Financial Services

We provide a range of accounting, tax, and financial solution services to our clients. Whether they be small sole traders and businesses, medium-sized businesses, or fully licensed and regulated organisations, our solutions are bespoke and our team is willing and eager to integrate different areas of our business to assist you with all your needs.

Toni Mauger FCCA, BSc, MSc, MAAT, CAT, CERTDA

Chartered Accountant

Toni is an experienced accounting specialist supporting sole traders, small businesses, and regulated financial service firms across a wide range of industries and jurisdictions. She provides end-to-end accounts preparation, bookkeeping, financial reporting, and operational support, helping businesses maintain clear, accurate and compliant financial records. Toni’s client-focused approach and strong technical knowledge ensure reliable, tailored support for organisations of all sizes.

Coming Soon

Chartered Accountant

Year-End Financial Accounts (Audited and Unaudited)

Interim Management Accounts

Accounting System Migrations and Implementation

Cashflow Analysis and Projections

Bookkeeping daily/monthly/annually

Corporation Tax Filings

Payroll

Payments

Annual Financial Statements

Annual Personal Tax Return

Daily/Weekly/Monthly/Yearly Bookkeeping

Interim Financial Statements for Ad-Hoc Applications (mortgages)

Financial Resources Requirement Calculations

Quarterly Reporting for GFSC Requirements

Financial Remediation for GFSC and Revenue Submissions

Solvency Calculations

Remediation of Backlogs

Analysis of Bookkeeping

Large-scale Data Integrity Checks and Review

Cashflow and Solvency Analysis

Liquidation and Wind-Up Support

All clients incur an onboarding charge of £500 to cover our costs, including the services of our wonderful compliance team, who run background checks to ensure you’re within the risk scope of our business and certify any necessary documents to bring you up to date.

If you plan to use a system, the setup of that system is charged at a cost of £250, and onboarding of any historical data will be charged depending on its complexity and quantity. It is your responsibility, unless otherwise agreed, to maintain the operational functions within that system, such as billing, your client data, and your invoices data. Any disbursements incurred by Technical Specialist Partners Limited in relation to your systems or relevant filings will be recharged.

Systems

Many of our clients are subscribed to us for the use of Xero, which has varying pricing models. Using our corporate account, we’ll be able to work with you to collaboratively maintain your ledgers, integrate bank feeds, and set up your invoicing. This is our preferred accounting software for sole traders and small businesses. Please contact us for pricing information.

Many of our clients use QuickBooks, which we assist with maintaining, reviewing and producing management and submission information from.

We work across many different systems with our clients including VT, Acumen, LemonEdge, Investran, eFront, ViewPoint, Paxus, NavOne, Aderant Expert, Sage. We also have coding and automation knowledge to help you get the most out of the systems that you’re using and optimise reporting.

Business and Corporate Plans

Any services not listed in the plans below can be negotiated separately, and if a unique plan is required, depending on the needs of your business, then we are open to discussion. Below is a basic guideline of the costs of our services; they may vary depending on any backlog and remediation:

Tier 1 – Essentials

From £1,000/year

For small companies with straightforward requirements. For dormant companies, please contact us.

Tier 2 – Growth

From £1,700/year

For growing companies with higher volume or more structure. Includes tier 1 plus:

Tier 3 – Full Support

From £2,500 – £5,000/year

For established companies needing ongoing operational support. Includes tier 1 & 2:

For Sole Trade, Projects, and Regulatory Specific sales, please contact us directly to discuss your needs so we can assess the scale and risk of the services we are providing.