Stay Legal & Organized
Track Performance
Drive Growth & Strategy
Process Overhaul
Stay Legal & Organized
Track Performance
Drive Growth & Strategy
Process Overhaul
| Feature | Compliance & Clarity | Performance & Budget | Strategic Roadmap | Business Transformation |
|---|---|---|---|---|
| Primary Goal | Stay Legal & Organized | Track Performance | Drive Growth & Strategy | Process Overhaul |
| Best for | Self-employed professionals and small businesses who need to stay legal and organized. | Growing businesses that need more than just a tax return; they need to know if they are staying on track. | Companies ready to scale who need "The Other Side" perspective to identify hidden opportunities. | Established businesses needing a one-time overhaul of their financial processes or a specific growth plan. |
| Software Management | QuickBooks (Xero / VT Transaction+ / FreeAgent) | QuickBooks (Xero / VT Transaction+ / FreeAgent) | QuickBooks (Xero / VT Transaction+ / FreeAgent) | QuickBooks (Xero / VT Transaction+ / FreeAgent) |
| Bookkeeping | Monthly | Monthly | Real-time / Weekly | Full Audit |
| VAT & Tax Returns | ||||
| CIS Compliance | ||||
| Budget vs. Actuals | Monthly Variance | Detailed Analysis | Future Modeling | |
| Cost Analysis | Basic "Quick Wins" | Deep-Dive Efficiency | Full Process Audit | |
| Forecasting | 12-Month Projections | Multi-year Roadmap | ||
| Management Reports | Quarterly Summary | Monthly KPIs | Monthly Action Insights | Custom Dashboard |
| Strategy Calls | Email Support | Quarterly Call | Monthly 1-on-1 | Weekly / As Needed |
| Pricing | From £150/mo | From £400/mo | From £800/mo | Custom Project |
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