Finance Overview 

We now offer an additional service, providing a regular Finance Overview (a one-page summary showing company profit, estimated corporation tax and  
dividends available for the current financial year-to-date), either monthly or quarterly. See details below. 

 Quarterly (***MOST POPULAR***) 

Receive a quarterly finance overview showing:- 
Company profit for the financial year so far 
(so you know how much profit the company is making) 
☑ 
Corporation tax for the financial year so far 
(so you know how much you should have saved, so that end-of-year tax bill doesn't give you a shock!) 
☑ 
Dividend availability 
(so you know how much money is available for you and any other shareholders to withdraw from the company) 
☑ 
Add £15 + VAT per month to your accountancy fee subscription  
(currently £7.50 + VAT per month for first 3 months) 
 
To sign-up complete the details below and we will be in touch with next steps. 
 

 Monthly 

Receive a monthly finance overview showing:- 
Company profit for the financial year so far 
(so you know how much profit the company is making) 
☑ 
Corporation tax for the financial year so far 
(so you know how much you should have saved, so that end-of-year tax bill doesn't give you a shock!) 
☑ 
Dividend availability 
(so you know how much money is available for you and any other shareholders to withdraw from the company) 
☑ 
Add £25 + VAT per month to your accountancy fee subscription  
(currently £12.50 + VAT per month for first 3 months) 
 
To sign-up complete the details below and we will be in touch with next steps. 
 
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