Ad-Hoc or Retainer?
You Choose

Our retainer packages are designed to help you spread the cost of your accountancy fees across the year, rather than facing one large bill at year-end. For a lot of clients, this takes the pressure off—there’s no stress of paying both your accountancy fee and your tax bill at the same time.

With a retainer, you pay a set monthly amount that covers your specific obligations—whether that’s year-end accounts, Self Assessment, VAT returns, payroll, or a combination of services tailored to your business. It smooths things out financially and gives you predictable monthly costs, so there are no surprise bills landing at the end of the year.

We don’t lock you into fixed contracts—just a simple 30-day notice period. Most clients stay with us long-term, and the main reasons people adjust or cancel tend to be things like their business stopping trading or needing to change the scope of their package (for example, registering or deregistering from VAT, adding payroll, or adjusting what’s included).

Ad-hoc Services

Ad-hoc services work differently—you get in touch when you need us, and we handle that specific piece of work. Some clients prefer this approach, and that’s absolutely fine. We’re happy to work with you however suits you best.

Ultimately, it’s completely your choice. There’s no right or wrong answer—just what feels right for you and your business. Most clients love the retainer for the peace of mind and predictable costs, but we’re here to support you either way.

We offer five retainer packages designed to match different stages and needs of your business—from Bronze (our starter package) through to our In-House Accountant service for businesses that want us fully embedded in their day-to-day finances.

What’s included as standard:

All retainer packages include the use of our registered office address for your company at Companies House, plus your director and PSC service address—at no extra cost.

Our packages start with Bronze, which covers all the essential compliance requirements for a limited company:

• End of year accounts (Micro-Entity filing)
• Corporation Tax returns
• Confirmation Statement
• Director’s Self Assessment
• Annual bookkeeping (up to 1,000 transactions)

Why we include bookkeeping as standard:

As much as we’d love to encourage you to manage your day-to-day finances, let’s be honest—you’re not bookkeepers or accountants. We never rely on client bookkeeping to prepare and file accounts, which is why we include it as standard in every package.

Regular bookkeeping can be expensive when done monthly or quarterly, but we’ve found a way to manage costs efficiently: we bookkeep annually. This means you can delegate that task to us while keeping costs down, and we handle the compliance side properly.

That said, you’ll still need to issue your own client invoices and chase payments yourself (unless you’re on our In-House Accountant package, where we handle that too). During our onboarding calls, we’ll teach you our efficient strategies to help you stay on top of your finances throughout the year—so when it comes to year-end, everything’s ready for us to take over.

Beyond Bronze:

From there, you can add on services like payroll, VAT returns, or quarterly bookkeeping as your business grows. Silver adds monthly payroll for small teams. Gold is designed for VAT-registered businesses who want quarterly bookkeeping and VAT fully managed. Platinum steps up to monthly bookkeeping and management accounts with tax estimations updated in real-time. And our In-House Accountant package? That’s us acting as your full finance team—invoicing, chasing payments, paying suppliers, the lot.

Every package is flexible. You can customise with add-ons whenever you need them, and there’s no lengthy contract—just a 30-day notice period (with a minimum 6-month agreement to start).

The best part? You spread the cost across the year with predictable monthly payments, so there are no surprise bills at year-end.