Choose the right plan for your business

Our plans are based on your current businesses size and complexity and scale with you. All our plans are fixed price, paid monthly by direct debit and reviewed regularly to ensure you have everything you need to be successful.

Accounting

From £350 /mth

Talk to an Expert

Great for Startups & Small Businesses

Annual Review

Tooltip
We will review your service with us as a minimum annually looking at changes to your business and for inflation.

What’s included:

  • Accountant Support
  • Pre-Revenue Discount
  • Compliance Pack: accounts, tax, company secretary services
  • Customise with Bolt Ons: Payroll, Pension, Personal Tax, Bookkeeping, etc.

Finance Function

From £950 /mth

Talk to an Expert

For businesses with £0.5m+ Revenue

Annual Review

Tooltip
We will review your service with us as a minimum annually looking at changes to your business and for inflation

What’s included:

  • Financial Controller Support
  • Pre-Revenue Discount
  • Compliance Pack: accounts, tax, company secretary services
  • Finance Pack: collect money, pay bills, pay staff, expenses, reporting & more
  • Customise with Bolt Ons: (S)EIS, Share Options, R&D & more

CFO

From £1500 /mth

Talk to an Expert

Great for businesses with £1m+ Revenue

Annual Review

Tooltip
We will review your service with us as a minimum annually looking at changes to your business and for inflation

What’s included:

  • FD/CFO Support
  • Pre-Revenue Discount
  • Compliance Pack: accounts, tax, company secretary services
  • Finance Pack: collect money, pay bills, pay staff, expenses, reporting & more
  • CFO Pack: analyse performance, extract insights, budget, forecast, projects & more
  • Customise with Bolt Ons: Valuations, Investor Support, Equity management & more

Accounting vs Finance Function vs CFO

Next Level Business can be your accountant, finance team and CFO. We bring the people, processes and technology to ensure your business is supported whichever you choose. Our experts will help guide you.

Accounting
Function
CFO

Timeliness

Past

Up to Date

Future

Financial Statements

Prepare

Analyse

Improve

Work Scope

Historical

Run today

Plan the future

Performance Measurements

Reliability

Analysis

Insights

Focus/Mission

Compliance

Reporting

Strategy

Function/Role

Reporting

Manage

Opportunity

Timeframe

Historic

Current

Future

Designation

Accountant

Controller

FD/CFO

Impact on your business

Low

Medium

High

Oversight

Self

Team

Business

Tasks

Reporting

Running

Advising

Mindset

Compliance

Pragmatic

Commercial

Accounting

Finance Function

CFO

TimelinessPastUp to DateFuture
Financial StatementsPrepareAnalyseImprove
Work ScopeHistoricalRun todayPlan for the future
Performance MeasurementsReliabilityAnalysisInsights
Focus/MissionComplianceReportingStrategy
Function/RoleReportingManageOpportunity
TimeframeHistoricCurrentFuture
DesignationAccountantControllerFD/CFO
Impact on your businessLowMediumHigh
OversightSelfTeamBusiness
TasksReportingRunningAdvising
MindsetComplyControlCommercial
View Accounting
View Finance
View CFO

Compare all plans, feature-by-feature

We offer finance-as-a-service to make it simple to support your business. Our fixed price accounting plans cover all the essentials and give you the foundation for growth and the abiltiy to upgrade anytime. Our Finance Team and CFO plans are for business where they have got to the point where a world class finance function is essential to support their business. Our CFO plans add strategic support to help you maxmise your businesses potential.

AccountingFinance TeamCFO
Pre-Revenue Discount✓✓✓
Specific Support & Client Manager✓✓✓
All required business accounting, tax, company secretary services✓✓✓
Your own financial controller✕✓✓
Running your entire finance function✕✓✓
Awesome business insight & reports✕✓✓
Your own CFO✕✕✓
Help to plan, grow and value your business✕✕✓

Accounting

Finance Team

CFO

Pre-Revenue Discount

✓

✓

✓

Specific Support & Client Manager

✓

✓

✓

All required business accounting, tax, company secretary services

✓

✓

✓

Your own financial controller

✖

✓

✓

Running your entire finance function

✖

✓

✓

Awesome business insight & reports

✖

✓

✓

Your own CFO

✖

✖

✓

Help to plan, grow and value your business

✖

✖

✓

We have made it as easy as possible for us to be the finance support for your business. Launchpad is available 24/7 for you to complete many common activities like notifying us of a new hire and you will be assigned a finance professional to take care of the rest. We like to help you learn and grow as well so we provide opportunities to learn and develop your skills.

AccountingFinance TeamCFO
Launchpad (to manage your business)✓✓✓
Accounting (from your own named Client Manager)✓✓✓
Finance (from your own named Financial Controller)✕✓✓
CFO (from your own named CFO)✕✕✓
Academy & Training✓✓✓

Accounting

Finance Team

CFO

Launchpad (to manage your business)

✓

✓

✓

Accounting (from your own named Client Manager)

✓

✓

✓

Finance (from your own named Financial Controller)

✖

✓

✓

CFO (from your own named CFO)

✖

✖

✓

Academy & Training

✓

✓

✓

We aim to deliver a live and responsive finance service. Finance is a team effort so we report back to you how it’s all going so you feel informed and in control.

