Our Essential Package: Business Performance

Relax – we’ve got it covered

This service is designed to give you everything you and your business need for statutory compliance and tax efficiency, as well as providing meaningful, practical support at the end of the phone.

You have enough to think about without having to remember when your accounts need to be prepared or your tax return submitted. So you concentrate on your business and we’ll take care of your accounts and help you stay on the right side of the law. We also offer you some useful basic analysis through this package.

Here are some of the highlights of our Essential Package, followed by an at a glance guide to everything it includes.


Right format, right time

I’m Nathan and I’m here to help you with your day to day accounting needs.
Call me now on
01733 371180

As you’d expect, we’ll give you accounts that are prepared in the correct statutory format at the correct time. And that’s not all. You’ll know exactly what profit your business generated and what that means for your cash flow from the detailed explanation we give you.

It will help create a clearer picture of how you can improve your bottom line – and leave you more time to concentrate on other areas of your business.

Tax planning

Regular advice on minimising your tax

How useful would it be to look at how you can save tax on a regular basis – even if it’s just to make sure everything’s been optimised effectively?

Many accountants claim to offer tax planning advice but not many do it like this:

  • Annual Taxability reviews in February each year to make sure your personal tax is minimised.
  • Business tax review two months before your year end so that your business pays as little tax as possible.
  • Post year end review to make sure all your expenses and allowances have been properly claimed.

Management accounts

Regular management information is vital to the continued success of any business. Work closely with us and we can make suggestions to help improve profits or to develop and grow your business.

We can prepare your monthly or quarterly management accounts to make sure you always have reliable and accurate information on which to base your business decisions.


Do you ever wonder how well you’re doing compared to your competitors? With our accounting packages, you’ll get a fully customised report that will show you.

Your report will eliminate guesswork by providing a fact-based analysis of your key financials, as well as calculating the potential for improvement. It will give you a crystal clear picture of the strengths and weaknesses of your business compared to your competitors.

If you’re currently not getting this from your advisor, talk to us today.

Our Essential Package at a glance

  • Accounts
  • Tax Planning
  • Dedicated customer manager and unlimited access – by phone to anyone in our team at no extra charge.
  • Membership of our business growth club – at least four events every year to help you grow your business. Find out more about these events here.
  • Registered office and Company Secretary
  • Fee protection insurance – insurance against the cost of a tax investigation. You’ll be covered by our scheme – in the event of an enquiry, we’ll be able to deal with this for you promptly and our fees will be met by the insurance company.
  • Accounting systems report – a report on the quality of your accounting records so you don’t have to pay us to correct things you could do yourself.
  • Benchmarking review – this will measure the performance of your business against other businesses in your sector. Our report will highligh those areas where improvements can be made to your profitability and cash flow position.

Optional services

Tearing your hair out with bookkeeping?
I’m Tracy and
I’m here to help.
Call me now on
01733 372685
We offer these as optional services so you don’t have to pay to do them if you’d rather keep them in-house. Please click on the service names to find out more about them.

To discuss our Essential Package, without any obligation, contact us today.

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