The Best Value, Uncompromised Quality

Our Value Proposition

We believe that professional financial management should be an investment, not an expense. Our fixed-fee packages deliver the expertise of a full-service firm with the agility and responsiveness of a modern, cloud-based practice.
In the competitive Bristol and West of England market, our commitment is to provide high-quality, proactive, and compliant service that not only meets HMRC and Companies House requirements but actively uses your real-time data to drive better business decisions.

This is what makes our service competitive:

Fixed Fees: No surprises, no hourly billing for phone calls. Predictable costs help you budget and maintain control.
Proactive Planning: We move beyond historical reporting to offer strategic planning, tax minimisation, and cash flow forecasting.
Integrated Technology: Full migration to and support for platforms like Sage/ Xero/ QuickBooks/ Free Agent is included, ensuring speed and accuracy from day one.

Flexible Fixed-Fee Pricing Packages (Bristol/West of England)

Based on regional competition and the depth of services you offer, the following competitive price points are suggested. These are monthly fees (excluding VAT) and scale clearly with the complexity of the business.

Which Package Is Right for Me?

Not sure? Here are real client examples:

Example 1: Sarah - Freelance Designer

 
Business: Sole trader, graphic design
Turnover: £55,000/year
Transactions: ~30/month
VAT registered: No
Employees: None
 
Best fit:  Silver Package

Monthly cost: £129/month

Example 2: TechStart Ltd - Growing Software Company

 
Business: Limited Company, SaaS product
Turnover: £180,000/year
Transactions: ~150/month
VAT registered: Yes
Employees: 3 staff + 2 directors
 
Best fit: Platinum Package

Monthly cost: £549/month (includes VAT + payroll for 5 people)

Example 3: Bristol Retail Ltd

Business: Limited Company, retail shop
Turnover: £120,000/year
Transactions: ~80/month
VAT registered: Yes (Flat Rate Scheme)
Employees: 2 part-time staff
 
Best fit: Gold Package + VAT Add-on

Monthly cost: £349 + £50 VAT = £399/month

🥉Bronze - Essentials

Perfect for electricians, taxi drivers, carpenters, and all sole trader professionals🥉

£59/ month

  • Cloud Accounting Software Setup (Xero/QuickBooks)
  • A spreadsheet to track your documents, such as cash tracking expenses, mileage, inventory, etc. Modified to fit the needs of the package.
  • Simple Bookkeeping & Data Entry: Monthly transaction recording
  • Bank Reconciliation: Monthly
  • Self-Assessment Tax Return: Preparation and filing of one personal Self-Assessment (SA100)
  • Expense Tracking & Receipts Management: Basic categorisation for tax deductions
  • Income & Expenditure Summary: Annual summary for tax purposes
  • Basic Tax Planning: Advice on allowable expenses and tax deadlines
  • Cloud Software Subscription: Client pays for own subscription
  • Accountant Support: Email support (3-day response)
Get started

🥈 Silver - Start-Up

Sole Traders, Micro-Businesses, Low Transactions🥈

£129/ month

  • Cloud Accounting Software Setup (Xero/QBs)
  • A spreadsheet to track your documents, such as cash tracking expenses, mileage, inventory, etc. Modified to fit the needs of the package.
  • Bookkeeping & Data Entry :Bi-weekly processing
  • Bank Reconciliation: Bi-weekly
  • Full Statutory Accounts: Preparation and finalisation of annual business accounts (where applicable)
  • Self-Assessment Tax Return: Preparation and filing of one Self-Assessment return (SA100)
  • VAT Services, MTD Compliance & Returns- available on +£50/m Add-on
  • Quarterly Snapshot: P&L, Balance Sheet only. Basic commentary.
  • Cloud Software Subscription- Client pays for own subscription.
  • Dedicated Accountant Access- Email support (2-day response).
Get started

