Packages
Take a look at the great packages we offer or contact us to find an option that works best for you!
Limited Company Packages
From £125 per month*
Packages for start-up and very small companies
From £39 per month*
Sole Trader (Self-employment) Packages
From £29 per month*
Buy to Let Landlord & Property Investor Packages
From £25 per month*
Add-on and other packs
From £5 per month*
* All fees subject to VAT; Conditions apply, details on request
Limited Company Packages
* All fees subject to VAT; Conditions apply, details on request
Silver
- Annual Accounts
- Companies House Filing
- Preparing Corporation Tax Return and submission to HMRC
- Tax Fee Protection Service
- Remuneration planning
- QuickBooks Online Plus
- Online collaboration between Client and Lotuswise personnel
- Automatic Bank feeds CSV uploads (alternative to bank feeds)
- QuickBooks Mobile App (IOS/Android)
- Estimates and Sales Invoices from Smartphone
- Dedicated mailbox for easier document sharing;
- Client portal and e-signature technology where appropriate
- Registering and Acting as your agent with HMRC for VAT
- Advising on appropriate VAT scheme and registration for VAT
- VAT Returns – Reporting, Submission
- Payroll for Director(s)
- Acting as your agent with HMRC for PAYE
- Submitting Annual Payroll Returns to HMRC
- Acting as agent with HMRC for Self-Assessment (Personal Tax)
- Your basic self-assessment tax return – 1 included
- Tax Fee Protection Service
- Remuneration planning
- Total number of monthly transactions (sales, purchases, cash)
Transaction Limits – To 50, upgradeable
Turnover Limits – To £200,000, upgradeable
- Paperless capture of Purchase Invoices & Receipts (can be added)
- Book-keeping service (can be added)
- Part-time Finance Director; Business Review; Advisory Service (can be added)
Gold
- Everything included in the Silver Package PLUS:
- Paperless capture of Purchase Invoices & Receipts
- Book-keeping service
Transaction Limits – To 50, upgradeable
Turnover Limits – To £200,000, upgradeable
- Part-time Finance Director; Business Review; Advisory Service (can be added)
Platinum
- Everything included in the Gold Package PLUS:
- Part-time Finance Director; Business Review; Advisory Service
Transaction Limits – To 50, upgradeable
Turnover Limits – To £200,000, upgradeable
Packages for start-up and very small companies
Low Volume Limited Company Package
- Essential from £65 per month
- Freedom from £111 per month
Start-up Limited Company
- Essential from £49 per month
- Freedom from £71 per month
Entry Buy-to-let (SPV) Limited Company Package
- Essential from £47 per month
- Freedom from £67 per month
Sole Trader (Self-employment) Packages
Sole Trader (Self-employed) Pack
- Your business accounts – Book-keeping add-on
- Acting as agent with HMRC for Self Assessment – Making tax digital add-on
- Your basic self-assessment tax return – Payroll add-on
- QuickBooks Online – VAT add-on
- Paperless capture of Purchase Invoices & Receipts – Dedicated e-mail mailbox
- Remuneration planning – Tax Fee Protection Service
- Essential from £45 per month
- Freedom from £69 per month
Buy to Let Landlord & Property Investor Packages
Buy-to-let Landlord Pack
- Your business accounts – Making tax digital add-on
- Acting as agent with HMRC for Self Assessment – VAT add-on
- Your basic self-assessment tax return – Capital Gains Tax add-on
- QuickBooks Online (Freedom) – Dedicated e-mail mailbox
- Paperless capture of Purchase Invoices & Receipts (Freedom) – Tax Fee Protection Service (Freedom)
- Remuneration planning
- Book-keeping add-on
- Essential from £25 per month for 1 property; multiple on request
- Freedom from £59 per month; multiple properties on request
Buy-to-let (SPV) Limited Company Package
- Essential from £47 per month
- Freedom from £67 per month
Add-on and other packs
Also available on standalone-basis, fees subject to VAT
Sole Trader (Self-employed) Pack
- Your business accounts Book-keeping add-on
- Acting as agent with HMRC for Self Assessment Making tax digital add-on (2018)
- Your basic self-assessment tax return Payroll add-on
- QuickBooks Online VAT add-on
- Paperless capture of Purchase Invoices & Receipts Dedicated e-mail mailbox
- Remuneration planning Tax Fee Protection Service
Buy-to-let Landlord Pack
- Your business accounts Making tax digital add-on (2018)
- Acting as agent with HMRC for Self Assessment VAT add-on
- Your basic self-assessment tax return Capital Gains Tax add-on
- QuickBooks Online Dedicated e-mail mailbox
- Paperless capture of Purchase Invoices & Receipts Tax Fee Protection Service
- Remuneration planning
- Book-keeping add-on From £39 per month for 1 property; multiple on request
Registered Office Pack
Companies House Value Pack
Other Company Administration Services
- Registering Limited Companies (Express same day service available)
- Allotment of shares, share transfers and stamp duty administration
- Review and amendment of Articles of Association
- Assistance with opening Business Bank Account
Boardroom Pack
Management Accounts Pack
Services for International Clients
Auto-enrolment Pack
Employers' pack (Payroll+)
R&D Pack
Making Tax Digital Pack
Book-keeping Pack
Credit Control Pack
Personal Tax Pack
- Property Rental Income Tax submission
- Capital gains tax
- Tax on foreign income and property
- Investments
- Residency matters
- Inheritance tax
- Personal Financial Planning including pension planning and mortgages
Business Consultancy and Advisory Pack
- Preparing business plans, Corporate Finance and raising funds
- Applying for Enterprise Investment Scheme (EIS) and Seed IS recognition by HMRC (to attract UK investors)
- Business reviews, board meetings and corporate governance
- Growth, Strategic planning, Business transformation
- Cash-flow and working capital management
- International trade, documentary credits and overseas subsidiaries and related companies
- Internal controls, cyber security, systems implementation and I.T. procurement