Oak Package

£854.00

Our Oak package supports established businesses move forward. Providing all operational, tax and payroll services but mainly focusing on advisory services.

The Seedling package plus bookkeeping provided for up to 100 transactions per month and quarterly analyses with key performance indicator (KPI) reporting. Monthly payroll for up to 20 employees and a quarterly accounts review meeting. A basic annual tax planning consultation session and preparation of the business’ annual budget.

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Description

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.

The Oak Package 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, 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.

As with all our packages, services can be added or removed at any time from our operations, tax and payroll or advisory solutions.

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