How it works

• Confirm route and fit
  

• Clarify priorities
  

• Define next steps

10 minute call

• Scope and inclusions documented

• Service calendar agreed

• Named contact confirmed

Fixed fee proposal

• HMRC agent access

• Software and data access arranged

• Structured handover from prior accountant where relevant

Onboarding

• Quarterly management packs delivered

• Tax planning scheduled

• Support within agreed scope

Cadence

A simple 10 minute call to confirm fit, then a controlled onboarding.

What you get?

Included:

• Year end accounts and Corporation Tax within agreed scope

• Quarterly management accounts with short commentary

• VAT returns where required

• Annual tax planning review

• Named contact

• Fixed annual fee agreed upfront

• You need monthly KPIs and a full finance function

• You are a sole trader needing basic MTD setup

• Your structure requires complex multi entity finance oversight

Not for you if:

Frequently asked questions

Who is the SME Business package for?

Owner managed businesses that want more than year end compliance and need quarterly visibility with a clear service calendar and a named contact..

How quickly can we get started?

Onboarding timelines depend on data access and complexity. Once scope is agreed and information provided, we typically move to active delivery within a structured timeframe.

How is pricing structured?

Fixed monthly fee based on scope, cadence, and transaction volume. Inclusions are confirmed upfront. No surprise year end bills for items within scope.

Will I have a dedicated contact?

Yes. You will have a named advisor responsible for your account, with a clear service cadence and defined communication points.

How do you avoid surprises?

We document inclusions and exclusions, agree a service calendar, and keep a controlled cadence so deadlines and responsibilities are clear.

What happens after the 10 minute call?

If there is a fit, we issue a fixed fee proposal outlining scope, inclusions, service calendar and next steps. No obligation until formally agreed.

Ready to start?

Book a 10 minute call.
We confirm scope, service calendar, responsibilities and next step.

Have a question?

Where here's to help.