You likely became a small business owner because you enjoy engaging with clients and impacting people’s lives. Spreadsheets filled with numbers and dates don’t exactly fit that description.

Outsourcing to us can help save you time and money.

I am a Certified Adviser in both Xero and FreeAgent software. Each platform offers distinct benefits, and I can assist you in choosing the one that best suits your requirements.

My Full Compliance Package – £840 per year/£70 per month (excludes software subscription)

  • Preparation of monthly payroll and self assessment annual return – 2 Directors max
  • Preparation of VAT returns and submission to HMRC
  • Completion of Companies House Annual Return
  • Preparation & submission of Annual Accounts and CT600
  • Software subscription & support can be added for additional fee

You are responsible for day to day bookkeeping such as enabling bank feeds, allocating banking transactions in line with your receipts/VAT invoices.

As part of my onboarding process, I offer every client a Money Personality assessment. This assessment helps individuals gain a better understanding of their strengths, gifts, and challenges in relation to money. This understanding allows me to communicate with them more effectively. Moreover, it provides clients with insights into the money personality traits that influence their financial direction and decision-making processes.

Additional Services Offered

  • Bank reconciliation, invoicing & general bookkeeping support (done for you service)
  • Small business set up in Xero or Freeagent
  • Reconciliation & Renovate existing accounts to bring them into compliance (Rescue jobs are my favourite!)
  • Payroll Bureau (payroll only – costs depend on number of employees)
  • 1:1 Training & Shadowing
  • Outsourced Financial Controller & Analyst (budgets, tracking & cashflow projections)

Please contact me as I am happy to discuss a more bespoke package.