Smart & Simple
Plans Built Around You
Essential
Perfect for Company directors, pensioners, or employees with straightforward tax affairs.
✓ HMRC return preparation & submission
✓ Salary & employment income
✓ Benefits in Kind reporting
✓ State pension income
✓ Dividend or bank interest
✓ Pension contributions / charitable donations
Hassle-free filing for simple income, handled by a professional — no mistakes, no missed deadlines.
Property & Investment
Perfect for Individuals with employment income, investment income, and one rental property.
✓ Everything in the Essential plan
✓ 1 rental property reporting
✓ Property expense optimisation
Combines employment, investment & property income into one accurate return — maximising deductions.
Full Income
Perfect for Individuals with multiple income streams, including self-employment, property, and investments.
✓ Everything in the Property & Investment plan
✓ Foreign income reporting
✓ One self-employment income & expenses
✓ Guidance on allowable deductions
Covers all income sources with accuracy and compliance, giving peace of mind for future planning.
From salaried employees to investors, our packages
ensure accuracy, compliance, and peace of mind.
Optional Add-Ons
Registration
for Tax
Compliance Consulting
Additional
Property
Specialist Tax Consulting
MTD Essentials
Perfect for confident sole traders who manage their own records and submissions.
✓ MTD-compliant software access
✓ Digital onboarding + training
✓ Automated reminders
✓ 1x annual health check (optional)
✓ Optional bolt-on support
Low-cost MTD software with reminders; you manage records, accuracy remains your responsibility.
MTD Assist
Perfect for small landlords/ sole traders with minimal transactions
✓ Everything in the MTD Essentials plan
✓ Priority support
✓ Quarterly bookkeeping review (light)
✓ Tips & insights to improve accuracy
✓ Optional quarterly “check-in”
You manage entries; periodic professional reviews provide reassurance without full-service commitment.
MTD Full Service
Busy professionals or those with complex affairs, low digital confidence, or limited time.
✓ Everything in the MTD Essentials plan
✓ Full digital bookkeeping service
✓ Quarterly submissions to HMRC
✓ Software setup and optimisation
✓ Quarterly performance snapshot
✓ Ongoing email & phone support
✓ Annual reconciliation
Full-service MTD compliance removes admin, giving focus on business with quarterly insights.
Whether hands-on or hands-off, we make digital
compliance simple, clear, and stress-free.
Optional Add-Ons
HMRC Registration (MTD)
Additional
Trade
Software Setup
& Training
Bookkeeping
Services
services
Starter Compliance
Perfect for small landlords or micro companies with minimal transactions
✓ Bookkeeping (up to 10 transactions per month)
✓ Confirmation statement filing
✓ Year-end accounts + iXBRL tagging
✓ Corporation tax return
✓ Dividend voucher prep
✓ Dedicated account manager
✓ Fair-use email & phone support
✓ Automated deadline reminders
No frills, no stress — just the essentials to keep you 100% compliant without lifting a finger.
Team Builder Compliance
Perfect for entrepreneurs hiring their first employees and needing expert support
✓ Everything in the Starter Compliance
✓ Sage/FreeAgent cloud accounting
✓ Digital onboarding + training
✓ Bookkeeping (up to 20 transactions per month)
✓ PAYE registration + payroll (2 employees)
✓ Pension compliance & reporting
✓ Annual business health check
You get the tools, training, and payroll setup to hit the ground running with your first hires.
Growth Compliance
Perfect for small businesses with regular transactions and payroll for a growing team.
✓ Everything in the Team Builder
✓ Bookkeeping (up to 50 transactions per month)
✓ Payroll (up to 5 employees)
✓ VAT registration + quarterly submissions
✓ Annual tax review meeting
✓ Face-to-face annual meeting
Adds VAT and advanced bookkeeping capacity so you can grow your team and revenue.
Packages that simplify finance as your business
moves from setup to scaling.
Optional Add-Ons
PAYE & Pension
Registration
Auto-
(Re)enrolment
Confirmation
Statement Filing
Additional Payroll
Processing
Foundation
Perfect for small but growing businesses who want to stay free from financial stress
✓ Sage/FreeAgent cloud accounting
✓ Bookkeeping (up to 100 transactions)
✓ Payroll (up to 10 employees)
✓ Quarterly VAT returns
✓ Pension compliance & reporting
✓ Year-end accounts + iXBRL filing
✓ Corporation tax return
✓ Dividend vouchers
✓ Unlimited support + reminders
✓ 2 annual performance reviews
✓ Annual face-to-face review
Beyond compliance: regular insights to guide smarter business decisions, not just filing.
Growth Accelerator
Perfect for businesses scaling fast and ready to make sharper, faster, more profitable decisions.
✓ Everything in the Foundation
✓ Bookkeeping (up to 200 transactions)
✓ Payroll (up to 25 employees)
✓ Monthly management reporting + analytics
✓ Goal-tracking dashboards
✓ Strategic reviews (2/year)
✓ Quarterly face-to-face strategy meetings
✓ Enhanced tax planning
Real-time insights each month to drive growth, cut costs, and boost profit.
Scale-Up Support
Perfect for ambitious companies that need strategic finance leadership without the cost of a full-time CFO.
