Other Services

Bookkeeping - £30 plus VAT per month

If the process of entering your income and expenditure into your accounting software is too time consuming or complicated then this service is for you. You will simply upload your bank statements or receipts to our secure online portal and we will look after the rest for you. Please refer to the Service Guide for full details.

Rental income - £90 plus VAT (per property)

If you have income from rental properties then there is an additional fixed fee of £90 plus VAT per annum per property to cover the costs associated with reviewing this income stream and preparing the Land and Property pages on the self assessment tax return. This will be charged to you as an addition to the monthly fixed fee of £7.50 plus VAT per month.

Accounts & Tax Catch Up - £420 plus VAT (one-off)

If you are transferring to MBT after month 9 of your current tax year and you require us to prepare and file the annual accounts and self assessment tax return then there will be a one-off discounted fee of £420 plus VAT to cover this service as you will not have made any monthly payments.

Mortgage or Tenancy Reference - £100 plus VAT (one-off)

If you need confirmation of your earnings for the purpose of a mortgage or tenancy application then we can provide this via letter or by completing a pre-defined confirmation form.

Contract Assessment Services

If you would like peace of mind regarding your affairs please request a call back to discuss the status contract assessment and additional protection services in further detail. In summary these are as follows:

Contract Assessment

The summary report will explain any key problem areas.

Full Contract Report

The report will provide a detailed opinion of the engagement with full suggested amendments. Our partners will be on hand to advise, explain and assist in updating the engagement terms.

Tax Compensation Cover

As a fixed fee accountancy and tax client you will be protected by our Tax Fee Protection Insurance and have the opportunity to upgrade the protection to include tax, national insurance, interest and penalties in the event that HM Revenue & Customs should successfully challenge your status. Tax Compensation Cover (TCC) is designed specifically to meet the requirements of freelancers. Please contact us for a detailed quote.

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"But I already have an accountant..."

We make changing accountants hassle-free by looking after the entire process for you.

First we establish the most appropriate time for you to transfer then we communicate directly with your existing accountants - all in accordance with ICAEW guidelines.

You can then focus on working with us to bring your affairs up-to-date.

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