For small or newly established limited companies

A simple, flexible package for businesses that want their finances kept organised without the cost of a full-time finance function.

What's included:

• Monthly bookkeeping

• Bank reconciliation

• Quarterly management accounts

• Quarterly Profit & Loss

• Quarterly Balance Sheet

• Quarterly financial review

• VAT return preparation & submission

• Year-end accounts preparation

• Year-end bookkeeping review

• Ongoing support

Best suited to:
Small limited companies with relatively straightforward finances and lower transaction volumes.

£125 – £650 per month

For growing businesses wanting regular financial insight

For businesses that want to understand their numbers throughout the year, rather than waiting until year-end.

What's included:

• Monthly bookkeeping

• Bank reconciliation

• Monthly management accounts

• Monthly Profit & Loss

• Monthly Balance Sheet

• Monthly financial review

• Year-to-date performance

• Comparison against previous periods

• Cash position monitoring

• VAT return preparation & submission

• Year-end accounts preparation

• Year-end bookkeeping review

• Ongoing support

Best suited to:
Growing limited companies with higher transaction volumes that want regular management information to help make business decisions.

£650 – £2,120 per month