Terms & Conditions
UPDATED: 02/02/2026
1) Who we are & what these terms cover
These Terms & Conditions (“Terms”) govern the bookkeeping services (“Services”) provided by BookkeepingPackages.co.uk (“we”, “us”) to the client (“you”, “your”). By purchasing a package on our website and paying the first invoice, you agree to these Terms.
2) Scope & status (what we do / don’t do)
We provide bookkeeping only: processing transactions, bank/credit-card reconciliations, and producing management reports. Where included in your package, we also prepare and submit VAT Returns and PAYE filings.
We are not accountants. We do not provide tax or accounting advice, prepare statutory year-end accounts, corporation tax returns, or audit/assurance. Any general pointers we give are informational only.
We recommend you engage a qualified accountant to review and file your year-end statutory accounts and corporation tax.
3) Packages, pricing basis, fair use & upgrades (no add-ons)
Packages
We offer three fixed-fee service tiers:
Bronze – £129 per month
Silver – £179 per month
Gold – £229 per month
All packages include, where applicable:
Ongoing transaction processing and bank reconciliation
VAT return preparation and submission
PAYE processing and RTI submissions
Monthly management reports (Profit & Loss and Balance Sheet)
Pricing basis
Packages are priced based on volume and complexity, including but not limited to:
Number of monthly transactions
Number of bank and credit card accounts
Use of merchant providers (e.g. SumUp, Stripe, PayPal)
VAT registration status and scheme complexity
PAYE requirements and number of employees
Number of income streams and reporting needs
Fair-use policy & upgrades
Our Services are sold as fixed-fee packages with clear inclusions and fair-use caps (for example: monthly transaction volume, number of bank accounts, payroll headcount).
If your usage exceeds the fair-use caps, you agree we will upgrade you to the suitable package to continue the work.
We do not offer ad-hoc “out-of-scope” fees or add-ons; it’s packages only.
Where an upgrade is triggered mid-cycle, we may pro-rate the change from the date the higher usage began.
4) The deadline-rush protocol (stopping one-and-done jobs)
If your records are behind and a statutory filing deadline is within 60 days, we will first review the work in hand (triage). To proceed you agree to both of the following:
a) a Catch-Up & Deadline engagement priced case-by-case and paid up-front (issued after triage), and
b) a minimum 3-month initial term on the relevant package.
We do not accept one-off filing requests without both conditions in place.
5) Filings, authority & approvals
Standing authority. At onboarding you give us a standing filing authority to submit VAT Returns and PAYE filings that fall within your chosen package.
Pre-submission approval. Before each submission we’ll send you a summary; you must approve in writing (email or WhatsApp is fine). If we don’t receive approval by the cut-off, we won’t submit.
Agent authorisation. You’ll complete any HMRC agent/MTD authorisations so we can act for you where the package includes filings.
Your responsibility for deadlines. You remain responsible for statutory deadlines. We are not liable for penalties where information or approval is late, incomplete, or outside your package.
6) Your responsibilities
Provide complete, accurate records by the published cut-offs and keep originals.
Keep bank feeds and software access working and tell us promptly about changes.
Review and approve filing summaries we send you prior to submission.
Provide complete, accurate records by the published cut-offs and keep originals.
Keep bank feeds and software access working and tell us promptly about changes.
Review and approve filing summaries we send you prior to submission.
7) Onboarding, identity checks & AML
We carry out customer due diligence (CDD/KYC) before work starts and maintain AML records. Professional bookkeeping is treated as an accountancy service provider activity in the UK and requires AML supervision and CDD.
8) Fees, billing options & VAT
Billing structures
Clients may choose one of the following payment structures:
A. Quarterly billing (standard)
The published monthly rate is paid upfront on a quarterly basis.
Service will not commence or continue unless the relevant quarterly invoice has been paid in full.
B. Annual billing (incentivised)
Clients may elect to pay annually in advance and receive the equivalent of two months free:
Bronze: £1,290 per year (10 months charged, 2 months free)
Silver: £1,790 per year (10 months charged, 2 months free)
Gold: £2,290 per year (10 months charged, 2 months free)
This incentive reflects the client’s long-term commitment, reduced administrative overhead, and improved service continuity.
VAT status
We are not currently VAT-registered. When VAT registration becomes applicable, VAT will be added to fees at the prevailing rate with no less than 30 days’ notice.
9) Minimum terms, refunds & early termination
All new engagements are subject to a minimum term of three months.
Where the annual billing option is selected, the minimum term is deemed to be 12 months.
Quarterly payments are non-refundable once the quarter has commenced.
Annual payments are non-refundable once service has commenced.
If the client terminates early:
Any incentive months included under the annual plan are forfeited.
No pro-rata refunds will be issued for unused time.
10) Data protection, confidentiality & document exchange
We comply with UK data protection law.
For your customer/employee data we typically act as a processor; for AML/KYC we act as an independent controller.
Document exchange. You may upload documents via Dropbox or directly into Xero or QuickBooks. You consent to using these third-party services and accept their terms.
We use secure methods for transmitting and storing information. Avoid sending passwords by plain email.
We keep your information confidential, except where disclosure is required by law or with your consent.
11) Software & third-party services
You will grant the access we reasonably need (accounting/payroll apps, bank feeds, HMRC accounts).
We are not responsible for third-party outages, changes to vendor terms, or connectivity issues outside our control.
12) Service levels & changes
Any turnaround times we share assume you’ve met the cut-offs and provided approvals.
Changes to scope, software, or volume may require a different package and may affect timelines.
13) Liability & insurance
You are responsible for the accuracy and completeness of information you supply.
Our total liability under these Terms is capped at the total fees you paid to us in the 12 months before the event giving rise to the claim.
We are not liable for indirect or consequential loss.
We maintain appropriate professional indemnity insurance.
14) Complaints & escalation
If you’re unhappy, please email us with the issue and any supporting information. We’ll review it at senior level and get back to you. If we cannot resolve it, we’ll explain your further options.
15) General legal
Governing law & jurisdiction: England & Wales.
Force majeure: we’re not liable for delays beyond our reasonable control.
No partnership or employment: these Terms do not create such relationships.
Assignment: you may not assign without our consent; we may assign to a successor business.
Entire agreement: these Terms and your chosen package constitute the entire agreement and supersede prior discussions.
Variations: we may update these Terms with notice by email and on our website; continued use of the Services after notice constitutes acceptance.
Notices: we may give notices by email to your last provided address.
16) Contact
For questions about these Terms, please email:
support@bookkeepingpackages.co.uk
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