AccountingFinance TeamCFO
Value Added Register✓✓✓
Finance Operations Manual & Policies✕✓✓
Monthly Finance Activity Report✕✓✓
Monthly CFO Write Up✕✕✓

Accounting

Finance Team

CFO

Value Added Register

✓

✓

✓

Finance Operations Manual & Policies

✖

✓

✓

Monthly Finance Activity Report

✖

✓

✓

Monthly CFO Write Up

✖

✖

✓

All our plans are customisable but below shows you in more detail what might be typical.

AccountingFinance TeamCFO
Full Statutory Annual Accounts Service✓✓✓
Speed Boost / Expedited Annual Accounts✕✓✓
Cloud Accounting System✓✓✓
Receipt and Expenses Software✓✓✓
Our Finance Software (CC, Payments, Approvals)✕✓✓
Transaction BookkeepingQuarterlyLiveLive
Bookkeeping Transactions Included300UnlimitedUnlimited
Advanced Accrual Bookkeeping✕✓✓
Data Cleanse and Review✕✓✓
Month End Financial Close✕✓✓
Accounts Receivable Service with Credit Control Software✕✓✓
Accounts Payable Service with Approval Software✕✓✓
Annual Budget and Goal Setting✕✓✓
Financial Health Review✕✓✓
Business Specific Key Performance Indicator Report✕✓✓
Full Business Insight Reports Delivered (revenue, costs, margins, profit etc)✕✓✓
Management Accounts✕✓✓
Expenses Management✕✓✓
Expense Card Management✕✓✓
Maintain Company Registers and Cap TableOptional✓✓
Annual Confirmation Statement✓✓✓

Accounting

Finance Team

CFO

Full Statutory Annual Accounts Service

✓

✓

✓

Speed Boost / Expedited Annual Accounts

✖

✓

✓

Cloud Accounting System

✓

✓

✓

Receipt and Expenses Software

✓

✓

✓

Our Finance Software (CC, Payments, Approvals)

✖

✓

✓

Transaction Bookkeeping

Quarterly/Monthly

Live

Live

Bookkeeping Transactions included

300

Unlimited

Unlimited

Advanced Accrual Bookkeeping

✖

✓

✓

Data Cleanse and Review

✖

✓

✓

Month End Financial Close

✖

✓

✓

Accounts Receivable Service with Credit Control Software

✖

✓

✓

Accounts Payable Service with Approval Software

✖

✓

✓

Annual Budget and Goal Setting

✖

✓

✓

Financial Health Review

✖

✓

✓

Business Specific Key Performance Indicator Report

✖

✓

✓

Full Business Insight Reports Delivered (revenue, costs, margins, profit etc)

✖

✓

✓

Management Accounts

✖

✓

✓

Expenses Management

✖

✓

✓

Expense Card Management

✖

✓

✓

Maintain Company Registers and Cap Table

Optional

✓

✓

Annual Confirmation Statement

✓

✓

✓

We can customise your finance service to meet your business needs, below are some of the common bolt ons that we might add

AccountingFinance TeamCFO
Multiple CurrenciesOptionalOptionalOptional
Expedited Delivery✕OptionalOptional
Customised Chart of Accounts & Data Structure✕OptionalOptional
Tracking (Departments, Locations, Business Units, Etc)✕OptionalOptional
Stock / Inventory Support✕OptionalOptional
Deferred Revenue (Subscription or Contract Businesses)✕OptionalOptional
Multiple Business Support (Groups & Subsidiaries)✕OptionalOptional
Advanced App or Tech Support✕OptionalOptional
Further Finance Support / Projects✕OptionalOptional

Accounting

Finance Team

CFO

Multiple Currencies

Optional

Optional

Optional

Expedited Delivery

✖

Optional

Optional

Customised Chart of Accounts & Data Structure

✖

Optional

Optional

Tracking (Departments, Locations, Business Units, Etc)

✖

Optional

Optional

Stock / Inventory Support

✖

Optional

Optional

Deferred Revenue (Subscription or Contract Businesses)

✖

Optional

Optional

Multiple Business Support (Groups & Subsidiaries)

✖

Optional

Optional

Advanced App or Tech Support

✖

Optional

Optional

Further Finance Support / Projects

✖

Optional

Optional

Tax! Everyone’s favourite topic? Our goal is to ensure you are compliant and pay only as much as you have to and not a penny more. Below are our most common tax services.

