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Fixed Price Accounting Package with Bookkeeping

Fixed price accounting is perfect If the thought of your bookkeeping and Making Tax Digital is getting you in a spin why not simply hand over your record keeping to us to undertake your bookkeeping on a regular basis throughout the year leaving you the time to concentrate on your business. We will make sure you are compliant with the HMRC’s new rules and that everything is filed on time.

With our fixed priced accounting package we will complete your bookkeeping using cloud-based software XERO which means that you can have access to and will be able to monitor how your business is doing in real time.

We can provide you with the means to securely send us your paperwork digitally so that you never have to visit the office and can deal with this at a time to suit you. We will, of course, show you how to do this. We can also set up digital integrations with your bank and other services such as credit card terminals, PayPal, iZettle etc so that this information feeds into your bookkeeping software automatically and you no longer have to provide this to us.

If you issue invoices we can show you how to do this using the software so that they are automatically included and give you access to an easy to use statement function which helps to speed up customer payment times and improves your cash flow.

Fixed price accounting packages 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.

Micro Businesses & Start ups
From £59plus VAT per month
Small & Medium Businesses
From £159plus VAT per month
Limited Companies
From £229plus VAT per month

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.

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 Making Tax Digital & VAT Returns

We will make the required Making Tax Digital submissions and where you are VAT registered we will prepare the VAT returns each quarter and submit these on your behalf.

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.

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.

Training Events and Workshops

We run regular workshops and other events on current and relevant topics that help you stay ahead of your competitors.

Advisor Package

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 either in person or on Zoom 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.

Free quarterly business analytics reports

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.

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.

image of laptop in preparation to look for fixed price accounting

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.

Do you want to run your own credit control with none of the book keeping headache?

The beauty of digital accounting is that it puts you in control of your business. If you want to use your accounting package to raise invoices and keep an eye on who owes you money but simply don’t have time for the rest of your book keeping we can help.

Many of our clients use the full invoicing part of the software themselves so they can raise invoices and send statements directly to their customers but leave the rest to us. We log in and reconcile the bank and process all of the expenses and submit the VAT returns where needed keeping you totally up to date.This hybrid way of working suits many who want to control their own invoicing but just can’t find the time to deal with the rest of the paperwork. With the use of the many payment functions offered in XERO this often speeds up being paid. We can customise the invoices and statements for your business and even set up automated statement functions so that you do need to remember to log in and send them.

It’s the best of both worlds, getting paid quicker with none of the bookkeeping headache.

Visit us in our Bideford office or give us a call!

Telephone 01237 472071

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