Accounts, tax and payroll on a fixed monthly fee
We look after the books for small businesses and the self-employed. You get one named accountant and a one-page report every month, like the example below.
- Revenue
- $48,200
- 6.2% on May
- Gross margin
- 56.4%
- 0.6 points on May
- Net profit
- $15,100
- 31.3% of revenue
- Cash at bank
- $62,450
- $3,150 lower
Last 12 months
Use the left and right arrow keys to read each month.
Note from Priya, your accountantJune was your strongest month this year and margin held steady. Two invoices are now over 60 days old, so we suggest a reminder this week.
A one-page report you can read in five minutes
Each month we close your books and send a short report. It shows how the month went, where your cash stands and what needs a decision.
- Profit and margin against last month and last year
- Cash at bank against the buffer you want to keep
- A short profit and loss with costs grouped the way you think about them
- A short note from your accountant with one or two actions
Services that keep your accounts in order
Choose a package or pick single services. Every client has one named accountant who sees the whole picture.
Bookkeeping
Bank lines matched and costs sorted every month, so your numbers are always current.
See what is included 02Year-end accounts
Accounts prepared, explained in plain English and filed once you approve them.
See what is included 03Tax returns
Business, personal and sales tax returns prepared early, with clear notice of what to pay.
See what is included 04Payroll
Pay runs, payslips, starters and leavers handled for teams of 1 to 50 people.
See what is included 05Management accounts
A monthly report on profit, cash and who owes you, with a note on what to do next.
See what is included 06Advice and planning
Quarterly planning, cash-flow forecasts and a second opinion before big decisions.
See what is includedWhat happens in each month of your year
A typical year on our Complete package, counted from the start of your financial year. Hover, tap or use the arrow keys to see each month.
- Monthly bookkeeping check
- Quarterly review
- Year-end work
- Tax return and planning
Every month: bank lines reconciled by the 10th and your report sent by the 15th.
Moving your accounts to us takes four steps
A switch usually takes a few weeks. We do the heavy lifting and keep you posted at every step.
Step 1: A short call to understand your business
We talk through how you work, what you need and the software you use. You get a fixed monthly fee in writing within two working days.
Step 2: We contact your current accountant
With your permission, we ask for last year's accounts, any open tax matters and the logins we need. You do not need to have an awkward conversation.
Step 3: Your books move across to us
We connect your bank feeds, bring over past records and check the opening balances line by line.
Step 4: You get your first monthly report
After your first full month, your report arrives with a 30-minute call to walk you through it.