Gold Package


“Time and tide wait for no man” goes the proverb. The Gold package is perfect for those that agree. The fast-paced approach of this programme rapidly transforms your business into a profit-making machine. Combined with our commitment to providing assistance within 48 hours (usually much quicker), you’ll have our expertise and advice whenever you need it.


The Gold package is the full works. You’ll have access to the entire range of accounting essentials, every tax service and all reporting and performance enhancement services. You’ll receive every aspect of our Profit First programme, developing your expertise in the methodology and positioning your business as a premier example of the benefits it brings.

Accounting Essentials

No matter how many times you go through it, year-end tax accounting always raises the stress levels. Thankfully, as a firm of Chartered Accountants we’re well equipped to remove the stress from your shoulders, letting you get on with doing what you do best – running your business. All UK limited companies are required to file Corporation Tax returns every year. We’ll ensure they’re filed properly and on-time to ensure you meet your legal obligations and avoid any costly financial penalties for late submission. By the way, did we say we also ensure your company tax returns maximise any allowances available to minimise your total Corporation Tax bill? That’s money saved right there, available for transfer straight to the Profit account.

You’ve worked hard to attract some of the best professionals in the industry to work for your SME or start-up. The last thing you want to do is cause dissatisfaction with late or incorrect salary payments.

Don’t worry, our qualified professionals will manage your payroll and can be consulted when it comes to queries on frequency, timing, tax and anything else. We’ll also manage any VAT returns you have on a quarterly basis.

You’ll receive a detailed reporting pack on a monthly basis, exploring the depths of your company’s finances and providing a comprehensive analysis of your current performance. Our PDF reports are a great way of tracking progress against your business objectives, highlighting variances and areas for further work.  This enables timely decision making to help drive profitability

As a Gold package member, our qualified accountants can create divisional profit and loss reports so that you know exactly how each individual unit in your company is performing.’s specialists will carry out bank reconciliation every month for your business, ensuring you’re on top of your financial activities. We’ll ensure that the company’s financial records are tidy and up to date, agreeing to your company bank statements. 

Does your business make payments via a company credit card? Let us manage the posting of these transactions to a separate bank account specifically created for these payments. We can then reconcile these for the company.

We recognise many of our customers aren’t trained accountants and don’t have a complete understanding of how it works, particularly when it comes to including accruals and prepayments into your accounting entries. Don’t worry, any confusion or concerns you had about doing this disappears when you start working with Cloud Our experienced professionals ensure all of your company’s accounting entries include accruals and prepayments every month, delivering accurate and complete data, meaning the information you’re using to make decisions is robust. 

It’s important that all assets and their values are consistently tracked. The reason? Well, there’s a number of them really. Whether it’s the precise reporting of the declaration of company assets or the prevention of theft, any business should keep tabs on this. Our professional specialists will create a fixed asset register and book depreciation at the end of every month, delivering the exact data needed to ensure you’ve got the right information to make important business decisions.

Tax Services

Rest assured,’s financial experts will carry out a full year-end review of your company accounts, providing consultative advice where appropriate. Our professionals can also guide you on tax planning and how we can combine your company and personal finances for maximum effect.

Don’t worry about any late filing penalties, as we’ll ensure your company’s year-end tax returns are submitted on time and correctly. As a Gold member, get your personal self-assessment returns completed by our specialists.

Don’t worry, our qualified professionals will manage your payroll and can be consulted when it comes to queries on frequency, timing, tax and anything else. We’ll also manage any VAT returns you have on a quarterly basis.

Reporting and Performance Enhancement

Review your performance and elevate it to the next stage after a 90-minute consultation session with one of Cloud’s qualified experts. We’ll review seven key metrics that all combine to play an integral role in the success of your company. They include:

  • Revenue growth
  • Gross profit
  • Operating profit (EBITDA) %
  • Revenue per employee
  • Cash days
  • Core cash target
  • Business return

Commencing every month for Gold packages, the seven key metrics action plan and accountability session analyses progress against key metrics and holds people within your business accountable for results.  This is key to the rapid pace of the Gold programme and the speed of results, so we encourage you to include operational people in these sessions where appropriate.

