Perfect for Company directors, pensioners, or employees with straightforward tax affairs.
âś“ Â HMRC return preparation & submission
âś“ Â Salary & employment income
âś“ Â Benefits in Kind reporting
âś“ Â State pension income
âś“ Â Dividend or bank interest
âś“ Â Pension contributions / charitable donations
Hassle-free filing for simple income, handled by a professional — no mistakes, no missed deadlines.
Perfect for Individuals with employment income, investment income, and one rental property.
âś“ Â Everything in the Essential plan
âś“ Â 1 rental property reporting
âś“ Â Property expense optimisation
Combines employment, investment & property income into one accurate return — maximising deductions.
Perfect for Individuals with multiple income streams, including self-employment, property, and investments.
âś“ Â Everything in the Property & Investment plan
âś“ Â Foreign income reporting
âś“ Â One self-employment income & expenses
âś“ Â Guidance on allowable deductions
Covers all income sources with accuracy and compliance, giving peace of mind for future planning.
From salaried employees to investors, our packages
ensure accuracy, compliance, and peace of mind.
Perfect for confident sole traders who manage their own records and submissions.
âś“ Â MTD-compliant software access
âś“ Â Digital onboarding + training
âś“ Â Automated reminders
âś“ Â 1x annual health check (optional)
âś“ Â Optional bolt-on support
Low-cost MTD software with reminders; you manage records, accuracy remains your responsibility.
Perfect for small landlords/ sole traders with minimal transactions
âś“ Â Everything in the MTD Essentials plan
âś“ Â Priority support
âś“ Â Quarterly bookkeeping review (light)
âś“ Â Tips & insights to improve accuracy
✓  Optional quarterly “check-in”
You manage entries; periodic professional reviews provide reassurance without full-service commitment.
Busy professionals or those with complex affairs, low digital confidence, or limited time.
âś“ Â Everything in the MTD Essentials plan
âś“ Â Full digital bookkeeping service
âś“ Â Quarterly submissions to HMRC
âś“ Â Software setup and optimisation
âś“ Â Quarterly performance snapshot
âś“ Â Ongoing email & phone support
âś“ Â Annual reconciliation
Full-service MTD compliance removes admin, giving focus on business with quarterly insights.
Whether hands-on or hands-off, we make digital
compliance simple, clear, and stress-free.
Perfect for small landlords or micro companies with minimal transactions
âś“ Â Bookkeeping (up to 10 transactions per month)
âś“ Â Confirmation statement filing
âś“ Â Year-end accounts + iXBRL tagging
âś“ Â Corporation tax return
âś“ Â Dividend voucher prep
âś“ Â Dedicated account manager
âś“ Â Fair-use email & phone support
âś“ Â Automated deadline reminders
No frills, no stress — just the essentials to keep you 100% compliant without lifting a finger.
Perfect for entrepreneurs hiring their first employees and needing expert support
âś“ Â Everything in the Starter Compliance
âś“ Â Sage/FreeAgent cloud accounting
âś“ Â Digital onboarding + training
âś“ Â Bookkeeping (up to 20 transactions per month)
âś“ Â PAYE registration + payroll (2 employees)
âś“ Â Pension compliance & reporting
âś“ Â Annual business health check
You get the tools, training, and payroll setup to hit the ground running with your first hires.
Perfect for small businesses with regular transactions and payroll for a growing team.
âś“ Â Everything in the Team Builder
âś“ Â Bookkeeping (up to 50 transactions per month)
âś“ Â Payroll (up to 5 employees)
âś“ Â VAT registration + quarterly submissions
âś“ Â Annual tax review meeting
âś“ Â Face-to-face annual meeting
Adds VAT and advanced bookkeeping capacity so you can grow your team and revenue.
Packages that simplify finance as your business
moves from setup to scaling.
Perfect for small but growing businesses who want to stay free from financial stress
âś“ Â Sage/FreeAgent cloud accounting
âś“ Â Bookkeeping (up to 100 transactions)
âś“ Â Payroll (up to 10 employees)
âś“ Â Quarterly VAT returns
âś“ Â Pension compliance & reporting
âś“ Â Year-end accounts + iXBRL filing
âś“ Â Corporation tax return
âś“ Â Dividend vouchers
âś“ Â Unlimited support + reminders
âś“ Â 2 annual performance reviews
âś“ Â Annual face-to-face review
Beyond compliance: regular insights to guide smarter business decisions, not just filing.
Perfect for businesses scaling fast and ready to make sharper, faster, more profitable decisions.
âś“ Â Everything in the Foundation
âś“ Â Bookkeeping (up to 200 transactions)
âś“ Â Payroll (up to 25 employees)
âś“ Â Monthly management reporting + analytics
âś“ Â Goal-tracking dashboards
âś“ Â Strategic reviews (2/year)
âś“ Â Quarterly face-to-face strategy meetings
âś“ Â Enhanced tax planning
Real-time insights each month to drive growth, cut costs, and boost profit.
Perfect for ambitious companies that need strategic finance leadership without the cost of a full-time CFO.
âś“ Â Everything in the Growth Accelerator
âś“ Â Bookkeeping (up to 350 transactions)
âś“ Â Payroll (up to 40 employees)
âś“ Â Cashflow management
âś“ Â Budgeting & forecasting
âś“ Â Monthly performance reviews (12/year)
âś“ Â Monthly CFO-level meetings
âś“ Â Exit planning guidance
CFO-level insight, foresight, and accountability at lower cost for growth and investors.
Packages built for growth — delivering compliance,
insight, and strategic foresight.
Because tax affairs differ. If you only have employment income, a simple return is the quickest option. However, adding foreign income, rental income, capital gains, self-employment income, and other sources of income increases complexity, risk, and time commitment. We price based on complexity, risk & effort, not a one-size-fits-all.

