We describe each package without publishing fixed figures. Every engagement is scoped after a consultation, review of records, and confirmation of regulatory requirements.
Request a ConsultationConsultation-led proposal
Ideal for small owner-managed businesses requiring neat record-keeping, bank feeds reconciliations, receipt-capture configuration, and Making Tax Digital compliant VAT filing.
Scoped after record review
Essential year-end statutory preparation and tax filing for limited companies. Includes draft balance sheets, Companies House submissions, CT600 calculations, and FCCA review.
Consultation-led proposal
Error-free monthly payroll for up to 5 employees. Includes gross-to-net tax adjustments, pension auto-enrolment submissions, RTI filings, and digital employee portal logins.
Quoted after audit assessment
Methodical, independent statutory audits for UK medium-sized limited companies, charities, or voluntary audits for loan covenants. Prepared under ISAs (UK) by registered auditors.
Configuration proposal after audit
Automate client intake, standardise ACCA/ICAEW AML checks, PEP screenings, digital engagement letters, e-signatures, and GoCardless payment portal integration.
Scoped implementation proposal
Complete structure configuration of Pixie, Karbon, Senta, Ignition, and Xero PM. Includes task workflow templates, custom email reminder configurations, and full staff training.
Custom proposal
Bespoke software build tailored to your firm's workflows. Custom customer portal screens, proprietary data engines, custom calculations, and multi-platform database integrations via API.
Avoid custom software capital expense. We supply white-labeled forecasting models, scenario tools, and board packs. Commercial terms are agreed privately with partner firms after a systems review.
Client Base
Reviewed privately
Based on advisory readiness
Advisory Offer
Set by your firm
Aligned to your market
Commercial Terms
Agreed by proposal
Documented before launch
Your Firm's Commercial Control
Client-facing terms stay with you
Your practice manages positioning, client relationships, onboarding priority, and advisory packaging.
Sarmad Global Technical Support
Private partner proposal
The proposal covers API connections, ledger integration, hosting, database maintenance, board pack generation, and update support.