Fixed monthly fees. No surprises.
Choose the plan that fits your business. Every plan includes Xero and one bookkeeper who knows your books.
Essentials
A simple starting point for new sole traders and side businesses.
per month
- Bank reconciliation (up to 25 transactions a month)
- Quarterly profit & loss summary
- Expense categorisation
- Xero software included
- Email support
- Annual review call
Starter
For established sole traders and freelancers with regular monthly activity.
per month
- Bank reconciliation (up to 75 transactions a month)
- Monthly profit & loss report
- Expense categorisation
- Xero software included
- Unlimited email support
- Quarterly check-in call
Growth
For growing small businesses that need full financial oversight.
per month
- Everything in Starter
- Unlimited transactions
- VAT return preparation & filing
- Quarterly management accounts
- Monthly review call
- Year-end accounts preparation
Limited Company
For small limited companies that want everything handled for one monthly fee.
per month
- Monthly bookkeeping (up to 75 transactions a month)
- Statutory year-end accounts, filed with Companies House
- Corporation tax return (CT600)
- Confirmation statement
- Director’s self-assessment
- VAT returns available for +£40 a month
Not sure which plan? Let’s have a chat →
Optional extras
Add any of these to a plan, or book them on their own.
| Service | What’s included | Price |
|---|---|---|
| Company accounts & corporation tax | Statutory year-end accounts filed with Companies House, plus your CT600. £450 a year if I keep your books. | From £650 / year |
| Confirmation statement | Your company’s annual confirmation statement, filed with Companies House. | £50 + Companies House fee |
| Dormant company accounts | Dormant accounts and corporation tax return for a company that isn’t trading. | £150 / year |
| Self-assessment return | Full preparation and HMRC submission of your personal tax return. £120 on the Limited Company plan. | From £150 / return |
| Payroll | RTI payroll for any plan, including payslips and P60s. Up to 5 staff. | From £35 / month |
| Xero setup | One-off Xero configuration plus a one-hour training session. | £120 one-off |
| Catch-up bookkeeping | Behind on your books? I’ll bring everything up to date, however far back it goes. | Quoted |
| Budget preparation | An annual budget and planning session, with forecasts and targets. | £95 / session |
| HMRC correspondence | I’ll deal with HMRC letters and queries on your behalf. | £55 / hour |
| Making Tax Digital support is quoted on your free call | About MTD → | |
Pricing questions
Are there any setup fees?
No setup fees on any plan. The only one-off cost is the optional Xero setup (£120), if you’d like me to set it up for you.
Can I change my plan later?
Yes. You can upgrade at any time with no penalty. For downgrades, just give one month’s notice.
Do I need to sign a long contract?
No. All plans are rolling monthly, with one month’s notice to cancel.
Can you do my company’s accounts and corporation tax?
Yes. As an AAT licensed accountant I can prepare and file your statutory accounts with Companies House and your corporation tax return with HMRC. It’s included in the Limited Company plan, or from £650 a year on its own (£450 if I keep your books).
What software do you use?
I work exclusively with Xero. It’s MTD-compatible and included in your plan fee.
What if I have more transactions?
We’ll talk about it on your free call. Essentials suits up to 25 transactions a month, Starter up to 75, and Growth covers unlimited transactions.
Are there any hidden fees?
No. The price you see is the price you pay. Fees are fixed and reviewed once a year, with one month’s notice of any change.
Not sure which plan fits?
Tell me roughly how many transactions you have each month and what you need help with, and I’ll recommend a plan. The first call is free.