Our Packages
Achieve your financial ambitions with our range of profit first based services.
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.
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
