Profit Seaker

Profit Seaker

Regular price
£797.00
Sale price
£797.00

+ VAT PER MONTH

Tax included.

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Our Accounting & Bookkeeping Plans

Profit Planner includes: 

£375+VAT pm

Compliance...

Annual Accounts Prepared & Filed

Corporation Tax Return Prepared & Filed

Personal Tax Return for Directors

Preparation & Submissions of VAT Returns

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 Reconcilliations 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 Docunment Exchange Portal

Business Wealth Engine (PF) Aspects:

6-week BWE - Access to online training

6-week BWE Implementation - Weekly Calls 

Quaterly 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:

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 Forcasting

Target and Budget Setting

Actual v Forcast 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 Seaker includes: 

£797+VAT pm

Compliance...

Annual Accounts Prepared & Filed

Corporation Tax Return Prepared & Filed

Personal Tax Return for Directors

Preparation & Submissions of VAT Returns

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 Reconcilliations 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 Docunment Exchange Portal

Business Wealth Engine (PF) Aspects:

6-week BWE - Access to online training

6-week BWE Implementation - Weekly Calls 

Quaterly BWE Review Sessions

Advice on Business Systems and Controls (Personalised)

Profit Pod Membership

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

Communication:

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 Forcasting

Target and Budget Setting

Actual v Forcast 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 includes: 

£1595+VAT pm

Compliance...

Annual Accounts Prepared & Filed

Corporation Tax Return Prepared & Filed

Personal Tax Return for Directors

Preparation & Submissions of VAT Returns

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 Reconcilliations 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 Docunment Exchange Portal

Business Wealth Engine (PF) Aspects:

6-week BWE - Access to online training

6-week BWE Implementation - Weekly Calls 

Quaterly BWE Review Sessions

Advice on Business Systems and Controls (Personalised)

Profit Pod Membership

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

Communication:

Initial Strategy Session - 90 min Deep Dive Call

Telephone Coaching and Profit Advisory Services (30mins Weekly)

Telephone & Email Support

Advanced Services: 

Business Dashboards

KPI's

Prepare & Review Forcasting

Target and Budget Setting

Actual v Forcast 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

Here's what some of our clients have to say...

Motti Essakow, director, rythms/omward bound

Motti Essakow

Director, Rythms/Omward Bound Ltd

"A true example of a best practice flag waver for the Richmond and UK accounting sector. Annette is someone who is incredibly smart and savvy and who has perfected the art of making the complex seem simple. A person who truly cares by providing personalized and individualized services tailored to meet and exceed the needs of the individual and their company."

Katya Varbonova - founder of Peri10k

Katya Varbonova

Founder of Peri10k 

"I have been working with Annette Ferguson for a year now and I feel so much more organized with my finances. What I love about her is she GETS the online industry and she doesn't lauch at my 10x revenue growth projections. This year we are hoping to make £1m in revenue and Annette is the right person to support that. She's also a person of integrity and is super responsive so helps with communication."

Neil Young, Director - Testimonial

Neil Young

Director

"It’s really clear now what we need to do to have a profitable business and I am so much clearer on my vision."






I love and enjoy the numbers now - Anna from Inkspiller
Just saved 5K in Tax thanks to Annette&Co.
For the first time in my business I understand my numbers - Julie from Urban B
My favourite part of my week is moving my money around

Get In Touch!