🥇 Gold - Growth

Small Limited Companies, Partnerships, Steady Growth with Multiple Stakeholders🥇

£349/month

  • Cloud Accounting Software Setup (Xero/QBs)
  • A spreadsheet to track your documents, such as cash tracking expenses, mileage, inventory, etc. Modified to fit the needs of the package.
  • Bookkeeping & Data Entry: Weekly Processing
  • Weekly Bank Reconciliation
  • Full Statutory Accounts: Included, where applicable (e.g., partnerships). Included: Preparation and electronic filing of abbreviated, iXBRL-compliant accounts to Companies House.
  • Personal Self-Assessment Tax Returns: Up to 2 Directors/Owners: Preparation and filing of two standard Self-Assessment returns.
  • Corporation Tax & Business Income Tax Filing- Preparation and electronic filing of the CT600 Corporation Tax return to HMRC.
  • VAT Services & Returns- available on +£30/m Add-on
  • Management Accounts & Reporting: Quarterly Detailed Reports: Full financial statements, KPIs, and actionable summary analysis.
  • Company Secretarial & Filings: Annual Confirmation Statement & Statutory Register Maintenance.
  • Cloud Software Subscription- Included in the monthly fee
  • Dedicated Accountant Access: Phone & Email support (1-day response).
Get started

💎 Platinum - Enterprise

High Turnover, Multiple Employees, Complex Operations, Strategic Financial Planning💎

£549/month

  • Cloud Accounting Software Setup (Xero/QBs)
  • A spreadsheet to track your documents, such as cash tracking expenses, mileage, inventory, etc. Modified to fit the needs of the package.
  • Daily Bookkeeping & Data Entry
  • Daily/Real-Time Monthly Bank Reconciliation
  • Accounts Preparation Full Statutory Accounts: Included, where applicable.
  • Statutory Accounts Filing (Limited Companies): Included: Preparation and electronic filing of full, iXBRL-compliant accounts to Companies House
  • Personal Self-Assessment Tax Returns: Up to 3 Directors/Owners: Preparation and filing of three standard Self-Assessment returns
  • Corporation Tax & Business Income Tax Filing: Included: Preparation and electronic filing of the CT600 and related tax calculations.
  • VAT Services & Returns- Included
  • Management Accounts & Reporting: Monthly Executive Reports: All Silver content plus Variance Analysis (Budget vs. Actual) and advanced trend analysis.
  • Managed Payroll Services: b Included (For up to 5 employees/directors). Fee per additional employee.
  • Company Secretarial & Filings: Included: Full Statutory Compliance, Change Management, & Mandatory ID Verification support.
  • Cloud Software Subscription: Included in the monthly fee.
  • Dedicated Accountant Access: Direct Line & Priority Support (Same-day response guarantee).
Contact Us

*All prices are From and will be confirmed based on your transaction volume and complexity.

Everything for one simple monthly price. No hidden fees.

SIMPLE PRICING: Choose What Fits Your Portfolio

Starting Out

£59 per month

Perfect if you have 1-2 rental properties
Each additional property: £12/month

  • Up to 2 properties
  • All platform features
  • Compliance reminders
  • Bank reconciliation & bookkeeping
  • Free landlord guidance resources
  • Email support
GET STARTED
Most popular

Growing Portfolio

£129 per month 

For landlords with 3-5 properties

Each additional property: £12/month

  • Up to 5 properties
  • Everything in Starting Out
  • Advanced reports
  • Compare property performance
  • Priority support
  • Free landlord guidance resources
GET STARTED

Established Portfolio

£210 per month

For 6-9 properties

Each additional property: £10/month

  • Up to 9 properties
  • Everything in Growing Portfolio
  • Share access with your accountant
  • Quarterly advice call
  • Faster support (24-hour response)
  • Free landlord guidance resources
GET STARTED

Optional Self-Assessment Service

£225 one-time

Don't want to do your own tax return? We'll do it for you.

  • We fill in your entire tax return
  • Submit it to HMRC on your behalf
  • Check everything is correct
  • Make sure you're claiming everything you can
  • Available with any subscription level
GET STARTED

Add-On Services

Customize any package with these additional services:
Service What's Included Pricing Available For
Personal Pension Plan (PPP)
Personal pension setup support, Provider shortlist & feature comparison, Application + ID admin support,Tax relief explanation, Self‑Assessment integration ,Annual pension contribution check
£349
 All packages
VAT Compliance & Returns MTD compliance, quarterly VAT return preparation & submission £75/month

  Silver, Gold
Payroll Setup/Overtake Charged once per client, covering initial data migration, HMRC registration, and pension auto-enrolment setup. £395 All packages
Additional Payroll Processing beyond included employees £25 per employee per pay run All packages
Multi-Director Self-Assessment Extra SA100 returns beyond package allowance £275 per additional person All packages
CIS Scheme Management Monthly subcontractor payment processing, CIS returns £95/month + £10 per subcontractor Silver, Gold
Pension Auto-Enrolment Ongoing workplace pension management (NEST, etc.) £50/month All packages
Advisory – Budgeting, Forecasting & Strategy
  Annual budget, 12-month cash flow forecast, scenario planning, variance review, and strategic planning support.  Project fee from £750 All packages
Historic Tax Audit Review last 3 years for missed reliefs, capital allowances, compliance gaps Project fee from £350 All packages
Discuss Addo-Ons

One-Off Services (Fixed Fees)

Need specific work without a monthly package? We offer standalone services with clear, fixed pricing.

