Form cover
Page 1 of 2

🟡 Legacy Package – £2,400–£7,200/mo (incl. VAT)

✨Welcome to Elevare's Custom Quote Builder ✨

Designed for established and scaling businesses that need full-scope monthly support, in-depth advisory, governance, and hands-on financial leadership.

We’re here to help you build the right support plan based on your business model, size, and needs. This quick form will us understand your business requirements and calculate your monthly cost, including any necessary add-ons. Don't have tone to fill in the form? No problem book a 30min discovery call. Still can't wait then call us now +44 (0)330 223 1353

This Package Includes:
📚 Monthly Bookkeeping (up to 500 transactions/month)
🧾 VAT Return Filing (MTD)
🧮 Corporation Tax Return (CT600)
📊 Board-Level Monthly Reporting + KPI Dashboard
📅 Quarterly Strategic Planning Sessions
👥 Payroll for up to 15 employees
💼 10hrs/month VPA Concierge Support
📈 Full FD Services (cash flow forecasting, dashboards, budgeting)
📋 Governance & Board Pack Support
🖋️ Grant Writing & Strategic Coaching
🔐 Data Protection & Secure Storage
💻 Client Portal Access + Workflow Management
📜 Efficiency Credit Review
🧾 Catch-Up Quote Logic + Multi-Month Start Planning

1. Contact & Business Info

🙋‍♂️What's your name?

📛 Business Name

📛What’s your business or trading name?

📧 Contact Email

📧What’s the best email to send your quote to?

📲 Contact Number

📲What number can we reach you on if needed?

🧑‍💼 Role in Business

🧑‍💼What is your role in the business?

🏢 Business Structure

🏢 What is your business structure?

This helps us tailor your quote based on your legal and compliance setup.

🧾 Company Number

🧾If you’re a Limited Company, what’s your Company Number?

🧾If you’re not a Limited Company, just enter “N/A”.

🧾Would you like us to complete your annual Confirmation Statement?

🏛️Multi-Entity / Group Company Accounting

🏛️ Are you part of a group or do you operate multiple companies?
If yes, we’ll review this as part of your onboarding and may recommend a customised support plan.

💡 Have multiple companies or a group structure?
We recommend completing our Build Your Own Support Plan to receive a tailored quote that accounts for complex or multi-entity needs.

🌍 Business Location

🌍Is your business based in the UK or internationally?

🌍 Section: International Clients

🌍 Supporting International Clients
We welcome international clients who are registered in the UK or have UK tax, payroll, or compliance obligations.
If your business is overseas but operates in the UK, we’re happy to support you — just let us know any details in the comments section.

🌍Which area of the UK is your business based in?

🌍Which country is your business based in?

🌍What time zone are you in?

🔒 *We’ll only contact you about your quote or Elevare services. No spam — ever.*

2. Business Size & Model

💼 Business Type

💼What kind of business do you run?

💼 Business Type – Other

Please briefly describe your business type in a few words (e.g. artist, engineer, virtual agency, etc.).

👥 Team Size

👥How many people work in your business (including directors)?

👥 15 employees are covered in your package, if you have 6+ staff we will add £6/mo for each additional employee within this tier.
🧱Build Your Own Package (BYO) is recommended.

🧾 Year-End Accounts

Has your company’s year-end passed already, or is it coming up soon?

What is your company’s official year-end date?

Do you currently have a set of management accounts or bookkeeping records prepared for year-end?

🧮 Corporation Tax Return (CT600)

🧮Has your company filed a Corporation Tax Return for the most recent year yet?

🧮Would you like us to file your Corporation Tax Return (CT600) alongside your year-end accounts?

🧮Is your business eligible for any reliefs or claims we should consider (e.g. R&D, creative, SEIS)?

🧾 Monthly Transaction Volume

🧾Roughly how many bank transactions does your business process per month?

