- Smart Plan Lite
- £38 per month + VAT
- For micro businesses or if you’re just starting out
- Xero subscription
- Annual financial statements
- Personal Tax Return
- Tax management & correspondence with HMRC
- Annual Meeting/Recap
- Smart Plan Regular
(Unincorporated Businesses) - £80 per month + VAT
- Ideal for business owners who are looking to monitor their business more closely.
- Xero subscription
- Annual financial statements
- Personal Tax Return
- Tax management & correspondence with HMRC
- Annual Meeting/Recap
- Plus:
- Aged Debtor & Creditor reports
- Quarterly Profit Statement
- VAT Returns
- Smart Plan Regular
(Incorporated Businesses) - From: £130 per month + VAT
- Xero subscription
- Annual statutory financial statements
- Corporate Tax Return
- Tax management & correspondence with HMRC
- Annual Meeting/Recap
- Plus:
- Aged Debtor & Creditor reports
- Quarterly Profit Statement
- VAT Returns
- Dividend Planning
- Personal Tax Return
- Companies House Annual Return
- Smart Plan Plus
- Ask us for a quote
- For Larger businesses and groups looking for monthly reporting, strategic planning
- Key Performance monitoring
- Xero subscription
- Annual statutory financial statements
- Corporate Tax Return
- Tax management & correspondence with HMRC
- Annual Meeting/Recap
- Plus:
- Quarterly management reports and analysis plus discussion with your accountant.
- Dividend Planning
- Personal Tax Return
- Companies House Annual Return
- Plus:
- Monthly Management Accounts
- Monthly discussion/meeting
- Add-ons
- Ask us for details
- VAT Returns
- Payroll
- Book-keeping/Data entry
- Tax Investigation Insurance
- Quarterly management reports and analysis plus discussion with your accountant.
- Custom Packages
- Call us to discuss further
- We are happy to build a package that suits you, and don’t insist that you use Xero.