Running a limited company shouldn’t feel this hard…

With us, it isn’t!

We’re here to make your life easier

We get it, everything changed when you became a limited company.

Did a friend suggest that you go ‘limited’ because you would ‘save more tax’ and ‘protect your house if your business dealings hit problems’? And now you’ve found yourself wondering what you signed up for.

You were used to managing things as a sole trader, but now the rules have changed.

The paperwork has doubled, compliance is more complex, and you’re not even sure what you should be doing, never mind when it needs doing.

You might have:

Missed a deadline (or worry you will)
Received a letter you don’t understand
CIS or VAT issues that are piling up
Bookkeeping that’s weeks (or months) behind
No idea how much tax you’ll owe (or when to pay it)

Sound Familiar?

If so, you’re not alone. Most of our clients come to us at exactly this point: feeling overwhelmed, stressed, and unsure of what to do next. We don’t judge. We are here to get you sorted out and feeling back in control.

What makes us different

That’s where we come in

At SumX, we help small, hands-on business owners get fully compliant, fully supported, and finally in control.

From

“I don’t know what I’m supposed to be doing.”

“I’m always behind and worried about tax.”

“I feel like I’m winging it.”

To

“Everything is getting done and there’ll be no nasty surprises.”

“I know what’s due, when, and I’ve got it covered.”

“I actually understand how my business is doing and where I want to take it.”

We’re here to make your life easier

What we do for limited companies:

We’ve built a business from the ground up, so we understand what you’re facing
We don’t judge (and don’t like using technical accounting words)
We’re hands-on and proactive, not just “once a year” accountants
We act as your sounding board, helping you make smarter business decisions
We go beyond the basics because we care about your success
We treat you with respect - no question is a stupid one

SUMX

Our packages for Limited Companies

Let’s be straight with you – business owner to business owner. You could pay less to simply get your statutory accounts and tax return filed. For some, that’s enough. But that service is reactive. It ticks the compliance boxes but doesn’t look forward. Neither is there a team of proactive UK based professionals on the other end of the telephone to take your call. There’s no strategic tax planning, no advice on salary vs. dividends throughout the year, and no one keeping an eye on your director’s loan account. (This could prove expensive for you!)
Our packages are for Business Owners who want year-round peace of mind and advice that helps them build a better business. After all, who wants to worry about a brown envelope landing on their door mat?

Starter

From £150 + VAT per month

This package is ideal for you if you have recently started a limited company and have 1 director in your business, and want someone to put your back in control and get the right stuff filed at the right time

INCLUDED:

Your year end accounts and corporation tax sorted and filed promptly so you no surprises with your tax bill.
We’ll run your director payroll for you. No more worrying about what money to pay when.
Quickbooks Accounting Software so you can always access your financials wherever you are.
Annual tax planning meeting so you save tax and don’t have any nasty surprises with your tax bill.
Your personal tax return sorted and filed promptly so you no surprises with your tax bill.
Response time: Emails within 72 hours, phone calls within 48 hours

ADD ONS:

Bookkeeping
CIS Payroll
Extra personal tax returns
Extra employees on the payroll
Property tax returns
Verifying your income for a mortgage application or loan application
Tax planning meetings
VAT registration and returns

Support

From £300 + VAT per month

This package is ideal for you if you realise you need hands-on support from your accountant. It’s perfect for you if you feel overwhelmed by deadlines and peace of mind to stay on top of your statutory deadlines.

INCLUDED:

Your year end accounts and corporation tax sorted and filed promptly so you no surprises with your tax bill.
We’ll run your monthly payroll for your employees. (Up to 5 employees)
Quickbooks Accounting Software so you can always access your financials wherever you are.
Annual tax planning meeting so you save tax and don’t have any nasty surprises with your tax bill.
Your personal tax return sorted and filed promptly so you no surprises with your tax bill.
Prompt response time: Emails within 48 hours, phone calls within 24 hours
Your quarterly VAT return sorted and filed promptly so you don’t miss any opportunities to reclaim VAT.
2 meetings a year so you can stay in control of your business and financial affairs.

ADD ONS:

Bookkeeping
CIS Payroll
Extra personal tax returns
Extra employees on the payroll
Property tax returns
Verifying your income for a mortgage application or loan application
Financial health reviews
Business planning
Help to access finance

Momentum

From £600 + VAT per month

This package is for you if you are ready to step the foot on the gas of your business’s growth. You’ll get the proactive support and insights to make the right decisions to buy the kit or set up in a new premises.

INCLUDED:

Your year end accounts and corporation tax sorted and filed promptly so you no surprises with your tax bill.
We’ll run your monthly payroll for your employees. (Up to 10 employees)
Quickbooks Accounting Software so you can always access your financials wherever you are.
Annual tax planning meeting so you save tax and don’t have any nasty surprises with your tax bill.
Your personal tax return sorted and filed promptly so you no surprises with your tax bill.
Prompt response time: Emails within 48 hours, phone calls within 24 hours.
Your quarterly VAT return sorted and filed promptly so you don’t miss any opportunities to reclaim VAT.
Quarterly meetings to set business goals and your plans to keep you on track.
Quarterly financial health reviews to make sure you have the cash to achieve your personal and business goals.
Quarterly gap analysis report so you can visibly see your progress and where to focus your effort going forward.

ADD ONS:

Bookkeeping
CIS Payroll
Extra personal tax returns
Extra employees on the payroll
Property tax returns
Verifying your income for a mortgage application or loan application
Business planning
Help to access finance

Running a limited company shouldn’t feel this hard…

We’re here to make your life easier

We get it, everything changed when you became a limited company.

You might have:

Sound Familiar?

If so, you’re not alone. Most of our clients come to us at exactly this point: feeling overwhelmed, stressed, and unsure of what to do next. We don’t judge. We are here to get you sorted out and feeling back in control.

What makes us different

That’s where we come in

From

To

We’re here to make your life easier

What we do for limited companies:

SUMX

Our packages for Limited Companies

Starter

From £150 + VAT per month

INCLUDED:

ADD ONS:

Support

From £300 + VAT per month

INCLUDED:

ADD ONS:

Momentum

From £600 + VAT per month

INCLUDED:

ADD ONS:

Get in touch

Need to get on top of things? Let’s sort it.

Useful links

Get in touch