Packages
SERVICES TAILORED TO YOU
At Lumin Accountancy, we understand that you need a service that is tailored to you. That’s why we offer three service packages, from core services to holistic financial management. So, read more about our packages below to understand how we can best help you.
Essentials
- Annual accounts
- Self assessment tax return for directors
- Payroll
- (Includes password protected payslips, access to employer portal, pension assessments, HMRC and pension submissions)
- VAT returns
- Confirmation statement
- Dividend documentation
Ignite
-
Pre year end tax planning review
(Forecasted accounts prepared before year end, allowing for actionable tax planning opportunities) -
Turbo charged bookkeeping
(subject to transactional volume) -
Basic financial reporting
Evolve
-
Guided quarterly / monthly bespoke financial reports with meeting
-
Setting and monitoring of targets and Key Performance Indicators
-
Comparison to prior periods and tracking of spend lines
Add Ons +
-
R&D tax credits
-
Cashflow planning
(weekly cashflow review, taking real time data and guiding you through your future income and spend profile to plan for shortfalls and foresee issues) -
Forecasting
(which can be used for funding opportunities and to benchmark against actual results in Evolve) -
Funding plan
OUR SERVICE PACKAGES
If you’re looking for solutions tailored to your requirements, look no further than our service packages.
Start: Essentials
If you just want us to handle the accountancy basics, our Essentials package might be for you.
Develop: Ignite
Spark innovation, streamline your systems and feel more in control of your finances with Ignite.
Grow: Evolve
Have big ambitions for your business? Our Evolve package is here to help you meet your greatest potential.
Switching to Lumin is easy
“They have helped me completely transform the way I run the finances”
“If you need accountancy services, look no further. I could not recommend Lumin any more highly. They have helped me completely transform the way I run the finances in my business and have helped me build my confidence in knowing the numbers.”
-Harri Halvon-Hardy
“They are a genuine business facilitator”
“Ashley and his team have transformed the way I view the relationship with our accountants . They are a genuine business facilitator. They take the time to understand the business and the people behind it and their service levels are the best I’ve experienced by a country mile. I can’t praise them enough.”
-Simon Woodman
tried,
tested & trusted
Hear from our clients, old and new, about what we’re like to work with as a firm.
WHAT ARE YOU waiting for?
We’re so excited to work with you and your business – let’s talk whenever you’re ready.
Get in touch
Discovery chat
Get started
