Finance Overview

We now offer an additional service, providing a regular Finance Overview (a one-page summary showing company profit, estimated corporation tax and

dividends available for the current financial year-to-date), either monthly or quarterly. See details below.

Quarterly (MOST POPULAR)

Receive a quarterly finance overview showing:-

Company profit for the financial year so far (so you know how much profit the company is making)	☑
Corporation tax for the financial year so far (so you know how much you should have saved, so that end-of-year tax bill doesn't give you a shock!)	☑
Dividend availability (so you know how much money is available for you and any other shareholders to withdraw from the company)	☑

Add £15 + VAT per month to your accountancy fee subscription

(currently £7.50 + VAT per month for first 3 months)

To sign-up complete the details below and we will be in touch with next steps.

Name:

Company Name:

Email address:

Confirm:

I wish to sign-up for the Quarterly Finance Overview service.

Receive a monthly finance overview showing:-

Company profit for the financial year so far (so you know how much profit the company is making)	☑
Corporation tax for the financial year so far (so you know how much you should have saved, so that end-of-year tax bill doesn't give you a shock!)	☑
Dividend availability (so you know how much money is available for you and any other shareholders to withdraw from the company)	☑

Add £25 + VAT per month to your accountancy fee subscription

(currently £12.50 + VAT per month for first 3 months)

To sign-up complete the details below and we will be in touch with next steps.

Name:

Company Name:

Email address:

Confirm:

I wish to sign-up for the Monthly Finance Overview service.