Predictable Monthly Accounting That Scales With You.
Every package includes a dedicated management accountant, unlimited phone and email advisory, and complete HMRC compliance peace of mind. Switch in minutes with zero disruption.
Starter
Micro-EntitiesFor micro-businesses, contractors, and single-director limited companies wanting tidy year-end compliance.
- Cross Quarterly Bookkeeping Review
- Quarterly VAT Returns
- Annual Accounts
- Corporation Tax Returns
- Filing Annual Confirmation Statement
- Self-Assessment Tax Returns for each Directors
- HMRC Enquiries, Correspondence and Agent Services
- Unlimited Tax Guidance and Planning
- Accountant Reference Letter (For Mortgage, Visa, Tenancy agreement)
- On-Going Accountancy & Tax Support
Pro Business
Growing LimitedFor growing businesses needing continuous bookkeeping, payroll automation, and active tax mitigation.
- FREE Online Accounting System
- Initial Software Training
- On-going Bookkeeping
- Quarterly Management Accounts
- Self-Assessment for each Directors
- PAYE Payroll & Pension Management
- Annual Accounts/Financial Statements
- Corporation Tax Preparation and Filing
- Filing Confirmation Statement
- Unlimited Support via Phone, Email, Zoom meeting
- On-going Tax Guidance & Planning
- HMRC Enquiries, Correspondence and Agent Services
- Accountant Reference Letter(For Mortgage, Visa, tenance agreement etc)
Elite Advisory
Scaled SMEFor scaling companies requiring predictive financial modelling, board insight, and proactive credit control.
- FREE Online Accounting System
- Initial Software Training
- On-going Bookkeeping
- Quarterly Management Accounts
- Self-Assessment for each Directors
- PAYE Payroll & Pension Management
- Annual Accounts/Financial Statements
- Corporation Tax Preparation and Filing
- Filing Confirmation Statement
- Unlimited Support via Phone, Email, Zoom meeting
- On-going Tax Guidance & Planning
- HMRC Enquiries, Correspondence and Agent Services
- Accountant Reference Letter (For mortgage, Visa, tenancy agreement)
- HMRC Tax Investigation Cover
- Business Insurance (Prof. ind., Employer Liability, Public Liability)
Always Cloud-Synced with Zero Extra Subscriptions
We integrate seamlessly with your preferred platforms. Switch over to our certified practice ledger and we cover your cloud software licensing costs entirely on all Pro and Elite plans.
Standalone & One-Off Services
Need specific standalone compliance work without an ongoing retainer? Book certified singular engagements with transparent fixed quotes.
Sole Trader Starter
Income & expenditure bookkeeping + Self Assessment submission.
Self Assessment Return
Director tax returns, rental income, capital gains & dividend computations.
Ltd Year-End Accounts
Full annual filing, Corporation Tax CT600 & iXBRL Companies House tagging.
Company Formation
Incorporation via Companies House, digital certificate, VAT & PAYE registration.
R&D Tax Relief Claim
HMRC compliant innovation reports & payable credit cash optimization.
Comprehensive Plan Breakdown
Zero hidden bolt-ons. Here is an exact side-by-side comparison of deliverables across our plans.
| Deliverables & Inclusions | Starter | Pro Business | Elite Advisory |
|---|---|---|---|
| Tax Filings & Statutory Compliance | |||
| HMRC Corporation Tax Return (CT600) | ✓ Included | ✓ Included | ✓ Included |
| Companies House Annual Filing | ✓ Included | ✓ Included | ✓ Included |
| Director Self-Assessment Returns | 1 Director | Up to 2 Directors | Up to 4 Directors |
| Bookkeeping, Software & Ledger Maintenance | |||
| Bookkeeping Frequency | Quarterly | Monthly Ongoing | Weekly Continuous |
| Free Cloud Accounting (Xero/QuickBooks) | — | ✓ Included | ✓ Included |
| Payroll & Auto-Enrolment Pensions | Optional | Included (Up to 5) | Included (Up to 15) |
| Choose Package: | Select Starter | Select Pro Business | Select Elite |
The Hassle-Free Switching Promise
Worried about awkward conversations with your old accountant? You don't have to talk to them at all. We handle professional clearance, historical ledger transfers, and HMRC authorization seamlessly.
Sign Digital Engagement
Select your fixed package and e-sign our plain-English letter of engagement in under 3 minutes.
We Request Clearance
We send a polite, standardized professional clearance letter directly to your previous accountant to acquire past records.
Full Tax Health Check
We run a 24-point HMRC review of previous returns to claim any missed expenses or overpaid corporate tax.
Unsure which package fits your business?
Book a free discovery call with a Senior Practice Partner in Bolton. We will evaluate your annual transaction volume, VAT status, and advise the most cost-effective tier.