The headspace you need to focus on your business

Compliance Plus includes everything in Everyday Compliance. Year-end accounts, director payroll, tax relief and pension reviews are all handled in the same careful, proactive way.

The difference is what happens next. Compliance Plus is designed for business owners who want to use their numbers during the year to make clear, confident business decisions.

Turning intentions into a solid plan

An annual budget gives the business a direction for the year ahead.

We work with you to build a realistic budget based on how your business actually operates. We’ll look at expected income, key costs, profit targets, drawings, tax and cash needs, and sense-check them against the realities of your business today.

This creates a clear benchmark. You know what the business is aiming for, what success looks like over the year, and where pressure points might appear.

At year end, we’ll look back at how the business performed against the budget, what moved and why, learning from the numbers to inform your next year’s decisions.

Regular conversations that keep things on track

Quarterly meetings are where Compliance Plus really comes to life.

Every quarter, we sit down together and talk through the numbers that matter. These meetings are structured but practical, focusing on four core areas.

Profitability

We look at how profitable the business actually is, not just turnover. This might include margins, trends over the year, and whether certain clients or services are doing more of the heavy lifting than others.

When you know where profits are coming from, it becomes easier to protect and grow them sustainably. 

Tax

Tax is reviewed throughout the year. We discuss current and projected tax positions, upcoming liabilities and whether there are compliant opportunities to adjust drawings, salaries or pension contributions before year end. This helps avoid surprises and spreads decisions out.

Cash control

Quarterly reviews allow us to look at how cash is moving through the business, upcoming pinch points and whether timing issues are creating unnecessary stress. Small adjustments here can make a big difference to how the business feels day to day.

Target setting

Each meeting finishes by looking forward. We agree clear, practical targets for the next quarter. These might relate to profit, cash reserves, drawings, tax planning or operational changes. The focus is always on what is achievable and what will make the biggest difference before the next check-in.