Services

We offer 3 levels of service to suit all types of business from start ups through to multi million turnover companies. Each service option can also be tailored to suit your specific accounting requirements allowing total control over the fixed fee.

Option 1 - New Businesses

A typical client on this option is a new start up business or a client who has been trading under 12 months

• Fixed Fee. Flexible payment on standing order.
• Accounts and tax returns completed.
• Tax saving advice specific to your business.
• Client enquiries dealt with via email.
• Year end accounts return service to the office.
• Accounts Starter Pack (Manual or Computerised).
• Initial meeting to explain the most efficient way to keep your accounts.

All of our clients who are new to business receive the New Business accounts pack. This consists of:

• 1 lever arch file with monthly dividers for your day to day business receipts.
• 1 lever arch file with monthly dividers for invoices paid.
• 1 lever arch file for your bank statements.
• Easy to read notes on how to file the above.
• A book with 101 up to date instant tax saving tips.
• A CD with a spreadsheet to record your receipts if required.

Option 2 - Business Growth

A typical client on this option is a business trading over 12 months who is making more profit and wants more tax advice and proactive help going forward

• Fixed Fee. Flexible payment on standing order
• Accounts and tax returns completed.
• Tax saving advice specific to your business.
• Telephone enquiries dealt with as and when required.
• Year end accounts return service to the office.
• Accounts Starter Pack (Manual or Computerised) or Business Advice Pack.
• Initial meeting to review your business and to view your records and accounts
• Bookkeeping (VAT returns)
• Quarterly Accounts
• Year end tax planning review

All clients on this option receive the Business Growth books. This consists of:

• An easy to read book that has 101 ideas on saving tax.
• An easy to read book that has 101 ideas on increasing your profit.

Option 3 - Business Development

A typical client on this option is a business trading for a number of years looking for strategic planning for both their personal wealth and business.

• An easy to read book that has 101 ideas on saving tax.
• An easy to read book that has 101 ideas on increasing your profit.

• Fixed Fee. Flexible payment on standing order
• Accounts and tax returns completed.
• Tax saving advice specific to your business.
• Unlimited access to all team members.
• Year end accounts return service to the office.
• Initial meeting to review the business and plan forward.
• Bookkeeping (VAT returns)
• Quarterly Accounts
• Year end tax planning review
• Proactive ideas on a quarterly basis
• Personal goal setting
• Business strategic planning

All clients on this option receive Business Development books. This consists of:

• An easy to read book that has 101 ideas on saving tax.
• An easy to read book that has 101 ideas on increasing your profit.
• The "Jelly Effect". A fantastic book on improving results to your business