k to £100k
Turnover- Regularly keeping your books accurate and up to date so you can rest assured that they will be ready and HMRC compliant at year end.
- + Posting/coding of income, expenses, invoices and receipts.
- + Reconciliation of 1 bank account (current account, credit card, gocardless, stripe…) – Additional accounts are charged at £35/month + VAT.
- Preparation and submission of quarterly Self Assessment updates for Sole Traders.
- + Email support for simple bookkeeping questions.
£100k - £200k
Turnover- Regularly keeping your books accurate and up to date so you can rest assured that they will be ready and HMRC compliant at year end.
- Posting/coding of income, expenses, invoices and receipts.
- Preparation and submission of quarterly Self Assessment updates for Sole Traders.
- Email support for simple bookkeeping questions.
£200k - £500k
Turnover- Regularly keeping your books accurate and up to date so you can rest assured that they will be ready and HMRC compliant at year end.
- Posting/coding of income, expenses, invoices and receipts.
- Preparation and submission of quarterly Self Assessment updates for Sole Traders.
- Email support for simple bookkeeping questions.
Our Financial Support package builds on the Compliance package by adding actionable insights to help you keep on top of your business finances. In addition to accurate, up-to-date books and email support, you’ll receive basic monthly management reports, including P&L statements and a clear view of payables and receivables. We also monitor your expenses to highlight areas where your business may be overspending. Having said that, we work around your requirements so if you’d like to swap these out for other standard reports then just let us know. The below pricing is based on your annual turnover in the previous tax year.
Less than £50k
Turnover- Everything included in the Compliance package
- Basic Monthly Management Reports (Profit & Loss, Payables, Receivables)
- Expense monitoring
- Reconciliation of 1 bank account (current account, credit card, GoCardless, stripe…) – Additional accounts are charged at £35/month + VAT.
£50k to £100k
Turnover- Everything included in the Compliance package
- Basic Monthly Management Reports (Profit & Loss, Payables, Receivables)
- Expense monitoring
- Reconciliation of 1 bank account (current account, credit card, GoCardless, stripe…) – Additional accounts are charged at £35/month + VAT.
£100k - £200k
Turnover- Everything included in the Compliance package
- Basic Monthly Management Reports (Profit & Loss, Payables, Receivables)
- Expense monitoring
£200k - £500k
Turnover- Everything included in the Compliance package
- Basic Monthly Management Reports (Profit & Loss, Payables, Receivables)
- Expense monitoring
Financial Management Package
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. Along with everything in the Support package, this option includes budget tracking, profitability analysis by job, customer or service, cash flow analysis, and quarterly scenario planning for hiring, investment, equipment, pricing or expansion. We provide pricing feedback, highlighting margins and break-even points, and take care of credit control while liaising with customers and suppliers about invoices and bills. We can even log into your online systems to download bills, keeping everything accurate and up to date.
Less than £50k
Turnover- Everything included in the Support package
- Reconciliation of 1 bank account (current account, credit card, GoCardless, stripe…) – Additional accounts are charged at £35/month + VAT.
- 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
£50k to £100k
Turnover- Everything included in the Support package
- Reconciliation of 1 bank account (current account, credit card, GoCardless, stripe…) – Additional accounts are charged at £35/month + VAT.
- 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
£100k - £200k
Turnover- 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
£200k - £500k
Turnover- 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
At Momentum360 we don’t do things by halves. We want to make sure that your accounts are as accurate as can be so the following are services you can make use of as add-ons to our managed services.
Quarterly VAT Returns
- 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
- 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 our managed payroll service. For a full service, they can also manage your pension and associated correspondence including letters to employees.
Annual Accounts and Tax Returns
- Whether you need help with your Self Assessment Tax Return or your Corporation Annual Accounts and Tax Return, our Tax Partners have you covered. Please contact us for a bespoke quote.