Quotation Details
We do not have a tariff of fixed charges, nor base the quote on your level of turnover. Our fees will be tailored to your needs, so you will only be quoted for the volume of work involved for your particular circumstances.
As a result, we will require some information from you before we can provide you with a quotation:
General Information
Your name, address and email address
Your business name and address
Your business structure - soletrader, partnership or limited company
A brief description of your trade
Bookkeeping
The frequency you would like the work to be carried out
Whether or not you use a separate bank account for the business transactions
A rough idea of the number of transactions to be processed each month (ie number of: sales invoices raised; purchase invoices/receipts received; payments going out of, and receipts coming into, the business bank account)
Payroll
Whether or not your business is already registered as an Employer with HMRC
How many staff you employ
What frequency you pay your staff
Whether your staff are currently enrolled in a workplace pension
Accounts / Tax Returns
Whether or not you are already Registered for Self-Assessment with HMRC
If your business is not a sole trader, how many partners / directors there are
What bookkeeping records are being kept (if not being prepared by us). Providing an example would be useful
Whether or not you use a separate bank account for the business transactions
Whether you would like a set of accounts in addition to your tax return
Other types of income you receive; employment, bank interest, dividend, etc
Whether you would like an annual meeting to discuss the figures, or whether email/postal correspondence will be sufficient for you
VAT Returns
Whether or not your business is already registered with HMRC for VAT
What bookkeeping records are being kept (if not being prepared by us). Providing an example would be useful
What frequency you currently file VAT returns
What (if any) VAT schemes you use
Please do not hesitate to contact us for more information or a quotation.