Packages
Running a business is hard enough without trying to figure out bookkeeping and tax on your own.
These packages are designed to support sole trader businesses and small limited companies - whether you want someone to fully take things off your plate, or just need a second pair of eyes and clear guidance.
What's Right For Me?
Here's a quick snapshot to help you find the right fit. Scroll down for the full details on each one.
Happy doing your own bookkeeping but want reassurance? You stay in control day to day, with a professional eye checking things regularly, flagging issues as they come up, and handling your tax and year-end when they're due, so you're not second-guessing whether you've got it right.
Prefer to hand it all over? Send your invoices and paperwork through a handy app and I'll take care of the rest, from the bookkeeping through to everything that gets filed.
New to Xero, or not quite confident yet? Tailored one-to-one training focused on what you actually need, plus a follow-up call to make sure it's all working as it should.
Don't need a package, just stuck on something? A one-to-one hour on Making Tax Digital, or on Xero or FreeAgent, focused on whatever's actually tripping you up. £97.
VAT returns, MTD submissions, payroll, management reports and catch-up work. These get added on where you need them, and always agreed in advance.
Not sure?
If you're not completely sure which package suits your business, that's absolutely fine. Most people come to me feeling unsure about what they need, especially if their business is growing or changing.
I'm always happy to talk things through, explain the options, and help you decide what level of support makes sense. Your package can also be adjusted over time if things change.
How these packages work
For the Your Books: Checked and Bookkeeping and Tax: Covered packages. I work on your figures as the year goes along, not in one go at the end, which means problems get spotted while there's still time to do something about them, and nothing piles up waiting for a deadline.
Your tax return, accounts and anything else that gets filed are all included, and they're prepared from the records I've been keeping all year.
If there are earlier years still to sort, an older tax return or a set of accounts that never got finished, that's not a problem at all. It's just separate from the ongoing package, so I'll look at what's needed and quote for it before any work starts.
Your Books: Checked
This package is for business owners who are happy to do their own bookkeeping but want the reassurance that everything is being done properly.
You keep on top of your day-to-day records, and I review your books regularly to make sure they’re accurate, compliant, and heading in the right direction. If anything needs fixing or improving, I’ll explain what’s needed and guide you through the next steps.
What’s included
- Monthly or quarterly review of your bookkeeping, whichever suits you better
- Light corrections and adjustments where needed
- Clear action points to keep things on track
- Profit report and tax estimates
- Self Assessment tax return preparation and submission
- Dealing with HMRC on your behalf
- Ongoing support via email or WhatsApp
If you're a limited company, it also includes:
- Your annual company accounts
- Your corporation tax return (CT600)
- Your confirmation statement
Need a hand getting to grips with Xero?
The Xero: Set Up & Sorted training package can be added for a discounted £180, and spread across your monthly payments.
What you’ll need to do
To get the most out of this package, you’ll need to:
- Keep your bookkeeping up to date in Xero, FreeAgent or spreadsheets, including invoicing, bank transactions, and expenses
- Upload receipts and paperwork regularly using a secure app
- Work through any action points or guidance following your reviews
- Get in touch if something changes in your business or you’re unsure about anything
- Control and pay for the software subscription
Fees
Sole trader: from £40 per month
Limited company: from £95 per month
Because your tax return and accounts cover a full year, they're finalised once that year has been paid for in full. If you cancel partway through, they won't be completed as part of the package. See FAQs for more details.
Bookkeeping & Tax: Covered
This package is for business owners who want everything taken care of, from day-to-day bookkeeping through to tax, so nothing gets missed and nothing is left until the last minute.
I manage your bookkeeping on an ongoing basis and keep everything organised throughout the year. Your software is included, along with your tax return, so you have one clear monthly cost and no deadlines to juggle.
What’s included:
- Ongoing bookkeeping
- Software subscription included, if needed
- Monthly profit report and tax estimate
- Self Assessment tax return preparation and submission
- Dealing with HMRC on your behalf
- Quarterly check-in via video call
- Ongoing support via email or WhatsApp
If you're a limited company, it also includes:
- Your annual company accounts
- Your corporation tax return (CT600)
- Your confirmation statement
What you’ll need to do
Getting started is simple:
- Connect your business bank account to Xero or FreeAgent. This only allows me to see your transactions, not make payments or move money.
