Starter
For sole traders and new businesses getting organised.
- Monthly bookkeeping rhythm
- Year-end accounts preparation
- Digital record-keeping guidance
- Quarterly check-in prompts
Packages
Fixed monthly support, matched to your stage
Clear plans help Scottish small businesses understand what support is included, what affects the quote and what happens next.
Growth
Most popularFor VAT-registered or growing teams that need payroll and reports.
- Everything in Starter
- VAT return preparation support
- Payroll for a small team
- Monthly management report pack
Managed Finance
For businesses wanting more hands-off monthly finance support.
- Everything in Growth
- Regular cash-flow and deadline reviews
- Cloud workflow tidy-up
- Priority planning sessions
What affects your quote?
Every business starts in a different place. The discovery call checks what is already tidy, what needs attention and how much monthly support is sensible.
- Transaction volume
- VAT status
- Payroll size
- Reporting needs
- Catch-up bookkeeping
- Cloud setup or migration
Changing accountant?
Switching is simpler when the handover is organised.
You do not need everything perfect before you speak to us. We explain what helps, plan around key filing dates and keep the process confidential.
View the switching checklist- Last accounts or tax return
- Year-to-date bookkeeping records
- VAT returns if registered
- Payroll information if applicable
- Recent bank statements
- Company details and authorisations
Confidential next step
Want a clear monthly proposal?
No obligation. Tell us what is happening now and we will explain a practical route forward.