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🧩 Build Your Own Support Plan

✨Welcome to Elevare's Custom Quote Builder ✨

Not every business fits into a pre-built package — that’s why this form allows you to choose only what you need.
We’ll use your answers to build a tailored monthly quote based on your business type, size, and the services you select.
💡 You can book a free discovery call at the end if you’d prefer to talk things through.

We’re here to help you build the right support plan based on your business model, size, and needs. This quick form will help us calculate a monthly cost, including any necessary add-ons. Don't have time to complete this form the book your discovery call. Still can't wait then call us now on +44 (0) 330 223 1353

Pricing starts from £180/month incl. VAT, with a detailed quote provided after review. You’ll receive a breakdown of all selected services and any applicable admin or setup fees.

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 or Group Company Accounting

🏛️If you operate more than one company or entity, we can support consolidated reporting, intercompany reconciliations, and governance.

🏛️ Do you operate more than one business or legal entity (e.g. multiple Ltd companies, charities, or a group structure)?

🏛️How many companies are you registering with us today?

🏛️This helps us calculate workload and apply group pricing if applicable.

🏛️Give information for selecting Other

🏛️Are these companies linked or completely separate?

🏛️e.g. same ownership group, subsidiaries, different industries, etc.

🏛️Please list the company names or registration numbers (if available)

🏛️What services do you need for each company?

🏛️Tick all that apply for at least one of the companies:
🏛️What services do you need for each company?

🏛️Please specify what services you require

🏛️Would you like us to include group accounting, consolidated reporting, or intercompany support in your quote?

🌍 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, part-time staff, and contractors)?ow many people work in your business (including directors)?

🧾 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? (Use this for catch-up billing and planning workload)

🧾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.
We’d love to support you at scale. Businesses with over 750+ transactions per month are reviewed on a case-by-case basis. You’ll receive a tailored proposal, or feel free to book a discovery call to discuss in detail.

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?

🧾We charge £36/hour (incl. VAT) for catch-up work, the hours are based on transaction volume. If you’re more than 6 months behind, we’ll confirm 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

🧩 BYO Package – Strategic Add-On Options

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

🧩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

✅ All prices quoted include VAT and applicable add-ons such as software, Dext, payroll, or catch-up bookkeeping if selected..

✅ All prices quoted include VAT and applicable add-ons such as software, Dext, payroll, or catch-up bookkeeping if selected..
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.