Personal Tax Services
Service Price
Self-Assessment Tax Return (Basic - employed, pensions, interest, small rental) From £225
Self-Assessment Tax Return (Sole Trader - includes SA103 self-employment pages) From £315
Self-Assessment Amendment (correction to previously filed return) £150
HMRC Appeal Service (  final price depends on complexity) From £250
Telephone call to Government bodies such as HMRC, DWP, Company House, etc (  final price depends on complexity) £75 minimum (30 min)

Business Setup & Compliance
Service Price
New Client AML Check (mandatory regulatory compliance) £50
Companies House ID Verification (mandatory for directors/PSCs) £35 per person
Limited Company Formation (setup, directors, share structure, HMRC registration) £195 + Companies House fee
Self-Employment Registration (HMRC Self-Assessment + Class 2 NI) £95
Confirmation Statement Filing (CS01 - annual Companies House requirement) £125 + Companies House fee
Change of Director/Address at Companies House £95 per change
Continuity of Practice Cover (regulatory requirement for sole practitioners) £200
 CT600 Standalone (Review & iXBRL Tagging) from £250
 Full Year-End Accounts + CT600  From £650
Dormant Company Accounts Filing (AA02) £175

Advisory & Strategy
Service Price
Initial Tax or Business Consultation ("Should I be a sole trader or limited company?") £150/hour
VAT Scheme Analysis & Setup (determine best scheme + HMRC registration) £295
Business Launch Strategy Session (structure, tax registration, cash flow planning) £495
Dividend vs. Salary Optimization Review (most tax-efficient extraction method) £245
Cloud Accounting Health Check (audit existing setup, identify errors, optimize) £295
Request One-Off Service

Calculate Your Monthly Investment

Step 1: Choose Your Base Package

Silver: £129/month (Sole traders, simple structures, low transactions)
Gold:: £349/month (Limited companies, partnerships, steady growth)
Platinum: £549/month (High volume, multiple employees, strategic focus)

Step 2: Add Required Services

VAT registered? (Silver +£75/month, Gold +£75/month, Platinum included)
Employees beyond package allowance? (+£25/employee/pay run)
Rental properties? (+£35/month per property)
CIS scheme? (+£95/month + £10/subcontractor)

Step 3: Total Monthly Investment

Example: Gold (£349) + VAT (£75) + 2 rental properties (£70) = £494/month

Get Your Personalized Quote

The best way to determine your precise monthly investment is through a quick, tailored consultation. We'll assess your:
Transaction volume
Business structure
Current systems
Growth plans
Specific compliance needs

Then provide a clear, fixed-price proposal with no surprises.

What Happens Next:

Book your free consultation (15-30 minutes, video or phone)
We assess your needs and answer all your questions
Receive your tailored proposal within 24 hours
Onboarding begins as soon as you're ready (typically within 1 week)
Book Your Free Pricing Consultation

Our Professional Partnerships

Pricing FAQs

What if my transaction volume changes?

We review your package quarterly. If volume increases significantly, we'll discuss upgrading. If it decreases, we'll adjust accordingly. No surprises.

Can I switch packages mid-year?

Absolutely. As your business grows, we upgrade you seamlessly. We'll pro-rata any adjustments.

What if I need services beyond my package?

We'll quote additional work as fixed-fee add-ons or project fees—always with your approval first.

Do you offer discounts for annual payment?

Yes. Pay annually in advance and receive one month free (effectively 8.3% discount).

What's included in "dedicated support"?

ll packages include unlimited email and phone support during business hours. Response times vary by package, but you never pay extra for calling us.

What if I'm between Bronze and Silver?

Book a consultation. We'll assess your specific needs and recommend the most cost-effective option—sometimes Bronze + add-ons makes more sense than jumping to Silver.

Ready to Start?

Book Your Consultation Now
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