Choose from one of our three plans, Essentials, Management or Finance Director, for the plan with the services to meet your needs and budget.

Monthly fees are quoted based on 12 months of service and depending on the size of your business, see below for business size guide.


This gives you the essential services to deal with compliance and appropriate tax planning advice. See below for what this includes.

  • Small


  • Medium


  • Large



For the business seeking in depth analysis and guidance to move their business forward through proactive financial management. This includes all the features of Essentials and Management plus:

  • Annual budget setting
  • Benchmarking KPI’s
  • Annual Wealth Management review
  • Small


  • Medium


  • Large



If you want more than the basics to help you manage the finances of your business then this is the package for you. You receive all the services included in the Essentials package plus the following to ensure you stay on top of your accounts and are managing your business finances effectively and efficiently.

  • Initial meeting to assess your accounts system and transfer to Xero
  • Xero set up and training
  • Receipt Bank to record purchases efficiently and save you time.
  • Quarterly financial accounts meeting
  • Monthly payroll for up to 6 staff including RTI filing with HMRC
  • Monthly review of Xero accounting
  • Annual tax review and planning meeting
  • Small


  • Medium


  • Large



All our pricing plans include the following services.

  • Self Assessment
    Preparation of self assessment tax returns for two directors.
  • Annual Accounts
    If you’re trading through a company you’ll need to prepare and file annual accounts with Companies House and Revenue & Customs. We’ll ensure the accounts are prepared in the appropriate format and filed by the due date.
    Corporation Tax Return
    We’ll prepare the tax computation for the company and file it with Revenue & Customs.
  • Xero Online Accounting
    A standard subscription to Xero with as many users as required, to manage your business finances. It can save you time and provide lots of useful information to monitor cash flow and profits.
  • Company Secretarial
    We act as the registered office for many clients which means we receive and deal with correspondence from Companies House and Revenue & Customs. We also file the annual return with Companies House.
  • Payroll
    Any business operating a payroll scheme needs to file monthly with Revenue & Customs, we’ll do this as part of our payroll service as well as delivering your monthly payslips for two directors.
  • Fee Protection Insurance
    All our plans include fee protection insurance so that if you or your business are investigated by Revenue & Customs our fees for dealing will it will be met by an insurance policy.

Business Size Guide

Small – Turnover under £150,000

Medium – Turnover between £150,000 and £750,000

Large – Turnover between £750,000 and £3m

All prices are exclusive of VAT and based on 12 months of service, our fee for part of year will be agreed at the start of an engagement.

If you don’t see what you need in one of our plans, please ask us what you need and we’ll provide a specific quote.