Loading…

Monthly Service Plans

Bringing Balance to Your Business Accounting Needs

Supporting YOUR wider business

Your unique business operates on a day-to-day basis and support across a range of matters can be needed at any time, and not always when convenient to you.

With over 30-years experience in a general commercial environment we can provide support in a number of areas to support and supplement your business when you need it.

We believe that all businesses should have access to senior financial and commercial management as a right, and at the core of this philosophy are our Monthly Service Plans.

Our goal is to provide support to You and Your Business throughout the year, when you need it and as a part of your trusted team, and not just for the year-end compliance requirements.

Our Monthly Service Plans

We offer a wide range of plans to meet your needs and those of your business and these can be tailored depending upon the type and size of your business, but, we like to keep things simple!

ALL our plans come with a Senior Financial Manager at their heart, working with YOU and helping you to better understand your business and plan for the future.

What’s included?

The Monthly Service Plans plans below are our basic starter plans and are for illustration purposes only, and they will be tailored to your exact needs from the outset giving consideration to your business type and size.

Current Starter Monthly Service Plans 2019



Year-end Accounts 

Companies House Filing

*Individual Tax Return (SA100)

*Partnership Return (SA800)

Corporation Tax Return (CT600)

Confirmation Statement

Cloud accounts subscription

Bookkeeping

VAT Return

Management Accounts

Telephone & Email Support 


SOLE TRADER

**from

£55

plus vat

Included

N/A

1 x Owner 

N/A

N/A

N/A

Included

(*additional licence fee may apply)


* Subject to reasonable transactions based on turnover

* Quarterly VAT100 preparation & submission 

Quarterly P&L, Balance  Sheet & Review

*Fair Usage Policy

PARTNERSHIP

**from

£75

plus vat

Included

N/A

2 x Partners

Included

N/A

N/A

Included

(*additional licence fee may apply)

* Subject to reasonable transactions based on turnover

* Quarterly VAT100 preparation & submission 

Quarterly P&L, Balance  Sheet & Review

*Fair Usage Policy

limited company

**from

£85

plus vat

Included

Included

1 x Director

N/A

Preparation & Filing Included

*Additional filing fee applies

Included

(*additional licence fee may apply)

* Subject to reasonable transactions based on turnover

* Quarterly VAT100 preparation & submission 

Quarterly P&L, Balance  Sheet & Review

*Fair Usage policy

*Monthly Service Plans Notes:

  • Year end accounts include statutory filing with Companies House where appropriate
  • Individual Tax Returns are for a Basic Tax Return and includes 1 x Employment, 1 x Self Employment, UK Dividend & Interest Income and UK Pension Income
  • Partnership Returns refers to Basic SA800. Supplementary pages are charged in accordance with our ‘current fees’ schedule. 
  • The Confirmation Statement (Annual Return) is subject to a Companies House filing fee which is billed separately.
  • A Cloud Accounting subscription to IPA Books+ Essentials is included in the monthly fee. Different packages may give rise to additional fees.
  • Bookkeeping requirements are included in your monthly fee and we provide this service on a ‘fair use’ basis which is based on turnover and business type. Where bookkeeping requirements exceed a ‘fair use’ basis additional fees may be payable. Unless otherwise agreed, you are responsible for maintaining your books and records and forwarding them to us for processing. We will not be liable for any errors, omissions or penalties arising from incomplete or untimely delivery of your records to us.
  • We can arrange to collect and return your books and records subject to additional charges and mileage costs
  • VAT Return preparation & submission gives rise to an additional fee based upon annual turnover in accordance with our ‘current fees’ schedule
  • Quarterly Management Accounts consist of Profit & Loss Account, Balance Sheet and supporting notes and can be tailored to meet your specific requirements
  • Telephone & email support is included on a ‘fair use’ basis and includes access to a Senior Financial Manager to discuss and review any business reasonable related matters.

**Starter Plans Pricing Information:

  • The ‘from’ prices indicated are based upon business type and turnover range. Please refer to our ‘current fees’ schedule
  • Based upon a non-VAT registered business with no VAT submission requirement
Terms & conditions for Monthly Service Plans

All prices are subject to VAT and our standard Terms of Business apply, with the following additions:

  • Prices are for a single entity/business per plan
  • Fees will be billed monthly and are payable by standing order or direct debit strictly with 14 days of the end of the month to which they relate
  • Monthly Services Plans are for a minimum 12-month period and subject to a 3-month cancellation period
  • Plans cancelled within the first 12-months are liable to the balance of the remaining minimum period due monthly payments, plus the 3-month cancellation charge if this extends beyond the minimum period
  • Where transactions exceed the ‘fair use’ basis you will be advised of any additional charges payable, and an average of 3-months additional transaction charges may be used to set the monthly fee for the Monthly Service Plan for the next 3-months
  • Services not included in the Monthly Service Plan will be invoiced separately to the chosen plan.
Your Journey with Us

YOUR monthly plan is unique to YOU and we will start you on your journey  with an initial assessment to identify your needs and from which we will provide a quote for your consideration.

Simply click on the appropriate Plan button above, or complete our general enquiry  form to take the next step.

error: Content is protected !!