Outsourced financial management for large business

Does your business need a dedicated finance person or team? if so and you’re considering the costs of recruitment and training, the Ultimate package is for you. It is a cost-effective solution whereby you are effectively outsourcing your finance function to our highly skilled team. We will work closely with you, giving access to cutting edge software solutions, to meet your needs and ensure your business remains compliant while also freeing up in-house resources to do what they do best.

You may also be a business owner not needing to recruit but wanting the absolute full service offered for one competitive price.

This package offers real-time, daily bookkeeping with the option to use ApprovalMax in conjunction with Dext and Xero – this enables streamlined approval processes for bills. It provides reporting and KPI functions via Futrli. It ensures compliance requirements are managed. All of this adds up to peace of mind, efficiency gains, and the opportunity to really grow your business.

For more information about our partners and services
Outsourced Financial Management





Outsource your Finance Department

The Ultimate package goes way beyond all of our other offerings. In addition to the frequency of bookkeeping and all the features found in Premium, we would also work more closely with you in terms of regular debtor and creditor review, and doing everything required to provide you with accurate management accounts.

In addition you will have the option of connecting with ApprovalMax if required, as well as providing you with monthly or quarterly KPI reports so you can really track how the business is performing and see what areas may need additional focus. Full set up of these services is provided to ensure it is bespoke and fits your needs.

Prices start from £1,500.00+vat per month, are subject to transactional volume and VAT registered status, and includes the following:

  • Xero Standard subscription
  • Dext subscription, enabling you to upload expense receipts ready for analysis
  • Real-time bookkeeping
  • VAT return filing (if applicable) including HMRC VAT agent authorisation
  • Year-end company accounts filing
  • Year-end Corporation Tax return filing
  • Monthly payroll processing (if required)
  • Director’s annual salary processing and P60 (if required)
  • Annual Confirmation Statement filing
  • Registered Office facilities
  • HMRC tax agent authorisation for the company and directors where we are preparing Self-Assessment Tax Returns
  • Directors’ annual Self-Assessment Tax Return
  • A dedicated portfolio holder, who will be your first point of contact
  • Reminders on filing and tax payment dates

To find out more about this package please contact us.

For more information on pricing on all our services

020 8863 4566

[email protected]

During the last eleven years my business Oxygen Lifestyle Salon and Spa has grown, and has evolved from that of a sole trader to the successful limited company it is today. Throughout that time Charterhouse have been my personal and business tax advisors and accountants. The Business Support Unit headed by Rob provide a friendly service that is delivered seamlessly and provides me with absolute confidence and reassurance.

I would not hesitate in recommending their services to others.

Angelo Russo 

Director and owner Russo Limited