The Essentials
£150 per month
This package is ideal for sole traders, freelancers, and micro-businesses that need essential compliance, accurate record-keeping, and the peace of mind that their core finances are managed correctly. This tier focuses on fundamental organization and monthly accuracy.
Inclusions (Core Compliance)
- Transaction Recording: Logging and categorization of all income and expenditure transactions up to a set volume (up to 100 per month).
- Bank Reconciliation: Monthly reconciliation of your business bank accounts to ensure all transactions are accurate and complete.
- Essential Financial Reports: Provision of your monthly Profit & Loss Statement and Balance Sheet reports.
- Cloud Software: Setting up and maintenance of compliant cloud accounting software access.
- Support: Email support for basic queries, with a guaranteed response time (within 2 business days).
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Add-On Services (Charged Separately)
To maintain the clarity and predictability of the fixed monthly fee, certain specialized services are offered as fixed-price or project-based additions:
- Payroll Management: Charged on a per-employee basis, covering calculations, payslips, and HMRC submissions.
- VAT Returns: A fixed fee charged quarterly for the preparation and digital submission of VAT returns.
- Year-End Preparation: Priced as a project-based fixed fee, covering the preparation of financial accounts and necessary documentation for annual tax submissions.
- Bookkeeping Cleanup: Charged at a specific hourly or project rate for rectifying historical errors or backlogs.