Pricing
Every organisation is different. Some need light-touch bookkeeping and reliable routines, while others need regular reporting, VAT, payroll, Gift Aid, finance admin and operational support. These packages give you a starting point for the level of support that may suit your organisation.The right package depends on turnover, transaction volume and complexity. A smaller organisation with payroll, restricted funds, VAT, grants or several income streams may need more support than a larger organisation with very simple activity.
The examples below give an idea of the sort of support included within each package, but services can be flexible depending on the needs of your organisation.
Sustain
From £165 pm
- Turnover up to £50,000
- Up to 75 transactions per month
- Monthly bookkeeping and bank reconciliation
- Accounting software set up/maintenance
- Payroll and pension for 1 employee (one-off set-up fee)
- Quarterly reporting
- VAT returns, Gift Aid, finance inbox support, HMRC/Companies house compliance and admin support available as add-ons
Develop
From £420 pm
- Turnover from £50,000 to £325,000
- Up to 150 transactions per month
- Bookkeeping and bank reconciliation twice per week
- Accounting software set up/maintenance
- Payroll and pension for up to 3 employees, with additional employees as an add-on
- Quarterly or monthly reporting
- VAT returns and Gift Aid included
- Finance inbox support included
- Companies House and HMRC compliance support included
- Admin support available as an add-on
Transform
From £825 pm
- Turnover over £325,000
- 150+ transactions per month
- Daily bookkeeping and bank reconciliation
- Accounting software set up/maintenance
- Payroll and pension for up to 10 employees
- Quarterly or monthly reporting
- VAT returns and Gift Aid included
- Finance inbox support included
- Companies House and HMRC compliance support included
- Admin support included
*Payroll is monthly only. Year-end accounts and Corporation Tax support may be available for small charities, CICs and limited companies, or provided through liaison with your accountant in the Develop package. Final pricing depends on complexity, systems, transaction volume and the support required.
What support can include
Bookkeeping &
Finance
- Bookkeeping and bank reconciliation
- Accounting software set up/maintenance
- Monthly management information
- Cashflow reviews and budget monitoring
- Year-end accounts support or liaison with your accountant
- Corporation Tax support or liaison with your accountant
Payroll, VAT &
Gift Aid
- Monthly payroll and pension administration
- VAT returns
- Gift Aid support for charities
- Additional payroll set up where needed
Finance Admin &
Compliance
- Managing a finance inbox
- Companies House admin
- HMRC admin
- Reporting to directors or trustees
Operations &
Admin
- HR admin
- Board admin
- Ad hoc admin support
- Practical systems and process support
Not sure which package fits?
Get in touch and I can help you work out what level of support is proportionate for your organisation.
Contact me