Three tiers. Fixed fees. No surprises.
Designed as a progression, not a menu. Most clients start with Compliance and grow into Confidence as the relationship matures.
Compliance
Everything you need to stay compliant — filed on time, every time. The reliable foundation every business needs.
What is included
- Year-end accounts prepared and filed with Companies House
- Corporation tax (or partnership tax) return prepared and filed with HMRC
- Self-assessment personal tax return for the director or sole trader
- Routine company secretarial work — confirmation statement, registered office, director and PSC updates
- Year-end review meeting to walk through your figures
- Day-to-day questions within scope — straightforward queries answered with no clock running
- Cloud accounting software access (Xero) for sole traders included
- Proactive deadline management — we file early, not just on time
Confidence
Compliance plus the clarity to make better decisions. The package that represents what we believe accountancy should be.
Everything in Compliance, plus
- Two structured review meetings per year — face-to-face or video
- Management information pack for each review (P&L, balance sheet, KPI and trend analysis with plain-English commentary)
- Pre-year-end tax estimate and proactive planning conversation
- Routine admin included at no extra charge — VAT registrations, PAYE registrations, straightforward accountant's references
- Advisory touchpoints between meetings — pricing decisions, hiring, investment, cash flow questions
- Day-to-day questions answered as a matter of course — no metering
Champion
A full financial partnership for growing businesses that want their accountant embedded in decision-making — not just on speed-dial.
Everything in Compliance and Confidence, plus
- Quarterly review meetings — a closer rhythm of conversations
- Enhanced management pack with a 3–6 month cash-flow look-ahead
- 12-month profit and loss and cash forecast, refreshed annually
- Budget versus actual review at every quarterly meeting
- One focused mini-project per year (pricing review, break-even analysis, basic funding pack refinement)
- Priority response — your queries jump the queue
- Ad-hoc strategic conversations between meetings as standard
Tax planning & advisory
Beyond compliance, we help you plan ahead — making sure you are not paying more tax than you need to, and that your personal and business affairs are structured sensibly.
What we cover
- Business tax planning — salary vs dividends, timing of income, profit extraction strategies, and structuring decisions for tax efficiency
- Capital gains tax (CGT) — planning around disposals of business assets, shares, or property; reliefs such as Business Asset Disposal Relief; timing of disposals to minimise liability
- Inheritance tax (IHT) — estate planning, business property relief, lifetime transfers, and structuring to protect what you have built
- Personal tax planning — multi-source income planning, use of allowances, and coordination between personal and business tax positions
- Ad-hoc advisory — one-off questions, scenario modelling, and second opinions on decisions with tax implications
Bookkeeping
We handle the bookkeeping so your records are always clean — and your management information is accurate the first time.
How it works
- Priced based on your transaction volume and complexity — we confirm your rate during the initial call
- Xero is our standard platform — we set it up properly from day one
- Software licence included in your fee when we handle your bookkeeping
- Records are kept clean throughout the year, not rushed at year-end
- Prior period clean-up quoted separately before any work begins
Company secretarial work — included
The routine company secretarial work that limited companies and LLPs need to stay compliant is already in your package. There is nothing extra to buy.
What is included
- Annual confirmation statement filed with Companies House
- Registered office address service
- PSC (persons with significant control) register maintenance
- Routine Companies House filings (director and PSC updates)
What sits outside the routine
Non-routine corporate filings — share allotments and transfers, articles changes, share reorganisations — don't happen often, so we quote them as a fixed fee per event when they arise. Get in touch and we'll scope what you need.
Not sure which package is right for you?
Use the calculator to build a working estimate, or book a free call and we will talk it through honestly.