Welcome to Accounting and bookkeeping!

Please choose from one of the following plans...

You decide how you'd like to work with us...


Our goal is to empower you around your finances, help you maximise profitability and achieve your goals.


This is why all of our accounting support packages contain an element of the Profit First methodology, which I have tweaked to work great in the UK. 


As a Certified Profit First firm, it goes against our grain to exclude any of the tools we have available for you.


Our level of active involvement in your success is up to you. 


We've laid out some options for you. All you need to do is choose the package that fits your needs 👇👇

Profit Planner

£375/+VAT per month

We'll keep you complient

  • Annual Accounts Prepared & Filed

  • Corporation Tax Return Prepared & Filed

  • Personal Tax Return for Directors

  • Preparation & Submissions of VAT Returns

  • Monthly Payroll Run

  • Annual Payroll Returns Prepared & Submitted

  • Confirmation Statement Prepared & Filed

Business Support...

  • Enter Sales into Xero

  • Enter Purchased into Xero

  • Reconcile Bank Accounts

  • Reconcile Payment Collections eg. Stripe, Paypal etc. 

  • Reconcile CreditCards 

  • Monitor Bills to be Paid and Initiate 

  • Chase Debitors

  • Reconcile Supplier Balances & Statements

  • Monthly Management Reporting & Analysis

  • Pricing Reviews & Assistance

  • Project Cost Reviews & Assistance

  • Systems Reconciliations eg are Infusionsoft and stripe reporting the same sales

  • Ensuring you're on the right VAT scheme for your business

  • Dealing with HMRC on your behalf (as your agent)

Tax Advice

  • Tax Planning Assessment

  • Pre Year End Business Tax Review

  • Quarterly Business Tax Review

Technology

  • Xero

  • ReceiptBank

  • Secure Document Exchange Portal

Business Wealth Engine (PF)

  • 6-week BWE - Access to online training

  • 6-week BWE Implementation - Weekly Calls 

  • Quarterly BWE Review Sessions

  • Advice on Business Systems and Controls (General Advice)

  • Profit Pod Membership

  • Free Access to the Business Wealth Academy (2 Month Trial)

Communication/Contact

  • Initial Strategy Session - 45 min Deep Dive Call

  • Telephone Coaching and Profit Advisory Services (45mins Quarterly)

  • Telephone & Email Support

Advanced Services

  • Business Dashboards

  • KPI's

  • Prepare & Review Forecasting

  • Target and Budget Setting

  • Actual v Forecast Report

  • All Numbers stuff in your Business

  • Customised Profit Report

  • Working with Non-Financial data as well as financial to provide advice

  • Business Strategy Advice & Support

Profit Seeker

£797/+VAT per month

We'll keep you complient

  • Annual Accounts Prepared & Filed

  • Corporation Tax Return Prepared & Filed

  • Personal Tax Return for Directors

  • Preparation & Submissions of VAT Returns

  • Monthly Payroll Run

  • Annual Payroll Returns Prepared & Submitted

  • Confirmation Statement Prepared & Filed

Business Support...

  • Enter Sales into Xero

  • Enter Purchased into Xero

  • Reconcile Bank Accounts

  • Reconcile Payment Collections eg. Stripe, Paypal etc. 

  • Reconcile CreditCards 

  • Monitor Bills to be Paid and Initiate 

  • Chase Debitors

  • Reconcile Supplier Balances & Statements

  • Monthly Management Reporting & Analysis

  • Pricing Reviews & Assistance

  • Project Cost Reviews & Assistance

  • Systems Reconciliations eg are Infusionsoft and stripe reporting the same sales

  • Ensuring you're on the right VAT scheme for your business

  • Dealing with HMRC on your behalf (as your agent)

Tax Advice

  • Tax Planning Assessment

  • Pre Year End Business Tax Review

  • Quarterly Business Tax Review

Technology

  • Xero

  • ReceiptBank

  • Secure Document Exchange Portal

Business Wealth Engine (PF)

