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Tax & accounting

Your books, closed every month.

Companies and freelancers who want their books closed every month, not once a year. You send receipts and statements as they come; we reconcile, categorise and send you a one-page report with what changed and what to watch.

Summary of terms

Note 1.1

Fees from

From €190 / £170 a month

Timing

First close within a month

For

Companies and freelancers

Led by

Priya Raman

Fees are fixed in writing before we start. Excl. VAT.

1

What is included.

Everything below is part of the fee. Anything else is quoted in writing first.

1

What is included.

Everything below is part of the fee. Anything else is quoted in writing first.

Bank and card reconciliation every month

Sales and purchase ledgers kept up to date

Management accounts with a one-page summary

A short call each quarter to go through the numbers

Year-end pack ready for your annual accounts

2

How it works.

The same steps every time, with dates you can plan around.

2

How it works.

The same steps every time, with dates you can plan around.

Day one

We take over your records, check what is pending and set up the client area where you upload receipts.

Every month

We reconcile your accounts by the 10th and send a one-page report: revenue, costs, cash and anything unusual.

Every quarter

A thirty-minute call to look at trends, tax coming up and decisions you are weighing.

4

Questions.

What clients usually ask before they start.

4

Questions.

What clients usually ask before they start.

Your numbers, in order. Every month.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

Madrid

Calle de Almagro 26, 4.º
28010 Madrid

London

38 Great Sutton Street
London EC1V 0DX

Lozano Ferris LLP is a limited liability partnership registered in England and Wales (OC000000), with its registered office at 38 Great Sutton Street, London EC1V 0DX. Its partners are members of the Institute of Chartered Accountants in England and Wales. Lozano Ferris Wealth Ltd is authorised and regulated by the Financial Conduct Authority (FRN 000000). Lozano Ferris Asesores, S.L.P. is registered with the Registro Mercantil de Madrid and in the ROAC (S0000); its financial advice is registered with the CNMV (no. 000).

Investment risk: the value of investments can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances and may change.

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