Limited companies in Cheltenham
Accounts, corporation tax, bookkeeping, payroll and VAT for owner-managed companies, on a fixed monthly fee agreed before the year starts.
Problems we solve
Most small companies come to us with the same handful of questions.
We work out the salary and dividends that suit your figures each year, so you take what the company can afford without an unexpected tax bill.
We show you where it stands and how to clear it, with a properly declared dividend or a repayment, before the year end so you avoid a section 455 charge.
Our in-house bookkeepers keep Xero current through the year, so VAT returns and the year end are not a scramble.
We look at the threshold, who your customers are and the schemes available, and plan the timing rather than react to it.
Core + includes an annual review meeting, and Growth adds quarterly management accounts with a meeting each time. Phone and email questions are never charged.
Accounts, corporation tax, the confirmation statement, payroll and VAT are diarised and filed ahead of every deadline.
What’s included
Core covers the statutory work. Core + adds the work in between. Each package includes everything in the one before it.
Included in Core. Year-end accounts prepared and filed at Companies House, plus the corporation tax return to HMRC.
Included in Core. Filed every year with the Companies House fee included, and our Royal Crescent address as your registered office, with statutory post handled.
Included in Core. Xero is part of the monthly fee rather than billed separately, along with telephone and email support.
Included in Core +. In-house bookkeepers keep the ledger current through the year rather than catching up at the year end.
Included in Core +. Payroll run and filed under RTI, with auto-enrolment duties and pension submissions handled.
Included in Core +. VAT returns filed under Making Tax Digital, and a meeting each year to go through the results.
Choosing a package
Most small companies start on one of these two. Growth, from £450 + VAT a month, adds quarterly management accounts. Finance Partner, from £850, adds credit control, payment runs and monthly figures.
The accounts, corporation tax return, confirmation statement, registered office and Xero subscription, for directors who keep Xero up to date themselves.
Everything in Core, plus bookkeeping, payroll and pensions, VAT returns and an annual review meeting.
Common questions
Core starts from £100 + VAT a month and covers the accounts, corporation tax return and confirmation statement. Core +, from £250 + VAT a month, adds bookkeeping, payroll, VAT returns and an annual review. The fee is fixed before the year starts.
Annual accounts at Companies House, a corporation tax return to HMRC and a confirmation statement. If the company runs a payroll there are RTI submissions, and VAT returns if it is registered.
Yes. We contact your current accountant and handle the handover, so there is no need to wait for the year end.
We work in Xero, and the subscription is included in every package. If you use other software, we can move you across.
Yes. Most directors need a personal tax return, and we plan it alongside the company because salary and dividends affect both. We confirm the fee for it in your quote.
Our office is at 3 Royal Crescent, Cheltenham, and most clients are in and around the town. We also work with owner-managed companies across Gloucestershire and the South West, in person or online.
Usually the right fit · Core +
Accounts, corporation tax, bookkeeping, payroll, VAT returns and an annual review meeting, on one fixed monthly fee.
Core, from £100 + VAT a month, covers the statutory work if you do the bookkeeping yourself.
The fee is agreed up front, so a question in March does not turn into an invoice.
We handle the handover with your current accountant.
Twenty minutes on your company, your records and what you need from an accountant.
We take over from your current accountant and set up Xero and payroll, even part way through the year.
Salary and dividends planned for the year, so you know what to take and when.
Company accounts, corporation tax, payroll and VAT done ahead of the deadlines.
Next step
A 20-minute call is enough to see what your company needs and what it would cost. No obligation.