Smart Pricing, Maximum Value. CFO, Accountants & Bookkeepers that deliver.
For pharmacy owners, however, assembling an in-house team of professionals isn’t always financially feasible. That’s where we step in. Our virtual bookkeeping, accounting, tax, and CFO services are tailored to provide you with a team of qualified UK accountants and an experienced CFO at a price that fits your budget.
Enjoy the freedom of timely, accurate financial reporting without compromising on quality. We help you save while maintaining the highest standards of service. Let us handle the accounting challenges so you can focus on growing your business.
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Experts to help
If you are a pharmacy director looking for personal tax assistance, please visit the Personal Tax Advisory Service Page for pricing & deliverables. If you are a pharmacist or a locum, seeking assistance with IR35 review or personal tax-related help, please visit the Locum Tax Service page for pricing and other information.
Price for Virtual Accounting & Part-time CFO Package (All-in-one)
The price table below refers to all-in-one bookkeeping, accounting, and virtual finance director (part-time CFO) services for your pharmacy. You may choose a package that best suits your needs and the size of your business. *** We do not offer pharmacy bookkeeping, accounting, or CFO services separately for the best results and maximum financial efficiency.
Starter Dose
If basic accounting medicine heals you- XERO Subscription
- Setting up XERO feeds
- XERO Dashboard Set up
- Set up and Modify COA to meet business needs
- Tailored KPIs for your business
- Sales Invoices (up to 50)
- Purchases Invoices (Up to 40)
- Payroll (Up to 2)
- Accounts Receivables (Quarterly)
- Accounts Payable (Quarterly)
- Bank Reconciliation (Up to 100)
- Accruals and Prepayments (Quarterly)
- Control Accounts Reconciliations (Quarterly)
- Fixed Assets Reconciliations (Yearly)
- P&L and Balance Sheet (Quarterly)
- Online Payment Platforms
- E Commerce Platforms
- KPIs and Variances
- VAT Returns
- Management Report written
- Recorded Video on Management Reports
- Budgeting and Targets
- Goal Planning
- Review Meetings
- Bugetary Variances Analyses
- Cash Flow Forecasting
- Email Inbox Management
- Dedicated UK Qualified Accountant
Prescription Plan
If you need something slightly powerful- XERO Subscription
- Setting up XERO feeds
- XERO Dashboard Set up
- Set up and Modify COA to meet business needs
- Tailored KPIs for your business
- Sales Invoices (up to 100)
- Purchases Invoices (Up to 80)
- Payroll (Up to 5)
- Accounts Receivables (Monthly)
- Accounts Payable (Monthly)
- Bank Reconciliation (Up to 150)
- Accruals and Prepayments (Monthly)
- Control Accounts Reconciliations (Monthly)
- Fixed Assets Reconciliations (Monthly)
- P&L and Balance Sheet (Monthly)
- Online Payment Platforms (Up to 50)
- E Commerce Platforms (Up to 2)
- KPIs and Variances (Quarterly)
- VAT Returns (Quarterly)
- Management Report written (Quarterly)
- Recorded Video on Management Reports
- Cash Flow Forecasting (Quarterly)
- Review Meetings (Quarterly)
- Budgeting and Targets
- Goal Planning
- Bugetary Variances Analyses
- Email Inbox Management
- Dedicated UK Qualified Accountant
Total Care
24×7 – We will look after everything- XERO Subscription
- Setting up XERO feeds
- XERO Dashboard Set up
- Set up and Modify COA to meet business needs
- Tailored KPIs for your business
- Sales Invoices (Unlimited)
- Purchases Invoices (Unlimited)
- Payroll (Unlimited)
- Accounts Receivables (Monthly)
- Accounts Payable (Monthly)
- Bank Reconciliation (Unlimited)
- Accruals and Prepayments (Monthly)
- Control Accounts Reconciliations (Monthly)
- Fixed Assets Reconciliations (Monthly)
- P&L and Balance Sheet (Monthly)
- Online Payment Platforms (Unlimited)
- E Commerce Platforms (Unlimited)
- KPIs and Variances (Monthly)
- VAT Returns (Quaterly)
- Management Report written (Monthly)
- Recorded Video on Management Reports
- Cash Flow Forecasting (Monthly)
- Review Meetings (Monthly)
- Budgeting and Targets
- Goal Planning
- Bugetary Variances Analyses
- Email Inbox Management
- Dedicated UK Qualified Accountant
Can I buy one off services?
