Proactivity - Service Packages
Proactivity level
4 |
Pro Plan |
personal goals
business goals
business diagnostic
strategic plan
From £300 |
Proactivity level
3 |
Pro-Wealth |
Wealth check
initial assessment
annual review
From £300 |
Proactivity level
2 |
Pro-Profit |
Budget setting
FPR reports
Benchmark
Trend analysis
From £1800 |
Proactivity level
1 |
Pro-Tax |
Pre year end review
Investigation cover
IHT review
Remuneration plan
£600-£1200 |
| Basic accounts |
Year end |
Accounts
Tax comps
Tax return
£POA |
Core services
Self assessment returns, P11d's, Company secretarial work, Registered office
Bureau Services
Bookkeeping, Vat returns, Payroll, Management accounts
Improve and grow sessions
Business development, Profit improvement sessions, Tax palnning sessions, Financial management, Wealth planning sessions, Business valuations, Sales & Marketing review, Staff development, Business start up advice
 Click here for the A4G
These are structured advisory sessions that follow a set format to ensure all the bases are covered for each topic - see the link above
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