How it works

• Confirm that this route fits your business needs
  

• Clarify priorities
  

• Define next steps

Initial contact call

• Scope and inclusions documented

• Service calendar agreed

• Named contact confirmed

Fixed fee proposal

• HMRC agent access

• Software and data access arranged

• Structured handover from prior accountant where relevant

Onboarding

• Quarterly management packs delivery

• Tax planning schedule

Journey

Initial contact call

What you get

Included:

• Year end accounts and Tax calculations

• Quarterly management accounts with short commentary

• VAT returns where required

• Annual tax planning review

• Named contact

• Fees agreed in advance

• Payroll

• Budgeting

• Personal tax planning

• Inheritance Tax advice

• Company formation

• HMRC registration

Additional services also available:

Frequently asked questions

Who is the SME Business package for?

Owner managed businesses that want more than year end compliance and need quarterly visibility with a clear service calendar and a named contact.

How quickly can we get started?

Onboarding timelines depend on data access and complexity. Once scope is agreed and information provided, we typically move to active delivery within a structured timeframe.

How is pricing structured?

Fixed monthly fee based on scope and transaction volume. Inclusions confirmed upfront, with clear expectations and no unexpected year end bills.

Will I have a dedicated contact?

Yes. You will have a named advisor responsible for your account, with a clear service responsibility and defined communication points.

How do you avoid surprises?

Once the service calendar is agreed, we will constantly review to ensure that deadlines and responsibilities remain clear.

What happens after initial call?

If there is a fit, we issue a fixed fee proposal outlining scope, inclusions, service calendar and next steps. No obligation until formally agreed.

Ready to start?

Book a 10 minute call.
We confirm scope, service calendar, responsibilities and next step.

Have a question?

Where here's to help.