From first records to strategic planning, we assemble the recurring financial work around the way your organisation actually runs.
Discuss your requirementsService areas
Open a service to see the practical work it can cover.
Choose a single area or combine several into a dependable financial function. Each service is scoped around your circumstances, not a fixed template.
What this can include
What this can include
What this can include
What this can include
What this can include
What this can include
What this can include
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What this can include
Packages
Start with the level that best matches your current operating needs, then compare every inclusion below.
Basic non-trading account
A lean package for limited companies that need the statutory essentials handled properly without a broader operating support retainer.
Key inclusions
Covers the recurring essentials for small trading businesses that want dependable compliance support and straightforward tax guidance.
Key inclusions
Adds more day-to-day operational support for businesses with VAT, CIS, and more regular payroll or advisory requirements.
Key inclusions
The fullest level of ongoing support for companies that want their recurring compliance and finance administration handled more comprehensively.
Key inclusions
Not sure where you fit? The comparison below lists every inclusion, or we can recommend the right starting point after a short conversation.
Detailed comparison
Scan the differences by plan on smaller screens, or compare every inclusion side by side on desktop.
For limited companies that need the core statutory filings handled without a wider operational support package.
For owner-managed companies that want the recurring essentials covered with straightforward tax and payroll support.
For growing companies that need broader compliance coverage, routine payroll, and more joined-up support.
For established operations that want the fullest level of recurring support across compliance, payroll, and day-to-day administration.
Included services are marked with a check.
The Primary is the recommended starting point for growing businesses.
| Service | The StarterBasic non-trading account | The Starter | The PrimaryRecommended | The Works |
|---|---|---|---|---|
| Everyday Accounting | ||||
| Company's Formation and Restructuring | Included | Included | Included | Included |
| End of Year Statutory Accounts | Included | Included | Included | Included |
| Annual Confirmation Statement | Not included | Included | Included | Included |
| CIS Returns | Not included | Not included | Included | Included |
| VAT Returns | Not included | Not included | Included | Included |
| References - Mortgages, Visas etc. | Not included | Not included | Included | Included |
| Registered Office Address | Not included | Not included | Not included | Included |
| Taxes | ||||
| Corporate Tax Return | Included | Included | Included | Included |
| Basic Tax Planning | Not included | Included | Included | Included |
| Self-Assessment Tax Return | Not included | Included | Included | Included |
| Personal & Company Tax Return | Not included | Not included | Included | Included |
| Payroll | ||||
| 1 Director/Employee Payroll | Not included | Included | Included | Included |
| Payroll for up to 3 Employees | Not included | Not included | Included | Included |
| Payroll for up to 10 Employees | Not included | Not included | Not included | Included |
| Compliance | ||||
| Auto-Enrolment Compliance | Not included | Not included | Included | Included |
| Making Tax Digital (MTD) Compliance | Not included | Not included | Included | Included |
Common questions
Yes. We review the practical demands of the business and can expand the scope as more regular reporting, payroll, VAT or planning becomes useful.
Yes. We can advise on structure, incorporation, records and the early compliance steps that give a new business a solid start.
Yes. We can work with established systems or help you choose and configure a more suitable platform, including Sage, QuickBooks, Xero and Making Tax Digital workflows.
No. Coverage varies by package. The comparison above shows the exact inclusions, and we will confirm the scope before work begins.
Yes. We can manage the professional handover, review the available records and identify any immediate deadlines or gaps that need attention.
That depends on the agreed scope. Compliance-led packages follow the relevant filing cycle, while broader support can include regular payroll, VAT, reporting and planning conversations.
A first conversation lets us understand the business, its current obligations and the decisions ahead before we recommend the most appropriate package.