What We Offer

At Halbert Accountancy, we specialise in small business accounting matters.

We can offer the ‘normal’ accounting packages along with any additional business accounting support requirements you may have.

Our packages are based on a time basis and usual client requirements but each can be adjusted to meet your needs.  We can deliver low cost, no frills accounting to our value added range where accounting is not seen as box ticking but as a tool to help grow your business.

Our value added range really focuses on the client’s needs and offers a wider perspective on their business.  Some of our support can focus on budget setting, performance reviews, mini internal audit reviews, advice on operational improvements and strategic planning.  We can work alongside your annual accountant, as an interim Finance Director.  Prices start from £85 per month.

The ‘normal’ stuff’, as per the pricing plans below, include:

  • Company set up and/or transfer from Sole Trader to Limited company (LTD)
  • Bookkeeping, payroll, VAT
  • Annual accounts and their submission
  • Tax calculation and review of tax efficiency

Sole Traders

For Start Ups and Sole Traders
  • The No-frills – ‘Get my accounts in quickly’ Package
  • Completion of annual accounts and returns along with their submission
  • A discussion of your accountant’s findings
  • Review of incorporation potential
  • This is exclusively for Sole Traders, who have a small amount of transactions.
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The Annual Accounts LTD package
  • The No Frills -‘I’ve done everything myself but as a LTD I need an accountant to give me peace of mind’ Package
  • Discussion of business priorities and tax efficiency
  • Completion of annual accounts and returns along with their submission
  • Self Assessment completion for one Director
  • A meeting to discuss your accountant’s findings
  • This would suit a business who enjoys completing the operational accounting actions themselves but appreciates an accountant’s input at the year end
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The Ltd company package
  • The Comprehensive ‘I want someone else to deal with the day-to-day numbers’ Package
  • Everything you get in the Silver package but operational extras and support
  • Discussion of business priorities and tax efficiency
  • Bookkeeping *
  • Regular management accounts
  • Payroll for up to two Directors
  • VAT returns
  • This is for the business that would prefer that a qualified accountant oversees the regular completion of key accounting entries along with the annual obligations
  • *based on half a day per month
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The Financial Controller Package
  • The luxurious Financial Controller ‘I take my accounts seriously and I want to grow my business’ Package
  • Everything you get in the Gold package but strategic extras:
  • Annual budget and business planning meeting
  • Review of allowable expenses
  • Quarterly review of business performance and position
  • Quarterly advice from your qualified accountant
  • This is for the business that wants to use their financial information to make decisions and doesn’t see accounting as box ticking
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