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Done for you packages

Let me take the stress out of accounting
Do you struggle to find the time to keep your accounting records up to date? Do the numbers in your business stress you out? Are your accounts always left until the last minute?
Would you like to feel more in control of your finances without all the stress and worry allowing you more time to focus on the things you love in your business and life?
I appreciate that every business is unique, but I have created four packages to give you an idea what of is possible. However, if they do not work for you, then I can create a bespoke package for you and your business. If you are just not sure what package will work for you. then we can have a chat and discuss what would suit you.
With all packages I am available to help you out with any questions, even the ones you might think are silly, without you worrying about receiving an additional invoice.

The Scale Smart Finance Director (FD)

The ultimate package for 6 figure online service providers that gives you access to all the financial support you need to grow your business. Remember, scaling online service providers choose to have their own virtual FD. Let’s eliminate any doubt about your financial decisions and get you in control of your finances. Stop letting your finances control your life and business so you scale with ease.
Monthly 1 hour Financial Review Session via Zoom
Monthly management accounts and sales report sent with video feedback
Detailed report showing sales analysis per service
Estimate of annual tax bill so you can make sure you are saving for your taxes
Provide guidance on how to achieve your sales target by outlining the specific services necessary to reach it
Cashflow forecasting for your business - do you want to know if you can afford to bring in another team member or maybe hire a VA? Then this is vital element to ensure that this is possible for you and your business
Ensuring as your business grows you are set up in the most tax efficient way as possible
Pocket FD Support – 4 days a week
All required compliance work for HMRC
Monthly bookkeeping to keep your figures up to date including VAT returns
Investment: From £600 per month - based on the number of transactions in the business - (price is based on the lowest number of transactions).

The Savvy CEO

Enjoy peace of mind as I expertly manage your finances, empowering you to focus on scaling your business while we take care of the rest. Unlock your business's growth potential stress-free. Let me handle your monthly finances, ensuring every number is tracked, organised, and optimised for growth.
Monthly bookkeeping to keep your figures up to date including VAT returns & payroll
Estimate of annual tax bill so you can make sure you are saving for your taxes
Provide guidance on how to achieve your sales target by outlining the specific services necessary to reach it
Cashflow forecasting for your business - do you want to know if you can afford to bring in another team member or maybe hire a VA? Then this is vital element to ensure that this is possible for you and your business
Ensuring as your business grows you are set up in the most tax efficient way as possible
Detailed report showing sales analysis
All required compliance work for HMRC
Investment: From £400 per month - based on the number of transactions in the business - (price is based on the lowest number of transactions).

Sleep Easy Compliance

Get more sleep now you know your taxes are being dealt with. Pay less tax on the money you make, making you profit savvy. Remember savvy online service providers don’t pay too much tax.
Consultation call where we talk all about your business
Reviewing your bookkeeping records
Preparing year-end accounts
Completion of your self-assessment return
Advice on any tax reliefs which are available to you
On hand help with your finances
Investment: £55.00 per month for Sole Traders and £120.00 per month for Limited Companies

As well as the above packages,
I offer individual services. Check them out here

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What to do next

So, if having less stress in your life and more time to focus on the fun stuff sounds good to you.

Make an enquiry below.

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