Our Packages

Essentials Package

Essential Package

Bookkeeping Stuff

This package suits very small business’, below the VAT threshold, small subcontractors.

Posting purchase invoices, expenses and cash transactions

Posting expenses to the correct expense codes enabling you to obtain relevant financial information and comply with the tax authorities.

Completing the bank reconciliation

Completing the bank reconciliation ensures your bank account records are accurate each month, preventing errors that could lead to overpaying taxes by missing allowable expenses.

Posting all business bank transactions

Post all receipts and payments for all business bank accounts.

CIS Monthly submissions

If you are a construction industry contractor, you must submit monthly CIS returns. We manage everything for you, including verifying subcontractors, calculating deductions, producing statements, and submitting returns, ensuring compliance with HMRC and saving you time.

Credit card transactions and reconciliations

Post all transactions on your business credit card and reconcile every month.

Apps that integrate with your software

Many cloud accounting systems integrate with
other tools, allowing you to photograph receipts, manage online payments and direct  debits, and connect with payroll systems.

Completing the monthly sales and purchase ledgers

Reconciliations ensure all sales and purchase records match up with bank statements and invoices, so you know exactly how much you owe (creditors) and how much is owed to you (debtors).

Prompting you to provide exactly what we need to complete your accounts

We work with what you provide and expect you’ve given us everything. For the first year, we will send reminders.

Prompting you to provide exactly what we need to complete your accounts

Our work actually starts long before we begin work on your accounts. We want to ensure you don’t fall foul of any penalties from non compliance with tax and company laws. So it’s really important to keep reminding you of upcoming deadlines and aspects of compliance at all times.

These will include:

Essential Package

Accounting Stuff

How you benefit

Preparation of your statutory accounts

Prepare your statutory financial statements so you meet your statutory obligations with HM Revenue and Customs.

Review of balance sheet items for accuracy

Your profit and loss account records your sales, income, costs, and expenses, and the profit you make. It’s important to have an accurate balance sheet as this is a basic business tool.

We will check that these records are accurate and make any necessary corrections in your financial accounting system.

Maintaining your fixed asset register

A fixed asset register is an accounting method used for major assets (e.g. cars, office equipment, machinery, and property). Maintaining a fixed asset register can help you keep track of your assets, which is key for clear and accurate financial accounting.

Review your fixed asset register

Reviewing your fixed asset register to confirm asset status—whether still owned, disposed of, or scrapped—helps maximise your claim for capital allowances and ensures you pay the minimum legal amount of tax.

Precision accounting with accruals and prepayments

Accruals are adjustments for revenues that have been earned but are not yet recorded in your accounts, and for expenses that have been incurred but are not yet recorded in the accounts. Prepayments are when you have paid for  something that relates to a later period.

Annual trial balance

At the end of your financial year, as soon as we have completed your final accounts, we will prepare your annual trial balance, which can then be exported and used to complete your  year-end financial statements and annual tax filings.

We will write to you 2-3 weeks ahead of your year-end, giving you a detailed list of information we need to complete your accounts

This includes planning your expenditure and ensuring that all transactions are in order prior to preparing your financial statements. This helps to ensure that your accounts are prepared quickly and accurately, avoiding lastminute rushes and potential errors.

Digital records

The shift towards digital record-keeping in accounting is advancing quickly, and to streamline your process and reduce costs, we recommend using digital upload options available in your software.

We also provide digital training sessions to help clients manage their accounts efficiently and flexibly.

Access to our secure online portal

Our online portal provides you with a secure
location to store all your financial documents and records, giving you peace of mind that they are safe and easily accessible when you need them. You can also use the portal to upload documents to us, making the transfer of information quick and easy.

Digital Tax Returns

We provide digital tax returns at no extra cost, allowing you to review and sign online for faster processing. If you prefer paper returns, an additional fee will apply due to extra processing time.