Sole Trader
- Self Assessment return
- Digital record review
- Tax estimate before filing
- MTD readiness support
- Email support
- Annual accounts summary
The standard packages below are designed for common UK accounting requirements. International finance support, larger, higher-volume, multi-entity and more complex organisations are quoted to scope rather than forced into a package that does not fit.
The standard subscription packages are for UK accounting and compliance. International management accounts, month-end reporting, cash forecasting and outsourced finance support are quoted to scope.
See international finance support →
High transaction counts, several bank accounts or a large payroll create additional work.
CIS, stock, multiple currencies, groups, overseas activity or specialist tax matters usually need tailored scope.
Overdue books or unreconciled historic balances are quoted separately before any remediation starts.
Yes. The standard package prices are monthly service fees. Your exact scope is confirmed during onboarding.
Not simply because time passes. A fee review is appropriate if the scope or transaction volume materially changes. Any change should be agreed before additional work is undertaken.
Yes, where the suitability check confirms a standard package. Payment is collected through secure recurring checkout and the engagement then moves into client acceptance and setup.
A normal professional handover for a standard client is included. Significant catch-up or reconstruction of old records is separate work.
UK businesses can use the instant suitability check for standard packages. International and more complex finance requirements are scoped through a short consultation.