Entrepreneurial Business Program

OBJECTIVES

• Management time focused on business and making money
• Business affairs structured in most commercial and tax efficient manner
• Customer understands their accounts and knows well in advance how much tax is payable and when
• On-going access to advice without fear of an endlessly running clock as fees designed around fixed prices

Services inclusive of the following:

a) Company Accounts

• accounts preparation
• meeting legal requirements (with guarantees from us)
• detailed analysis of account headings which are important to you and your business
• all tax scheduling in anticipation of Revenue queries
• detailed fixed asset register
• accounting records survey and improvement report
• provision of opening balances for inputting onto your accounts system
• preparation of abbreviated accounts and submission to Companies House
• End of Year Financial Physical meeting
  • review of business performance and Risk Disk report
  • run line by line through accounts
  • obtain customer agreement to accounts and adjustments
  • corporation tax computation explained
  • personal tax computations/projections are discussed (there is a fundamental link between the company accounts and tax and the customer’s own tax position)
    Our mission is that every customer will leave this meeting understanding their accounts and knowing how much tax is payable and when.
• Unlimited free telephone and e-mail support

b) Annual Tax Management (Corporate and Personal)

• completion and submission of tax computations and returns
• capital allowance claims
• management of payment system including deadlines, payment dates and tax timetables
• assistance with the completion of P11Ds
• answering routine tax queries
• generally dealing with the Inland Revenue on your behalf
• unlimited free telephone and e-mail support

c) Tax Planning

• tax planning meeting
• benefit in kind advice
• regular overview for identifying tax planning opportunities
• devise Profit Extraction Policy to minimise tax liabilities using optimal mix of salary and dividends
• assist with monthly/quarterly dividend paperwork system
• generally making the most of all your personal and business allowances

d) Value Added Services

• seminar invitations
• customer newsletters
• customer alerts
• access to company credit reports

Your investment level	£
1. Payroll Bureau	£3.40 per employee
	per week, £6.70 per employee per month
process weekly/monthly pay slip, advise tax and NI remittance	£55 per annum
year end payroll forms P14, P60, P35
2. Accounting Software
Sage Line 50 installation and training	from £475
3. Registered Office Facility	£140 per annum
storage and insurance of company statutory books maintenance of company statutory books Companies House mail is sent to Allens enabling us to deal with it directly reduces risk of failure to meet deadlines and levy of penalties address on the public register will be separate from your home or office premises
4. Inland Revenue Investigation Insurance	from £200
5. Asset Protection/Group Structure
Holding company set up etc	from £2,975
6. Financial Services Review	FREE
meeting to review life cover, savings, pension and mortgage
7. VAT Returns	from £195 per quarter
8. Management Accounts	from £1,575 per month/quarter
9. Strategic Planning Day	£ value priced
analysis of where business is now where you want it to be in the future how to get there
10. Part-time Finance Director	£ value priced
11. Cash Flow Forecasting and Budgeting	from £1,975
12. IR35 Survival Kit
IR35 status review	£275
IR35 survival contract	£295
IR35 status dispute professional fee protection plan	£249 per annum
IR35 tax and NIC interest and penalties guarantee	from £949 per annum

ALLENS’ SERVICE GUARANTEE

Our work is guaranteed to the complete satisfaction of the customer. If you are not completely satisfied with the service performed by us, we will, at the option of yourselves, either refund the price, or accept a portion that reflects your level of satisfaction.