Pricing

  Sole-trader Core Advanced Premium Ultimate
Price from Price from Price from Price from Price from
£155.00 £175.00 £300.00 £600.00 £1,500.00
 
Compliance
Self-Employed accounts & SATR ✓        
Statutory Company Accounts   ✓ ✓ ✓ ✓
Corporation Tax return (CT600)   ✓ ✓ ✓ ✓
Directors’ Self-Assessment Tax Return   ✓ ✓ ✓ ✓
Directors’ annual salary processing and P60   ✓ ✓ ✓ ✓
Monthly employee payroll processing (if required)   ✓ ✓ ✓ ✓
Annual Confirmation Statement   ✓ ✓ ✓ ✓
Registered Office facilities     ✓ ✓ ✓
 
Bookkeeping
Dext review & publish to Xero ✓ ✓ ✓ ✓ ✓
Bank & Credit Card reconciliation ✓ ✓ ✓ ✓ ✓
Monthly payroll journal posting     ✓ ✓ ✓
Quarterly VAT prep & submit (if required) ✓ ✓ ✓ ✓ ✓
Tracking categories       ✓ ✓
Monthly Depreciation posting       ✓ ✓
Monthly Aged Payables & Receivables review         ✓
Monthly Accruals & Prepayments posting         ✓
Quarterly Fixed Asset register review       ✓ ✓
Quarterly Director’s Loan Account review       ✓ ✓
Quarterly Corporation Tax provision         ✓
Access to ApprovalMax (if required)         ✓
Quarterly or Monthly Mgmt Accs (if required)         ✓
Quarterly or Monthly KPI reports (if required)         ✓
Dedicated Portfolio Holder ✓ ✓ ✓ ✓ ✓
Dedicated Client Relationship Director ✓ ✓ ✓ ✓ ✓
Corp Tax and/or Self-Assessment paym reminders ✓ ✓ ✓ ✓ ✓
HMRC Tax agent authorisation ✓ ✓ ✓ ✓ ✓
HMRC VAT agent authority ✓ ✓ ✓ ✓ ✓
 
 
Additional services offered include:
Software setup Applicable to new businesses who need support creating the right Xero Chart of Accounts, or to those businesses already trading who may have opening balances and customer/supplier details to import to avoid any service delays.
Software migration For businesses who are making a transition to Xero from another software mid-way through a financial year, and require year-to-date information migrated across.
Software training Whether you are using Xero, Dext, ApprovalMax or a combination, we always recommend a Zoom or in-person training session to give users the tools they need to make the most of the software and know how to navigate around.
VAT registration & deregistration Should your turnover or other circumstances dictate the need to register or deregister for VAT. See our article on VAT registration for more details.
Dividend review As part of our combined review of your personal and corporate circumstances, a dividend review is an important step in utilising allowances and avoiding S455 tax pitfalls.
Virtual Finance support In order to save yourself additional time and resource, we can assist with sales invoice processing, debt collection & credit control, and even connect with your bank to make agreed payments. Other related back-office services available on request.

Please contact for more details on any of the above services, including prices and requirements.