| Let us take away your practice financial stress through Samera's Ultimate Financial Control Service
- Detailed monthly financial analysis of practice performance
- Monthly recommended strategies to raise profits and manage cashflow
- Monthly tax estimates and savings
- Niche marketing strategies unique to your practice
- Annual accounts and tax returns
- Plus lots, lots more.....
The table below summarises the key features of the 3 levels of service with the monthly VAT inclusive fees.
Key Features of Samera’s Ultimate Financial Control |
|
|
|
Finance Accountant Service |
Finance Manager Service |
Finance Director Service |
1. Two hours Strategic Planning Session at Practice |
|
YES |
YES |
2. Training day with key personnel at practice |
YES |
YES |
YES |
3. Set and agree annual budget AND monthly budgetary control |
|
YES |
YES |
4. Set and agree annual non—financial targets (KPI) |
|
|
YES |
5. Perform monthly book-keeping |
YES |
YES |
YES |
6. Perform monthly bank reconciliation |
YES |
YES |
YES |
7. Prepare monthly management accounts |
YES |
YES |
YES |
8. Prepare monthly Key Performance Indicator (KPI) analysis |
|
|
YES |
9. Half yearly performance review |
|
|
YES |
10. Prepare annual accounts |
YES |
YES |
YES |
11. Annual benchmarking assessment |
|
|
YES |
12. Annual practice fee review |
|
|
YES |
13. Annual performance review meeting at Samera offices |
|
YES |
YES |
Monthly Samera Fee |
£499* |
£699* |
£899* |
*The fees quoted above are for practices with a turnover upto £350,000 per annum. The prices may vary for practices with higher turnover figures. All fees are subject to VAT at 17.5%.
For further information on this service click here, alternatively email info@samera.co.uk for further information and to find out more.
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