Calculate Your Fee
Vale Online Bookkeeping Software used
Please answer all the applicable questions below and the calculator will provide you with a quote for our services.
As you will appreciate it is very difficult to create a standard quote system when every business keeps their records
differently and to varying standards. The calculated fee is, therefore, conditional that all your bookkeeping will be
done using our online bookkeeping software, Clever Accounts, whether you write up your books or we do it
for you. Clever Accounts is a very user friendly system that is accessed through the internet meaning you can access
it wherever you have an internet connection. No software is installed on your computer. Your data is stored
securely and is regularly backed up. The cost of this software is included in the fees quoted below together
with training (if required) and support for any questions you have regarding its use.
These fees include all the day to day accountancy and taxation services that you require including telephone calls
and correspondance. Additional fees may be payable for non-standard services, such as representation in the
event of a HM Revenue and Customs enquiry.
The use of our online bookkeeping system is our preferred method of working. Whether you write up your records
or we do, we can both monitor the progression of your business on a regular basis and we can help your business
decision making process by providing accurate, up to date information, not to mention tax planning suggestions,
when it matters - during the year not 6 months afterwards, which is usually too late to be of any practical use.
Good tax planning and business consultancy during your trading year can easily benefit your business to a level
much in excess of the professional fees that you pay. Accountants' fees don't have to be an overhead, to some
switched-on businesses they are regarded as an investment.
What's Included
For All Clients						For Business Accounts Clients
Unlimited Telephone Calls				Yes		Your Annual Accounts				Yes
Day to Day Correspondance				Yes		Your Business Tax Return(s)				Yes
Monthly Newsletter (by email)				Yes		Annual Tax Planning Review				Yes
Secure Online Document Store				Yes		Quarterly Accounts Commentary (a plain English view on your accounts)				Yes
						Quarterly Management Accounts				Yes
Options As Selected Below
Bookkeeping				Q3
VAT Returns				Q4
Payroll				Q6
The Calculator
Q1.	Do you have a business or do you only require a self-assessment tax return?
	Answer		(please select) Tax Return only Business Accounts
Q2.	What is the trading status of your business
	Answer		(please select) Sole Trader Partnership Limited Liability Partnership Limited Company
Q3.	Will you write up your own books and records or would you prefer us to do your bookkeeping?
	Answer		(please select) I will do my own bookkeeping I would like you to prepare my books & records
Q3a.	How many accounting transactions does your business process each month?
	Number of entries on your bank statements/Number of invoices/Number of cash transactions
	Use your best estimate. We wouldn't expect you to know the exact number and, don't worry,
	we won't adjust the fee if it turns out that you have a few more transactions (within reason of course!)
	Answer		(please select) Up to 40 transactions 41 to 70 transactions 71 to 100 transactions 101 to 130 transactions 131 to 160 transactions 161 to 190 transactions 191 to 220 transactions 221 to 250 transactions Above 250 transactions
Q4.	Do you want us to prepare and review your VAT returns?
	Answer		(please select) No thank you Yes - Monthly Yes - Quarterly
Q5.	Do you want us to prepare your personal self-assessment tax return?
	Answer		(please select) No thank you Yes - 1 required Yes - 2 required Yes - 3 required Yes - 4 required Yes - 5 required Yes - 6 required
Q6.	Do you want us to prepare your business's payroll?
	Answer		(please select) No thank you Yes (weekly) - Up to 5 employees Yes (monthly) - Up to 5 employees Yes (weekly) - 6 to 8 employees Yes (monthly) - 6 to 8 employees Yes (weekly) - 9 to 11 employees Yes (monthly) - 9 to 11 employees Yes (weekly) - 12 to 14 employees Yes (monthly) - 12 to 14 employees Yes (weekly) - 15 to 17 employees Yes (monthly) - 15 to 17 employees Yes (weekly) - 18 to 20 employees Yes (monthly) - 18 to 20 employees More than 20 employees - please contact us
DISCOUNTS
	Multi service discount			Where you have selected more than one of our services
				we have automatically applied a discount.
Q9.	Do you have a discount code? If so, please enter it here.
	Answer
				Total
				VAT at 15%
			TOTAL MONTHLY FEE (payable by standing order)
				Total tax return only fee
				VAT at 15%
			TAX RETURN ONLY FEE (payable before return is submitted)
				Total Annual Fee (excluding VAT)
If you would like to discuss our services further or to fix the fee quoted above, please complete the boxes
below then press the "Submit" button at the bottom of this page. We also recommend that you take a print of the
quote. Once we receive this form we will be in contact as soon as possible. Alternatively give us a call on
01423 359855 and tell us you have completed the online quote form.
Name:
Telephone:
Email:
Preferred Contact Method:			Telephone Email
Preferred Time of Contact:			Morning (9am to noon) Afternoon (noon to 5pm) Evening (5pm to 8pm) Weekend
How Did You Here About Us:			Yellow Pages Thomsons Local Advert Google Other Internet Search Engine Recommendation Other
Comments:			If we were recommended to you by an existing client of ours, please enter their name in this box.
We know that this fully inclusive service (and the fee level!) will be too much for some businesses. If you would
like a quote for a more traditional year end only service please follow the link below.