Yes, but fairly and transparently. If your needs change (e.g., you start renting a property or receive foreign income), we’ll issue a revised quote (pro rata) before undertaking the extra work. No surprises
Basic compliance is included. But if you want proactive tax planning, projections, or scenario work, that’s considered advisory and is priced separately (often quarterly). It’s too open-ended to bundle into a fixed return fee reliably.
We review fees annually (or when your business significantly changes). You’ll receive at least 30 days’ notice before any change. If your usage, complexity or scope increases, we’ll issue a revised quote before the next period starts. We believe transparency avoids disputes.

We cannot guarantee a specific tax saving (due to numerous variables and changing laws). We work accordingly to your goals, and we guarantee that we’ll identify legally allowable opportunities, avoid penalties, ensure accuracy, and deliver value. Many clients find that the benefit outweighs the cost, but you always decide if the price is worth it.
We offer tiered monthly packages (like your MTD Essentials, MTD Assist, MTD Full Service). This provides consistency and avoids unexpected bills. For one-off tasks (software migrations, historical catch-up), we may quote hourly or fixed as needed.
You’ll see a clear list: bank feeds, categorisation, reconciliations, quarterly submissions, etc. Extra services (e.g. complex journals, capital allowances, catch-ups) are outside the base. We’ll always quote extras before doing them. We aim to be transparent and will always inform you in advance of any additional charges. We someone is not clearly described on the web pricing, we will honour it by not charging extra charges.
Yes, if your records are messy or incomplete, extra time is required to sort, verify, and correct them. That extra effort appears in the fee. We try to minimise it by providing you with best practice checklists and templates upfront.

Yes, where feasible. But mixing can shift your pricing. If you just need bookkeeping, we’ll remove tax prep from the fee. However, bundling services gives you discounts and simpler oversight, so many clients prefer “all in one.”
Payroll adds new compliance (PAYE, pensions, RTI submissions). Our packages, which include payroll, absorb those costs up to a defined number of employees. Once you exceed that, we quote accordingly. The key is that it’s not “surprise payroll fees”, it’s built into the scaling process.

A few key considerations: increased transaction volume, more complex payroll, multi-entity or departmental bookkeeping, VAT registration/submissions, management reporting, forecasting, compliance risk, and additional advisory services. Your fee rises because the demands on our team rise, too. We also offer Add-on services on a per-service basis, which can be helpful when scaling up a tier.
Because as a company, you have more legal and reporting obligations (Companies House, statutory accounts, corporation tax, director returns, iXBRL, confirmation statement). Even small volumes require more specialist work and liability. So our “Starter Compliance” package is higher than sole trader tiers.

Once you're managing growth, considering expansion, fundraising, system improvements, app integration, or seeking more financial insight or exit planning, you need a forward-looking strategy (e.g., tax structuring, scenario modelling). These are charged separately (often quarterly or per project) because they are high-value, custom work, not routine compliance.
Usually not. We can start from your existing books/accounts. If there’s a catch-up needed (e.g., untidy records, missing fields, reconciling), we’ll quote a one-off clean-up fee. We don’t “double-charge” compliance, but data rescue is separately priced.