Enterprise Limited Company
Tailored for VAT-registered enterprises with annual revenues of up to £600,000, this solution aids in managing financial responsibilities and compliance requirements, while also supporting efforts to sustain profitability and continue expanding the business.
Is it for me?
If the VAT-registered company is turning over up to £600,000 and needs proper management accounts, tax planning, and payroll handled properly, this package covers it — freeing the client up to focus on running the business.
Who it suits
Growing limited companies that have outgrown a start up level of support and need quarterly insight into performance alongside full compliance management.
What’s included
Full compliance management alongside the quarterly insight and planning support a growing enterprise needs.
Quarterly bookkeeping:
Up to 12 hours of service per quarter, 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:
Crafted quarterly 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.
- Declaration of compliance (pension)
- Registered office address
- Accountant reference
- Register for PAYE
- Register for VAT
- Tax investigation insurance
- Incorporate a limited company
Ready to talk Enterprise?
Enquire about the Enterprise (Limited Company) package and we’ll be in touch to talk through next steps.