Our comprehensive reporting packs cover a wide range of information including key performance indicators and benchmarking data. Whether you’re a dropshipper, online store or SME, our accountancy experts will provide full commentary throughout the duration of the report, explaining each area in easy-to-understand language giving you a unique insight into your company’s performance. Plus, you’ll be able to ask one of our specialists any questions you have over the course of a 30-minute monthly Zoom call.

Don’t worry, our qualified professionals will manage your payroll and can be consulted when it comes to queries on frequency, timing, tax and anything else. We’ll also manage any VAT returns you have on a quarterly basis.

Each of our packages is built on collaboration and trust. We’ll partner with you to build a budget that will work for your company, maximising financial performance and hardwiring profitability into the fabric of your business. Already created a budget prior to working with us? No problem, our experts can perform a deep-dive analysis, giving advice where required.

As part of the Gold package,’s experts will liaise with auditors throughout the entire process, ensuring it runs smoothly and efficiently.

Profit First

You’ll receive a comprehensive overview of the Profit First book with a PDF of the first five chapters covering this game-changing methodology. Okay, so you’re probably thinking, “Five chapters? What will that teach me?”. Well, a lot more than you’d think. You’ll learn why Generally Accepted Accounting Principles (GAAP) are killing your business, how Profit First works and the steps you need to implement it effectively. This is the first step of your Profit First journey. Welcome to an entirely new way of thinking.

Join our Profit First community and learn from Cloud’s accredited experts twice a week on Zoom. Share ideas with other members, discover how they’ve applied Profit First methodology with successful results and how you can do the same with your company. Uncover the latest techniques from our experts, receive guidance and gain the confidence you need to apply Profit First to make your business a success.

Don’t worry, our qualified professionals will manage your payroll and can be consulted when it comes to queries on frequency, timing, tax and anything else. We’ll also manage any VAT returns you have on a quarterly basis.

Partner with one of our accredited Profit First accountants for one-to-one coaching dedicated exclusively to you and your company. Commencing once a month via Zoom, it is your opportunity to receive bespoke advice for any questions you have. Use the expertise of our qualified professionals for the benefit of your business!


For the first month, these will initially begin as weekly meetings to ensure we’re building solid foundations for Profit First. They will then revert to monthly meetings thereafter to develop these and elevate your business to the next level.

Access a wide-range of Profit First content, documents and templates built exclusively for Gold and Silver members. Whether you’re an SME, dropshipping company or online store, you’ll find everything you could want in training materials, useful templates, the latest blogs and interactive content. It is all there for you to explore – as and when you want.

Our trained accountant’s will perform a comprehensive analysis of your Xero system, conducting data assessments and a full diagnosis of any issues that may require rectification. It is important that the information is accurate to inform data-led business decisions. Furthermore, we’ll also carry out streamlining activities and improve the system for your company’s benefit.

When you embrace Profit First, your mindset will shift, making you re-evaluate every aspect of your business model as well as your personal finances. Many entrepreneurs pay little attention to what is being purchased each and every day; that is where Current Allocation Percentages (CAPS) come in. Our experts can tell you where your real revenue is being spent at this moment. It’s one of the more technical parts of the Profit First methodology but don’t worry, our accredited experts will calculate this and talk you through how they did it.

So, we’ve worked out where your real revenue is being spent right now. What we really need to think about is where you want it to go. Target Allocation Percentages (TAPS) control this once your company is running efficiently and profitably. They’re not a quick-win; they can often take months or even over a year, but you need to know what you’re aiming for. Fear not, Cloud’s specialists will create a roll-out plan showing expected improvements in Target Allocation Percentages over a duration of eight quarters.

Cash management is so important, therefore we’ll execute some key Profit First techniques to ensure it is moved to the best places at the best times. We’ll calculate the cash transfers required, advising the amounts to move and when.

We’ll keep track of your financial performance, monitoring the impact of our Profit First activities to update your 12-month forecast on a monthly basis. 


Access to Xero and Receipt Bank is included, as well as regular help and advice from the team as and when needed.

Comprehensive Support

Our Gold package members are entitled to unlimited email support from our qualified Profit First specialists, receiving swift assistance by the next working day.