Know – Succession (Limited Company)

Opportunity to influence

Who does it suit?

If you are a limited company with income up to £1m

Price per month (+ VAT)

• £350 + VAT

What’s included?

1. Accounted For Client Portal
2. Clear tailored information
3. Secure uploads
4. Reminders and texts.
5. Accounts Software
6. Ability to take pictures of paperwork and upload using Sage Accounting
7. Receipt bank
8. Xero
9. Hubdoc
10. Auto entry depending on requirements and using 3rd party so subject to change on service and pricing.
11. Automatic bank feeds; using 3rd party so subject to change on service and pricing.
12. Bookkeeping/Credit control time per month – 4 hours
13. Assigned accounts team to ensure continuity
    
14. Number of Directors’ returns; Directors’ personal tax return/self-assessment and assumes no other income sources – 2
    
15. Number of transactions per month – 200
16. Amount of paperwork (if any); Ringbinders – 1
17. Income per year (up to) – £1m
18. MTD Compliant VAT returns; assumes bookkeeping reconciled within time and no special circumstances such as international trade.
19. Management accounts; quarterly basis with up to 1 hour meeting
20. Tax planning
21. Budget/Forecast
22. Financial statements; end of year accounts annually submitted to HMRC and Companies House along with relevant tax calculation submissions.
23. Year end meeting – 2 hour
24. CS01; confirmation statement and updates to Companies House
25. Regular updates
26. Free chat, on end of phone or e-mail when you need us including instant chat on our portal
27. Networking Opportunities
28. Preferential rates from clients products and services