Building profitable habits
for a brighter future
Achieve your financial ambitions with our
range of Profit-First based services
Keep cash in the bank to invest in the future
CloudAccountant.com are one of the only Profit First-certified accountancy firms in the United Kingdom. As Chartered Accountants, we combine traditional accounting with cutting-edge Profit First methodology to drive value – for you and your customers.
Our experts bring accounting expertise (we know, big deal), cutting-edge technology (better…), insightful reports (interesting…) and profit-generating habits (now we’re talking!) to drive that value.
Two core pillars of our comprehensive accounting service – data and support – combine with two fundamental values we hold dear; transparency and flexibility. That’s why we’ve built out a comprehensive range of packages to provide you with the greatest value for your business – and budget!
Make profitability a regular habit
Lose constant uncertainty. Gain consistent profit.
All of Cloud Accountant.com’s packages are designed to help you build your business in a sustainable way for long-term profit and success. Through working with our experts, you can ensure predictable cashflow for both your business and your investors.
- We’re Profit First Professionals
- We’re Chartered Accountants
- We’re Independent Financial Advisors
- We’re subscribers to B1G1, a world-wide charitable movement to whom we make a donation for every new client we take on. This funds amazing work throughout the world.
Build a better business
Compare our innovative range of packages.
Our experts have built a comprehensive range of packages to help you determine exactly what your business needs, enabling us to add value from the moment we begin working with you. Take a look at our range of comprehensive support packages below and how they differ.
Don’t worry about being tied in for the long-term either. All of our packages come with just a 30-day notice period. That said, with the growth you’ll see in your financial performance, you won’t want to go anywhere!
You’ve heard of Profit First, maybe read the book. Or some of it. But it intrigues you and you can see what it could do for your business. The incubator is for you. Perfect for those keen to explore, or trying to implement it themselves. Numbers are kept low to ensure everyone get’s heard and helped.
This entry level option is ideal if you want an accountant with expertise in Profit First. You’ll receive a quarterly management pack and access to the accounting, commercial and Profit First expertise of CloudAccountant.com. You’ll also receive an action plan meeting every six months
Good decision, you’ve decided Profit First is right for you and you want results – fast. The slightly more accommodating rhythm of silver (as opposed to the rapid rate of gold) works well for you with monthly management pack briefings and quarterly action plan meetings. Our quick response times will help too.
Raring to go? You can see the potential for your business and we don’t blame you. If you want an early breakthrough then monthly management packs and action plan meetings (up from quarterly in silver) are the way to roll. you’ll get a response within 48 hours (usually a lot quicker) and we’ll feel like part of your business.
You’ve heard of Profit First, maybe read the book. Or some of it. But it intrigues you and you can see what it could do for your business. The incubator is for you. Perfect for those keen to explore, or trying to implement it themselves. Numbers are kept low to ensure everyone get’s heard and helped.
Profit first
- Introduction to Profit First. (PDF of first 5 chapters)
- Incubator mastermind Facebook group/ Monthly Zoom call
This entry level option is ideal if you want an accountant with expertise in Profit First. You’ll receive a quarterly management pack and access to the accounting, commercial and Profit First expertise of CloudAccountant.com. You’ll also receive an action plan meeting every six months
Accounting essentials
- Year end accounts
- Year end Corporation Tax calculation and filing
- Payroll - frequency and timing to be advised.
- VAT returns - quarterly
- Quarterly reporting pack - (Excel based report)
- Bank reconciliation completed monthly
- Posting credit card transactions
- Make accounting entries to include accruals and prepayments at year end
- Create fixed asset register and book depreciation at year end
- Unlimited email support
- Within 5 working days
Tax services
- Year end review of accounts and tax planning. Combining company and personal finances to maximum effect
- Company year end tax return
- Personal Self Assessment return (1 for Bronze, 1 for Silver, 2 for Gold)
Reporting and performance enhancement
- 7 key metrics action plan and accountability session. Six monthly. Up to 1.5 hours per session
Profit first
- Introduction to Profit First. (PDF of first 5 chapters)
- Access to bi weekly group coaching - Zoom call
- Unlimited email support
- Within 5 working days
Good decision, you’ve decided Profit First is right for you and you want results – fast. The slightly more accommodating rhythm of silver (as opposed to the rapid rate of gold) works well for you with monthly management pack briefings and quarterly action plan meetings. Our quick response times will help too.
