Service Proposal

For Blendb2b

Helping you simplify finance, unlock growth, and focus on what matters most.

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Growth Made Simple

We make growth feel easy—less about complexity, more about smart systems, insights, and support that scale with your ambition.

Beyond Just Numbers

Our services go deeper than compliance—bringing clarity, strategy, and real-time visibility to power better decisions.

Your Future-Partner

From startup to scale-up, we evolve with your business—adapting support, tools, and insights at every stage of your journey.

!

Imagine a business journey that feels lighter, smarter and fun!

With the right support, growth doesn't have to be complicated. It can be exciting, rewarding, and full of possibilities. Our services are built to fit seamlessly with your needs, backed by people who understand not just numbers but what really drives your business.

Let’s take a walk through of how working with us makes work less of a burden and more of an adventure.

Who are We?

We partner with visionaries, businesses, dreamers, and creators who are building what’s next.

You don’t always have time for the details that keep growth moving. That’s where we step in.

We reshape the traditional.

Compliance becomes effortless.

Processes flow smoother, faster, smarter.

Reporting isn’t paperwork. It’s insight.

KPIs aren’t just numbers, they’re signals of where your business is heading.

This isn’t accounting for the past.

It’s accounting for the future.

Why We’re The
# 01 Choice

For Businesses Seeking Exceptional Value

Testimonials

What Others are Saying

Marius-Cristian Frunza

We would like to extend our sincere appreciation to Clear House Accountants for the outstanding support provided to our company throughout the past year...

Vik Bharat

We've been working with Clear House Accountants since 2021, their expertise and attention to detail has kept us ahead of tax deadlines. Responsive, thorough, and always professional.

Arkadiusz Surma

If you’re looking for knowledgeable and professional accountants, CH is a great option. They have been assisting my businesses for over five years, demonstrating exceptional patience...

Destination

The Foundation

Every great business is built on strong foundations.

Without the essentials in place, growth stalls, decisions get messy, and opportunities slip away.

So we focus on building that foundation for you first!

Annual
Accounts

They keep you compliant with Companies House and HMRC. They also reveal the story of your business year, providing a baseline for spotting trends, attracting investors, and planning what comes next.

CT600 Corporation Tax Returns

Accurate tax filings protect you from penalties. They also uncover opportunities to reinvest savings, optimise structures, and free up capital for growth.

Annual Confirmation Statement

It is more than a filing requirement. It shows stability, reliability, and readiness to stakeholders, partners, and potential investors.

Quarterly
VAT Returns

Staying on top of VAT avoids costly surprises. It also creates a rhythm, a quarterly financial pulse check that keeps you in control and future focused.

Monthly Management Accounts

Compliance gives you order. Monthly accounts give you vision. Real-time clarity on cash flow, profitability, and performance transforms routine reporting into a decision-making engine.

Additional
Services

Advisory and consultancy are not bolt-ons. They are the bridge between compliance today and scalability tomorrow. Rate card can be provided on request.

Stage

The Evolution

Businesses move through various stages: startup, growth, expansion, and the phase where it all comes together.

Each stage brings new layers of complexity. Which means you need systems that are smarter, insights that are clearer, and partners who can adapt with you.

The growth phase is often the toughest. It is when challenges arrive thick and fast, and the needs of the business shift the quickest. This is where having flexible, future-focused partners makes the biggest difference.

Here is how we help you navigate that stage:

The Growth Evolution

Every business hits a stage where growth is both exciting and overwhelming. Scaling creates new pressures: more transactions, bigger teams, and faster decisions. Financial clarity is what makes this stage manageable.

That clarity can be achieved through effective forecasting and budgeting, which help you plan resources and anticipate challenges. KPIs and dashboard trackers provide a pulse check on daily performance, aligning the short term with long-term goals. Variance analysis and commentary give context to the numbers, helping you see not just what happened, but why.

An effective management accounting procedure brings all of this together into one framework, tailored to your business objectives. Whether you need a focus on short-term operational goals or long-term strategic direction, management accounts can be designed to cover everything from simple reporting to advanced insights that drive growth forward.

The Data Challenge

As a business evolves, the volume and complexity of data grow rapidly. What once felt manageable with basic processes becomes harder to track as teams, clients, and operations expand. The challenge is not just handling the data but ensuring it is reliable, connected, and useful.

