Service Plans

Service Plan 1 - Just Compliance

Only need to see us once a year? This package covers for the year end accounts preparation and tax compliance for Companies House and HMRC.

  • Year end accounts
  • Corporation and personal tax returns
  • Face to face annual business review
  • Regular newsletters & invites to seminars
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Service Plan 2 - Boosted

Ideal if you are a small or medium business wanting to focus on what you do best and leave your accounting to us.

Service plan 1 Plus:

  • Accounting software
  • VAT returns
  • Six monthly meetings
  • Unmetered phone & email support
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Service Plan 3 - Extra

If you are serious about growth and want more regular advice and guidance for your small or medium sized business.

Service plan 2 Plus:

  • Online monthly transaction review
  • Quarterly business review
  • Annual tax plan
  • Regular updates and advice on tax and business issues
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Service Plan 4 - Turbo

The Virtual CFO – perfect if you recognise the importance of monthly business and financial reporting but don’t have the internal resources.

Service plan 3 Plus:

  • Monthly business performance reports
  • Monthly performance dashboard
  • Monthly business review
  • Annual profit and cash flow plan
  • Setting of annual KPIs
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