Services.​

*Optional services, available at additional cost.

^We don’t like to limit the support & advice we give, however, this is subject to a fair usage policy. As each individual/business’s support and advice needs are different, we determine what constitutes fair use on a case-by-case basis.

^^Additional Directors/Officers Self Assessment Tax Returns available at additional, reduced (vs our standard Self Assessment Tax Return fee), cost. The included Self Assessment tax return is for the tax year in which the company’s financial year ends. For example, if your company’s financial year ends on 30 September 2024, the Directors Self Assessment tax return that is included would be for the tax year 6 April 2024 to 5 April 2025.

The monthly subscription is payable for your full financial year, so if you join us part-way through your financial year, we will simply add the appropriate number of months to your first payment. For example, if your financial year starts 1 June and you join us in September, your first payment will be for 4 months i.e. June, July, August, and September.

Any subscription price quoted is based on you doing your own bookkeeping to an acceptable standard i.e. keeping accurate and complete accounting records, unless you use our optional, time and money-saving bookkeeping service. If you are going to be doing your own bookkeeping and would like some advice about which software to use, we will be happy to discuss this with you.

Where we determine that the work required for us to deliver any service is non-standard (either in volume or complexity) we reserve the right to charge an additional fee. In all such instances, we will, of course, agree this with you in advance.

All Monthly Subscription fees are payable by Direct Debit. Where a Direct Debit payment fails, or is late, an administration fee will be charged (minimum £25).

Unless stated otherwise, any fees we quote do not include any third-party costs that we might incur, and these will be recharged to you accordingly.

We have a £100 minimum monthly fee requirement, excluding any third-party recharges, for incorporated companies.

Where it is determined on preparing the financial accounts that the company’s annual turnover for the period in question was outside of the threshold of the monthly subscription paid for, the fee differential between the annual subscription that should have been paid and the annual subscription that has been paid will be adjusted for on the next available invoice. This newly determined monthly subscription fee will then be applied moving forward, and any adjustment to the subscription fee paid to date for the current financial period will be included on the next available invoice.

Any changes to subscriptions or ongoing services that result in a monthly fee decrease require at least one calendar month’s notice.

Where a Monthly Subscription is cancelled, by you or us, 1 month’s notice is required (unless agreed otherwise in advance), and no refund of fees paid will be due, regardless of the reason(s) for cancellation.