A strong accounting software setup is the foundation. When implemented well, it becomes the core of an ecosystem that links different parts of the business. Expense approvals, inventory management, and operational workflows can all connect back into the same system, giving you accuracy and consistency across the organisation. Reliable data and interconnectivity between departments are what make financial insights trustworthy and decision-making faster.

Every system has its limits. At some point, businesses face the question: is the current accounting software enough, or is it time to move toward an ERP? The decision is not only about size but functionality. Some businesses can stretch existing systems further, while others reach a stage where an ERP is the natural next step.

Handled correctly, financial systems evolve from simple record-keeping into the backbone of the business, where compliance accuracy, operational efficiency, and strategic visibility all come together.

The Compliance Compass

Compliance is often seen as a box-ticking exercise, but it can become a compass for growth. Meeting obligations like VAT returns, annual accounts, and confirmation statements ensures protection, but the data inside these filings can provide much more.

Used effectively, compliance checkpoints become natural opportunities to review performance, check risks, and identify savings. Annual accounts reveal trends that feed into investment discussions. VAT data highlights spending patterns and cash flow pressures. Confirmation statements reinforce stability for partners and investors.

When approached strategically, compliance connects directly with tax planning, risk reviews, and financial forecasting, turning regulatory requirements into a guiding framework for business decisions.

The Strategy Shift

As the business matures, the need for forward-looking planning becomes more important. Compliance provides order, but strategy provides direction. Without it, opportunities are missed and decisions become reactive.

This shift comes through structured planning sessions, scenario modelling, and advisory support. Forecasting future outcomes allows you to test growth strategies before committing resources. Advisory discussions tie together management accounts, compliance insights, and system data into actionable roadmaps. Tax structuring and investment planning become tools to optimise both profitability and long-term positioning.

In this stage, financial data evolves from being a record of the past into a map of the future, guiding the business through decisions on funding, expansion, and investment.

The Continuity Framework

No business stands still, and financial support must evolve with it. Continuity is about keeping the framework stable while ensuring it stays flexible enough to adapt.

This is achieved through dedicated support that combines consistency with agility. An accounts manager provides ongoing clarity, while documented policies and procedures ensure the business has a reliable structure that outlives individuals or short-term needs. Regular health checks of systems and reporting keep everything up to date.

Continuity links directly with advisory, compliance, and system optimisation, ensuring that as the business grows, its financial foundation continues to evolve in step.

Process

The Delivery Roadmap

We will deliver our services through a structured process designed to provide accuracy, compliance, and actionable insights. The framework below outlines how we will work with you:

Activities

Expected Outcomes

Stage 01.

Onboarding

  • Review current accounting systems, access points, and financial tools to spot gaps and optimisation opportunities.

  • Seamlessly import historical records with accuracy checks.

  • Establish secure, scalable access via a client portal that grows with your needs.

  • Establish secure, scalable access via a client portal that grows with your needs.

  • A smooth, error-free transition that sets you up for clarity and control.

  • A consolidated, well-structured financial foundation from the start.

  • Secure, always-accessible documentation at your fingertips.

  • A shared strategic direction that aligns accounting with your business vision.

Stage 02.

Bookkeeping

  • Maintain real-time, accurate bookkeeping that avoids errors and data mismatches.

  • Conduct frequent reconciliations of bank and ledger entries to ensure data integrity.

  • Monitor income, expenses, and balances continuously to ensure visibility and control

  • Reliable, granular financial data that informs
    action.

  • Lower risk of discrepancies and
    issues.

  • Consistent, clear oversight of your cash flow and performance.

Stage 03.

Compliance Delivery

  • Manage and file VAT returns accurately and ahead of deadlines.

  • Prepare and submit annual accounts and CT600 returns with precision.

  • File confirmation statements to maintain full regulatory standing.

  • Solid compliance with all statutory and regulatory requirements.

  • Freed-up time and mental energy by eliminating crisis admin.

  • A trust-building track record for stakeholders and investors

Stage 04.

Management Reporting

  • Manage and file VAT returns accurately and ahead of deadlines.

  • Prepare and submit annual accounts and CT600 returns with precision.

  • File confirmation statements to maintain full regulatory standing.

  • Crystal-clear financial visibility that guides daily operations and long-term planning.

  • Faster, smarter decision-making based on real-time insight.

Stage 05.

Reviews & Advisory

  • Conduct proactive check-ins with your dedicated accountant to stay ahead of challenges.