  • 6-week BWE - Access to online training

  • 6-week BWE Implementation - Weekly Calls 

  • Quarterly BWE Review Sessions

  • Advice on Business Systems and Controls (General Advice)

  • Profit Pod Membership

  • Free Access to the Business Wealth Academy (2 Month Trial)

Communication/Contact

  • Initial Strategy Session - 60 min Deep Dive Call

  • Telephone Coaching and Profit Advisory Services (30mins Monthly)

  • Telephone & Email Support

Advanced Services

  • Business Dashboards

  • KPI's

  • Prepare & Review Forecasting

  • Target and Budget Setting

  • Actual v Forecast Report

  • All Numbers stuff in your Business

  • Customised Profit Report

  • Working with Non-Financial data as well as financial to provide advice

  • Business Strategy Advice & Support

PROFIT MAXIMISER

£1595/+VAT per Month

We'll keep you complient

  • Annual Accounts Prepared & Filed

  • Corporation Tax Return Prepared & Filed

  • Personal Tax Return for Directors

  • Preparation & Submissions of VAT Returns

  • Monthly Payroll Run

  • Annual Payroll Returns Prepared & Submitted

  • Confirmation Statement Prepared & Filed

Business Support...

  • Enter Sales into Xero

  • Enter Purchased into Xero

  • Reconcile Bank Accounts

  • Reconcile Payment Collections eg. Stripe, Paypal etc. 

  • Reconcile CreditCards 

  • Monitor Bills to be Paid and Initiate 

  • Chase Debitors

  • Reconcile Supplier Balances & Statements

  • Monthly Management Reporting & Analysis

  • Pricing Reviews & Assistance

  • Project Cost Reviews & Assistance

  • Systems Reconciliations eg are Infusionsoft and stripe reporting the same sales

  • Ensuring you're on the right VAT scheme for your business

  • Dealing with HMRC on your behalf (as your agent)

Tax Advice

  • Tax Planning Assessment

  • Pre Year End Business Tax Review

  • Quarterly Business Tax Review

Technology

  • Xero

  • ReceiptBank

  • Secure Document Exchange Portal

Business Wealth Engine (PF)

  • 6-week BWE - Access to online training

  • 6-week BWE Implementation - Weekly Calls 

  • Quarterly BWE Review Sessions

  • Advice on Business Systems and Controls (General Advice)

  • Profit Pod Membership

  • Free Access to the Business Wealth Academy (2 Month Trial)

Communication/Contact

  • Initial Strategy Session - 90 min Deep Dive Call

  • Telephone Coaching and Profit Advisory Services (30mins Monthly)

  • Telephone & Email Support

Advanced Services

  • Business Dashboards

  • KPI's

  • Prepare & Review Forecasting

  • Target and Budget Setting

  • Actual v Forecast Report

  • All Numbers stuff in your Business

  • Customised Profit Report

  • Working with Non-Financial data as well as financial to provide advice

  • Business Strategy Advice & Support

Have any Q's? Get in touch...

Name:

Phone:

Email:

Message:

From not taking any money home for 4 years to consistently taking home over £1.5k per month, within 4 months of working together.

From not taking any money home for 4 years to consistently taking home over £1.5k per month, within 4 months of working together.

Don't forget to join our online Facebook Community for online entrepreneurs. 

I love and enjoy the numbers now says Anna from Inkspiller - Client at Annette & Co. Chartered Accountant
Just saved £5,000 in Tax thanks to Annette Ferguson; Chartered Accountant and profit first professional
For the first time in my business I understand my numbers says Julie Crefiels from Urban B
Katty & Co. Client Testimonial about his favorite past of his week is moving his money around.

REGISTERD ADDRESS

Annette & Co.Apt 24199 Chynoweth HouseTrevissome ParkTruroTR4 8UN

EMAIL US

moneymakers@annetteandco.co.uk

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Business Wealth Engine

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We value our customers greatly, and are always here to help. If you have any questions, queries or comments feel free to drop us a line and we will get back to you as soon as we can.