Fixed-Fee Packages for Every Stage of Your Business
Compliance Core - Your Rear View Mirror
This package offers you all you need to be compliant in one inclusive package
Who it's for: Perfect for start-ups, freelancers, and small limited companies who need their essential compliance handled flawlessly, giving them the peace of mind to focus on their business.
Annual Accounts Preparation & Filing We will prepare your full statutory accounts and file them with Companies House and HMRC on your behalf. This gives you a clear, official record of your business performance and ensures you meet your legal obligations without lifting a finger.
Corporation Tax Return (CT600) Based on your annual accounts, we will calculate your company's profit and its corporation tax liability. We'll prepare and submit the return, ensuring you pay the right amount of tax on time, every time. No nasty surprises from the taxman.
Director's Self-Assessment Tax Return To ensure your personal tax affairs are aligned with the business, we will prepare and file one company director's self-assessment tax return, correctly reporting salary, dividends, and other income. (Package includes one director's return).
Quarterly VAT Returns We will prepare your quarterly VAT calculations and submit the returns directly to HMRC in a way that is fully compliant with Making Tax Digital (MTD) rules. This avoids costly penalties and ensures your VAT records are always accurate.
Xero Accounting Software Subscription Your package includes a subscription to Xero, the leading cloud-based accounting software. This powerful tool makes your day-to-day bookkeeping simple and gives us the real-time data we need to support you effectively.
Ongoing Support If you have a question about Xero, need to check a transaction, or have a query about a letter from HMRC, we're here to help. This package includes ongoing support for your day-to-day questions via email and phone during normal office hours.
Optional Extras
Monthly Payroll We will process the monthly payroll for your team, including generating payslips and making all necessary submissions to HMRC under the Real Time Information (RTI) system. This ensures your staff are paid correctly and on time. (Bespoke quote based on number of employees).
XERO Training Go from Xero-confused to Xero-confident. As a Xero Certified Advisor, I offer a personalised one-to-one training session to help you unlock the full power of your software. In a two-hour session tailored specifically to your business, you'll learn how to save time, automate your bookkeeping, get paid faster, and understand your financial reports with total clarity.
Prices from £145 + VAT per month
Growth Partner - Your Dashboard & Sat Nav
Compliance is essential, but it only tells you where you've been. The Growth Partner package gives you the tools and expert guidance to see exactly where you are now—and plot the best route to where you want to go. It’s for ambitious owners who are ready to make smarter, data-driven decisions to scale their business.
Who it's for: Designed for ambitious, established SMEs that are ready to scale. You're no longer just looking at historical data; you need proactive advice and regular financial insights to drive strategic decisions.
Everything in the Compliance Core package, plus:
Bespoke Xero Dashboard Setup Your business isn't generic, so your financial overview shouldn't be either. As part of our 'Dashboard & Sat Nav' approach, we will professionally configure your main Xero Dashboard to track and display the key financial metrics that matter most to your specific goals—from cash in the bank to gross profit margin and key expense tracking. This means every time you log in, you get instant, real-time clarity on your business's pulse, without having to hunt through menus and reports.
Quarterly Management Accounts Beyond year-end reports, you'll receive a detailed health check of your business every three months. We'll provide clear, easy-to-understand reports on your profitability, cash flow, and key performance indicators (KPIs). This allows us to spot trends, control costs, and make confident decisions together throughout the year.
Cash Flow Forecasting Cash is the lifeblood of your business. We'll help you create a forward-looking forecast to predict your future cash position. This powerful insight allows you to plan for large expenses, manage growth confidently, and avoid dangerous cash flow gaps before they happen.
Annual Strategy & Budgeting Meeting This is where we sit down together to create your financial roadmap for the year ahead. We'll review your business goals, set realistic budgets, and identify the key financial targets that will drive success. You'll walk away with a clear action plan for the next 12 months.
Proactive Tax Planning We don't just calculate your tax at year-end. As your Growth Partner, we actively look for legitimate opportunities throughout the year to minimise your tax liabilities, ensuring you are running your business in the most tax-efficient way possible.
Optional Extras
Monthly Payroll We will process the monthly payroll for your team, including generating payslips and making all necessary submissions to HMRC under the Real Time Information (RTI) system. This ensures your staff are paid correctly and on time. (Bespoke quote based on number of employees).
XERO Training Go from Xero-confused to Xero-confident. As a Xero Certified Advisor, I offer a personalised one-to-one training session to help you unlock the full power of your software. In a two-hour session tailored specifically to your business, you'll learn how to save time, automate your bookkeeping, get paid faster, and understand your financial reports with total clarity.
Prices from £395 + VAT per month
Strategic CFO - Your Co-Pilot & Navigator
For established businesses aiming for significant, game-changing growth, this package embeds a high-level financial strategist into your leadership team. We move beyond advice to provide direction, sitting alongside you as your co-pilot to navigate complex decisions and steer the business towards its ultimate long-term vision.
Who it's for: For successful, larger SMEs that require board-level financial strategy without the cost of a full-time Finance Director. This is a high-touch partnership focused on maximising valuation, securing funding, and navigating complex commercial challenges.
Everything in the Growth Partner package, plus:
Monthly Strategic Performance Reviews We move from quarterly check-ins to monthly deep dives. Every month, we'll meticulously analyse your performance against your budget and strategic goals. This allows us to course-correct rapidly, address challenges before they escalate, and double down on what’s working to accelerate your growth.
Board Meeting Attendance & Reporting Need financial authority in your leadership meetings? We will prepare a professional board pack and attend your board meetings (in person or virtually) to present the financial data, answer questions from stakeholders, and provide expert input on key strategic decisions.
In-Depth Financial Modelling When faced with major decisions—like launching a new product, expanding to a new location, or making a significant investment—we will build sophisticated 'what-if' financial models. This allows you to see the potential financial outcomes and risks of your choices, enabling you to commit to a strategy with data-backed confidence.
Liaison with Banks & Investors Seeking funding or investment can be daunting. We act as your expert financial intermediary, helping you prepare professional business plans and forecasts. We will liaise directly with banks, lenders, and potential investors to ensure your financial case is presented with the utmost credibility and authority.
Optional Extras
Monthly Payroll We will process the monthly payroll for your team, including generating payslips and making all necessary submissions to HMRC under the Real Time Information (RTI) system. This ensures your staff are paid correctly and on time. (Bespoke quote based on number of employees).
XERO Training Go from Xero-confused to Xero-confident. As a Xero Certified Advisor, I offer a personalised one-to-one training session to help you unlock the full power of your software. In a two-hour session tailored specifically to your business, you'll learn how to save time, automate your bookkeeping, get paid faster, and understand your financial reports with total clarity
