Proactive
Your All-in-One Financial Solution
This package is for you if your company has more than 2 Directors and up to ten employees
You don’t have to wait until the end of the year to understand your business’s financial health.
Gain control over your business’s finances with monthly management reports and summaries that give you a clear picture of profitability, cash flow, balance sheet, tax liabilities, and available reserves for remuneration planning. We also analyse the best options for paying yourself — whether through a director’s salary and dividends — based on both personal and business circumstances, ensuring the most tax-efficient strategy.
Investment starts at £745 + VAT per month
Dedicated Accountant
Taxes
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Annual Company Accounts and Corporation Tax return
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Quarterly VAT returns
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Monthly Management accounts
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Monthly Financial review call
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Payroll for Directors and up to 10 employees
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Self-assessment tax returns – up to four Directors
Advisory support
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Business coaching
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Year-Round support
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.