The Standard

£350 per month

Designed for growing SMEs with higher transaction volumes and staff, this tier focuses on proactive cash flow management and providing regular financial insight to support business decision-making.

Inclusions (Management & Cash Flow Focus)

• All services in the Essentials package.
• Increased Transaction Volume: Coverage for a higher volume of financial transactions (up to 250 per month).
• Accounts Workflow Management: Full processing and management of Accounts Payable (paying suppliers) and Accounts Receivable (processing sales invoices).
• Proactive Credit Control: Implementation of a system to track and chase late customer payments, significantly improving cash flow certainty.
• Management Reporting: Preparation of comprehensive monthly management reports, including a detailed Profit & Loss, Balance Sheet, and basic Cash Flow Summary.
• Support: Priority email and phone support for urgent queries, with a faster guaranteed response time (within 1 business day).

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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.