Packages that Suits Your Business Needs

We make it our mission to deliver the best value, high-quality service to individuals and businesses by providing transparent professional services to them. We offer bespoke packages that are right for you and your business.
Either you choose which services you would like and create your own package to suit your specific business requirements or if you’re not sure on what you need, please contact us.
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Xero Consulting

  • Xero implementations
  • Migration
  • Day to day bookkeeping advise
  • Demo / Training
  • Xero bookkeeping healthcheck


  • Preparation of financial statements for groups and single companies
  • Preparation of annual corporate tax returns


  • Production of payslips
  • RTI administration
  • End of year compliance
  • Payment of employee monthly salaries
  • Payment of HMRC PAYE/NI
  • Auto enrolment solutions
  • Payroll process review and advisory
  • Tronc set up and administration

Credit Control and Supplier management

  • Issue sales invoices
  • Use of either BACS or Faster Payments for candidate/contractor payments
  • Exports to Xero or your own accounting system to update sales ledger
  • Factor upload and drawdown
  • Allocation of customer receipts
  • Credit control and debtor chasing
  • Supplier payments

Company Secretarial

  • Filing Companies House confirmation statements
  • Maintaining statutory registers
  • Providing a registered office address
  • Updating company and director details
  • Issuing share certificates
  • Share allotments/splits/ cancelations
  • Company formation and advice
  • Share issues,, conversion, subdivision, consolidation of shares
  • Capital reduction or share buy back
  • Attending Board meetings, advising on governance, acting as your Company Secretary

Outsourced finance function

  • Full back office financial outsourcing (AP, AR, GL)
  • Receivables management
  • Payables management
  • Preparation of management accounts
  • VAT compliance
  • Bookkeeping

Corporate Tax

Specialist tax advice related to:

  • Property tax
  • Planning and due diligence
  • Maximising tax relief through research and development
  • Patent box
  • Pensions
  • Partnership/profit sharing
  • Methods of profit extraction, including dividend policy
  • Corporate venturing
  • Business/incorporation
  • Corporate tax self-assessment
  • VAT and PAYE planning
  • Compliance with HM Revenue and Customs requirements
  • Managing the impact of a tax enquiry or investigation

Personal Tax

  • Personal tax planning
  • Maximising tax relief through EIS/SEIS/Pensions etc
  • Partnership/profit sharing
  • Methods of profit extraction, including dividend policy
  • Personal tax self-assessment
  • Compliance with HM Revenue and Customs requirements
  • Family office services
  • Personal financial planning
  • Succession planning
  • Residence and domicile tax planning
  • Planning your retirement
  • Protecting your family

Business Advisory

  • Start up support
  • Accounting software, reporting and cloud solutions
  • Budgeting and forecasting
  • FD Services
  • Interim accounting support
  • Finance function and process review
  • Process Design and development
  • Management Information and design development

EMI Schemes

  • Agreeing Share Valuation with HMRC
  • EMI scheme administration e.g Notify HMRC within 92 days
  • Option scheme registration within HMRC
  • Filing EMI Annual returns

SEIS/EIS Schemes

  • Review the existing structure and ensure that your company meets the general criteria for SEIS/EIS
  • Prepare the application and submit to HMRC
  • Liaise with HMRC during the process and inform you once we have confirmation
  • Request & Complete S/EIS Certificates

Research and Development tax credits

  • Request and gather all relevant financial information from the company (including payroll, sub-contractors, materials, heat / light costs, financial statements)
  • Construct the financial portion of the claim
  • Meet with you to discuss and document the Company and its R & D projects - you will be required to participate
  • Construct the written evidence portion of the claim
  • Attend any meetings with HMRC in the event of a R&D Tax Credit Claim related to a HMRC inquiry

Corporate Finance

  • Valuations
  • Strategy & Business Planning
  • Business plans
  • Business Modelling
  • Restructuring Services
  • Fundraising
  • Deal Advisory
  • Company Acquisitions/Disposals/Mergers

Finance and Cloud Technology

  • Accounting system migration into the cloud
  • Advice on creating a paperless accounting environment
  • Advice on the best combination of cloud applications for bookkeeping , cash flow forecasting, budgeting, management accounts etc
  • Training on various cloud application eg Xero, Quick books, Receipt bank, etc

Tax Investigation Insurance

  • Cover over the costs of defending HMRC actions/ Investigations into PAYE, VAT, and Self Assessment
  • Cover in the event that you choose to appeal against an HMRC decision in the local court's system
  • Access to a legal and tax advice helpline

Wealth Management

  • Building your wealth
  • Planning your retirement
  • Managing your taxes
  • Leaving a legacy
  • Receiving a legacy
  • Gifting your assets
  • Supporting your family
  • Exiting your business
  • Dealing with divorce
  • Financing and managing your business
  • Entrepreneurs
  • Scaling up your business
  • Dealing with business change

International Services

We provide specialist expertise to help clients overcome key challenges whether they are based internationally and are looking to invest in the UK, or are UK-based looking to trade or invest overseas territories such as:

  • USA
  • United Arab Emirates
  • Netherlands
  • Germany
  • Spain
  • France
  • Australia
  • New Zealand


  • Fintech
  • Hospitality
  • Professional services
  • Engineering
  • Manufacturing
  • Aerospace
  • Technology
  • Property

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