01207 502 145

Our Services

Our monthly fixed price packages have been designed with the business owner in mind.

 

We also offer a range of other services which can be incorporated into any of the packages below;

– Bookkeeping (100 transactions) from £75 + VAT per month
– Review and Submissions of VAT Returns from £25 + VAT per month
– Payroll £20 + VAT per month for 5 payslips and additional ones charged at £1.50 per payslip
– Payroll and Pension management £25 + VAT per month for 5 payslips and additional ones charged at £2.00 per payslip
– Annual Budget £350 + VAT
– Setup of Limited Company £150 + VAT
– Additional Tax Return £100 + VAT
– Annual Return Preparation and Submission £35 + VAT

Valued Essentials Plus

Designed with smaller business owners in mind who operate with a limited company or those sole traders that just want a little bit more. We don’t insist that you use Xero with this package but you will benefit from the Quarterly Management Report if you do.

  • Preparation of Year End Accounts and business tax return
  • Preparation of one personal tax return
  • Xero accounting software
  • Complimentary Xero Training Webinar
  • Payroll for five employees
  • Review of your Xero data and Health Check report on a monthly basis

Valued Premier

We designed this package for those developing businesses or high growth start-ups. Again we don’t insist that you use Xero with this package but you will benefit from the Quarterly Management Report if you do.

  • Preparation of year end accounts and business tax return
  • Preparation of two personal tax returns
  • Xero accounting software
  • Complimentary Xero training webinar
  • Payroll for up to five employees
  • Quarterly management report (if you use Xero)
  • Tax calculation at the nine month stage
  • Review of your Xero data and Health Check report on a monthly basis
  • Quarterly progress call
  • Chase your outstanding invoices with Chaser software for upto 20 invoices per month (additional invoices available for extra charge)

Valued Elite

For those larger organisations and business owners who want the hands on experience of a finance director without all of the expense. This package provides our full service and ensures you have regular communication with us, in effect we become part of your team. We offer a full range of services to help you increase your wealth and personal net worth.

 

  • Preparation of year end accounts
  • Preparation of your income tax return
  • Xero accounting software
  • Complimentary Xero training webinar
  • Payroll for up to 20 employees
  • Monthly management report (if you use Xero)
  • Tax calculation and planning at the nine month stage
  • Quarterly dividend review and voucher preparation
  • Weekly progress call
  • Annual Budget preparation & cashflow forecasting updated on a quarterly basis
  • Quarterly strategy meeting with Stephen Paul (in person or via Skype)
  • Annual valued wealth planning session with our, or your, external financial advisor
  • Free unlimited Xero support
  • Chase your outstanding invoices with Chaser software for up to 50 invoices per month (additional invoices available for extra charge)