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Accounting Bundles from Ad Valorem Accountants

Bundled services are a simplified way of providing accounting service packages that offer different levels for a fixed fee.

Clients know upfront exactly what their accountant fees will be with no hidden surprises. Our accounting bundles offer transparent costs and give you peace of mind.

Do you avoid calling your accountant because you’re worried about the charges everytime you pick up the phone? Then look at our accounting bundles as each bundle includes full telephone support, just one of the many advantages of using bundles.

We have three accounting bundles available to suit your individual business.

Business Essential Bundle

The Business Essential bundle is aimed at the budding entrepreneur. Providing all the compliance based services required to ‘keep you legal’, including:

  • Prepare & File Year End Accounts
  • Prepare & File company corporation Tax Returns
  • Prepare & File up to 2 personal Tax Returns
  • Provide Company Secretarial support
  • Full Telephone Support
  • Access to Credit Reports
  • Fee Protection Service

Financial Controller Bundle

This accounting bundle is ideal for those wanting more information from their accounts – ‘more than just the numbers’. Services include:

  • Business Essential Bundle plus…
  • Quarterly Management Accounts
  • Budgets
  • Cashflow Forecasts
  • Cashflow Target Setting
  • Basic Variance Analysis
  • Profit Monitoring
  • Regular meets with FC
  • Review of Business and Directors Personal Tax Affairs

You will be looked after by one of our senior Accountants or Partners

Finance Director Bundle

Finally, the ‘Finance Director’ accounting bundle is Ad Valorem’s flagship range of services, for those businesses who are really moving into the ‘fast lane’. Services include:

  • Financial Controller Bundle plus…
  • Monthly BoardView
  • Detailed Analysis of KPI’s
  • Premium Tax Returns
  • Tax Planning for Business and its owners
  • Specialist Business Coaching

As part of the Finance Director bundle you will be looked after by a Partner or Director of Ad Valorem.

If you require any advice on the services offered or the accounting bundle that would best suit you and your business, then please call us on 01908 219100 or email at for an informal chat.