
Our fixed-fee plans are designed to cover all of your compliance obligations, and include free business advice. A straightforward monthly price built around what your business needs.
Annual
Starter
Momentum
Advance
Great for simple companies that just need the basics
Perfect for early stage start ups, personal services companies or smaller businesses
Additional service to support VAT registered and growing companies
Our bespoke tier for established and larger, more complex, businesses
Management accounts & financial & tax commentary
Quarterly
Quarterly
Quarterly / monthly
Advanced reporting
Better reports, budgets etc
VAT return preparation and filing
Statutory Financial Statements preparation & filing
Corporation Tax return preparation & filing
Additional service
QuickBooks Online set up, training and support
As required
Payroll
Inclusive per month. Additional on request​
1 director
2 directors / employees
Director self assessment
Additional service
Additional service
Annual Confirmation Statement & key Companies House data updates
Ongoing business and growth advice
Quarterly business review
Director references
Eg for mortgage purposes
Regular business and tax updates and Budget update
Free HMRC investigation fee insurance
Our scope of work, fees and mutual responsibilities are all subject to our Engagement Letters.
Self assessment
MTD Filing
MTD Core
MTD Plus
Great for annual self assessment returns
For taxpayers wanting a simple filing service
Perfect for small sole traders
Perfect for larger sole traders and partnerships who are VAT registered
Bespoke - spreadsheet, app or other as you choose
Spreadsheet provided by us
QuickBooks Online
QuickBooks Online
Record keeping
QuickBooks Online set up, training and support
Quarterly review
Quarterly management accounts
MTD ITSA submissions
EOPS & final declaration / self assessment return
Additional fee
Additional fee
Additional fee
Additional fee
Additional fee
Payroll for staff
​Capital Gains Tax calculation and return if required
Additional fee
VAT review and VAT returns
Accountant reference
Eg for mortgage purposes
Regular business and tax updates and Budget update
Free HMRC investigation fee insurance
Our scope of work, fees and mutual responsibilities are all subject to our Engagement Letters.