  • Offer strategic advice on tax, efficiencies, and future opportunities .

  • Be responsive to queries, ensuring clarity when it matters most.

  • Confidence in both the accuracy and relevance of your financial setup.

  • Insights that help you confidently plan ahead, not just catch up.

  • Stronger financial control and strategy as your partner grows with you.

We’ll surface these in monthly check-ins and reviews

Timeline

Service Levels and Timelines (SLAs)

VAT Returns

To be prepared, reviewed, and filed with HMRC on a quarterly basis, always within the statutory deadlines (usually one month and seven days after the quarter end).

Annual Accounts

Draft accounts are prepared well in advance and finalised for submission to Companies House and HMRC before their respective deadlines. We aim to have these completed at least four weeks prior to the filing due date.

CT600 Corporation Tax Returns

To be submitted alongside the annual accounts within the HMRC filing deadline.

Management Accounts

To be delivered monthly, after every month-end, ensuring you always have up-to-date financial information.

Confirmation Statement

To be filed annually with Companies House within the statutory period.

Query Response Time

General client queries are responded to within three working days, with urgent matters addressed the same day where possible.

Strategy

Our Working Structure

We’ve designed a clear and supportive structure to make your experience as smooth and efficient as possible.

Dedicated Accounts Manager

You will have a single point of contact who understands your business, manages your account, and ensures your queries are answered promptly.

GDPR-Compliant Client Portal

All documents and communication are handled securely through our online portal. This system includes CRM functionality and a task manager so you can upload files, track progress, and monitor outstanding actions in one place.

Team Support

Behind your accounts manager, you’ll also have access to our wider team of specialists. This ensures technical expertise is always available, and there is no disruption if someone is unavailable.

Communication Channels

We offer phone and email support for day-to-day queries, guided by our fair use policy. This ensures you receive responsive, reliable communication without unnecessary delays.

Free Support Tools

Employment and Legal Helplines at your fingertips, an Industry-graded growth portal and a project management style client portal.

What Success Looks Like

Supporting Scalable Growth

We help you create a strong, adaptable structure for growth. Our solutions ensure every part of your business supports the next, giving you clarity, resilience, and the capacity to scale without breaking the foundation.

Growth

Target Outcomes

Exclusive access to a client-only portal filled with templates, tools, and resources across accounting, HR, operations, sales & marketing, and legal, helping you save time and make informed decisions faster.

Quarterly Business Health Snapshots

A clear, quarterly overview of your financial position, highlighting strengths, risks, and opportunities so you can take action before small issues become big challenges.

KPI & Metrics Dashboards

Real-time dashboards to track revenue, margins, cash flow, and other key performance indicators, giving you visibility and control over your business performance.

Partner Network

Connect with our curated network of trusted partners offering grant funding, legal advice, HR support, technology solutions, and more, extending the value of your accounting relationship beyond compliance.

Employment & Legal Helpline

Direct access to experts who can guide you on HR and legal matters, reducing risk and giving you peace of mind when handling compliance or employee issues.

Strategic Check-ins

Regular one-to-one reviews with your accounts manager to discuss cash flow, profitability of campaigns, and strategies for scaling sustainably.

Client Benefits (worth up to £20,000)

Access exclusive discounts and offers to reduce costs, free up resources, and create tangible savings for your business.

Referral Program

Earn rewards and exclusive perks by referring other businesses to our services. Every successful referral not only benefits your network but also strengthens your growth journey.

Package Plans

Pricing Tailored to Your Needs

Perfect for growing businesses and professionals.

£/ Month
    Fees are based on turnover up to £ and up to monthly transactions. If your figures vary, we will adjust the quote accordingly.

    Perfect for growing businesses and professionals.

    £/ Month
      Fees are based on turnover up to £ and up to monthly transactions. If your figures vary, we will adjust the quote accordingly.

      Email us for a Bespoke Package

      Terms & Conditions*

      Monthly fees are calculated based on a 12-month agreement, ending at your accounting year-end.

      Phone and email support is limited to VAT and compliance matters and subject to our fair use policy.

      Next Steps

      Once you agree on the proposal and complete the Becoming a Client section, we’ll begin the onboarding process.

      If you do not require any additional services and would like to proceed with hiring us as your trusted advisors for the above package, then please select your package and complete the Becoming a Client section above.