Fixed Fee Package without Book Keeping
These packages are right for you if you have your own book keeper or are maintaining your daily accounting records yourself. We become your trusted expert advisor, on hand when you need us during the year, and engaged to prepare your year end accounts and tax calculations before the final submission to the authorities.
This service means you have a dedicated accountant and team that is able to offer a wide range of advice from business start up, growth and profit maximisation strategies through to retirement or sale.
We can also provide a full range of tax planning and advice throughout the year as and when you need it.
Prices depend on factors such as the size and complexity of your business, turnover, number of employees and any other services you might require e.g. payroll.
What is included in my Monthly Fee?
Our feature-packed Essentials Package includes:
The knowledge and experience of qualified Accountants
We are a firm of Chartered Accountants which means that our firm is bound by the ICAEW Code of Ethics and subject to its disciplinary procedures. Our senior accountants have completed a minimum of three years in depth training and passed a series of exams. We are committed to continuing their professional development to keep their skills up to date and they all attend regular courses and training sessions.
Your own personal Account Manager
You will have you own personal accountant and you will always speak directly to their team. This ensures that we get to know you and your requirements and are able to deal with your needs in a prompt and timely fashion.
We deal with HM Revenue and Customs for you
We are your representative for HM Revenue and Customs which means that we will deal with all communications with them so that you don’t have to.
Preparation of your Year End Accounts
We will prepare your business accounts each year and provide you with a business analysis in comparison to previous years together with full business tax computations for submission to HM Revenue and Customs (and Companies House where necessary).
Preparation of your Self Assessment Tax Returns
We will prepare your personal tax returns each year, notify you of your tax liabilities and submit them to HM Revenue and Customs.
No extra charges for giving us a call or popping in
If you have a query relating to any of the services covered by your fixed fee you don’t need to worry about contacting us as it will be include in your fixed fee. Please note that this is subject to a fair use policy but should you be close to exceeding our limits we will let you know in advance.
We will send you automatic reminders via e-mail for things you need to remember to do meaning that you will never miss a filing deadline and receive unnecessary fines.
Training Events and Workshops
We run regular workshops and other events on current and relevant topics that help you stay ahead of your competitors.
In addition to the Essentials Package, an Advisor Package will also give you:
Annual Advisory Meeting with your accountant
Each year you will have the opportunity to meet with one of our senior accountants to discuss your business results, discuss your tax strategy and other tips to improve your profitability. This meeting enables you to plan for the future and meet your business goals.
Free quarterly business analytics reports
If you are using a digital accounting package e.g Xero, Sage or Quickbooks each quarter you will receive a report that gives a vital insight into how your business is doing and highlights areas to concentrate on. This is a great tool to keep your business heading in the right direction and covers:
- Stock levels
- Credit Control
- Profit Margins
- Top selling items
- Top Suppliers
- Cash balances
Extra Services for Limited Companies
We will deal with your company secretarial requirements during the year which includes filing documents with Companies House, for examples directors change of addresses and your annual statements. We will also include the Companies House filing fee.
Advisor Plus Package
Our top level of fixed fee packages include all of the above plus:
Quarterly management accounts advice
To help you to keep the finger on the pulse of your business we offer a quarterly management report looking at your performance during the year to enable you to react quickly to any change. This will involve a meeting with the accountant where required.
Quarterly Making Tax Digital checks
If submitting figures direct to HMRC on a quarterly basis under the New Making Tax Digital rules makes you nervous we can check the figures in your software on a quarterly basis before you submit giving you peace of mind.
The ability to create your own personalised management reports
You will receive a personalised login to our Business Analytics software. This will give you the ability to simply create your own reports using a wide range of templates at any time and for any period and any comparisons.
This is a really valuable tool for business owners that like to stay ahead and regularly check the financial health of their business and plan for the future.
This will include a short orientation of the software so you know how to get up and running.
Fee Protection Insurance
We will include the cost of insuring your business against the prospect of an enquiry by HM Revenue and Customs where in this event our fees for dealing with this on your behalf would be fully covered.
Payroll & CIS Services
If you require payroll or CIS services these can be included and will be an addition to the above packages. The price will depend on how many employees you have and how often you run your payroll. Please let us know you would like it included and we will amend your personalised quote.
Visit us in our Bideford office or give us a call!
Telephone 01237 472071