Package 1
Newly Established Letting Agencies
Designed for newly established independent letting agencies building their financial structure in their first two years of trading.
Year 1 - Foundation £2,250 + VAT (Equivalent to £187.50 per month)
Includes:
Bookkeeping setup and monthly bookkeeping for your business account
Year-end statutory accounts and corporation tax
Payroll for 1–2 employees
Director tax planning session
Structured compliance roadmap session
Year 2 - Growth £2,950 + VAT (Equivalent to £246 per month)
Includes:
Everything in Year 1, with expanded oversight and support as transaction volume, staffing, and regulatory responsibility increase.
From Year 3 onwards, agencies transition to our Compliance & Growth package.
Clear scope and fixed pricing agreed upfront.
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Add-ons:
Complex or additional director personal tax returns
Additional employees beyond package allowance
Additional Accountants Report
Monthly or quarterly management accounts
Company secretarial support (share changes, restructures)
Cashflow & drawings planning session
VAT registration
Package 2
Core Compliance ——-
Best for single-branch agencies that want tidy books, proactive tax planning, and structured oversight.————————————————-—————
From £3,780 per year + VAT (Equivalent to £315 per month)
Includes:
Monthly bookkeeping for your business account (fees, commissions & operating costs)
Quarterly VAT submissions (if required)
Year-end statutory accounts
Corporation tax return
Payroll for 1–2 employees
Monthly pension upload to pension provider
Director self-assessment (dividends and salary)
Director tax planning
One-off cashflow forecast training (if required)
Annual Financial Oversight Review (structured review of financial controls, client account oversight and reporting discipline)
Year-round support for day-to-day questions
Confirmation statement filing
Clear scope and fixed pricing agreed upfront.
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Add-ons:
Complex or additional director personal tax returns
Additional employees beyond package allowance
Additional Accountants Report
Monthly or quarterly management accounts
Company secretarial support (share changes, restructures)
Cashflow & drawings planning session
VAT registration
Package 3
Core Compliance & Reporting
Best for agencies holding client money who require a compliant Accountant’s Report and structured oversight.
From £4,980 per year + VAT (Equivalent to £415 per month)
Includes everything in Package 2, plus:
Accountant’s Report on Client Money (for CMP / professional body compliance)
Pre-report readiness checklist
Post-report debrief + recommendations
Clear scope and fixed pricing agreed upfront.
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Add-ons:
Complex or additional director personal tax returns
Additional employees beyond package allowance
Additional Accountants Report
Monthly or quarterly management accounts
Company secretarial support (share changes, restructures)
Cashflow & drawings planning session
VAT registration
Is this a fit?
Who We’re Best Suited To Work With:
We’re a strong fit for independent letting agencies who:
Want a specialist who understands letting agency fee structures and client money compliance
Appreciate clear, straightforward advice without jargon
Value proactive tax planning rather than year-end firefighting
Want clear, organised books and structured reporting
Take financial controls and regulatory responsibility seriously
When We May Not Be The Right Firm:
Want your accountant to manage day-to-day client accounting operations
Are not looking to invest in building a well-structured, professionally managed financial function
Are primarily focused on finding the lowest-cost option
Client Money Risk Review Session (30 minutes) - Free Of Charge
A focused session to identify potential client money compliance weak points and control gaps - without taking on your client accounting.
What happens in the session:
Quick overview of how client money flows through your process
Review of reconciliation frequency, oversight, and separation of duties
Identify the top 2–3 risk points that commonly cause issues later
Clear next steps (even if you don’t work with us)
Who it’s for:
Independent agencies holding client money
Agencies preparing for an Accountant’s Report
Agencies that have grown and want confidence their controls match the business
What you’ll leave with:
A short summary of key risks + practical recommendations
Clarity on whether an Accountant’s Report is needed and what “good” looks like
Limited monthly slots to keep sessions genuinely useful.
FAQs
Are your prices fixed?
1
Packages are fixed-fee from the prices shown. Final pricing depends on transaction volume, systems used, and complexity (VAT, number of bank accounts, number of properties/tenancies, etc.).
Do you include bookkeeping for client accounts?
2
No - we focus on your business income and reporting. If needed, we complete the Accountant’s Report and advise on controls and readiness
After a short onboarding and software access, we agree a monthly timetable and set clear responsibilities.
3
How quickly can we get started?
Yes - many clients start on Package 1 and move to Package 2 when reporting is required.
4
Can I upgrade later?
Book a Free Consultation with us
We look forward to connecting with you!
Complete the form to schedule a demo and one of our solution specialists will reach out to confirm your appointment.