From £175 + VAT per month
Everything you need to stay compliant, confident, and in control.
Perfect for:
Established small businesses who want accurate bookkeeping, clear monthly reporting, and proactive communication, without the overwhelm.
From £375 + VAT per month
For business owners who want weekly financial insight and hands-on support.
Perfect for:
Growing businesses that want closer visibility of cash, regular guidance, and faster responses.
From £995 + VAT per month
Your full financial powerhouse:
CFO strategy, weekly bookkeeping, and a team dedicated to your growth.
Perfect for:
Business owners ready to scale with a trusted strategic partner providing CFO-level strategy and accountability.
Monthly bookkeeping
Monthly payroll
Quarterly VAT returns
Month-on-month profit statement analysis with estimated corporation tax and drawing highlights
Dedicated Account Manager / Bookkeeper (5-day access, 48-hour response time)
Annual Limited Company accounts production
Annual CT600 Corporation Tax Return completion and submission
Annual Confirmation Statement (Companies House fee separate)
Personal Self-Assessment tax return
Profit First training course
CEO Dashboard Asana template
Full access to the Fearless Finance Club, including Facebook community and weekly calls
Access to our recommended Personal Finance Expert
Exclusive marketing opportunities to send promotions to our email list/Instagram
Discounts on Financial Growth Academy programmes, masterminds, and events
Know where your business stands every month
Friendly, proactive team support
Think strategically about profit, not just revenue
Weekly bookkeeping
Weekly profit and cashflow updates
Priority access to your Account Manager (24-hour response time)
Monthly strategy and review call with Jo or a Senior Accountant
Bespoke tax-saving recommendations
Quarterly forecast and goal-setting support
Real-time clarity of your finances
Proactive decisions backed by current data
Experienced team on hand to guide your next move
Monthly CEO–CFO strategy sessions with Jo Simpson
Profit First implementation and ongoing management
Detailed financial forecasting and cashflow planning
Business plan creation and review
Tax efficiency and R&D support
Grant application guidance
Access to the J K team including Marketing & Growth Specialists
Personalised Asana and KPI dashboard setup
Exclusive access to The Financial Growth Academy premium community
Full financial clarity to lead like a CEO
Expert accountability and strategy at every level
A cross-functional team aligned to your growth
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