Business with £0-£150k Revenue

Here at Annette & Co. we are Chartered Accountants and Certified Profit First Professionals. 

We offer full Profit First support for the Profit Seeker and Profit Maximiser levels of support.

At the Profit Basics level you have access to self study Profit First materials, specifically for UK businesses. 

There are 3 levels of service we offer depending on how much support you'd like for your business and you can chose the option that works best for you and your business.  

Profit Basics 

£250 + VAT per month



Compliance:

- annual accounts

- corporation tax return (where a limited company)

- personal tax return for up to 2 directors/sole trader/partners

- confirmation statement (where a limited company)

- tax advice for the company (where a limited company)

- tax advice for the directors/sole trader/partners

- secure portal for signing documents 


Bookkeeping & VAT:

- processing of purchases and receipts: this can be done via post, photos uploaded, accessing a shared Google Drive, whichever works best for you

- reconciliations of bank accounts, credit card accounts, merchant accounts and online processors (eg Stripe, GoCardless)

- aged creditor and aged debtor reconciliations

- preparation and submission of VAT returns (Making Tax Digital - MTD) when VAT registered (monitor of VAT threshold when not registered) 

- Monthly management accounts


Software:

- provide Xero software a robust market leading bookkeeping software

- provide Dext software for a quick, easy, and secure way to submit your paperwork

- automated bank feeds

- mobile app to invoice customers & upload receipts


Payroll: (where applicable)

- monthly payroll processed including starters and leavers

- submissions to HMRC both monthly returns and annual submissions (Real Time Information - RTI)

- ensure correct recording of payroll in Xero


FD/CFO support: 

- 2 calls a year 

- email support for any questions or queries you have

- registering as your agent with HMRC

- regular tax efficiency reviews to reduce your tax bill

- free representation during an HMRC investigation


Profit First:

- access to our Profit First for UK business workshop including implementation templates


Business Growth Support: 

- client exclusive business growth workshops and webinars 


£250+VAT per month

Profit Seeker 

£450 + VAT per month 

includes Profit First support

Compliance:

- annual accounts

- corporation tax return (where a limited company)

- personal tax return for up to 2 directors/sole trader/partners

- confirmation statement (where a limited company)

- tax advice for the company (where a limited company)

- tax advice for the directors/sole trader/partners

- secure portal for signing documents 


Bookkeeping & VAT:

- processing of purchases and receipts: this can be done via post, photos uploaded, accessing a shared Google Drive, whichever works best for you

- reconciliations of bank accounts, credit card accounts, merchant accounts and online processors (eg Stripe, GoCardless)

- aged creditor and aged debtor reconciliations

- preparation and submission of VAT returns (Making Tax Digital - MTD) when VAT registered (monitor of VAT threshold when not registered) 

- Monthly management accounts



Software:

- provide Xero software a robust market leading bookkeeping software

- provide Dext software for a quick, easy, and secure way to submit your paperwork 

- automated bank feeds

- mobile app to invoice customers & upload receipts


Payroll: (where applicable)

- monthly payroll processed including starters and leavers

- submissions to HMRC both monthly returns and annual submissions (Real Time Information - RTI)

- ensure correct recording of payroll in Xero


FD/CFO support: 

- monthly actual v budget reporting 

- email support for any questions or queries you have

- monthly calls

- registering as your agent with HMRC

- regular tax efficiency reviews to reduce your tax bill

- free representation during an HMRC investigation

- dedicated Profit Advisor 


Profit First: 

- initial 6 week intensive set up period with weekly calls to establish Profit First percentages 

- initial profit first assessment

- quarterly profit first assessment reviews and reporting

- set up of profit first forecast and roll-out plan to move from current allocation percentages to the target allocation percentages

- a monthly review of profit first compliance


Profit Plan:

- we'll build you a Profit Plan for your business. A Profit Plan is a financial forward looking forecast with the principles of Profit First layered in. 


Business Growth Support: 

- client exclusive business growth workshops and webinars 


£450+VAT per month  

Profit Maximiser 

£950 + VAT per month

includes Profit First support + Business Growth Consulting 


Compliance:

- annual accounts

- corporation tax return (where a limited company)

- personal tax return for up to 2 directors/sole trader/partners

- confirmation statement (where a limited company)

- tax advice for the company (where a limited company)

- tax advice for the directors/sole trader/partners

- secure portal for signing documents 


Bookkeeping & VAT:

- processing of purchases and receipts: this can be done via post, photos uploaded, accessing a shared Google Drive, whichever works best for you

- reconciliations of bank accounts, credit card accounts, merchant accounts and online processors (eg Stripe, GoCardless)

- aged creditor and aged debtor reconciliations

- preparation and submission of VAT returns (Making Tax Digital - MTD) when VAT registered (monitor of VAT threshold when not registered) 

- Monthly management accounts



Software:

- provide Xero software a robust market leading bookkeeping software

- provide Dext software for a quick, easy, and secure way to submit your paperwork 

- automated bank feeds

- mobile app to invoice customers & upload receipts


Payroll: (where applicable)

- monthly payroll processed including starters and leavers

- submissions to HMRC both monthly returns and annual submissions (Real Time Information - RTI)

- ensure correct recording of payroll in Xero


FD/CFO support: 

- monthly actual v budget reporting 

- email support for any questions or queries you have

- financial strategy

- monthly calls

- registering as your agent with HMRC

- regular tax efficiency reviews to reduce your tax bill

- free representation during an HMRC investigation

- dedicated Profit Advisor 

- quarterly business credit report

- quarterly business grant support availability report

- support with funding options 


Profit First: 

- initial 6 week intensive set up period with weekly calls to establish Profit First percentages 

- initial profit first assessment

- quarterly profit first assessment reviews and reporting

- set up of profit first forecast and roll-out plan to move from current allocation percentages to the target allocation percentages

- a monthly review of Profit First compliance


Profit Plan:

- we'll build you a Profit Plan for your business. A Profit Plan is a financial forward looking forecast with the principles of Profit First layered in. 


Business Growth Support: 

- monthly Business Growth call session with Annette Ferguson (121)

- client exclusive business growth workshops and webinars 


£950+VAT per month


F.A.Q.'s

Q Is there a tie in period/minimum contract term?

No. When you sign up, you will be required to agree to our terms, which require 30 days notice if you decide to move on from us. Of course, we hope that you will not chose to leave! 


Q Do you work with Xero/Quickbooks?

We do your bookkeeping for you. Typically we will do the bookkeeping in Xero, however if you already use Quickbooks, we are happy to continue using Quickbooks. We rarely continue with other softwares (other than Quickbooks and Xero) because they tend not be be as robust. 


Q How do I make payments?

When you sign up, we will send you a link via email to set up the Direct Debit


Q What industries do you work with? 

We work with all business types and have all industries as clients 


Q Do I have to be a Limited Company to work with you? 

No! We work with all business structures. We also will advise on whether you have the correct structure for you and your business. 


Want to book a call to discuss? 

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