Project Description

Monthly Accounting  – Our Core Package!

Our monthly accounting package is what makes us different.

Developed from our vision of making your life easier, this package works perfectly for businesses of any size, whether a sole trader, freelancer, limited company or partnership.

What is it?

It’s a package built exclusively to match your business’s needs. It delivers a mixture of all of our services you’ll need to run your business. We will set you up and train you in the latest cloud technology, which means you’ll retain control of your business finances wherever you are.

Do you take care of everything?

Almost! We may require you to generate your own sales invoices or feed in your EPOS system using one of the cloud packages we recommend. You’ll be provided with a handy phone App, Receipt Bank, to capture all your business receipts using the camera on your phone. In the background, our team will process your receipts, categorise them, and upload to your accounting software each day, meaning your financial data is just a click away.

How do I pay for this?

You can pay us by direct debit each month. All our packages are invoiced on an annual basis and broken down into 12 equal monthly payments. This helps you with budgeting and allows us to get paid for the services we provide each month.

What else can I expect?

You’ll have access to your our own dedicated client manager who will ensure a rapid response for calls, email’s and texts. You’ll also receive reminder emails for deadlines and payments and a text message to request any information we may be waiting for. We’ll complete midterm and pre-year end tax planning reviews to help maximize tax efficiency and provide unlimited business support via face-to-face meetings, email’s, telephone or texts that come as standard.

Anything else?

Where necessary, we’ll prepare and file your quarterly VAT returns. Prepare and file your payroll, including pay slips and preparation of P11. Prepare your business financial statements and file at companies house and HMRC. Prepare and file all tax returns and provide financial information for tax credits before the July deadline. We’ll liaise with HMRC on your behalf and assistance with HMRC records checks as they arise. You’ll benefit from Company Secretarial services, including confirmation statements, Share Issue, Share Transfers and Changes of Particulars. Submission of all HMRC and Companies House documentation upon your approval.

Why not book a discovery call with Tracey or Glenn to see how this service will save you time and money. This service can be bundled up into a package and offered as a monthly fee.