Work With Us
Let's build the right structure around your business.
We work on a fixed-fee, package-based model, so you always know what to expect. The right level of support depends on how your business operates and what you need from an advisor. We usually determine that after an initial conversation.
How We Typically Work
Before we talk about pricing.
Most relationships start with a conversation about your business, how it is currently structured, and where you are trying to take it.
From there, we recommend a level of support that reflects the complexity of your finances and the level of involvement you are looking for.
We work on a fixed monthly fee, agreed in advance, so there is clarity from the outset.
As the business evolves, that level of support can be adjusted.
We keep the number of clients we work with deliberately limited, so each relationship has the time and attention it requires.
The Packages
Three levels of support.
Strategia Essential
For businesses that need reliable accounting and tax support delivered properly.
— Year-end accounts
— Corporation tax return
— Director self-assessment
— Companies House compliance
— Email and phone support as needed
VAT and payroll support priced separately, depending on volume.
Investment: From £250 per month
Confirmed based on scope and complexity
Strategia Growth
For businesses where financial visibility and regular input start to matter more.
— Everything in Essential
— Quarterly management accounts
— Ongoing visibility over cash position
— Periodic tax planning review
— Quarterly conversation to review performance and plans
Investment: From £400 per month
Confirmed based on scope and complexity
Strategia Partner
For businesses that want a closer working relationship and more regular input into decisions.
— Everything in Growth
— Monthly management reporting
— KPI tracking and dashboards
— Ongoing tax planning
— Monthly conversations around performance and decisions
— More direct access to your advisor when needed
Investment: From £750 per month
Confirmed based on scope and complexity
A Note on Fit
We work best with businesses that:
— Are founder-led or owner-managed
— Are generating £200k+ in revenue, or approaching that level with clear momentum
— Want more than year-end compliance, and value ongoing input
— Are open to structuring decisions more deliberately over time
If you are earlier than this but growing quickly, we are still happy to have an initial conversation. If we are not the right fit, we will say so.
Questions That Usually Come Up
Answered honestly.
About the Firm
What type of clients do you work with?
We primarily work with founder-led and owner-managed businesses across professional services, agencies, healthcare, and property. Most are at a stage where financial decisions carry more weight and benefit from more structured input.
Is this just compliance, or advisory as well?
Compliance is always included and handled properly. From there, the focus shifts to clarity, planning, and supporting decisions throughout the year. The level of that support depends on the service you choose.
Fees and Structure
How are fees structured?
All work is agreed on a fixed monthly basis before we begin. This is based on the size of the business, the complexity involved, and the level of support required. There is no hourly billing and no unexpected invoices.
Can fees change over time?
Yes. As your business evolves, the level of support can be adjusted. We review this periodically, or when there is a clear change in your situation.
Getting Started
What does switching from my current accountant involve?
We handle the transition process in full, including communication with your current accountant and HMRC authorisations. In most cases, it is more straightforward than expected.
How long does it take to get started?
Typically, within two to four weeks of the initial consultation, depending on timing and complexity.
Next Step
If this feels like the right direction, the next step is a conversation.
We can talk through how your finances are currently structured, what you may want to improve, and whether the way we work would be a good fit.