Services
What We Do
We’re here to help you take control of your business finances with a hands-on, proactive approach. Our packages are designed for small and medium businesses, startups, freelancers, and growing companies, making managing your money easier and setting you on the path to real financial freedom with smart profit planning. Whether you’re just getting started or need ongoing support, we have options to suit your needs.
Explore our packages to find the one that’s right for you:
Starter Plan – £125/month
- Ideal for: Sole traders & freelancers
- Up to 30 bank transactions/month
- Up to 10 Sales Invoices/month
- 1 bank account
- Monthly profit & loss report
Standard Plan – £250/month
- Ideal for: Small limited companies & VAT registered Sole traders
- Up to 100 transactions/month
- Up to 30 Sales Invoices/month
- Up to 2 bank accounts/1 credit card
- Monthly P&L and balance sheet
- Quarterly VAT returns
- Dext subscription included (document capture)
Growth Plan – £300/month
Ideal for: Growing businesses needing deeper insights
- Up to 200 transactions/month
- Up to 50 Sales Invoices/month
- Up to 4 bank/credit card accounts
- Bespoke management reports
- Quarterly VAT returns
- Xero and Dext subscription included
Custom Plan – from £350/month
Ideal for: Complex businesses or bespoke needs
- All items on the growth plan plus:
- Multiple currencies
- Departmental/project-based reporting
- Dext, ApprovalMax, Fathom, Telleroo integration (as needed)
If your business doesn't fall into the above packages please get in touch for a no obligation customised quote that would suit you.
Add-On Services:
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Catch-up Bookkeeping (per month): £150
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Payroll (per employee): £10/month
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Companies House Dormant Company Filing: £100
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Making tax digital software setup: £100
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1:1 Software Training (Xero/Dext/Quickbooks): £75/hour
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Management accounts/cashflow forecasts and budgets - to be discussed at consultation
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Saves You Time – Focus on running your business while we handle the numbers.
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Keeps You Compliant – We help you stay on top of VAT, HMRC deadlines, and MTD rules.
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Improves Cash Flow – Timely invoicing and expense tracking help you manage money better.
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Prepares You for Tax Season – No more scrambling in January — your books are already sorted.