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Monthly Retainer Service

Accounting &
Bookkeeping.

Let a qualified accountant handle your books every month — so your numbers are always accurate, your VAT is always ready, and you can focus on running your business.

Starting from
£110
per month, all-inclusive
HMRC Authorised Agent
What's included
  • Monthly bookkeeping & reconciliation
  • Profit & loss statement each month
  • VAT return preparation & filing
  • Dedicated ACCA-qualified accountant
  • Unlimited email support
No long-term contract. Cancel with 30 days' notice. Price depends on transaction volume.
The Service

Everything your business
needs, handled monthly

A complete accounting and bookkeeping service — not software, not automation, but a real accountant working on your books every month.

Monthly Bookkeeping
All transactions categorised, reconciled, and recorded accurately every single month. No backlogs, no surprises.
Profit & Loss Reports
Clear monthly P&L statements so you always know exactly how your business is performing and where your money is going.
VAT Returns
Quarterly VAT return preparation and submission to HMRC. We ensure the right figures, on time, every time.
Dedicated Accountant
Your own named, ACCA-qualified accountant who knows your business — not a call centre, not a chatbot.
Bank Reconciliation
Every bank and credit card account reconciled monthly so your books always match your statements.
Unlimited Support
Ask your accountant anything by email. Questions answered within one business day, no extra charge.
Payroll (Add-on)
Monthly payroll processing and RTI submissions to HMRC. Available as an optional add-on to any plan.
Year-End Accounts
Annual statutory accounts and corporation tax return prepared and filed — included in higher-tier plans.
Cloud Accounting Setup
We set up and manage your cloud accounting software (Xero or QuickBooks) as part of your onboarding.
Pricing

Simple, transparent pricing

No hidden fees. No surprises. Priced by transaction volume so you only pay for what your business actually needs.

Starter
For freelancers and sole traders with straightforward finances.
£110
per month
  • Up to 75 transactions/month
  • Monthly bookkeeping
  • P&L report
  • VAT return filing
  • Unlimited email support
  • Self Assessment filing
Business
For established businesses needing full financial support.
£395
per month
  • Unlimited transactions
  • Everything in Growth
  • Payroll (unlimited employees)
  • Monthly management accounts
  • Cash flow forecasting
  • Dedicated senior accountant

All prices exclude VAT. Payroll add-on available on Starter plan from £45/month. Need a custom quote? Get in touch.

Who It's For

Built for UK businesses
of every type

Whether you're a sole trader or a growing limited company, we have a plan that fits.

Sole Traders & Freelancers
Keep your books clean, your invoices tracked, and your Self Assessment ready — without spending hours on admin.
Limited Companies
Full bookkeeping, VAT, payroll, year-end accounts, and corporation tax — everything a limited company needs, monthly.
Landlords
Rental income tracking, mortgage interest reconciliation, and property income tax reporting — done properly every month.
Growing Teams
As your headcount grows, we handle payroll, auto-enrolment, and management accounts so you always have clear financials.
Getting Started

Up and running in days

Onboarding is handled by your accountant from day one. No setup headaches.

01
Tell us about your business
Fill in our short form and tell us about your transaction volume, software, and current situation.
02
We review & send a proposal
Your accountant reviews the details and sends a fixed-fee proposal, usually within 24 hours.
03
Onboarding & software setup
We connect to your accounts, set up cloud software, and bring your books up to date from day one.
04
Monthly — done for you
From here, your accountant handles everything each month. You receive a clear summary and we deal with HMRC.
FAQ

Common questions

The Starter plan at £110/month covers monthly bookkeeping and bank reconciliation for up to 75 transactions, a monthly P&L report, quarterly VAT return preparation and filing, and unlimited email support from your dedicated accountant. Self Assessment filing is also included.
No long-term commitment required. Our service runs month-to-month and you can cancel with 30 days' written notice. Most clients stay because the service speaks for itself — not because they're locked in.
We work with Xero and QuickBooks. If you don't currently use either, we'll set up your account as part of onboarding at no extra cost. If you use a different platform, speak to us and we'll advise on the best approach.
We monitor your volume as part of the service and will let you know if you're consistently above your plan threshold. Upgrading to the next tier is seamless — and we give you a month's notice before any price change.
Absolutely. We handle the professional clearance process with your existing accountant, request all prior year records, and make the transition completely seamless. You won't need to chase anything yourself.
All prices shown are exclusive of VAT. A VAT-registered business will pay 20% VAT on the monthly fee, which is of course reclaimable as input tax if your business is VAT registered.

Ready to hand
your books over?

Get a fixed-fee proposal from a qualified accountant within 24 hours. No obligation, no sales call.

Contact

Speak to us today

Tell us about your business and we'll send a fixed-fee proposal within 24 hours.

Toll-Free
0800 XXX XXXX
Email
hello@taxvista.co.uk
Response Time
Within 24 hours, guaranteed
Chat with a Specialist