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.