Package 1 - Essential Update

  • Quarterly Profit and Loss

  • Quarterly Balance Sheet

  • 6 Monthly Review of Directors Loan Account or Drawings

Package 2 - Monthly Business Review

  • Monthly Profit and Loss

  • Monthly Balance Sheet 6 Monthly

  • Quarterly Review of Directors Loan Account or Drawings

  • Monthly Updated VAT Liability Projection

  • Corporation Tax Estimate (Limited Companies)

  • Self Assessment Tax Estimate

  • Basic cash position review