All-inclusive solution. Your Remote Finance Team. 
For LTD companies of any size – Note: limited spaces are available for this level. 
This is for you if your business is growing and you are struggling to take it to the next level! 
OR if you are planning to exit from the business and want to make sure this happens smoothly. 
OR if you are just starting the business and want to make sure all your systems are set up and work correctly to give you all the support and assistance you need. 
This is a complete solution to managing your business’s finance and accountancy needs. 
We will step in and work together with YOU, the business owner, as your very own Finance Team. 
Starting from getting to know the business and services / products you offer, investigating any current bookkeeping systems and procedures and reviewing them.  
Followed by setting-up and adjusting your systems and procedures tailored to your business, and training you or your staff as necessary. 
At this level you will be able to truly take back control of your business’s finances and make decisions to support your business development. 


For sole traders and LTD companies (any size). 
Based on an initial discovery call, we create a detailed customised proposal for you, tailored to your business needs. This can happen during the call or afterwards. 
Services to add to the BASIC LEVEL are listed but not limited to the below... 
• Preparing and submitting VAT returns 
• Bookkeeping with credit control and supplier relations, bank payments, sales invoices, bank reconciliation 
• Software training, support 
• Registered office 
• On site bookkeeping / visits 
• Payroll and Auto Enrolment for employees (other than the 2 directors), optional weekly payroll, CIS 
• Advisory services: management accounts, financial forecast, annual budget, cashflow forecast 
• Business valuation – management accounts package 
• EXTRA telephone and email assistance 
• Accounting system audit 
• Bookkeeping system conversion 


DIY, compliance only. 
We have a FB Group which is a closed group for our clients with updates and information where we can answer questions and post updates.  
We also send out a newsletter monthly or in times of any important changes or announcements (like during Covid). 
You will be invited to the group and will be able to ask questions and access the information in the guide sections. Also this will give you all the updates you need. 
For micro / small LTD companies: 
• Preparation and submission of year end accounts to Companies House and CT600 to HMRC, including a review of transactions dealing with fixed assets, etc., bank reconciliation, making sure all transactions are recorded and balances are correct. 
• Preparing and submitting self assessments for directors (x2) and monthly payroll for directors (maximum 2) 
• This level also includes a cloud accounting software which is either Simple Start or Essentials Quickbooks or Legder, Cashbook or Business edition in Xero 
• Data capture software – DEXT for supplier bills, statements and receipts, expenses 
• Company incorporation and tax registrations 
• Annual confirmation statement 
• Quarterly meeting 
• Reminders of tax payment 
For sole traders: 
• Preparing and submitting self assessment tax return. 
• This level also includes a cloud accounting software which is either Simple Start Quickbooks or Legder, or Cashbook in Xero 
• Data capture software – DEXT 
• Bookkeeping spreadsheet 

Your Value-Added Finance Partner  

Our aim is to provide value-added services every step of the way – we want you to see us as a part of your team. 
We promise to answer questions promptly because we know how frustrating it is to send messages or leave voicemails than never get a reply. 
We take pride in staying up-to-date with the lates rules, regulations and best practice, so you can be confident you are working with a finance partner who’s got your back. 
Once you have decided to take the next step, please fill in the enquiry form to decide at which level we could work together. You can also book a discovery call via our calendar link below. 

Enquiry Form  

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