Proactive
Your All-in-One Financial Solution
Perfect for established businesses with multiple Directors and growing teams
As your business grows, so does the complexity of managing cash flow, profitability, tax and remuneration. This package is designed for companies with more than two Directors and up to ten employees that need greater visibility, strategic insight and ongoing support.
✅ Stay ahead of your numbers, not behind them. Receive monthly management reports and financial summaries that provide a clear view of profitability, cash flow, tax liabilities and available reserves, helping you make confident business decisions throughout the year.
✅ Understand the story behind the numbers. Regular review meetings help you identify trends, opportunities and potential issues before they become costly problems.
✅ Maximise tax efficiency. We analyse the most effective way to extract profits from your business, taking into account both company performance and your personal circumstances to create a remuneration strategy that works for you.
✅ Plan for growth with confidence. Whether you're recruiting, investing, scaling operations or managing cash flow, you'll have access to proactive advice and support when it matters most.
✅ Your own dedicated accountant. Gain a trusted adviser who understands your business, challenges your thinking and helps you make better financial and commercial decisions.
This package is ideal for ambitious business owners who want more than compliance and are looking for a strategic partner to support their next stage of growth.
Dedicated Accountant
Taxes
-
Annual Company Accounts and Corporation Tax return
-
Quarterly VAT returns
-
Monthly Management accounts
-
Monthly Financial review call
-
Payroll for Directors and up to 10 employees
-
Self-assessment tax returns – up to four Directors
Advisory support
-
Business coaching
-
Year-Round support
Investment starts at £795 + VAT per month
How to get started
Day 1
The Intro
Once you get in touch you will be asked to complete a short questionnaie which is designed to help you articulate your goals, values, and the main concerns affecting your business.
Week 1
Discovery call
We get to know you, your team and your business. We iron out any historical creased. We get your books up to date and we answer any questions you might have.
Month 1
Onboarding
Once you sign up, we handle the essential admin tasks and set clear expectations for compliance work delivery. We also outline strategic planning to ensure your goals are met effectively.