Affordable Bookkeeping Packages
Running a business is never one-size-fits-all and your bookkeeping shouldn't be either. That's why I offer a choice between ongoing monthly support and a one-off annual service, along with a range of add-ons that can be tailored to your business needs.
My goal is to give you clear, flexible options so you can choose the level of support that feels right for you - whether you're a growing business needing regular bookkeeping or a sole trader who prefers a once-a-year service.
Monthly Bookkeeping Packages
Our monthly packages provide ongoing bookkeeping, regular reconcilliations, VAT returns, management reports and in higher tiers, Self Assessment and Business Income Tax. These are ideal if you want your accounts kept up-to-date throughout the year with predictable monthly costs.
Our Bronze
Package
Essential Support
(£100–£200/month)
Perfect for sole traders and small businesses with simple bookkeeping needs.
What’s included:
• Monthly bookkeeping (up to 50 transactions)
• Bank reconciliation for 1 account
• Digital receipt capture setup & support (Xero)
• Categorisation of income & expenses
• Quarterly VAT return (if applicable)
• Basic email support (72‑hour response)
• Quarterly check‑in to review accuracy & compliance
What’s not included:
❌ Self Assessment
❌ Year‑end adjustments (capital allowances, accruals, prepayments)
❌ CIS monthly returns
❌ Payroll
❌ Historical clean‑up
❌ Multiple bank accounts
Available as add‑ons.
Our Silver
Package
Growth Support
(£250–£350/month)
Ideal for growing businesses needing deeper insight and regular reporting.
What’s included:
• Everything in Bronze
• Monthly bookkeeping (50–150 transactions)
• Bank reconciliation for up to 3 accounts
• Debtor & Creditor summaries
• Monthly management reports (P&L, Balance Sheet, Cashflow snapshot)
• Quarterly VAT return preparation & submission
• Payroll for up to 2 employees
• Priority email support (48‑hour response)
• Personal Self Assessment included (full year‑end reconciliation + filing)
What’s not included:
❌ CIS monthly returns
❌ Additional payroll employees
❌ Historical clean‑up
❌ Software migration
❌ Advanced management accounts
❌ Business Income Tax
❌ Director’s loan account repairs
❌ Multiple software systems
Available as add‑ons.
Our Gold
Package
Ultimate Support
(£400–£700+/month)
For businesses that want hands‑on support and proactive financial guidance.
What’s included:
• Everything in Silver
• Weekly bookkeeping (150–300+ transactions)
• Full reconciliation across all bank, credit card & payment platforms
• Payroll processing (up to 5 employees)
• Advanced Management Accounts — KPIs, trends, profitability analysis
• Cashflow management & scenario planning
• Business Income Tax (full preparation & filing)
• Priority turnaround
• Email support (24‑hour response)
What’s not included:
❌ CIS monthly returns
❌ Additional payroll employees
❌ Historical clean‑up
❌ Software migration
❌ Director’s loan account repairs
❌ Multi‑entity consolidation
❌ Forensic bookkeeping
Available as add‑ons.
One-Off Annual Service
If you prefer a single yearly service, I offer a one-off annual package that includes full year bookkeeping, CIS reconcilliation and Self Assessment preparation and filing. This is a great option for sole traders, tradespeople, and small businesses who manage their own records during the year.
Our One-Off Annual
Package
One-off Support
(£350–£650/year)
What’s included:
• Full year bookkeeping - Categorising of income and expenses for the tax year
• Bank Reconciliation
• CIS Reconciliation
• Allowable expenses review
• Self Assessment preparation - SA100 + SA103S
• Submission to HMRC - Filing return securely and on time
• Tax calculation
• Support for queries relating to your tax return.
What’s not included:
❌ Monthly bookkeeping
❌ Ongoing bank reconcilliation
❌ VAT Returns
❌ CIS monthly returns
❌ Payroll processing
❌ Management reports
❌ Credit Control
❌ Historical clean‑up
❌ Software set-up or migration
❌ Receipt chasing
❌ Business Income Tax
❌ Director’s loan account repairs
❌ Multiple software systems
Available as add‑ons.
Add-Ons
Every business is different, so I offer a range of optional add-on services, these can be added to your package os used on their own if you only need occasional support.
Customise your package with flexible extras:
Bookkeeping & Clean‑Up
Additional bookkeeping hours — £25/hour
Historical bookkeeping catch‑up — from £30/hour
Year‑end adjustments (accruals, prepayments, capital allowances) — from £50
Software & Systems
Xero setup & migration — £150–£350
Xero training — £25/hour
Alternative software support — additional fee depending on system
Xero subscription — billed directly to client (Xero Growth plan suits most businesses)
Payroll & CIS
Additional payroll employees — £12 per employee
CIS monthly returns — £20–£40 per submission
Subcontractor verification — £5 per verification
Tax Services
Self Assessment — from £150 (Includes full year‑end reconciliation, expense review, CIS reconciliation if applicable, preparation & filing)
Business Income Tax — from £250
Tax planning session — £75 (30 minutes)
Business Support
Credit control — £50–£150/month
Cashflow forecasting — from £100
Budgeting support — from £75
Quarterly strategy session — £60
Service Review Clause
All service tiers and pricing are reviewed every three months to ensure they reflect your business’s transaction volume, complexity, and support needs. Any adjustments will always be discussed and agreed before implementation.
To establish which plan would best suit your business, I will conduct a questionnaire either via email or by telephone. This enables me to understand your business needs. Please get in touch via the Contact us form so that we can arrange this.