Compliance Basic will suite someone that requires only the basic compliance services such as Annual Accounts preparation and Corporate tax returns. While not suitable for everyone this package is amazing value for money and also includes Xero (manual bank statements upload only).
All of our packages offer you a Fixed fee agreed upfront and the opportunity to pick up the phone and speak with a chartered accountant straight away, free of charge.
We go one step further and give you a chance to fully try out our services and the Xero accounting software for a month and if you decide it is not for you, we will refund our first month fee.
Familiarise yourself with the services we offer under each package and consider what bests fits your growth strategy. You can then contact us directly at 079 5763 9141 or email us.
We have put together a step by step guide on the process you will go through in order to become one of Shubraka’s clients.
Package comparison
| Services | Virtual FD *bespoke |
Compliance Plus from £135pcm |
Compliance Basic £90pcm |
|
| Virtual Financial Director |
Diagnostic review and report for identifying the key options for strengthening cashflow and putting more money in your bank account. |
Yes | – | – |
| Identify which are the profit drivers for your business and which have the greatest potential to influence your profitability. |
Yes | – | – | |
| Review 5 profit strategies that lie behind your profit drivers and help you prioritise and implement them. |
Yes | – | – | |
| Review of your marketing strategy and material and provide feedback and advise on how to improve those to bring in even more customers. |
Yes | – | – | |
| Monthly cashflow forecast so you can ensure your plans are funded and you do not run into financial difficulties. |
Yes | – | – | |
| Monthly management accounts with detailed analysis of profitability and month on month movements with detailed graphs and ratios to make your accounts more understandable. |
Yes | Yes | – | |
| Accountancy services |
Automated bookkeeping.1 | Yes | Yes | Yes |
| Nightly bank feed from your business bank to allow us to reconcile your invoices and payments which feed into your company’s online Xero portal. |
Yes | Yes | Yes | |
| Monthly management accounts preparation. | Yes | Yes | – | |
| Complete year-end service (annual accounts prepared and submitted to Companies House). |
Yes | Yes | Yes | |
| Company secretarial support (including annual return submission). | Yes | – | – | |
| Tax services | Advice on VAT registration (including flat rate VAT). | Yes | Yes | Yes |
| Quarterly VAT returns. | Yes | Yes | – | |
| Monthly PAYE calculations and RTI submissions, Payslips preparation. 2 |
Yes | Yes | – | |
| Annual PAYE returns – including P35s & P11Ds. | Yes | Yes | – | |
| Corporation tax return. | Yes | Yes | Yes | |
| Self-assessment tax return.3 | Yes | Yes | – | |
| We deal with all HMRC correspondence and advise you on what action to take. |
Yes | Yes | Yes | |
| Proactive reminders of all tax payments. | Yes | Yes | Yes | |
| Advice on remuneration and profit extraction. | Yes | Yes | Yes | |
| Assistance with running your business |
Smart, intuitive Xero software allowing 24/7 access to your business information from your computer, laptop or phone. |
Yes | Yes | Yes |
| Monthly calculation of the amount which can be safely withdrawn from your business bank account after tax and other expenses. |
Yes | Yes | – | |
| Smart invoicing area to professionally raise and send invoices, via phone, laptop, mobile and tablet. |
Yes | – | – | |
| Instant view of paid and outstanding invoices. | Yes | – | – | |
| Individualised Compliance calendar and reminders about all deadlines and key dates in the upcoming year |
Yes | – | – | |
| Convenient area to log and review business expenses. | Yes | Yes | – |
Note that the above fixed prices apply to a Limited company with an annual
turnover of less than £100,000 and fewer than 3 employees. Please contact us if
your circumstances are different or you would like to tailor the above packages
for a free no obligation quote.
- Fully automated booking using online software Xero
automatically feeding all your banking transactions to the accounts, and
ability to raise invoices, file expenses and check you balances daily even
through your phone - Fixed prices covers up to two employees. Further
employees attract additional charge. - Fixed prices covers single director self assessment
tax return.
