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Accounts and tax, looked after
Your accounts, tax returns and deadlines handled correctly and on time. A fixed fee agreed up front, reminders before anything is due, and clear answers whenever you have a question.
See feesServices and fees
Help that fits where your business is now.
We take the time to understand you and what you want from your money or your business, then work alongside you all year. Your fee is fixed and reflects the support you choose.
How we help
A partner through the year.
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Support as you grow
When decisions become more complicated, we help you understand what the numbers are telling you: cash flow, pricing, hiring and investment, with experienced financial support and without the cost of a full-time finance director.
Talk to us about growthFees and support
Individuals
Personal tax and Self Assessment
Self Assessment from £595
How we can help
- Self Assessment tax returns
- Capital gains tax
- Property and rental income
- Pension contributions, tax relief and income in retirement
- Accountant’s references for a mortgage or tenancy
- Other personal tax questions
- Dealing with HMRC on your behalf
Sole traders
Accounts, tax and Making Tax Digital
From £125 a month
How we can help
- Year-end accounts and Self Assessment
- Making Tax Digital quarterly updates
- Getting set up: HMRC registration and digital records
- Bookkeeping
- VAT returns
- CIS
- Tax planning through the year
- Accountant’s references for a mortgage or tenancy
- Advice on when a limited company makes sense
Limited companies
Accounts, tax and support for your company
From £295 a month
How we can help
- Year-end accounts and corporation tax
- Director salary, dividends and tax planning
- Payroll for directors and staff
- Bookkeeping
- VAT returns
- CIS
- Invoicing, credit control and paying suppliers
- Management accounts and regular reviews
- Cash flow forecasting and planning
- Directors’ Self Assessment and P11Ds
Fixed fees, agreed before we start. The figures above are starting points; your fee depends on the scope we agree.
Beyond the fixed fees
Finance director services
For owner-managed businesses that need more than year-end accounts, but not a full-time finance director. We work with you on the numbers behind your decisions, and the decisions stay yours.
By proposal
Start with a callOngoing support
Monthly or quarterly
- Management accounts and key measures, with commentary on what has changed
- Rolling forecasts and cash flow planning
- Regular review meetings with you
- A second view on major decisions, such as pricing, hiring and investment
- A finance view at your management or board meetings
- Guiding and developing your finance team
Projects
A defined piece of work with a clear end point
- Building a budget and forecast
- Preparing a funding application
- Reviewing pricing and margins
- Improving finance processes and systems
- Training your team to understand and use the numbers
Short-term cover
For a set period, for an agreed number of days a week
- When your finance lead is absent
- When you are between appointments
The story behind the numbers
What we look for in your numbers.
How often we report depends on what you want, from a review once a year to regular updates through it. Whatever the rhythm, these are the things we look at, and why they matter.
Cash flow
What we look at
What is coming in and going out over the weeks ahead, not just what is in the bank today. We map the big outgoings, such as tax, VAT, payroll and seasonal bills, against when money is expected to arrive.
Why it matters
Profitable businesses still run into trouble when cash and bills fall at the wrong time. Seeing it coming gives you time to act, rather than react.
Sales and trends
What we look at
How this period compares with last month and last year, and which customers, products or services are driving the change.
Why it matters
Growth from the wrong place can hide a problem, and a quiet month is not always a bad sign. The trend matters more than the single number.
Margin
What we look at
Whether rising costs are being passed on in your prices, and which work earns its keep and which does not.
Why it matters
Busy is not the same as profitable. Small changes in margin often matter more than extra sales.
Money set aside for tax
What we look at
Whether enough is being put aside, as you go, for the tax that will fall due.
Why it matters
A tax bill is far easier to pay when it has been building up all year, rather than arriving as one large sum.
What you are owed
What we look at
Unpaid invoices, how long customers take to pay, and whether one or two customers account for most of what is outstanding.
Why it matters
Money you have earned but not received is still cash you cannot use. Clear terms and timely reminders make a real difference.
Director's loan account
What we look at
Money moving between you and your company that is not salary or dividends, and whether the account is overdrawn.
Why it matters
An overdrawn director’s loan can have tax consequences if it is not dealt with in time, so we keep an eye on it through the year, not just at the end.
Working together
Are we the right fit?
A good fit if you
- want your accounts and tax done properly, by an accountant who tells you what is coming before you need to ask
- want a named contact who knows your business, rather than a different person each year
- are catching up, changing structure or growing, and want a clear plan
Probably not the right fit if you
- need a statutory audit
- are looking for the lowest-cost, filing-only service
- need regulated financial advice on investments or pensions