Accounting essentials
- Year end accounts
- Year end Corporation Tax calculation and filing
- Payroll - frequency and timing to be advised.
- VAT returns - quarterly
- Monthly reporting pack - (PDF report with deeper analysis than quarterly reports)
- Divisional P&Ls
- Bank reconciliation completed monthly
- Posting credit card transactions
- Make accounting entries to include accruals and prepayments every month end
- Create fixed asset register and book depreciation every month end
- Unlimited email support
- 48-72 hours
Tax services
- Year end review of accounts and tax planning. Combining company and personal finances to maximum effect
- Company year end tax return
- Personal Self Assessment return (1 for Bronze, 1 for Silver, 2 for Gold)
Reporting and performance enhancement
- 7 key metrics action plan and accountability session. Quarterly. Up to 1.5 hours per session
- Monthly Zoom call to go through management report. 30 minutes
- Commentary on reporting pack
- Reporting pack to include Key Performance Indicator information/ benchmarking data.
- Analysis against budget (budget provided by client)
- Budget creation. And ongoing amendment during monthly calls.
Profit first
- Introduction to Profit First. (PDF of first 5 chapters)
- Access to bi weekly group coaching - Zoom call
- 1-2-1 Profit First coaching (held during monthly zoom call sessions)
- Access to Profit First proprietory documents and templates
- Weekly meetings for first 4 weeks ensure solid Profit First Foundations
- Monthly meetings for next 5 months, to build on Profit First Foundations.
- Deep dive assessment of your Xero data
- Calculate Current allocations
- Create roll out plan showing expected improvement in Target Allocation Percentages over 8 quarters
- Calculating cash transfers required and advising on amounts to move and when.
- Profit First rolling 12 month forecast, updated monthly.
- Unlimited email support
- 48-72 hours
Raring to go? You can see the potential for your business and we don’t blame you. If you want an early breakthrough then monthly management packs and action plan meetings (up from quarterly in silver) are the way to roll. you’ll get a response within 48 hours (usually a lot quicker) and we’ll feel like part of your business.
Accounting essentials
- Year end accounts
- Year end Corporation Tax calculation and filing
- Payroll - frequency and timing to be advised.
- VAT returns - quarterly
- Monthly reporting pack - (PDF report with deeper analysis than quarterly reports)
- Divisional P&Ls
- Bank reconciliation completed monthly
- Posting credit card transactions
- Make accounting entries to include accruals and prepayments every month end
- Create fixed asset register and book depreciation every month end
- Unlimited email support
- By next working day
Tax services
- Year end review of accounts and tax planning. Combining company and personal finances to maximum effect
- Company year end tax return
- Personal Self Assessment return (1 for Bronze, 1 for Silver, 2 for Gold)
Reporting and performance enhancement
- 7 key metrics action plan and accountability session. Monthly. Up to 1.5 hours per session
- Monthly Zoom call to go through management report. 30 minutes
- Commentary on reporting pack
- Reporting pack to include Key Performance Indicator information/ benchmarking data.
- Analysis against budget (budget provided by client)
- Budget creation. And ongoing amendment during monthly calls.
- Liaise with auditors if required
Profit first
- Introduction to Profit First. (PDF of first 5 chapters)
- Access to bi weekly group coaching - Zoom call
- 1-2-1 Profit First coaching (held during monthly zoom call sessions)
- Access to Profit First proprietory documents and templates
- Weekly meetings for first 4 weeks ensure solid Profit First Foundations
- Monthly meetings for next 5 months, to build on Profit First Foundations.
