add to the Macro plan to build your perfect package
We create bespoke management reports based on your financial information to give you great insight into your figures. See your numbers in easy to follow graphs and charts to help analyse them to enable you to grow your business.
Management reports are produced monthly or quarterly based on your requirements.
Claim huge tax reliefs under Research & Development. Lower your profits and receive tax credits
We enter all of your records into your accounting system so you can get an up to date picture of your financial affairs
Easily process your receipts and purchase invoices with this online system that can import directly into Xero.
Licence included for free when you use our bookkeeping service!
Completion and submission of your VAT returns to HMRC under Making Tax Digital
Additional Payroll Employee’s
One employee is included on your Macro but add additional staff to be processed on your payroll
Additional Self Assessment
We can complete additional tax returns for other directors or partners.
Getting together to discuss your business and ways to become more profitable and save tax!
The On-boarding process
5 steps to getting you started
Choosing your plan
Select the Macro plan plus any additional features you may need.
Sign Engagement Letter
We send you a proposal of all work to be completed with a letter of engagement and terms and conditions of service to be signed.
Contacting your previous accountant
If applicable, we will obtain your previous accountant’s contact details to obtain all the necessary documentation and references we require.
We schedule a meeting to go through your system setup and get you logged in and ready to go on all of your applications
We are here to help you with any questions along the way. When your filings are required we will take care of these.
We get your previous accountants contact details and write to them to see if theres any reason why we shouldn’t be you next accountants. They provide us with your records and references and we then contact HMRC and Companies House to deal with the rest.
What if I don’t need all the services listed?
The Macro plan is our minimum and starting plan for all Limited Companies and therefore the fee remains the same. If there is a service in the package you do not currently use but begin to use in the future the fee will remain the same.
Am i fixed into a long-term contract?
No, we work on a monthly price based on your selected or custom package. This can differ if you are paying upfront for a years worth of service or dependant on any other services you have selected but all this would be outlined to you when signing up.
How do you charge me?
We setup each client on a direct debit with our selected partners GoCardless. The date the direct debit is completely flexible and we ask you what suits your business the best. Once a date is selected we then setup an invoice to be sent to you each month based on this date.
You are not local, does that matter?
Not at all, we work with numerous clients all over the UK and with evolving technology and systems it allows us to be more proactive and reach you in a much quicker time than standard letters would. We have great support systems to remove the location gap.
How do your referrals work?
Everytime you recommend our services to family, friends and business acquaintances and they sign up with us, we add a £100 credit onto your account. This is totally unlimited so the more you refer the more you will receive back!
Take the next step with an easy to follow form which will allow us to understand your requirements to create a proposal for your company.