YOUR FINANCIAL SUCCESS PUZZLE, SOLVED!
The missing piece to the puzzle:
Equidi-T Limited believes your growth validates our purpose. We provide precise, reliable, and timeously executed accounting and advisory services. Our support expands from core bookkeeping to full financial management and management accounting responsibilities, ensuring not only compliance but strategic insight and control. We identify risk and opportunity, support informed decision-making, and work with you to define and achieve financial and operational objectives that move your business forward in alignment with your business plan.
Our approach is built around the Equidi-T Elements, structured across four progressive phases: Essentials, Enhanced, Empower, and Evolve. These phases reflect the natural lifecycle of a business, from foundational compliance, through insight and operational control, to strategic growth, succession, and exit readiness.
As a business evolves, additional elements naturally come into play: company secretarial services, customer relationship management, business planning and mentoring, business brokering, personal financial and estate planning, and quality accreditation. Each element is applied according to the phase of the business and the individual requirements of its owners, forming a flexible, evolving framework that adapts as needs change.
We do not impose fixed packages. Instead, services are selected, added, refined, or removed within the appropriate phase, ensuring you receive the right level of support at the right time.
Our experienced team manages tax preparation, bookkeeping, payroll, financial planning, and broader advisory responsibilities, integrating business, personal, and succession considerations into a cohesive and forward-looking financial framework. The Equidi-T Elements allow us to provide structured, phased guidance while remaining agile to the unique trajectory of each enterprise and individual.
From just £45 per month, launch with Equidi-T. Contact us today to thrive.
The Elements of Equity-T
Essential
Essential
Essential
Simple, compliant accounting for small businesses
Essentials provides the fundamental accounting and compliance services every business (Sole Trader, Partnership, Company) needs, without unnecessary extras. It focuses on predictable, low-cost support to keep your finances compliant and organised.
What’s included:
• Self Assessments
• Annua
Simple, compliant accounting for small businesses
Essentials provides the fundamental accounting and compliance services every business (Sole Trader, Partnership, Company) needs, without unnecessary extras. It focuses on predictable, low-cost support to keep your finances compliant and organised.
What’s included:
• Self Assessments
• Annual accounts preparation
• Access to bookkeeping software and guidance on maintaining records
• Initial training on software use and record keeping where required
• Income and expense
• HMRC & Companies House compliance and statutory filing(VAT, PAYE, Confirmation Statement, provisional Corporation Tax)
• Guidance on allowable expenses
• Direct access to professional accountant guidance for day-to-day financial queries
• Fixed monthly subscription pricing
Who it’s for:
• Sole traders, freelancers, and contractors
• Partnerships
• Companies with straightforward financial activity
• Start-ups seeking reliable, low-cost accounting support
Enhanced
Essential
Essential
Structured support for growing businesses
Enhanced builds on Essentials, providing more structured accounting, proactive guidance, and advisory support. This service is flexible and scalable, adding the services your business needs as it grows, without paying for extras you’re not yet using.
What’s included:
• Everything in Essentials, plus
Structured support for growing businesses
Enhanced builds on Essentials, providing more structured accounting, proactive guidance, and advisory support. This service is flexible and scalable, adding the services your business needs as it grows, without paying for extras you’re not yet using.
What’s included:
• Everything in Essentials, plus:
• Monthly bookkeeping review and reconciliation
• Guidance on automated bank feeds and transaction management
• Quarterly management reports to track performance
• MTD(Making Tax Digital) Compliance
• Enhanced access to accountant guidance via email, phone, and video
• Planning guidance for cash flow, expenses, and basic tax efficiency
Who it’s for:
• Individuals, Partnerships and Companies ready for more structured financial oversight
• Start-ups formalising reporting and internal controls
• Businesses seeking proactive guidance without committing to full-scale accounting services
Empower
Essential
Empower
Full-scale accounting for businesses aiming to grow and excel
Empower is designed for businesses in a growth phase, offering comprehensive accounting, financial management, and business advisory. This service supports decision-making, strategic planning, and prepares the business for higher profitability and market presence.
What’s included
Full-scale accounting for businesses aiming to grow and excel
Empower is designed for businesses in a growth phase, offering comprehensive accounting, financial management, and business advisory. This service supports decision-making, strategic planning, and prepares the business for higher profitability and market presence.
What’s included:
• Everything in Enhanced, plus:
• Monthly/Quarterly management accounts including tax planning
• Cash flow projections, credit control, and financing guidance
• Corporation Tax returns, provisional payments, and VAT/ Payroll management
• R&D Tax Relief claims and tax efficiency reviews
• Business planning including break-even and scenario analysis
• Budgeting, costing, variance analysis, and key performance indicator reporting
• Guidance on stock valuation, intercompany reconciliation, and capital investment appraisal
• Optional add-ons: full bookkeeping, CRM integration, and business mentoring
Who it’s for:
• Businesses with growing revenues and complexity
• Companies planning to scale, expand operations, or improve profitability
• Entrepreneurs requiring proactive financial insight and strategic guidance
Evolve
Essential
Empower
Advanced, fully integrated business management
Evolve is our most comprehensive service, combining accounting, financial management, business mentoring, brokerage, company secretarial services, and compliance oversight. It is designed for established businesses aiming for maximum growth, strategic planning, and operational excellence.
What’
Advanced, fully integrated business management
Evolve is our most comprehensive service, combining accounting, financial management, business mentoring, brokerage, company secretarial services, and compliance oversight. It is designed for established businesses aiming for maximum growth, strategic planning, and operational excellence.
What’s included:
• Everything in Empower, plus:
• Full advisory on business structure, succession, management and expansion
• Business mentoring and comprehensive business plan support
• Business brokerage preparation, due diligence, and sale/bequest strategy
• CRM and BI insights (Power BI dashboards, customer analysis, sales analysis reporting)
• Company secretarial services including meetings, resolutions, filings, and compliance
• Legal, regulatory, HR, insurance, and quality management guidance
• Allied support: estate planning, life insurance, professional indemnity, legal and commercial contracts
• Ongoing strategic guidance for operations, finance, and growth initiatives
Who it’s for:
• Businesses seeking complete business oversight
• Businesses preparing for succession, sale, or external investment
• Businesses needing a fully integrated financial, operational, and strategic advisory partner
E-Check – Financial Health Check
Take control of your business finances with E-Check.
In a short, structured review, we’ll:
- Identify risks before they become problems
- Highlight ways to improve efficiency and profit
- Show how expert insight adds real business value
Gain clarity, confidence, and a clear view of your business performance.
The Anatomy of Equidi-T
Explore how the Equidi-T Elements work together and discover services designed to secure, optimise, and drive your business forward.