Live more, work less

Service Packages

If you're like most business owners you probably see your accountant once a year. They run through pages of out-of-date numbers and talk jargon at you.
Whilst it keeps HMRC off your back, it's no help in improving your business. (No wonder accountants are seen as a necessary evil!) The tragedy is that hidden away in those numbers is a vault jammed with insight and opportunity. Together we can unlock it.
Unlike most firms, we don’t just count your numbers we help you improve them. Our business-optimisation packages give you the flexibility to choose the level of support you want.

Elevate

Delegate accountants Leeds
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The full Edge package plus:
We roll up our sleeves and work with you side by side. It's the total service, plotting your route, and keeping you on track.

    One Page Business Plan
    Regular management accounts.
    Regular review meetings
    Your Personal Balance Sheet
    Improvement possibilities report
    Profit improvement planning
    Attend annual Board meeting
    Annual 5-year trend analysis
    Payroll & VAT Health checks

Edge

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The Essentials package plus:
Quarterly online review meetings of the KPIs (Key Performance Indicators) that make the difference a great and average year.

    Quarterly online KPI reviews
    Online Bookkeeping software
    Personal and business goal setting
    One Page Benchmarking report
    Company secretarial work
    One Page Business Plan
    Regular management accounts.
    Annual Personal Balance Sheet
    Annual Personal Balance Sheet

Essentials

Delegate accountants Leeds
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Getting the basics right
This is the right choice for you if you want a really good service from a great accountant, but budgets are a little tight.

    Unlimited phone / online support
    Personal and Business compliance
    Year-end review meeting
    Quarterly online KPI reviews
    Online Bookkeeping software
    Personal and business goal setting
    One Page Benchmarking report
    Company secretarial work
    One Page Business Plan

Take back control

Identify the goals and the actions that determine your success
Your 40-minute Clarity Conversation
I'm investing in you by underwriting the cost So invest in yourself by clicking the button below