✓ Everything in the Growth Accelerator
✓ Bookkeeping (up to 350 transactions)
✓ Payroll (up to 40 employees)
✓ Cashflow management
✓ Budgeting & forecasting
✓ Monthly performance reviews (12/year)
✓ Monthly CFO-level meetings
✓ Exit planning guidance
CFO-level insight, foresight, and accountability at lower cost for growth and investors.
Packages built for growth — delivering compliance,
insight, and strategic foresight.
Optional Add-Ons
Cashflow
Forecasting
Planning &
Advisory
Performance Dashboard
System
Integration
Optional Add-Ons
Tax planning & projections
Cashflow Forecasting
Software Setup & Training
Year End Finalisation
We’ve Got Answers. Action Plans
1. Why does one individual’s tax return cost more than another's?
Because tax affairs differ. If you only have employment income, a simple return is the quickest option. However, adding foreign income, rental income, capital gains, self-employment income, and other sources of income increases complexity, risk, and time commitment. We price based on complexity, risk & effort, not a one-size-fits-all.
2. If I upgrade or add another income stream mid-year, will my price change?
Yes, but fairly and transparently. If your needs change (e.g., you start renting a property or receive foreign income), we’ll issue a revised quote (pro rata) before undertaking the extra work. No surprises
3. Do you charge for advice or tax planning, or is that part of my return fee?
Basic compliance is included. But if you want proactive tax planning, projections, or scenario work, that’s considered advisory and is priced separately (often quarterly). It’s too open-ended to bundle into a fixed return fee reliably.
4. How often do you review and raise your fees, and will I get notice?
We review fees annually (or when your business significantly changes). You’ll receive at least 30 days’ notice before any change. If your usage, complexity or scope increases, we’ll issue a revised quote before the next period starts. We believe transparency avoids disputes.
5. Can you guarantee you’ll save me more in taxes or efficiencies than your fee costs?
We cannot guarantee a specific tax saving (due to numerous variables and changing laws). We work accordingly to your goals, and we guarantee that we’ll identify legally allowable opportunities, avoid penalties, ensure accuracy, and deliver value. Many clients find that the benefit outweighs the cost, but you always decide if the price is worth it.
1. How do you charge for MTD / bookkeeping services, monthly or hourly?
We offer tiered monthly packages (like your MTD Essentials, MTD Assist, MTD Full Service). This provides consistency and avoids unexpected bills. For one-off tasks (software migrations, historical catch-up), we may quote hourly or fixed as needed.
2. What does “full service” bookkeeping include, and when would I pay extra?
You’ll see a clear list: bank feeds, categorisation, reconciliations, quarterly submissions, etc. Extra services (e.g. complex journals, capital allowances, catch-ups) are outside the base. We’ll always quote extras before doing them. We aim to be transparent and will always inform you in advance of any additional charges. We someone is not clearly described on the web pricing, we will honour it by not charging extra charges.
3. Will disorganised records or missing receipts cost me more?
Yes, if your records are messy or incomplete, extra time is required to sort, verify, and correct them. That extra effort appears in the fee. We try to minimise it by providing you with best practice checklists and templates upfront.
4. Can I mix and match services (e.g. bookkeeping from you, but I’ll file taxes myself)?
Yes, where feasible. But mixing can shift your pricing. If you just need bookkeeping, we’ll remove tax prep from the fee. However, bundling services gives you discounts and simpler oversight, so many clients prefer “all in one.”
1. When I hire employees, how does that affect my accounting costs?
Payroll adds new compliance (PAYE, pensions, RTI submissions). Our packages, which include payroll, absorb those costs up to a defined number of employees. Once you exceed that, we quote accordingly. The key is that it’s not “surprise payroll fees”, it’s built into the scaling process.
2. What drives a jump in monthly fees as we scale (e.g. 1 to 10 employees)?
A few key considerations: increased transaction volume, more complex payroll, multi-entity or departmental bookkeeping, VAT registration/submissions, management reporting, forecasting, compliance risk, and additional advisory services. Your fee rises because the demands on our team rise, too. We also offer Add-on services on a per-service basis, which can be helpful when scaling up a tier.
1. Why does my startup's compliance cost more than a sole trader’s, if we do similar tasks?
Because as a company, you have more legal and reporting obligations (Companies House, statutory accounts, corporation tax, director returns, iXBRL, confirmation statement). Even small volumes require more specialist work and liability. So our “Starter Compliance” package is higher than sole trader tiers.
2. At what point do I need “advisory & strategy” instead of just compliance, and how is that charged?
Once you're managing growth, considering expansion, fundraising, system improvements, app integration, or seeking more financial insight or exit planning, you need a forward-looking strategy (e.g., tax structuring, scenario modelling). These are charged separately (often quarterly or per project) because they are high-value, custom work, not routine compliance.
3. If I switch to you mid-year, will I still be responsible for work already done by another accountant?
Usually not. We can start from your existing books/accounts. If there’s a catch-up needed (e.g., untidy records, missing fields, reconciling), we’ll quote a one-off clean-up fee. We don’t “double-charge” compliance, but data rescue is separately priced.
Our process blends precision, foresight, and proactive partnership—at every stage.
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Strategy
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