Our philosophy is to utilise modern technology, keep our costs low and always be up to date with the latest finance and taxation regulations to enable us to deliver exceptional service to our clients.
Unlike some larger practices, we DO NOT save money by using unqualified staff to work on your accounts.
Every aspect of your accounts will ALWAYS be prepared by our fully qualified Chartered Management Accountant partners who will be your sole point of contact.
We are flexible and able to provide either a free quotation based on your requirements, or to charge on an incurred time basis, however most of our clients prefer a fixed price package.
The majority of our clients prefer an annual (monthly) package to help spread costs, and to enable them to take advantage of financial advice all through the year.
Our objective is to be your financial support partner and not just someone who files your tax returns once a year.
We offer a number of fixed price packages for either monthly business accounting services, or for annual tax returns.
| Business Fixed Price Packages (Charges per month) |
Basic £66 |
Standard £120 |
Premium £240 |
Complete £390 |
|---|---|---|---|---|
| Annual accounts preparation | ✔ | ✔ | ✔ | ✔ |
| Annual accounts submission to Companies House | ✔ | ✔ | ✔ | ✔ |
| Reminders when accounts and tax returns are due for filing | ✔ | ✔ | ✔ | ✔ |
| Business or partnership tax return preparation (Silver Package) | ✔ | |||
| Business or partnership tax return preparation (Gold Package) | ✔ | ✔ | ✔ | |
| Tax Return filing to HMRC | ✔ | ✔ | ✔ | ✔ |
| Preparation and submission of quarterly VAT returns | ✔ | ✔ | ||
| Bookkeeping - transactions per year Note: £36 per each additional 50 transactions |
50 | 250 | 250 | 400 |
| Monthly Management Accounts Reports | ✔ | ✔ | ✔ | ✔ |
| Payroll preparation | ✔ (up to 5 staff) |
✔ | ||
| Free e-mail and telephone advice | ✔ | ✔ | ✔ | |
| Quarterly accounts review meeting | ✔ | |||
| Annual accounts review meeting | ✔ | ✔ | ✔ | |
| Preparation of annual budget | ✔ |
| Personal Tax Returns Fixed Price Packages (Charges per month) |
Silver £375 |
Gold £575 |
|---|---|---|
| Reminder when Self assessment tax returns are due for filing | ✔ | ✔ |
| Preparation of annual self assessment tax return | ✔ | ✔ |
| Filing self assessment tax return to HMRC | ✔ | ✔ |
| Earned Income (up to 3 sources) | ✔ | ✔ |
| Property rental income (1 property) | ✔ | |
| Property rental income (more than 1 property) | ✔ | |
| Dividend Share Income (up to 5 sources) | ✔ | |
| Dividend Share Income (more than 10 sources) | ✔ | |
| Bank Interest (up to 5 accounts) | ✔ | |
| Bank Interest (more than 5 accounts) | ✔ | |
| Free telephone helpline | ✔ | ✔ |
| Tax planning advice | ✔ | |
| Annual meeting | ✔ | |
| Business Accounts (Sole Trader) | ✔ | ✔ |