AVAILABLE SERVICE PLANS
Positive Practice is here to help you get the most from your business. We offer a range of service packages designed to meet the needs of our various clients whilst delivering value for money.We have a mission statement which we believe expresses our focus on client benefits:
"To help our clients run more profitable businesses
thereby enriching their lives”
Service PackagesWhilst trying to provide the right service level for each client we recognise that not all clients are the same, and some clients have more complex affairs than others. Some clients only need our assistance with the compliance work (preparing tax returns for example), whilst others may benefit from our input to help them achieve their business goals and objectives (short or longer term). With this range in mind we have introduced the following service packages:
Business Growth Service, For those clients wanting, in addition to the PRIME offering, monthly BGS reports (your key numbers and KPIs in terms you understand to ensure you can make the right decisions for your business) and quarterly financials reviews, IHT planning and personal balance sheet reviews (wealth and estate planning), to enable them to maximise their business and personal net worth. Monthly financial review and planning meeting with your own named Positive Practice Accountant. As well as access to our BUSINESS GROWTH tools and resources.
Please note: We limit the number of clients on this service level at any one time to a maximum of 20 businesses to ensure that each client gets our time and resources needed to make the most of their business.
For those clients needing, in addition to the ESSENTIAL offering, pre-year end tax planning reviews and an understanding of how their business measures up to similar businesses, to enable them to maximise their businesses potential profit generation and retention.This service includes are full range of Tax Minimisation Services.
We also prepare quarterly financial reviews to help you stay on track with you plans and goals. No more flying blind.
For those clients either starting out in business or with straight forward business maintenance needs, therefore needing accounts prepared and sole trader, partnership and or corporation tax returns including routine tax reduction service. Not just your year end accounts but useful information to help you manage the future of your business.
Finally, can I assure you that we are focused on helping all our clients succeed and achieve their own goals for their businesses because, the success of your business is vital to the success of our own business.
Tax Planning for all
Our various tax mitigation strategies are available to all clients where their personal or business circumstances are appropriate. Hence, the introduction of our new TaxAbility questionnaire designed to help identify those clients who may benefit from the various mitigation strategies available. These strategies are provided on a contingent fee basis, we only get paid if you save tax, so if we don’t save you tax the cost to you is FREE.
Fees & Direct
All our fees are agreed "up-front", prior to any work commencing, this means you'll never get that "surprise bill" you may have experienced from other accountants.To help clients in these difficult business trading conditions we are offering our direct debit scheme to spread the cost of our services over several months (an end to the year-end accountant’s bill). All clients using our direct debit service automatically received FREE fee protection insurance worth up to £375 per annum.
Each year we plan and deliver client seminars to provide our client base with the opportunity to gain valuable business and financial advice via a number of FREE half day seminar sessions. The aim of these events is to provide you with knowledge and ideas on areas such as increasing sales, improving profitability and getting more from your business.We keep our clients updated with the timing of these events during the year. However, if you would like to discuss your particular business needs in these or any other areas please do not hesitate to contact our office to arrange a meeting.
Free Support & Software
All our clients received FREE telephone and e-mail support as part of our service, so your not going to get a bill just because you needed toget an answer to a question. Clients on our various service packages also have the option of taking our FREE cloud based bookkeeping package. This helps keeping your records up to date easier and provides you with a range of really useful reports to help you manage your business and finances.
We know when you first start out in business that there a lot to learn and there is stuff you didn't even know you needed to know about.We have help many entrepeneurs get the business and ideas off the launch pad to successful business. We have a range of new business support services geared to what you need to help make your new business a success. We call these services PositiveStart, so if you're new to business or just thinking of getting your first business going check out our PositiveStart page.