Corporate Limited Company
Designed for well-established firms recognised within their sector, with revenues up to £1,000,000. This package ensures complete compliance management and provides extra support to solidify business fundamentals and attain both financial and non-financial objectives, freeing the client up to focus on their core competencies.
Is it for me?
If the company is well established in its sector with revenues up to £1,000,000, this package gives complete compliance management alongside more frequent bookkeeping and dedicated planning support.
Who it suits
Established businesses that need a genuinely hands-on relationship with their accountant — monthly bookkeeping and management accounts, not quarterly.
What’s included
The most comprehensive level of support, with monthly bookkeeping and management accounts to match the pace of an established business.
Monthly bookkeeping:
Up to 8 hours of service per month, managed by a dedicated bookkeeping team.
VAT returns:
Standard or flat rate schemes, using MTD-compliant software, prepared and submitted electronically to HMRC every quarter.
Management accounts:
Produced monthly with a 30 minute meeting to give a customised analysis of the business’s performance, focusing on the areas that matter most.
Tax planning:
A proactive approach to corporation tax, with a mock year-end analysis based on the latest 9 months of trading data, plus a dedicated session of up to 1 hour to explore tax efficiencies and strategies.
Payroll services:
Catering to up to two directors, including monthly pension calculations, timely HMRC submissions, year-end documentation, and P60s for each director.
Financial statements:
Prepared and submitted to Companies House and HMRC in line with accounting standards, including the Corporation Tax Return and an hour’s consultation with the accounts specialist team.
Personal tax returns:
For up to two directors, submitted online to HMRC with a personal report covering income from a P60 and dividends from the company.
Confirmation statement:
Annual submission to Companies House.
Tax investigation insurance:
Peace of mind, covering the extra costs associated with the time required for any HMRC inquiries into financial records.
Client portal access:
24/7 availability to view completed documents and upload necessary paperwork.
Accounting software:
Sage and Dext integration to digitise financial data, speed up invoice processing, and ensure MTD compliance.*
Cashflow workshop:
A webinar built to help manage and improve the business’s cashflow and financial structures, so cashflow concerns don’t become a recurring challenge.
Regular updates:
Monthly newsletters, budget updates, webinars, and timely reminders for important dates via email.
*Sage and Dext are third-party software providers; any changes on their side are reflected accordingly.
Additional extras
Optional add-ons available alongside this package, should the client need them.
- Registered office address
- Accountant reference
- Incorporate a limited company
- Register for VAT
- Declaration of compliance (pension)
- Register for PAYE
- Tax investigation insurance
Ready to talk Corporate?
Enquire about the Corporate (Limited Company) package and we’ll be in touch to talk through next steps.