Packages that bring it all together

Our packages get the basics done, and done well. We get your accounts and tax returns out of the way with the minimum of fuss, as they invariably look to the past and are of limited use to your business.

That's why all of our packages focus on the future.

Everything is powered by our unique Little Big Data® framework to give you unrivalled insight, and places huge importance on your understanding.

That's why every set of accounts we produce is accompanied by a Performance Information Pack. Coupled with our bespoke dashboards, you really do have the most powerful tools at your disposal.

In a world moving more and more towards automated homogenous approaches, we are steadfast in our commitment to quality. We will always design your solution from the bottom up around your precise requirements. We have no interest in ill-fitting generic packages, and neither should you.

Take a look at our outline packages below to get an idea, then contact us so we can shape it to you.

Cornerstone

The perfect package for those with an established small business. We prepare your annual accounts and deal with all of the appropriate legal filings. We prepare and file your annual tax returns, as well as providing tax advice and dealing with HMRC on your behalf.

So far, so traditional - but this is where we make the difference:

We would never simply provide you with a report and think our job is done. We always review and interpret your numbers and provide you with a performance information pack to bring your accounts to life. We always look forward as well as back, and we highlight the risks, opportunities and industry trends that you need to be aware of.

We meet once a year to discuss your business in detail. We sit down together and go through all aspects of your accounts, and our interpretation of the underlying performance to make absolutely sure that you are seeing what the numbers are telling you. We are there as a fresh and innovative pair of eyes on your business and a sounding board for your big decisions and concerns.

Outside of the annual meeting this package includes our Silver level advice and guidance – ask about our service levels for more detail.

With the statutory accounts and tax work done with the minimum of fuss, this package focuses on the future. Insight, advice, better decisions - the best way to get business value from your accountant.

Cornerstone

The perfect package for those with an established small business. We prepare your annual accounts and deal with all of the appropriate legal filings. We prepare and file your annual tax returns, as well as providing tax advice and dealing with HMRC on your behalf.

So far, so traditional - but this is where we make the difference:

We would never simply provide you with a report and think our job is done. We always review and interpret your numbers and provide you with a performance information pack to bring your accounts to life. We always look forward as well as back, and we highlight the risks, opportunities and industry trends that you need to be aware of.

We meet once a year to discuss your business in detail. We sit down together and go through all aspects of your accounts, and our interpretation of the underlying performance to make absolutely sure that you are seeing what the numbers are telling you. We are there as a fresh and innovative pair of eyes on your business and a sounding board for your big decisions and concerns.

Outside of the annual meeting this package includes our Silver level advice and guidance – ask about our service levels for more detail.

With the statutory accounts and tax work done with the minimum of fuss, this package focuses on the future. Insight, advice, better decisions - the best way to get business value from your accountant.

In Your Corner

The perfect package for larger businesses and those growing quickly. All of the services of the Cornerstone package plus:

Our bespoke Visual Dashboard and performance metrics. Using our proprietary Little Big Data® process, we dig deep into your finances to show you how the different elements of your business are performing. We then work with you to design a bespoke dashboard that shows in complete clarity the areas of your business that you wish to focus on. These are the areas that inform your most important decisions. This is a crucial tool to continuously monitor and manage your business, so we take the time to get it right.

A Dashboard available quarterly. Waiting until the end of the year to see your performance is far from ideal. We provide you a quarterly view of your numbers so that you can stay on top of your business.

Quarterly Review. We meet quarterly to discuss your business and interpret the dashboard together, ensuring that the insights are understood and able to be acted upon.

A 3-month cash flow forecast. Looking forward is vital to your success. A forecast for the upcoming quarter ensures that you can make confident decisions on how to use your cash.

Our Gold level advice and guidance. Our advice is always of the highest quality, but at this level you can access it more regularly. Ask about our service levels for more detail.

Regular management information, cutting edge insight, and meaningful interpretation of the results - this package will give you incredible opportunities and a huge boost to your decision making.

