Packages

Tick List

OAK PACKAGES

 

The Oak Package combines all the requirements for complying with government regulations on maintaining a limited company with all the tools required to effectively run your business, as with all our packages.

This includes end of year accounts and filings, confirmation statement submissions (previously known as an “annual return”) with payment of the fees and corporation tax returns and filings.

The tools provided are Xero cloud accounting software and Hubdoc bookkeeping software with a training session on each to familiarise yourself with the benefits they bring to simplify business processes and increase capacity.

This is Xero’s premium package which unlocks the handling of multiple currencies, sending of unlimited invoices and quotes, entering unlimited bills, and reconciling unlimited bank transactions.

Zen Finance Solutions provides bookkeeping for up to 100 transactions per month and a quarterly Zen reporting suite with quarterly analyses and key predictive indicators (KPI’s). Preparation and submission of quarterly VAT returns, monthly payroll for up to 20 employees and tax returns for up to 2 Directors. A basic annual tax planning consultation session and preparation of the company’s annual budget and quarterly forecasts.

Most importantly, this package provides access to a dedicated account executive who supports and helps grow your business, an annual accounts review meeting that reports back on performance to date, and quarterly future-focused meetings that are the ideal forum for putting plans in place to drive sustainable growth and profitability.

 

Operations
Limited company end of year accounts and filing
Confirmation statement submission
XERO cloud accounting software
Free XERO training session
Hubdoc bookkeeping software
Free Hubdoc training session
Bookkeeping provided: up to 100 transactions per month
Quarterly Zen reporting suite
Quarterly analyses and KPI’s
Tax & Payroll
Corporation tax return preparation and filing
VAT review and submission
Monthly payroll & RTI filing for up to 20 employees
2 Director’s tax returns (excl. CGT and IHT)
Advisory
Dedicated account executive
Annual accounts review meeting
Quarterly future-focused meetings
Basic annual tax planning consultation session
Preparation of annual budget and quarterly forecasts

SEEDLING PACKAGES

 

The Seedling Package combines all the requirements for complying with government regulations on maintaining a limited company with all the tools required to effectively run your business, as with all our packages.

This includes end of year accounts and filings, confirmation statement submissions (previously known as an “annual return”) with payment of the fees and corporation tax returns and filings.

The tools provided are Xero cloud accounting software and Hubdoc bookkeeping software with a training session on each to familiarise yourself with the key benefits they bring to simplify business processes and increase capacity.

This is Xero’s premium package which unlocks the handling of multiple currencies, sending of unlimited invoices and quotes, entering unlimited bills, and reconciling unlimited bank transactions.

Zen Finance Solutions provides bookkeeping for up to 60 transactions per month and a quarterly Zen reporting suite. Preparation and submission of quarterly VAT returns, monthly payroll for up to 10 employees and tax returns for up to 2 Directors.

Most importantly, this package provides access to a dedicated senior account manager who supports and helps grow your business, an annual accounts review meeting that reports back on performance to date, and bi-annual future-focused meetings that are the ideal forum for putting plans in place to drive sustainable growth and profitability.

 

Operations
Limited company end of year accounts and filing
Confirmation statement submission
XERO cloud accounting software
Free XERO training session
Hubdoc bookkeeping software
Free Hubdoc training session
Bookkeeping provided: up to 60 transactions per month
Quarterly Zen reporting suite
Tax & Payroll
Corporation tax return preparation and filing
VAT review and submission
Monthly payroll & RTI filing for up to 10 employees
2 Director’s tax returns (excl. CGT and IHT)
Advisory
Dedicated senior account manager
Annual accounts review meeting
Bi-annual future-focused meetings

ACORN PACKAGES

 

The Acorn Package combines all the requirements for complying with government regulations on maintaining a limited company with all the tools required to effectively run your business, as with all our packages.

This includes end of year accounts and filings, confirmation statement submissions (previously known as an “annual return”) with payment of the fees and corporation tax returns and filings.

The tools provided are Xero cloud accounting software and Hubdoc bookkeeping software with a training session on each to familiarise yourself with the key benefits they bring to simplify business processes and increase capacity.

This is Xero’s standard package which unlocks the sending of unlimited invoices and quotes, entering unlimited bills, and reconciling unlimited bank transactions.

Zen Finance Solutions provides bookkeeping for up to 20 transactions per month. Preparation and submission of quarterly VAT returns, monthly payroll for up to 5 employees and tax returns for up to 2 Directors.

Most importantly, this package provides access to a dedicated account manager who supports and helps grow your business, and an annual accounts review meeting that reports back on performance to date.

 

Operations
Limited company end of year accounts and filing
Confirmation statement submission
XERO cloud accounting software
Free XERO training session
Hubdoc bookkeeping software
Free Hubdoc training session
Bookkeeping provided: up to 20 transactions per month
Tax & Payroll
Corporation tax return preparation and filing
VAT review and submission
Monthly payroll & RTI filing for up to 5 employees
2 Director’s tax returns (excl. CGT and IHT)
Advisory
Dedicated account manager
Annual accounts review meeting

COMPLIANCE PACKAGES

 

The Compliance Package is our entry point package and combines all the requirements for complying with government regulations on maintaining a limited company with all the tools required to effectively run your business, as with all our packages.

This includes end of year accounts and filings, confirmation statement submissions (previously known as an “annual return”) with payment of the fees and corporation tax returns and filings.

The tools provided are Xero cloud accounting software and Hubdoc bookkeeping software with a training session on each to familiarise yourself with the key benefits they bring to simplify business processes and increase capacity.

This is Xero’s starter package for sending up to 5 invoices and quotes, entering up to 5 bills, and reconciling up to 20 transactions per month.

Most importantly, this package provides access to a dedicated account manager who supports and helps grow your business, and an annual accounts review meeting that reports back on performance to date.

 

Operations
Limited company end of year accounts and filing
Confirmation statement submission
XERO cloud accounting software
Free XERO training session
Hubdoc bookkeeping software
Free Hubdoc training session
Tax & Payroll
Corporation tax return preparation and filing
Advisory
Dedicated account manager
Annual accounts review meeting

Should these not support your existing needs, why not personalise your package and build your own?