The above price reflects a combination of bookkeeping, accounting and part-time CFO service. We always suggest buying a package for the best experience and maximum efficiency. However, you can have one-off services such as virtual CFO and personal tax help by booking a 15-minute consultation call or leaving us your intent by email.
Can I pay at the end of the job?
No. Service charges are debited at the beginning of each month. We usually create a direct debit mandate with the client by equally splitting the greed price over the year so that it is easier for you to pay each month and helps us ensure cash flow transparency.
How would you work remotely?
All our bookkeeping and accounting work is done remotely by managing your accounting records in XERO. After formal onboarding, you will be given access to our secure portal, where you must upload your information/documents related to the job. Our bookkeepers will then start their job by transferring the information into XERO. Based on the package you bought, we will then arrange an online meeting with you and provide you with the respective financial reports/management accounts accompanied by a video explaining the documents. However, you can reach out to your dedicated accountant by our secured messaging platform at any time.
Is my data secure with you?
Your data/information is stored on a secure platform with maximum web security. Your communication will be encrypted at the source, and our working PCs are Heimdal Agents.
Can I lock prices for the next few years If I pay upfront?
Technically no. Since the prices are subject to yearly revision due to annual inflation and the variable nature of your business size. However, if you want to pay upfront or for multiple years, our Practice Principal can offer you some early payment discounts, which are dealt with on a case-to-case basis.
Can I get your services if I’m already in the middle of the year?
Yes, you can get our virtual bookkeeping, accounting and CFO services if you are already in the middle of the year. You need to cooperate with historical information so that our accountants can pull over all the previous records before the end of the year.
Can I customize a package to fit my needs?
Yes, you can customise the package if you believe that your needs are different. You can book a 15-minute FREE consultation call with the senior accountant to create a customised package for your pharmacy.
What accounting software do you use, and will I have access to it?
We use XERO for cloud accounting, and Tax Calc for corporation tax calculation. We also use Bright Manager CRM to store documents, workflow, and client communication. Apart from that, we have other software that helps us get the job done with maximum accuracy. During onboarding, you will be given access to Bright Manager CRM, where you need to upload your documents. You will also be given access to Xero and Hubdoc so that you can upload your bills and invoices into Hubdoc for future records and bookkeeping automation.
How often will I receive financial reports?
For the basic package, you will receive financial reports quarterly and at the end of each year. However, you can upgrade your services to include a monthly financial report, monthly management report, and regular financial review and cash flow report, as referred to in the table above.
Service cancellation policy
We strive to provide exceptional accountancy services tailored to your needs. However, we understand there may come a time when you need to cancel your services. Please review our Service Cancellation Policy below:
Notice Period
- A minimum of 30 days’ written notice is required to cancel any of our services.
- Notices can be submitted via email or through your account dashboard (if applicable).
Final Billing and Deliverables
- Upon cancellation, we will complete all agreed-upon services up to the cancellation date.
- A final invoice will be issued for any outstanding fees, which must be paid within 14 days of receipt.
- If there are unpaid invoices at the time of cancellation, they must be cleared before the cancellation is finalized.
Refund Policy
- Monthly Retainers: Retainer fees are non-refundable but will cover services provided during the notice period.
- Prepaid Services: Refunds for unused portions of prepaid services will be evaluated on a case-by-case basis.
Data and Record Transfer
- Upon request, we will provide you with copies of all your financial records and reports created during our service period.
- Transfer of records will be completed within 10 business days after the final invoice is settled.
- Any assistance in transitioning to a new provider beyond standard record transfer may incur additional charges.
Early Termination by Us
- We reserve the right to terminate services immediately under the following circumstances:
- Breach of our terms of service.
- Non-payment of invoices beyond 30 days.
- Unethical or illegal business practices identified during our engagement.
In such cases, you will be notified in writing, and we will provide a final statement of account.
Reactivation of Services
- If you wish to reinstate services after cancellation, a reactivation fee may apply.
- Reactivation is subject to our availability and may require a new engagement agreement.
If you have any questions about this policy, please feel free to contact us. We value your business and are here to assist with any concerns you may have.