AccountingFinance TeamCFO
Registered Office for Business & Tax✓✓✓
HMRC Tax Agent for all Taxes✓✓✓
Full Statutory Business Corporation Tax Return✓✓✓
Full VAT Return and Submission (Quarterly)Optional✓✓
Annual R&D Tax Credit Eligibility Review✓✓✓
Tax OptimisationOptional✓✓
Tax PlanningOptional✓✓
PayrollOptional25Unlimited
PensionOptional✓✓
Payroll PaymentsOptional✓✓

Accounting

Finance Team

CFO

Registered Office for Business & Tax

✓

✓

✓

HMRC Tax Agent for all Taxes

✓

✓

✓

Full Statutory Business Corporation Tax Return

✓

✓

✓

Full VAT Return and Submission (Quarterly)

Optional

✓

✓

Annual R&D Tax Credit Eligibility Review

✓

✓

✓

Tax Optimisation

Optional

✓

✓

Tax Planning

Optional

✓

✓

Payroll

Optional

25

Unlimited

Pension

Optional

✓

✓

Payroll Payments

Optional

✓

✓

Every business is a little different and therefore we can customise the tax services in your plan to match. Some of the common tax bolt ons are below.

AccountingFinance TeamCFO
Personal Directors Tax ReturnOptionalOptionalOptional
Payroll Boost+5+10N/A
Withholding Tax Return (Loans & Overseas)OptionalOptionalOptional
International Sales Tax Return(s)OptionalOptionalOptional
Share Option Service (Standard/Pro)OptionalOptionalOptional
Research & Development Tax Claim (R&D)OptionalOptionalOptional
Apply for SEIS & EISOptionalOptionalOptional
(S)EIS Tax SchemesOptionalOptionalOptional

Accounting

Finance Team

CFO

Personal Directors Tax Return

Optional

Optional

Optional

Payroll Boost

+5

+10

N/A

Withholding Tax Return (Loans & Overseas)

Optional

Optional

Optional

International Sales Tax Return(s)

Optional

Optional

Optional

Share Option Service (Standard/Pro)

Optional

Optional

Optional

Research & Development Tax Claim (R&D)

Optional

Optional

Optional

Apply for SEIS & EIS

Optional

Optional

Optional

(S)EIS Tax Schemes

Optional

Optional

Optional

Need some strategic support for your business? Our CFO service plans can be tailored to ensure you have all the support you need to be successful.

AccountingFinance TeamCFO
Your own named CFO✕✕✓
Tailored CFO Support✕✕Choose Type
Annual Business Valuation✕Optional✓
Annual Growth Audit✕✕✓
5 Year Forecast✕Optional✓
Regular CFO Sessions✕✕✓
Business Benchmarking✕Optional✓
Business Dashboards✕Optional✓

Accounting

Finance Team

CFO

Your own named CFO

✖

✖

✓

Tailored CFO Support

✖

✖

Choose Type

Annual Business Valuation

✖

Optional

✓

Annual Growth Audit

✖

✖

✓

5 Year Forecast

✖

Optional

✓

Regular CFO Sessions

✖

✖

✓

Business Benchmarking

✖

Optional

✓

Business Dashboards

✖

Optional

✓

Extra or specific CFO support is available as additional bolt ons. See the most popular ones below.

AccountingFinance TeamCFO
Fundraising Strategy & SupportOptional✕Optional
Business Strategy & Model✕✕Optional
Business Performance Improvement✕✕Optional
Audit Co-Ordination & SupportOptionalOptionalOptional
Custom Financial Model / Modelling✕✕Optional
Customer or Supplier contract review(s) & negotiation✕✕Optional
Investor Relations Management✕✕Optional
Coaching Programs✕✕Optional
Accountability Sessions✕✕Optional
Board / Stakeholder Support✕✕Optional
Tailored Advisory Support✕✕Optional

Accounting

Finance Team

CFO

Fundraising Strategy & Support

Optional

✖

Optional

Business Strategy & Model

✖

✖

Optional

Business Performance Improvement

✖

✖

Optional

Audit Co-Ordination & Support

Optional

Optional

Optional

Custom Financial Model / Modelling

✖

✖

Optional

Customer or Supplier contract review(s) & negotiation

✖

✖

Optional

Investor Relations Management

✖

✖

Optional

Coaching Programs

✖

✖

Optional

Accountability Sessions

✖

✖

Optional

Board / Stakeholder Support

✖

✖

Optional

Tailored Advisory Support

✖

✖

Optional

What makes us
different?

We are your entire finance department—bookkeeping, specialists, software, and processes— at a fraction of the cost of building a dedicated department.

Industry Experts

Our finance and accounting experts are focused on helping you manage growth and reach your goals. Get a dedicated finance function with expertise in your industry.

We Scale

Our finance function and level of support grow with your business needs. Whether just starting out or already international, you’ll find us competitive for the services our clients find invaluable.

Strategy

Our finance experts offer support from operations to strategy. We bring our experience from large public companies to ambitious, high-potential, high-growth businesses like yours.

Cohesion

We plan for the complexities of internationalisation, fundraising and managing growth. Our consistency brings clarity and speed to decision-making for you.

Tech Provided

Our team designs and operates high-tech finance functions for many growing businesses. Draw on our accumulated experience and achieve best practices and efficiency.