Packages · fixed monthly fees

Accounting packages, each on a fixed monthly fee.

Each package includes everything in the one before it. Choose the reporting and support your company needs today and move up as it grows, or ask for a scope built around your group.

The packages

  1. Package 1

    Start-up companies

    Fixed monthly fee

    The core monthly cycle: posting, reconciliations, reports and tax filings.

    Includes

    • Sales invoices posting
    • Purchase invoices posting
    • Expense invoices posting
    • Bank and credit card reconciliation
    • Journals posting
    • Month-end entries posting
    • Monthly flash report
    • and 12 more: compare all
  2. Management reporting from here

    Package 2

    Mid-size companies

    Fixed monthly fee

    Adds MIS reporting and tax registrations, for companies run on management information.

    Everything in Package 1, plus

    • MIS reports
    • VAT registration
    • Corporate tax registration
  3. Package 3

    Established businesses

    Fixed monthly fee

    A dedicated accountant, and a budget you can hold the year against.

    Everything in Package 2, plus

    • A dedicated accountant, available at all times
    • Annual budget preparation
    • Budget vs actual comparison reporting
  4. Package 4

    Enterprise businesses

    Fixed monthly fee

    The full finance back office, with payroll, receivables and payables.

    Everything in Package 3, plus

    • Payroll management
    • Receivables management
    • Payables management

None of the four fits?

Ask for a bespoke package: payroll on its own, a backlog clean-up before monthly bookkeeping, or a seconded accountant for your year end.

Request a bespoke package

Compare

What each package includes.

IncludedPackage 1Start-up companiesPackage 2Mid-size companiesPackage 3Established businessesPackage 4Enterprise businesses
Accounting & bookkeeping
Sales invoices postingIncludedIncludedIncludedIncluded
Purchase invoices postingIncludedIncludedIncludedIncluded
Expense invoices postingIncludedIncludedIncludedIncluded
Bank and credit card reconciliationIncludedIncludedIncludedIncluded
Journals postingIncludedIncludedIncludedIncluded
Month-end entries postingIncludedIncludedIncludedIncluded
Monthly reporting
Monthly flash reportIncludedIncludedIncludedIncluded
Profit and loss reportIncludedIncludedIncludedIncluded
Balance sheet reportIncludedIncludedIncludedIncluded
Cash flow reportIncludedIncludedIncludedIncluded
VAT reportIncludedIncludedIncludedIncluded
Schedules to the balance sheetIncludedIncludedIncludedIncluded
MIS reportsIncludedIncludedIncluded
Compliance
Tax adviceIncludedIncludedIncludedIncluded
VAT returns submissionIncludedIncludedIncludedIncluded
Corporate tax report and filingIncludedIncludedIncludedIncluded
VAT registrationIncludedIncludedIncluded
Corporate tax registrationIncludedIncludedIncluded
Support
Phone and online supportIncludedIncludedIncludedIncluded
Ongoing support and adviceIncludedIncludedIncludedIncluded
Monthly meetingsIncludedIncludedIncludedIncluded
Free setup and implementation: chart of accounts, software, Zoho Books trainingIncludedIncludedIncludedIncluded
A dedicated accountant, available at all timesIncludedIncluded
Budgeting & forecasting
Annual budget preparationIncludedIncluded
Budget vs actual comparison reportingIncludedIncluded
Additional services
Payroll managementIncluded
Receivables managementIncluded
Payables managementIncluded

Package contents as ebs Chartered Accountants publishes them. Your proposal confirms the scope and the fee before you commit to anything.

Questions

About the packages.

Every package covers the bookkeeping itself (sales, purchase and expense invoices posted, bank and credit card accounts reconciled, journals and month-end entries), a monthly set of reports including a flash report, profit and loss, balance sheet, cash flow and VAT report, VAT returns, corporate tax reporting and filing, monthly meetings, and free setup of your chart of accounts and software with Zoho Books training.

ebs labels the packages by company stage: start-up, mid-size, established and enterprise. In practice the deciding questions are your monthly transaction volume, how many entities and bank accounts the books cover, whether you need management information, payroll or a budget, and whether you want an accountant dedicated to you. A free first call settles it.

Ask for a bespoke package. ebs builds one around the scope your company needs: payroll on its own, for example, a backlog clean-up followed by monthly bookkeeping, or a seconded accountant to support your finance team through the year end.

ebs is a Zoho Advanced Partner and sets up Zoho Books as part of every package, with training for your team. If you already use Xero, QuickBooks or Tally, ebs can work in your system instead.

Your books and documents are yours. If you end the engagement, ebs hands over all records and documents within 7 working days.

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