MONTHLY 'FD' SERVICE
A comprehensive small business accountancy service with affordable fixed monthly fees, exclusively for Owner Managed Limited Companies
At Xtract Accounting, we understand that small business owners prefer to spend their valuable time on developing their business, and will seek a proactive accountant that will add value to their business whilst streamlining their administrative tasks.
If that sounds like you, then this service is perfect for you!
ABOUT THIS SERVICE
As the title suggests, this service sees us take on the more proactive role of Finance Director for your business, in addition to the traditional role of accountant.
On a monthly basis, and based on your live accounts data, we can provide you with insights into your company's financial performance, as well as highlighting opportunities for income growth and cost and tax savings.
Unlike traditional accountants, we understand that annual tax advice will always be too late! That's why we'll create a profit extraction strategy tailored to your personal circumstances and provide proactive advice to help you to maintain it throughout the tax year.
In November 2023, we helped our Director clients to tax efficiently Xtract an average of £3,041 each from their Limited Companies.
Combined with Multi-Award Winning Cloud Accounting Software to enable you to keep your business records organised, and provided at no extra cost, we are confident that you will see a noticeable decrease in your administrative burden.
And because we appreciate that cashflow is king for small businesses, the annual fees for this service are split into affordable monthly payments starting from as little as
£70 per month (NO VAT).
GREAT NEWS!!
Discounts are available dependent on circumstances.... Please enquire for details.
WHAT'S INCLUDED?
This service includes the following as standard:
FREE Cloud Accounting Software.
(includes FREE mobile app. Provided by FreeAgent.)
Monthly financial health checks.
Monthly business growth advice.
Monthly Tax saving hints and tips.
Monthly Payroll.
(for max. one Director)
Monthly profit extraction advice.
(for max. one Director)
PLUS...
Your own dedicated accountant.
Unlimited ad-hoc support and advice.
(subject to fair use)
Annual Accounts and Tax Return.
Annual Confirmation Statement.
Annual salary forecast.
(for max. one Director)
Regular deadline reminders.
Regular future tax estimates.
Handling of routine HMRC questions.
AND...
FREE Annual Self Assessment Tax return. (if required. For max. one Director)
NEED AN EXTRA HELPING HAND?
The following optional 'Bolt-on' services are available:
Bookkeeping support.
(for up to one hour per month)
Add £17 per month.
Quarterly VAT Return Preparation and Submission service.
Add £16 per month.
Registered Office Facility.
(for the company and all named Directors)
Add £5 per month.
Additional Directors.
(see below for details)
Add £10 per month, per additional Director.
The Additional Director service includes:
-
Annual tailored profit extraction strategy review,
-
Monthly profit extraction advice,
-
Monthly payroll,
-
Annual salary forecast,
-
Regular future tax estimates,
-
Ad-hoc advice (fair use applies),
-
FREE Annual Self Assessment Tax return (if required).
To add value and insight to your business,
join us today...
NEED LIMITED COMPANY SET UP?
So you've had your lightbulb moment and you're ready to launch your new business venture. Now all you need is someone to set up your limited company with a tax efficient structure tailored to your personal circumstances.
We can do that for you for just £119!
All you need to do is sign up to our Monthly 'FD' service and stay with us for at least 12 months so we can complete your first year's accounts.
SWITCHING ACCOUNTANT?
Switching from one accountant to another doesn't have to give you sleepless nights!
We will take care of the entire process for you, from requesting information from your current accountant, to submitting new tax agent details to HMRC.
Switching accountants doesn't cost you a penny, and it's quicker than you might think. So what's stopping you?
WHY CHOOSE OUR LIMITED COMPANY ACCOUNTANCY SERVICES?
We proactively help Directors to grow their businesses and maximise their tax efficiency
OUR PERSONAL TOUCH
We don't do 'account managers'. Your very own dedicated accountant will get to know you and your business in detail, providing one point of contact who you can trust and rely on to help your business grow.
INCLUSIVE ACCOUNTING SOFTWARE
We've partnered with Multi-Award Winners FreeAgent to give you free access to easy-to-use cloud accounting software, so you can see your company finances in real-time.
FIXED MONTHLY FEES
We don't do annual fees, hidden costs or nasty surprises.
We understand that cashflow is king for small businesses, which is why our fees are payable by fixed monthly instalments. So you know exactly where you stand and what to expect.
PROACTIVE ADVICE
Because annual advice will always be too late!
That's why your dedicated accountant will give you regular Tax saving hints and tips, and real-time profit extraction advice, helping you to maximise your tax efficiency.
FUTURE TAX ESTIMATES
We help you to save for your Tax bills by keeping you up-to-date on what you and your business are due to pay now, and up to 18 months into the future. You will also receive regular payment and submission deadline reminders.
UNLIMITED EXPERT ADVICE
Your dedicated accountant will be on hand to answer any questions about your limited company, either by phone or email. And we won't bore you with confusing jargon...
Just simple, relevant and effective advice, always.
GET A QUOTE
Complete the short form below and we'll get in touch to complete your free, no obligation consultation.
Contact us via one of the methods below:
Our office is open Monday to Friday, 9.30AM to 4.30PM (except Bank Holidays)
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