Client Benefits

All the features included in our fixed fee packages, helping us to collaborate with our clients and maintain an efficient workflow plus helping you stay ahead of your business finances.

Fixed Fee Accountants quickbooks

Free QuickBooks Online

All our fixed fee packages include your own QuickBooks Online Essentials Edition valued at £180 per year! Use thie software from your mobile, tablet or pc to do your own bookkeeping OR if you have chosen a package that includes our bookkeeping services you can log in to oversee our bookkeeping, plus make use of all the great features below.

What can you do with your Software:
Oversee our bookkeeping
Enter your own bookkeeping transactions
Manage multiple currencies
Add upto 3 other users to access your QuickBooks
Create customised invoices for your clients
Send invoices or download your customer invoices
Produce reports
Accept payments from your customers
Manage suppliers

See All QuickBooks Essentials Features on QuickBooks Website OR Take a 30 Day Trial of QuickBooks Essentials

Dot Portal

Client Portal

From signing up to sharing information and files to final approvals and e-signatures – our client portal creates a seamless information flow between us and our clients.

Share Files

Share your files with us by uploading them in to your client portal. You can also view and download files that we have shared with you.

Organised File Archive

All files are neatly organised in folders, creating an easily searchable history of our communication and your business information.

Quick Find Files

Easily search through your file archive to find documents you need, very handy when your archive grows to hundreds of documents.

Manage Invoices

View paid and unpaid invoices, make payments and download your invoices whenever you need them.

Approve our Work

Digitally approve our work such Accounts, Tax Returns and Annual Returns – from your Client Portal.

Deadline Calendar

View your personalised business deadline calendar from your portal, with every important tax or other statutory date marked.

And More…

Fixed Monthly Fees

Spread the cost of your Annual Accounting Fees over 12 months, by paying monthly, via a range of options such as paypal or direct debit. Easily upgrade or downgrade your package when you need to.


Qualified Professionals

All our Accountants and Bookkeepers are ACCCA or ICB qualified. Whatever package or service you choose, you can rest assured that your business is in good hands.


Assigned Accountant

Every client is assigned their own dedicated accountant. So you have one point of contact with us. This means your business is always a priority to your accountant, giving them a better understanding of your business.


Month-End Profit Reports

Delivered at the end of every month, these reports will include monthly sales, expense and profit for the current month, a comparison with previous months and a percentage change analysis – helping you stay on top of your business finances.



We won’t charge you anything additional for helping you, or completing on your behalf, any registrations or de-registrations. For example if you need to register for VAT and if you need to de-register at a later date – we will complete these admin tasks for you, making sure everything is completed accurately.


Company Changes

We won’t charge you for making or helping you make changes to your company. New director appointments, Director Removals, Share Changes, Shareholder Changes, Company Address changes and any other administrative changes are included in your package.


Ready to get started?

View our Fixed Fee Limited Company Packages, Year End Packages OR make a custom Accounting Package using our Package Builder.