- Send over invoices and receipts using a secure app, making it easy to upload documents as you go.
That’s it – I’ll take care of the rest.
Fees
Sole trader: from £100 per month
Limited company: from £165 per month
I take several factors into account when working out your monthly fee, so get in touch for an accurate price.
Those figures assume your software comes free with a Mettle, NatWest, RBS or Ulster Bank account, or that you already hold and pay for your own subscription. If neither applies, I'll include a subscription at exactly what it costs me, with no mark-up.
Because your tax return and accounts cover a full year, they're finalised once that year has been paid for in full. If you cancel partway through, they won't be completed as part of the package. See FAQs for more details.
Xero: Set Up & Sorted
This Xero setup and training service is for business owners who are using Xero (or planning to) but don’t feel fully confident getting everything set up or using it day to day.
Before we meet, you’ll complete a short pre-session questionnaire so I can understand how you run your business and what you actually need from Xero. I’ll then put together a fully tailored two-hour Xero setup and training session, focused on the parts you’ll use in your business, without overcomplicating things or showing you features you don’t need.
Sessions are available during the day or in the evening, so they can fit around your business and life. The session is recorded, meaning you can revisit it whenever you need a refresher.
A few weeks later, we’ll also have a 30-minute follow-up call to answer any questions and iron things out once you’ve had time to put everything into practice.
What’s included
- Pre-session questionnaire to tailor the training to your business
- 2-hour one-to-one Xero training session
- Recording of the session for future reference
- Guidance on keeping your records tidy and MTD-ready
- 30-minute follow-up call a few weeks later
Fees
£220 one-off
OR
If you sign up to the Your Books: Checked package, this is discounted to £180 and can be spread across your monthly package payments.
Xero subscription is not included and is paid for directly by you.
This is ideal if you want to manage your own bookkeeping with confidence.
Click the button below to fill out the enquiry form - no obligation, this just starts the conversation.
What this covers, and what it doesn't
This is training on using Xero, getting it set up and keeping your own records in it day to day.
It isn't accountancy or bookkeeping training. It doesn't cover tax treatment, preparing accounts, or payroll, and that isn't something I teach. There are far too many complexities and specifics involved to cover every eventuality in a session. If you need that side handled, I can take it on for you.
Power Hours
Sometimes you don't need a package, you just need an hour with someone who knows what they're doing.
A power hour is a one-to-one session focused on a single thing you're stuck on. You tell me what's bothering you beforehand, we spend an hour on it, and you get a recording to look back on.
Making Tax Digital
What MTD actually means for you, when it applies, and getting your records set up so you're ready for it.
Xero or FreeAgent
Whatever's tripping you up in your software, whether that's reconciling, invoicing, receipts or reports.
Fees
£97 per session
These are training and guidance sessions on the software and the process. They don't cover tax treatment, preparing your accounts, or deciding how to handle something specific in your figures. If you need that side handled, I can take it on for you.
Additional Services
Some services aren’t needed by everyone, or may only apply at certain stages of your business. These can be added on where required and will always be discussed and agreed in advance.
Optional extras can include:
VAT returns
If you’re VAT registered, I can prepare and submit your VAT returns for you.
MTD submissions
Where Making Tax Digital applies, I can handle the required submissions for you and keep everything up to date.
Management reports/business insights
Extra reports to help you understand how your business is performing, with clear explanations so you know what it actually means for you.
Bookkeeping catch-up or tidy-ups
If things have fallen behind or got a bit messy, I can get everything back up to date and in order.
Director payroll
If you're a company director taking a salary, I can run your payroll and handle the PAYE submissions.
Payroll for staff
I don't run payroll for employees myself, but I work with a payroll provider I trust and can get that arranged for you, so it's still one less thing to sort out.
Extra support when you need it
Anything outside your package - whether that’s extra help, questions, or one-off support.
How it works
Anything additional is always agreed upfront, so you’ll know exactly what to expect before any work is carried out.