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What We Offer

Structured Packages for Limited Companies

Our structured monthly service packages are designed to support you at every stage of your business journey. Whether you need dependable compliance, regular financial oversight or strategic input as you scale, we provide clear pricing, defined scope and ongoing support — all delivered on a fixed monthly basis.

All packages are tailored to reflect the complexity of your business, ensuring fair and transparent pricing.

Bookkeeping is not included within our core packages, but can be provided as an additional service where required.

  • Designed for small limited companies and sole directors who want dependable year-end compliance handled properly.

    What’s included:

    • Annual statutory accounts

    • Corporation tax return

    • Companies House filing

    • Director payroll (if required)

    • Standard email support

    • Secure digital document management

    From £145 per month

    Reliable compliance, delivered clearly and professionally.

  • For growing businesses that need structured support throughout the year — not just at year-end.

    What’s included:

    • Everything in Essentials

    • VAT returns

    • Director payroll

    • Quarterly review call (available on request)

    • Ongoing tax efficiency guidance

    • Priority email response

    From £275 per month

    Structured oversight to support steady growth and sound financial management.

  • For established businesses that want regular reporting and clearer performance insight across the year.

    What’s Included:

    • Everything in Growth

    • Payroll for employees

    • Quarterly management accounts
      (Profit & loss, balance sheet snapshot, KPI dashboard and commentary)

    • Quarterly performance & tax planning review (available on request)

    • 1 working day response time

    From £475 per month

    Move beyond compliance — gain structured financial visibility and proactive planning.

  • For business owners who want regular strategic financial input and forward planning alongside ongoing compliance and reporting.

    What’s Included:

    • Everything in Scale

    • Monthly financial reporting

    • Monthly strategic review meeting

    • Rolling 12-month cash flow forecast

    • Scenario planning and modelling

    • Proactive tax planning

    • Direct priority access

    From £850 per month

    A collaborative financial partnership focused on informed decision-making and sustainable performance.

Sole Trader Services

Clear, structured support for sole traders who want more than just a submitted tax return.

Our sole trader packages are designed to reflect the level of support required — from simple annual filing to ongoing quarterly oversight in preparation for Making Tax Digital.

  • For sole traders who maintain clean records and require review and annual Self Assessment filing.

    What’s included:

    • Review of client-prepared accounts

    • Tax adjustments

    • Self Assessment submission

    • Tax calculation summary

    From £400 per year

  • For sole traders requiring annual accounts preparation and Self Assessment compliance.

    What’s included:

    • Preparation of accounts from records provided

    • Tax adjustments and capital allowances

    • Self Assessment submission

    • Standard email support

    From £900 per year

  • For sole traders who require ongoing oversight and quarterly reporting in line with MTD requirements.

    What’s Included:

    • Quarterly review and submission

    • Year-end adjustments

    • Final declaration

    • Ongoing support throughout the year

    From £1,440

Specialist & Additional Services

  • For individuals requiring structured and accurate Self Assessment compliance.

    This service is suitable for employed individuals, property landlords and those with additional income such as dividends or investment income who require professional preparation and submission of their tax return.

    What’s included:

    • Review of income sources and supporting documentation

    • Preparation and submission of Self Assessment

    • Calculation of tax liabilities and payment deadlines

    • Identification of basic tax efficiencies where appropriate

    • Tax summary and filing confirmation

    • Standard email support throughout the process

    From £400 per year (single income source)

    Additional Income Streams

    Where returns include multiple income sources, capital gains, foreign income or more complex matters, fees are tailored according to scope and complexity.

  • Specialist support for the calculation and reporting of capital gains.

    Capital Gains Tax matters vary significantly depending on the type of asset involved, available reliefs and reporting deadlines. We provide accurate calculation of gains, advice on applicable reliefs and submission of required returns — including UK property reporting where applicable.

    What’s included:

    • Review of disposal details and supporting documentation

    • Calculation of gain and allowable reliefs

    • Advice on available exemptions and planning opportunities

    • Preparation and submission of CGT returns

    • Clear summary of tax payable and payment deadlines

    Fees are tailored according to complexity and scope, following an initial discussion.

  • Structured bookkeeping support to ensure your financial records remain accurate and reliable throughout the year.

    While bookkeeping is not included within our core compliance packages, we provide tailored support where required to ensure your reporting and tax compliance are built on clean, organised data.

    What’s Included:

    • Recording of sales and purchase transactions

    • Bank and credit card reconciliations

    • VAT control checks (where applicable)

    • Maintenance of accurate accounting records

    Fees typically range from £195 to £450 per month depending on transaction volume and complexity. Scope and pricing are agreed in advance to ensure clarity and consistency.

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