Leadership Package

In addition to managing all the tasks required to stay financially compliant, this service supports you in making leadership decisions for your business in line with your goals.

When you let us support you and your leadership:

  • You get a clear understanding of your business purpose
  • You gain clarity on the roles in your business and the structure you need in place to support you
  • You work towards implementing and improving systems within your business
  • You identify the key projects required, creating accountability and ownership for each of these



We work with you on an agreed programme which is tailored to support your personal and business purpose and goals.

This includes:

  • Business financial forecasts

  • Personal financial forecasts

  • Leadership guidance

We can provide monthly or quarterly:

  • Management reporting

  • Or a health-check of the management reports you produce

We then discuss your management reports with you to make sure you are clear on what they are telling you and highlight the opportunities to improve your business.

We also complete all the compliance tasks applicable to you and your business:


  • Annual accounts  – limited company and non-company

  • Company corporation tax return

  • Company registered office

  • Confirmation statement

  • Dividend documentation

  • P11Ds

  • Partnership tax return

  • Payroll

  • Personal tax return

All our packages include access to our team…

This means you can contact us at any time, knowing you will never be charged for our time or advice. If something we discuss will involve more detailed work, we will always confirm the scope of work and quote before we do it.


If this sounds like the package you need or you would like to discuss the other packages we provide, you can book a call with one of our knowledgeable team members. 

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