This includes purchases, sales, transfers, or payments moving through your business bank accounts.
Your transaction volume may require a custom quote. Click below to schedule a free strategic planning call
🧱Build Your Own Package (BYO) is recommended

3. Accounting & Add-On Needs

Quarterly planning or finance reviews

📊 VAT / Payroll

📊Are you VAT registered or running payroll?

Based on your selection, a VAT return service will be added to your quote: £30/month (incl. VAT)
Payroll support is included in the Growth Package for up to 5 employees.
If you have more than 15 employees, we’ll add £6/m for 16+ employee.

🧍‍♂️ Self Assessment

🧍‍♂️Do you need us to file any Self Assessments?

📚 Catch-Up Bookkeeping

📚Do you have any bookkeeping that needs catching up?

Catch-up work are charged by transaction volume per month. If you’re more than 6 months behind, that's no problem, we’ll confirm and discuss your quote verbally.

🛠️ Software Setup

Do you need help setting up or training on Xero, QuickBooks, or FreeAgent?

💻 Using Your Own Software?

💻Are you already using accounting software?

💻Which accounting software do you use?

How do you currently keep your records?

💻Would you like us to provide setup and a license

💻Would you like us to provide setup and a license
A
B

💻 Which accounting software do you need?

We work with industry-leading software like Xero, QuickBooks, and FreeAgent. If you don’t already use one, we can set it up for you and include training if needed. Software is billed monthly and added to your support plan.
⚠️ Software add-on prices cover standard licenses only.Custom setups, multi-user access, or integrations may require an upgrade.

📸Would you like Dext (receipt capture software) included?

📸 Dext is a smart tool that auto-uploads and categorises your receipts. Perfect for keeping your records clean without the hassle. This add-on is £25/month and connects with Xero, QBO or FreeAgent.
⚠️ Dext is ideal for clients with regular receipt uploads or multiple transactions.We reserve the right to adjust if item volume exceeds fair usage (300+ per month).
📸Would you like Dext (receipt capture software) included?
A
B

🔄Are you switching from another accountant?

🔄Are you switching from another accountant?
A
B

🧑‍💼📧Please enter the name and email of your current accountant

🧩 Legacy Package – Strategic Add-On Options

🧩Select any additional services you’d like us to include in your quote or discuss during your onboarding.

4. Optional Notes (Not Required)

📤 Document Upload

📤Would you like to upload a recent set of accounts or management report?

📝 Business Goals

📝What are your goals for the next 12 months? This helps us tailor your support

💬 Extra Notes

💬Anything else you'd like to share?

Any special needs, deadlines or context.
🔒 Key Terms Summary – Please Review
Before proceeding, please confirm you understand the following: 💳 The £154.80 admin fee is non-refundable and covers your credit check and onboarding. 🧾 All pricing includes VAT. Elevare Partners does not offer discounts. 📅 Catch-up fees are based on your financial year and must be paid upfront. ✅ 1–3–6 Review Policy 1 month – payroll & compliance check 3 months – bookkeeping review 6 months – year-end readiness review 💼 Services are billed monthly unless otherwise agreed. Advisory calls outside of your package are charged at £150/hour. ⚖️ By submitting this form, you are agreeing to Elevare's terms of service and onboarding conditions.

🧾 Final Review & Important Terms

-----------------------------------------------------------------------------------------------
📌 Disclaimer: All quotes are reviewed manually by our team. Final pricing may vary depending on your business size, compliance needs, and the services you select👉 View our🧾Terms & Conditions for full details.

✅ Review & Confirm Legacy Package will start from £2400/month (VAT Included), plus any applicable add-ons like software, Dext, Payroll, or catch-up bookkeeping.

✅ Review & Confirm Legacy Package will start from £2400/month (VAT Included), plus any applicable add-ons like software, Dext, Payroll, or catch-up bookkeeping.
Note: Each email address can only be used once. If you need to update your submission, please contact us at [email protected] or book a free Discovery Call.

✉️ Drop your email below and we’ll send your quote summary!

We'll be in touch within 1 business day with your personalised quote summary. In the meantime, feel free to 👉book a discovery call.