Our Packages

Premium Package

This package suits larger companies with more than 10 employees, turnover above £1M per annum.

Premium Package

Bookkeeping Stuff

Real-time management reporting and financial modelling

Management reports, forecasting and budgeting help you plan and will give you an early warning signal if you are likely to face cash shortages.

Bookkeeping training and support

Bookkeeping training and support provides guidance and skills to help you manage your financial records accurately and efficiently.

Our management reporting service

This service will give you a continuously up-to-date complete picture of what your business might look like in the future. In fact, this is such a powerful business planning tool banks very often insist on it as part of raising finance.

PAYE/NI and VAT health checks

Helping you to keep on the right side of the
legislation. Even innocent mistakes in your VAT or payroll records can lead to substantial interest and penalties totalling a lot from HM Revenue and Customs or Contributions Agency.

Records keeping education programme

Its important to keep the right records to keep on the right side of HMRC, we can show you what you need to keep, how to keep it and in the easiest way.

Accounting records quality report

We want to help you get the most out of your
accounting systems. So, we’ll prepare a report
setting out any weaknesses, the consequences
and our suggestions on how to improve them.

Cash reconciliation report

We know that cash is the most important thing for any business. It is frightening how many profitable businesses fail because they run out of cash. So as part of this Full Accounting  package we produce a report that reconciles the profit in your accounts to the movement in your cash balances.

Each year we’ll carry out detailed and comprehensive tax planning reviews before your accounting year-end to ensure you pay not a penny more than your fair share.

These will include:

Premium Package

Accounting Stuff

How you benefit more – everything in Essential plus the following:

Supply of cloud accounting software

We use an industry-leading cloud accounting
system giving you instant access to information in real-time. Cloud accounting software removes the charge incurred by other software providers (which is typically around £600).

But as part of our Premium package, we will supply this to you free of charge, ensuring you get the full benefit of a real-time accounting system without the extra cost.

Expense monitoring, analysis and advice

Managing costs for any business is important. We will help you to identify areas where costs can be cut without impacting business efficiency. This includes suppliers, wages, rent, expenses and more. Keeping costs under control is key to maintaining profitability and ensuring that your business remains financially healthy.

Debtor monitoring

Cash flow is the lifeblood of any business. We will help you to keep on top of your debtors, ensuring you are getting paid on time and that late payments are chased promptly. This service is included as part of our Premium Accounting package.

Enhanced credit control

Cloud accounting system helps you manage cash flow, track debtors, and streamline payments through online options and direct debits.

Our Enhanced Credit Control service identifies ways to get paid faster, reviews outstanding invoices, advises on terms, debt recovery, write-offs, and payment alternatives, ultimately improving your cash flow.

Monthly or quarterly cash flow forecasting and budgeting

Forecasting and budgeting help you plan and will give you an early warning signal if you are likely to face cash shortages. Our forecasting service looks at each of your forecast profits, costs and cash giving you a detailed picture of what your business might look like in the future.

Annual review of your goals

Once a year, we’ll revisit your goals to ensure your plans reflect your most current objectives and aspirations.

Quarterly business strategy meeting

To help you focus on what truly matters, we’ll meet with you quarterly to review your businesses performance, identify issues and opportunities and update your action plan based on insights and analysis.

Regular business review meetings

At a frequency of your choosing we’ll have a
60-minute meeting to review and discuss your
business.

Direct dial access

If you would like access to Clare herself you can use her direct line. This is included with all our premium packages but can be added as an extra on our other packages if this is important to you.

On-site support

Our standard cloud accounting packages are entirely online. However, if you prefer, we can handle the bookkeeping at your premises, especially if you use a desktop accounting system like Sage. This option is available as an upgrade.

Annual profit improvement planning meeting

Throughout the year, we’ll support your business’s success and profitability, especially during our regular strategy meetings.

Annually, we conduct a structured review using our precise profit modelling technique to categorize and analyse growth ideas. This process helps us identify high-potential growth drivers, evaluate their impact, and create an action plan to test the best strategies.

Annual 5 year trend analysis report

The annual 5-year trend analysis report covers key areas such as trends in your profit and loss account, balance sheet, and key ratios, including sales, margins, liquidity, and return on investment. It presents this information through colourful graphs and plain English explanations, offering valuable insights into your business performance and improvement areas.