Fixed Fee Accounting
We give all clients the option to choose a fixed fee monthly subscription which includes not only your accounts and tax services but many other features too. With a fixed fee you won’t receive any nasty surprises during the year as we like to be really clear about what is included in your monthly subscription.
Prices depend on factors such as the size and complexity of your business, turnover, number of employees and any other services you might require for example bookkeeping and payroll. For a bespoke quote, please contact us.
What is Included in my Monthly Fee?
Essential Package
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.
Training Events and Workshops
We run regular workshops and other events on current and relevant topics that help you stay ahead of your competitors.
Automatic Reminders
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.
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.
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).
Advisor Package
In addition to the Essentials Package, an Advisor Package will also give you:
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.
Annual Advisory Meeting
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.
Online access to your records
If you choose our advisor package we will give you online access to view your dedicated software during the year giving you access to vital management information to help you run your business more efficiently.
Advisor Plus Package
Our top level of fixed fee packages also includes:
Quarterly management reports
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.
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.
Fixed Fees Including Bookkeeping
If you simply want to hand all your records over to us to undertake your bookkeeping on a regular basis throughout the year leaving you the time to concentrate on your business we can offer the following:
What is included in my Fixed Fee with Bookkeeping?
Bookkeeping using a Digital Accounting Package
We will undertake all your bookkeeping needs using a digital accounting package that is compliant with the new Making Tax Digital regulations.
Completion and submission of your VAT Returns
Where you are VAT registered we will prepare the VAT returns each quarter and submit these on your behalf.
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.

Payroll Services
If you require payroll services this will be an addition to the above packages and will be quoted individually based on the number of employees.
Visit us in our Bideford office or give us a call!
Telephone 01237 472071