|Self Support Solution||Entry Solution||Full Solution||Premium Solution|
|For those who are managing to keep on top of their transactions and need an experts input before final submission to HMRC ensuring compliance.||Best for owners who only need their basic entries done not only ensuring compliance but consistency in analysis.||Supports you by providing digestible monthly reports, general advice and innovative thinking. Adding an expert value to compliance and analysis.||The maximum potential of our cloud accounting ecosystem, tailored business advice and analytical review giving the ultimate business support.|
|Unlimited email and telephone support||✔||✔||✔||✔|
|Supply of your paperless expense and receipt processing system||✔||✔||✔||✔|
|Supply of cloud accounting software||✔||✔||✔||✔|
|Completing the regular bank reconciliations||✔||✔||✔||✔|
|Credit card transactions and reconciliations||✔||✔||✔||✔|
|Data review prior to completing VAT Returns||✔||✔||✔||✔||Completion of MTD Compliant VAT returns if applicable||✔||✔||✔||✔||Posting purchase invoices, expenses and cash transactions||✖||✔||✔||✔||Completing the monthly sales and purchase ledger reconciliations||✖||✔||✔||✔||Posting all business bank transactions||✖||✔||✔||✔||Completing the monthly VAT reconciliation||✖||✔||✔||✔||Weekly reports on your key numbers||✖||✖||✖||✔||Enhanced credit control||✖||✖||✖||✔|
|Maximise your tax deductions||✔||✔||✔||✔|
|Completing payroll journals||✖||✔||✔||✔|
|Basic management reporting every quarter||✖||✔||✔||✔|
|Precision accounting with accruals and prepayments||✖||✖||✔||✔|
|Maintaining your fixed asset register||✖||✖||✔||✔|
|Expense monitoring and advice||✖||✖||5 Agreed Expesnes||Unlimited|
|Full management reporting every month||✖||✖||✔||✔|
|Access to an activity timeline for your business||✖||✖||✔||✔|
|Quarterly online (‘virtual’) business review meeting||✖||✖||✖||✔|
|Annual & Ad-Hoc Events|
|Completion of annual accounts or Tax Return||✖||✔||✔||✔|
|Additional Business Advisory Service include:-|
|Add-on requirements scoped, set up and integrated including implementation||As agreed||As agreed||As agreed||As agreed|
|Alerts||As agreed||As agreed||As agreed||As agreed|
|Budgets||As agreed||As agreed||As agreed||As agreed|
|Cashflow||As agreed||As agreed||As agreed||As agreed|
|Forecasts||As agreed||As agreed||As agreed||As agreed|
|Agreed KPI reporting||As agreed||As agreed||As agreed||As agreed|
|R&D||As agreed||As agreed||As agreed||As agreed|
Sharon has been in the accountancy world for the last 20 years and has a wealth of experience in three different accountancy practices and draws on from each of them, which brings her here today.
Her passion is building close working relationships with clients and striving to meet their diverse and individual needs. This could be anything from basic record keeping and bookkeeping, VAT Returns and regular management accounts as well as forecasts, budgets and cash flows.
She also offers payroll, self-assessment tax returns and year end statutory accounts as well as software and training.
Sharon loves working with her clients, supporting them as they reach for defined goals to grow their business.