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01 AI prepares
Fernbrook Digital Ltd
Draft proposalReady for review
02 You decide
Fernbrook Digital LtdDraft proposal
AI draft ready
- Team AI use
- Co-ordination
- Happier clients
- Increased revenue
Illustrative review is ready. Changes stay in this preview.
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01 Your AI tools
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Data Sources
Fernbrook Digital Ltd
Xero, QuickBooks, FreeAgent and more
Billing & bookkeeping
FreeAgent · Connected account
As at 8 Sept 2026
BrightManager, Karbon and more…
Client records
BrightManager · Imported file
As at 18 Aug 2026
TaxCalc
Accounts & tax
Imported file
As at 7 Sept 2026
Timesheets
Recorded time
Imported file
As at 7 Sept 2026
Any custom integration your practice uses
Your own tools, connected to the same record
£62.50/month · £750/year
11.2 recorded hours in the last 12 months
02 Your practice
Your practice stays in control.
03 Your clients
Simple for clients. Less admin for your team.
Accounting & Tax Services Proposal
Prepared for Fernbrook Digital Ltd
8 September 2026
Dear Alex,
Thank you for talking through the next year at Fernbrook. This proposal sets out your annual accounts and corporation tax work, the fee and how we’ll get started.
We’ll prepare your accounts, explain the figures and agree the tax return with you before it is submitted. Your bookkeeping stays with your existing team.
Theo AshbyYour account manager
Services included
Accounts & corporation tax supportCompany Accounts
- Annual accounts for the agreed year
- Corporation tax return and supporting work
- Questions about the agreed scope
Your investment
£960 per year, billed monthly
£80/month + VAT
Terms
Key conditions are at the end of this proposal.
- Annual scope billed monthly
- All fees exclude VAT
Next steps
- 1Accept this proposal
- 2Complete onboarding
- 3Work begins
Total commitment
£80/month + VAT
Assumptions & Details
Please review the points behind the scope. A change may need a revised quote.
What is this fee based on?
The agreed annual accounts and corporation tax scope for Fernbrook Digital Ltd.
What if the scope changes?
The practice discusses any extra work and agrees a change before it starts.
Triple Bottom Line Accounting · People, Planet, Prosperity
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One practice runs on it today.
Norwich, UK
Triple Bottom Line Accounting.
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