Pricing
Clear accounting packages.
Start with the package that fits your setup, then confirm the right support.
Package recommendation
Not sure which package fits?
Share your setup and Forest Finance can recommend the right package route before you commit.
- Share your details and the support you need.
- Forest Finance reviews your business setup.
- You receive the most useful next step.
Essentials, Business Friend and Business Partner were migrated from the existing Forest Finance package page.
Recurring and compliance services are structured as package add-ons or standalone routes.
Forest Finance can recommend the right package after reviewing your records, deadlines and service needs.
Pricing routes
Choose the package route that fits.
Packages are grouped by business type and service need.
Sole Traders
MTD-ready sole trader packages
Three established Forest Finance packages for sole traders who need annual accounts, Self Assessment, digital records and Making Tax Digital support.
Package
Essentials
From £53.50/month*
Standard package price £64.90/month
Best for: Confident sole traders with turnover up to £80,000 who stay hands-on but want expert support when it matters.
- Year-end accounts and Self Assessment submission
- Dedicated accountant
- Automatic deadline reminders
- Mobile app for quotes, invoicing, expenses and bank feeds
- Representation in the event of an HMRC investigation
- MTD final declaration and quarterly submissions
- Minor bookkeeping corrections
Recommended route
Package
Business Friend
From £73.50/month*
Standard package price £84.90/month
Best for: Sole traders who want clarity, confidence and time back while Forest Finance handles more of the numbers.
- Year-end accounts and Self Assessment submission
- Dedicated accountant and deadline reminders
- Mobile app and HMRC investigation representation
- MTD final declaration and quarterly submissions
- Quarterly bookkeeping up to 100 transactions
- Business guides and resources
- Two business check-ins each year
Package
Business Partner
From £149.00/month*
Standard package price £174.90/month
Best for: Growing sole-trader businesses that want Forest Finance to act as a dedicated finance partner.
- Priority year-end accounts and Self Assessment submission
- Dedicated accountant, reminders, mobile app and HMRC investigation representation
- MTD final declaration and quarterly submissions
- Fully managed bookkeeping with no transaction limit
- Business guides and quarterly business calls
- Ongoing tax planning
- Unlimited help through Microsoft Teams, email, phone and live chat
*The lower “from” prices shown are subject to an eligible Mettle, NatWest or Royal Bank of Scotland business bank account being connected to FreeAgent. Bank and FreeAgent terms apply; optional add-ons may cost extra.
Limited Companies
Limited company packages
For company directors and owner-managed businesses that need accounts, Corporation Tax, bookkeeping, VAT, payroll and director support.
Package
Company Essentials
Price on request
Final details confirmed during consultation
Best for: Small limited companies that need annual accounts and core compliance support.
- Annual accounts preparation
- Corporation Tax return
- Companies House filing support
- Director Self Assessment available
- Annual package review
Recommended route
Package
Company Growth
Price on request
Final details confirmed during consultation
Best for: Company directors who need ongoing records, tax and software support throughout the year.
- Everything in Company Essentials
- Monthly bookkeeping
- Management information
- FreeAgent and software support
- VAT support available
Package
Company Complete
Price on request
Final details confirmed during consultation
Best for: Limited companies that need bookkeeping, VAT, payroll and recurring support under one structure.
- Ongoing bookkeeping
- VAT return support
- Payroll support
- Director support
- Regular package review
Other Services
Other service packages
For people who already know the specific job they need help with: bookkeeping, VAT returns, payroll, MTD or company setup.
Package
Bookkeeping Support
Price on request
Monthly or catch-up scope confirmed after review
Best for: Businesses that need records cleaned up or maintained before tax, VAT or reporting deadlines.
- Catch-up bookkeeping
- Monthly bookkeeping
- Bank reconciliation
- Software support
- Record review
Recommended route
Package
VAT Return Support
Price on request
Return frequency and review depth confirmed after consultation
Best for: VAT-registered businesses or those approaching VAT obligations.
- VAT return preparation
- MTD-compatible filing
- Record review
- VAT scheme guidance
- Deadline reminders
Package
Payroll Support
Price on request
Employee/director payroll scope confirmed after consultation
Best for: Directors and small employers who need regular payroll handled clearly.
- Payslip preparation
- RTI submission support
- PAYE and National Insurance calculations
- Support tailored to team size
- Pension and auto-enrolment review
MTD
Making Tax Digital packages
For sole traders, landlords and businesses that need help moving to digital records and staying ready for MTD submissions.
Package
MTD Readiness Check
Price on request
One-off or package route confirmed after review
Best for: People who are unsure whether their current records and software are ready for MTD.
- MTD readiness review
- Current record check
- Software recommendation
- Practical next-step plan
- Consultation with Forest Finance
Recommended route
Package
MTD Setup
Price on request
Software/setup scope confirmed after consultation
Best for: Clients who need software, bank feed and digital record foundations set up properly.
- Software setup
- FreeAgent support
- Digital record workflow
- Submission preparation
- Training and support
Package
Ongoing MTD Support
Price on request
Quarterly/monthly support confirmed after consultation
Best for: Clients who want ongoing support with digital records and future submission routines.
- Quarterly support
- Connected bookkeeping workflow
- Quarterly update support
- Annual finalisation support
- Ongoing reminders
Add-ons and extras
Add extra support where needed.
Add bookkeeping, VAT, payroll or software support to the main route.
Records
Bookkeeping clean-up
For clients with messy or historic records that need organising before a return, VAT period or MTD setup.
Learn moreVAT
VAT Returns
Add-on support for VAT registered businesses that need returns prepared and filed on time.
Learn morePayroll
Payroll
For directors and small teams that need payroll handled alongside wider accounting support.
Learn moreDirector
Director Self Assessment
Useful add-on for limited company directors who also need personal tax return support.
Learn moreSoftware
FreeAgent setup
Software setup support for FreeAgent or another suitable accounting tool.
Learn moreSetup
Company formation
Support for people who want accounting foundations in place when starting a company.
Learn moreHow pricing is confirmed
Pick a route, then confirm the details.
Forest Finance reviews your setup and recommends the right level of support.
- Choose the route that best matches your business type.
- Talk through your records, deadlines and ongoing support needs.
- Get a clear recommendation before committing to a package.
Comparison
Compare the main routes before you choose.
| Feature | Sole Trader | Limited Company | Add-on services |
|---|---|---|---|
| Best fit | Self-employed, freelancers, landlords | Company directors and owner-managed businesses | Specific accounting tasks or extra support |
| Core outcome | Tax return and record clarity | Company compliance and director confidence | Cleaner records, deadline support or software setup |
| Typical services | Self Assessment, bookkeeping, MTD | Accounts, Corporation Tax, bookkeeping, VAT, payroll | Bookkeeping, VAT, payroll, MTD, FreeAgent |
| Pricing style | Three approved from-price packages | Tailored quote after review | Standalone or add-on quote |
| What affects pricing | Records, deadlines and support level | Company duties, records and add-ons | Team size, record volume and filing frequency |
FAQs
Common questions.
Why do some packages say price on request?
Because the right support depends on your business type, records, deadlines and whether you need ongoing help or a one-off service.
Can this support fixed prices and from-prices?
Yes. Forest Finance can quote fixed, from-price or tailored support depending on what is most suitable for your setup.
Can add-ons sit under both sole trader and limited company packages?
Yes. Add-ons are structured separately so services like VAT, payroll, bookkeeping and MTD can be shown across relevant customer routes.
Next step
Not sure what you need?
Request a consultation and Forest Finance can point you towards the right support.
Keep exploring
Related pages.
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