- Deep dive assessment of your Xero data
- Calculate Current allocations
- Create roll out plan showing expected improvement in Target Allocation Percentages over 8 quarters
- Calculating cash transfers required and advising on amounts to move and when.
- Profit First rolling 12 month forecast, updated monthly.
- Unlimited email support
- By next working day
Our Gold and Silver packages include the standard accountancy practices you’d expect and the work perhaps you didn’t think we would do. We’ll analyse your actual performance against budget, create bespoke management packs detailing KPI’s relevant to your business and undertake the development of a business model to create what-if scenarios.
The exciting stuff, however, is the work you didn’t even think was possible.
Our experts will consolidate profit-making habits and improve your confidence to invest and make decisions for the future. And we’ll empower you to improve margins, drive staff productivity, and ultimately improve the amount of cash you have in the bank.
Working with cloud accountant.com
As entrepreneurs and business professionals, we all know the best partnerships are built on trust and quality communication. Therefore, our experts at Cloud Accountant.com feel it’s important that both parties are a good fit for each other.
How do we determine this?
A 10-15 minute complimentary call with absolutely no commitment to proceed.
We want to drive your company’s profits and help you to be as successful as possible. That’s why it’s important to understand your ambitions, identify any potential obstacles and determine your commitment to overcoming these challenges. After all, we both want make sure we’re compatible and that both businesses can benefit from a partnership.
What happens next?
If we feel there’s plenty of potential for us to release significant value for your business, we’ll proceed to book in an hour-long meeting to properly explore how we can serve you best. This will involve discussing the packages we offer and which one would best serve your aims and ambitions. The output of this will be a proposal based on two key components – data and support.
Alternatively, we may feel we’re not the best solution for you. As a business, Cloud Accountant.com values honesty and transparency, therefore we’ll tell you if we feel this is the case. More often than not, when this happens it is usually because we’ve concluded it’s too early for us to get involved and deliver the level of service we aim to achieve. We’ll happily diarise a meeting in the future.
We’ll make a proposal
Based on solid data.
Ah, data. Alongside money, it really does make the world go round. It’s a good job that Cloud Accountant.com’s experts specialise in these fields then! There’s no doubt that quality data is imperative when it comes to making big business decisions. That’s why we’ll collate vital information in the following areas:
Volume of transactions
Number of bank accounts
Number of companies in the group
Access to third- party software
Number of Employees
If your company is already using Xero, Cloud Accountant.com’s experts will ask for a guest log-in so that we can run a diagnostic report on your data. This will help us to identify any areas that require attention in order to make sure the information in Xero is as useful as possible. Whether we work together in future or not, this report for prospective clients can be kept for FREE.
This report will also enable us to identify any remedial work required and explore opportunities to streamline and improve the system to your company’s benefit.
And comprehensive support
To help you identify the best profit-first package for you.
Providing added-value is key when it comes to running a successful business. You want to provide this to your clients. We want to deliver this to you.
Both parties need to be on the same page in order to achieve our goals for your business moving forward. How do we do this? We’ll analyse the level of support required and pinpoint exactly where we maximise our impact.
Accounts function support
We’ll delve into the level of accounts function support your business requires from our qualified professionals here at Cloud Accountant.
This may include tasks such as:
- Bank reconciliation
- Accounts payable reports
- Payroll services
- VAT calculations
Of course, you might prefer to keep your in-house expertise which is completely understandable. We can also support your existing team in order to maximise performance.
Profit first
Profit First is an innovative methodology designed to do exactly as it says on the tin – put your profits first.
We’ll determine the level of Profit First support required including the frequency of meetings and the depth of analysis needed to deliver the progress your company requires.
Contact us
Contact our qualified professionals today to enquire about our range of packages and how we can assist your business in achieving it’s future growth plans.
Alternatively, call us on 0113 323 1960 for a confidential discussion.
