Packages - The Accounting Equation - Accountants in Penzance, Cornwall

We tailor our packages to suit each client individually. You will be able to choose between our Silver, Gold or Platinum packages. The silver Package will include all your basic needs with us and as an example, if you were a Sole Trader with no payroll or VAT, your packages would include:

Silver Package

Year End accounts – Tax computation, Accounts, Tax Return & submission with HMRC
Monthly bookkeeping & reconciliations
Xero software subscription
Fee Protection Insurance
2 reminder emails each year for tax due
Guaranteed slot in our yearly diary to complete before end of January
Quarterly MTD returns

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Gold Package

Year End accounts – Tax computation, Accounts, Tax Return & submission with HMRC
Monthly bookkeeping & reconciliations
Xero software subscription
Fee Protection Insurance
2 reminder emails each year for tax due
Guaranteed slot in our yearly diary to complete before end of January
Quarterly MTD returns
Quarterly analysis of business position, year to date. Comparison with previous periods.
6 hours additional advice

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Platinum Package

Year End accounts – Tax computation, Accounts, Tax Return & submission with HMRC
Monthly bookkeeping & reconciliations
Xero software subscription
Fee Protection Insurance
2 reminder emails each year for tax due
Guaranteed slot in our yearly diary to complete before end of January
Quarterly MTD returns
Monthly analysis of business position, year to date. Comparison with previous periods.
Unlimited additional advice

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What Our Clients Say

We couldnt manage our business without Laura, Emma and the Team at the Accounting Equation. They have packages to suit all business types big or small. We trust them do all our bookeeping, VAT returns, Tax returns, and give us help and advice when required. They are always friendly and approachable which are important qualities when working together. I wouldnt hessitate to recommend any new sta..
Steven Bruce

I have worked with the Accounting Equation for a few years now and they have helped guide my business through different stages of its development. Very responsive, approachable, professional people and I wholeheartedly recommend their services.
Stephen Green

Just the nicest team - always super supportive , couldn't do without them ! Always ready to go the extra mile .Thank you so much Accounting Equation
Caroline Connaughton

We have used the accounting equation for many years for payroll, self-assessment, VAT returns. All of the team are extremely efficient, always quick to respond and explain clearly my accounting questions. During the Pandemic they went ‘above and beyond’ providing the support and information needed, which was most helpful in navigating our business through such a difficult time. I wou..
Christopher Wilson

We are extremely grateful to the Accounting Equation for the care and consideration you give to the processing of our payroll and general advice. We are only a small charity, but this aspect of our work is crucial to the smooth running of the organisation. We are very appreciative of the long standing relationship we have had with you, and your help and advice over many years.
Heather Boxer of WLAC

Jane Gray at WENAC recommends The Accounting Equation. Friendly, helpful, totally efficient. We would be lost without them.
Jane Gray