The Premium
£600 per month
This premium tier is for ambitious, established businesses that require strategic financial partnership. It moves beyond compliance to include forecasting, budgeting, and regular advisory meetings to drive future growth.
Inclusions (Strategic Planning & Advisory)
- All services in the Momentum package.
- Unlimited Transactions: Full management of transactions (within a fair usage policy).
- Advanced Reporting Suite: Delivery of sophisticated monthly management reports, including Budgeting, Variance Analysis, and Customized Performance Reports.
- Cash Flow Forecasting: Regular preparation of cash flow forecasts, enabling proactive planning and anticipation of financial needs.
- Strategic Advisory: Quarterly dedicated review meeting with the bookkeeper to analyze performance, discuss strategic goals, and identify growth opportunities.
- Compliance & Audit Peace of Mind: Includes an annual tax efficiency review to ensure maximum allowable deductions are claimed.
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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.