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Services
Whatever you need—bookkeeping, compliance, or planning—we make sure you gain real insight, clarity, and confidence. Every service gives you practical understanding to help you move forward.
Our services overview
01
Bookkeeping & day-to-day finances
Stay organised, save time, and feel confident with your finances—whether you need monthly support or a fully outsourced accounts function.
- Monthly bookkeeping packages
- Fully outsourced accounts department
- Sales & purchase ledger management
- Cloud accounting software setup & training (Xero, FreeAgent, Sage, QuickBooks)
- Record clean-ups & historical corrections
02
Accounts, tax & compliance
All your statutory accounts, tax filing, and company obligations handled—accounts, tax returns, VAT, payroll, and Companies House services.
- Year-end accounts preparation & statutory filing
- Corporation tax returns & HMRC submissions
- Self-assessment and quarterly MTD submissions
- VAT returns & MTD compliance
- Payroll processing
- Companies House services (confirmation statements, director changes)
- Compliance support for small businesses
03
Financial performance & planning
See the bigger picture—get proactive insights, tailored reports, and strategic support to help your business grow.
- Management accounts & internal reporting
- Business performance analysis
- Budgeting support & forecasting
- Cashflow management
- Project financials
- Risk management
- Growth guidance & forward-looking insight
- Strategic financial planning for small businesses
We’re here to help Contact us for clear, friendly, no-obligation advice.
How we price our services
We understand every business is unique. For bookkeeping, your fee is based on the package level and transaction tier that fit your needs—from Start-up to Tier 3—so you only pay for the support you require.
For compliance and planning, your fee is tailored to your business’s size and complexity. After learning about your needs, we’ll provide a clear offer, and as your business grows, it’s easy to adjust as your needs change.
Flexible payment options
We know that managing cashflow is important for every business. That’s why we offer flexible payment options for all our services—whether you need ongoing support, annual compliance, or help with a one-off project. We’ll work with you to find a payment plan that suits your business.
Bookkeeping packages & options
Flexible, professional bookkeeping—so you can grow with confidence. Our service gives you real insight and lets you focus on where you’re needed most. Every package includes expert support and practical guidance, with the flexibility to adapt as your business evolves.
Bookkeeping Packages
Features | Bronze | Silver | Gold |
|---|---|---|---|
Software support | |||
Purchase invoices & receipt processing | |||
Bank reconciliation | |||
Monthly reports (unadjusted) | |||
Quarterly reviews | |||
Sales ledger review | |||
Send customer statements | |||
Supplier statement checks | |||
Request missing supplier invoices | |||
Credit control | |||
Prepare & schedule supplier payments | |||
Contact point for accounting queries | |||
Seamless upgrade options |
Bronze
- Software support
- Purchase invoices & receipt processing
- Bank reconciliation
- Monthly reports (unadjusted)
- Quarterly reviews
- Seamless upgrade options
Silver
- Software support
- Purchase invoices & receipt processing
- Bank reconciliation
- Monthly reports (unadjusted)
- Quarterly reviews
- Sales ledger review
- Send customer statements
- Supplier statement checks
- Request missing supplier invoices
- Seamless upgrade options
Gold
- Software support
- Purchase invoices & receipt processing
- Bank reconciliation
- Monthly reports (unadjusted)
- Quarterly reviews
- Sales ledger review
- Send customer statements
- Supplier statement checks
- Request missing supplier invoices
- Credit control
- Prepare & schedule supplier payments
- Contact point for accounting queries
- Seamless upgrade options
Add-Ons
- VAT returns
- Quarterly MTD submissions for Income Tax
- Payroll processing
- On-site bookkeeping (subject to availability)
Clean-Up Services
Need to get your accounts back on track? Our clean-up service reviews, corrects, and organises your historic records—giving you a clear starting point and tailored recommendations for moving forward.
DIY Software Training & Support
Prefer to manage your own bookkeeping, but want expert backup? We offer tailored training to get you confident with Xero, FreeAgent, Sage, or QuickBooks, plus ongoing support packages if you ever need a helping hand.
Sales & Purchase Ledger Management
Get targeted support for your sales or purchase ledger—perfect if you want to lighten your team’s workload or avoid the cost of extra hires. Flexible, expert help, only where you need it.
Accounts, Tax & Compliance
All your statutory accounts, tax returns, and company obligations handled with clarity and care—so you can focus on your business, not the paperwork. We make compliance straightforward and support you every step of the way.
Limited Company Package
- Annual accounts preparation and filing
- Corporation tax return (CT600)
- Confirmation statement preparation and filing
- Basic company register updates
- Basic tax efficiency advice
- Email/phone support
Sole Trader / Partnership Accounts Preparation
Some sole traders and partnerships need formal accounts prepared in addition to their tax return—especially if you want a clear record for lenders, investors, or business partners, or if your business has higher turnover or more complex finances.
Accounts preparation is quoted separately from self-assessment, as complexity can vary. We’ll advise you if this applies to your situation and make sure you have the right level of support.
Self-Assessment
- Tax return preparation and submission
- Up to two types of income
- Basic tax planning advice
- Email/phone support
- Add-ons: Property income, additional income types
Partnership Compliance
- Partnership tax return
- Partnership appropriation accounts
- Two partner self-assessment returns (with one additional income source each)
- Basic tax planning advice
- Email/phone support
- Add-ons: Additional partner returns, property income (per partner)
Payroll
Outsource your payroll to us for peace of mind and accuracy. We handle payslips, PAYE, pension submissions, all statutory reporting—and can even pay your employees directly, so you can focus on your team, not the admin.
VAT
We prepare, review, and submit your VAT returns, ensuring everything is accurate and compliant with Making Tax Digital.
Financial Performance & Planning
See the bigger picture—get proactive insights, clear reporting, and tailored support to help your business grow with confidence. Whether you need a one-off review or ongoing guidance, we help you turn your numbers into practical decisions.
What We Offer
Management accounts & internal reporting
Regular, easy-to-understand reports that give you a true picture of your business performance.
Business performance analysis
Identify trends, strengths, and areas for improvement with clear, actionable insights.
Budgeting support & forecasting
Plan ahead with realistic budgets and forecasts that help you stay on track.
Cashflow management
Understand and manage your cash position, spot potential issues early, and make informed decisions.
Project financials
Track the profitability and performance of specific projects or business areas.
Risk management
Identify and address financial risks before they become problems.
Growth guidance & forward-looking insight
Support with setting targets, scenario planning, and making strategic decisions.
Strategic financial planning
Tailored advice and planning for long-term success, whether you’re looking to grow, restructure, or prepare for investment.
Why Choose Taylored Accountancy?
Expert support
Certified in leading cloud accounting software, with a focus on accuracy and insight.
Insight as standard
Every package includes regular reports and proactive guidance to help you make informed decisions.
Future-ready
Start with what you need, add services as you grow.
Tailored all-in-one packages
Combine bookkeeping, compliance, and planning in a bespoke way that’s unique to your business.
Our Credentials & Recognition




Have questions?
See our FAQs for more details about our services and working with us.
Ready to get started?
Contact us for a friendly chat, or request a tailored offer.