Two colleagues working at a desk with laptops, notes and a hand-drawn chart

Fixed fees

Agreed up front

About the practice

Your dependable partner in accounting

Your Firm Name is a small practice with long experience serving small and medium companies, professional partnerships, contractors, the self-employed and people in the independent professions.

We offer the full range of accounting services — from company formation through to year-end accounts, VAT, payroll and personal tax returns. We work online and in person at the office on Exchange Street, with easy access from the metro and bus routes. Every client gets a named contact and a schedule they can plan around.

Experience and judgement

A senior accountant reviews every set of accounts before it leaves the office.

An individual approach

The same attention whether you are a growing company or a sole trader.

We work online

Documents, questions and reviews can all be handled remotely, at your convenience.

Deadlines met

Filing dates are tracked across the year so nothing is ever left to the last week.

What we do

Accounting services for your business

A full package of accounting, tax and payroll services — everything a company or an individual needs, priced as a fixed monthly fee.

Annual accounts

Year-end accounting and tax preparation for companies — a complete set of financial statements, filed ahead of the deadline.

VAT returns

Preparation and submission of periodic VAT returns. Checked before it is filed, and always on time.

Cross-border reporting

Registration and reporting for businesses trading across borders, including the returns that come with it.

Personal tax returns

Annual returns for individuals, partners, contractors and the self-employed, with liabilities flagged early.

Full payroll service

Payslips, employer submissions, pensions, statutory leave and starter and leaver paperwork, handled end to end.

Bookkeeping

Day-to-day bookkeeping and bank reconciliation in whichever cloud ledger you already use.

Company formation

Full support incorporating a new company or partnership — quickly, and without unnecessary complication.

Management accounts

Monthly or quarterly reporting packs with cash flow, margin and budget variance, plus a written note on what changed.

Advisory and planning

Forecasting, funding applications and the structural questions that come up as a business grows.

Questions about our fees?

Fees depend on the volume of work and the filings you need. Get in touch for a free consultation and a fixed quotation.

Gallery

The workplace and the work

A calm office, orderly records and a steady process — that is what working with your accountant should look like.

Testimonials

What our clients say

Replace these placeholder quotations with feedback from your own clients.

“The monthly pack arrives on the same day every month and it actually tells us something. We stopped guessing at cash flow about a week after we moved across.”


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Operations director

Light manufacturing

“I asked a fairly awkward question about how to structure the business and got a straight answer the same afternoon, with the reasoning written down.”


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Founder

Independent design studio

“Payroll used to eat two days a month. It now takes one email, and the handover from our previous accountant was handled without us chasing anything.”


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Practice manager

Professional partnership

Fixed fees

Agreed before work begins

Named contact

Not a general inbox

On schedule

Every filing date tracked

How we work

A clear sequence, from first call to ongoing review

Nothing here should be a surprise. You will know what happens next, who is doing it and when it lands.

01

Introductory call

We look at your current records, your obligations and what you actually want to know each month. No charge, no obligation.

02

Scope and fixed quote

You receive a written scope listing every deliverable and its deadline, with a fixed monthly fee attached to it.

03

Onboarding and handover

We collect your records, connect your systems and agree the reporting calendar for the year. If you are moving practice, we handle the transfer.

04

Monthly rhythm and review

Filings go out on time, reports arrive on the same date each month, and we sit down periodically to talk about what the numbers mean.

Fees

Fixed monthly fees, published up front

The figures below are illustrative placeholders. Edit them to match your own fee structure, or replace the prices with “on application” if you quote individually.

Essentials

Sole traders, contractors and newly formed companies.

$180

Per month

  • Quarterly bookkeeping review
  • Annual accounts and tax return
  • Filing deadline reminders
  • Email support within one working day

Most requested

Growth

Trading companies with employees and regular reporting needs.

$420

Per month

  • Everything in Essentials
  • Monthly bookkeeping and reconciliation
  • Payroll for up to ten employees
  • VAT returns and management accounts
  • Quarterly review call

Full service

Established businesses that want the whole finance function outsourced.

From $850

Per month

  • Everything in Growth
  • Weekly bookkeeping and supplier payments
  • Budgets, forecasting and cash flow modelling
  • Board reporting pack
  • Direct line to a senior adviser

Questions

Things clients ask before they move

If your question is not here, send it over. We answer directly rather than pointing you at a form.

How are your fees calculated?

We agree a fixed monthly fee based on the scope of work, the volume of transactions and how many filings you need across the year. The figure is confirmed in writing before anything starts, and it does not change unless the scope does.

Can you take over from our current accountant?

Yes. We write to your existing adviser, request the handover information and reconcile the opening position before we take the ledger on. You will not need to chase anyone.

Which accounting software do you work with?

We work in whichever cloud ledger you already use. If you are still on spreadsheets we will set something up and migrate the history, at no extra cost during onboarding.

Do we have to come to the office?

Not unless you would like to. Most clients work with us entirely remotely, with documents shared through a secure portal and reviews held by video call. The meeting room is there when you want it.

How quickly will someone come back to me?

You will have a named contact and their direct line. Routine questions are answered the same working day; anything that needs research comes back with a written note, usually within two.

How is our information kept confidential?

Records are held on encrypted systems and accessed only by the people assigned to your engagement. We will tell you where your data sits and who can see it before you send us anything.

Who we work with

Sectors we know well

Familiar ground means fewer questions from us and better questions to you. These are the sectors where most of our work sits.

Professional services

Consultancies, agencies and partnerships billing on time or retainer.

Construction and trades

Subcontractor reporting, retentions and project-level margin tracking.

Retail and hospitality

Daily takings, stock movement and multi-site reporting made comparable.

Technology and SaaS

Deferred revenue, recurring billing and investor-ready reporting.

Property and landlords

Rental portfolios, service charges and disposals across the year.

Healthcare practices

Mixed income streams, associate payments and partnership drawings.

Charities and non-profits

Restricted funds, grant reporting and trustee-facing summaries.

Sole traders and freelancers

Simple, predictable compliance without the enterprise price tag.

The team

The people who will handle your file

You will know who is doing your work, and you can call them directly. Every engagement has a named lead you can reach directly. Replace the monograms with photographs of your own team.

HM

Helen Marsh

Managing partner

Oversees year-end accounts and advisory work for trading companies, and takes the first call on every new engagement.

DO

David Okonkwo

Tax manager

Looks after corporate and personal tax returns, VAT reporting and the planning conversations that come before them.

PR

Priya Raman

Payroll and bookkeeping lead

Runs the monthly bookkeeping and payroll cycle, and is usually the person who answers the phone first.

Get in touch

Let us talk about what you need

Call, email or come in. We work online and at the office — whichever suits you.

Telephone

+1 (555) 010 2040

Call the office →

Address

200 Exchange Street, Suite 14
Springfield, ST 10420

See it on the map →

Opening hours

Monday to Friday, 9:00 – 17:30
Weekends by appointment

Email

hello@yourfirm.example

Send a message →

Fees quoted in advance

Get in touch for a free consultation and a fixed quotation matched to what your business actually needs.

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200 Exchange Street — two minutes from the metro

Wondering what it would cost to move?

Send us last year’s accounts and we will come back with a fixed quotation and a plan for the handover. No obligation, no sales call.