AK F.D.

AK F.D.

This package is for the business owner who wants the benefits of a financial director for a fraction of the cost.

It includes:

  • Preparation of year-end accounts and the business tax return
  • Preparation of two personal tax returns
  • Xero accounting software
  • Xero software set-up to get you up and running
  • Monthly management report (if you use Xero software)
  • Tax calculation 9 months into the year to see where you stand
  • Tax planning 9 months into the year
  • Quarterly dividend review and dividend voucher admin
  • Weekly progress call
  • Annual budget creation and quarterly update
  • Quarterly strategy meeting with Andrew Hyland (at our office or via Skype)
  • Monthly payroll for up to 10 employees
  • Monthly review of your Xero information as a health check to make sure everything’s going okay.
  • Annual wealth planning meeting with our, or your, external Financial Advisor.

If you need more than 10 employees, additional employees will be charged at £2.50 per payslip.

If you need us to file your VAT returns for you, there is an additional charge of £25 per month.

If you need us to also carry out your bookkeeping for you, there is an additional charge of £200 per month (for half a day per week) or £345 (for a full day per week).

Additional personal tax returns are charged at £10 per month.

The package includes business insurance covering accountancy fees and assistance in the event of a tax enquiry by HMRC.

The basic price for this package is £499 per month plus VAT.

If this is the package for you, or you have any questions,

click here to get in touch with us about it