In Your Corner

The perfect package for larger businesses and those growing quickly. All of the services of the Cornerstone package plus:

Our bespoke Visual Dashboard and performance metrics. Using our proprietary Little Big Data® process, we dig deep into your finances to show you how the different elements of your business are performing. We then work with you to design a bespoke dashboard that shows in complete clarity the areas of your business that you wish to focus on. These are the areas that inform your most important decisions. This is a crucial tool to continuously monitor and manage your business, so we take the time to get it right.

A Dashboard available quarterly. Waiting until the end of the year to see your performance is far from ideal. We provide you a quarterly view of your numbers so that you can stay on top of your business.

Quarterly Review. We meet quarterly to discuss your business and interpret the dashboard together, ensuring that the insights are understood and able to be acted upon.

A 3-month cash flow forecast. Looking forward is vital to your success. A forecast for the upcoming quarter ensures that you can make confident decisions on how to use your cash.

Our Gold level advice and guidance. Our advice is always of the highest quality, but at this level you can access it more regularly. Ask about our service levels for more detail.

Regular management information, cutting edge insight, and meaningful interpretation of the results - this package will give you incredible opportunities and a huge boost to your decision making.

Corner the Market

As your business continues to grow, you need a package that caters for the increased data and complexity. This package gives you everything you need to achieve your business goals. All of the benefits of the In Your Corner package plus:

Our Extended Visual Dashboard. Powered by Little Big Data®, the Extended Dashboard includes additional vital elements and a further level of detail to fully capture the value of your extra data. Stay on top of your business by understanding it from all angles.

A monthly performance overview. A 'quick-check' overview ensuring you don’t lose sight of your performance between quarters. Essential if you want to your decision-making to keep up with the pace of your business.

Extended Quarterly Review. Taking the time to interpret and review dashboard and performance together - translating into actions and strategies to make your business thrive.

A full rolling 12-month cash flow forecast. Making sure you keep looking forward, and giving you the confidence to make the right spending decision at any point.

Our Platinum level advice and guidance. Ensuring you always have an expert on hand to give peace of mind.

Giving you dynamic performance indicators in an intuitive, easy to interpret format, there is no better way to stay on top of your fast-moving business and be prepared for whatever is around the corner.

Corner the Market

As your business continues to grow, you need a package that caters for the increased data and complexity. This package gives you everything you need to achieve your business goals. All of the benefits of the In Your Corner package plus:

Our Extended Visual Dashboard. Powered by Little Big Data®, the Extended Dashboard includes additional vital elements and a further level of detail to fully capture the value of your extra data. Stay on top of your business by understanding it from all angles.

A monthly performance overview. A 'quick-check' overview ensuring you don’t lose sight of your performance between quarters. Essential if you want to your decision-making to keep up with the pace of your business.

Extended Quarterly Review. Taking the time to interpret and review dashboard and performance together - translating into actions and strategies to make your business thrive.

A full rolling 12-month cash flow forecast. Making sure you keep looking forward, and giving you the confidence to make the right spending decision at any point.

Our Platinum level advice and guidance. Ensuring you always have an expert on hand to give peace of mind.

Giving you dynamic performance indicators in an intuitive, easy to interpret format, there is no better way to stay on top of your fast-moving business and be prepared for whatever is around the corner.

Double the support, double the cutting edge insight

Need Double?

For the ultimate intensive support for your business, we offer our Finance Director service.

The perfect solution for those companies that require the expertise of an experienced Finance Director but are not yet in a position to take one on full time. With a unique blend of experience and innovative financial insight, this service will help your business jump to the next level of performance and guard against the pitfalls of growth.

Along with the traditional Finance Director responsibilities, this service includes our full dashboard offering, our broadest range of forecasting models and on-hand finance partnering. The level of service is flexible dependent on your specific circumstances.

Contact us now to discuss how this solution can make the difference to your business.