Our Accounting & Tax Services Packages
Clear, structured service packages designed for small & medium sized businesses, professionals and growing companies in St Lucia
Choose the Package that matches your needs
We offer fixed-fee service packages for clients who value clarity, structure and professional standards. each package is designed around the size, complexity, and compliance needs of small businesses and professionals operating in St Lucia. Not every business needs the same level of service. Some owners want basic compliance. Others want full support and advisory. Our packages simple , fair , scalable and adjustable to fit your needs
Fees are agreed in advance with no hidden surprises
How Our Packages Work
Choose a Package
Select the service level that matches your business needs.
We handle Compliance
Accounting , tax and statutory filings handled accurately and on time
Ongoing Support
Advice and assistance when you need it- not just at year end
Accounting Packages
Basic Package
Ideal for sole traders micro-businesses and contractors with simple operations or low transaction volumes.
Features:
- Annual financial statements
- Income tax return preparation
- Review of records provided by client
- Compliance check for filing deadlines
- Guidance on basic records keeping to facilitate accounts production
- Email and telephone support.
Standard Package
Designed for growing small businesses that need regular bookkeeping and tax support.
Features:
- Annual financial statements
- Income tax return preparation
- Monthly bookkeeping (up to agreed limits)
- PAYE and statutory filings
- Business performance review
- Email & phone support
Premium Package
Best for established businesses requiring full compliance and ongoing advisory support.
Features:
- Annual financial statements
- Income tax preparation
- Monthly bookkeeping and reconciliations
- PAYE VAT and statutory filings
- Budgeting & cash flow projections
- Management reports & analysis
- Priority support and advisory access
Project based Services
Some services are priced separately due to scope or complexity:
- Business plans preparation , reviews or editing
- Financial projections for businesses seeking financing or satisfying loan requirements
- Other bank financing support
- Catch-up accounting
- Late filings, back taxes for multiple years or complex tax matters.
- Capital investment appraisals for internal use, loans, or potential investors
- Business / Shares valuation of private, closely held companies
These are quoted separately after review
Optional add-ons
Some business need extra support. Add-ons may include:
- Monthly bookkeeping support
- Quarterly advisory reviews
- Payroll , PAYE support
- Business plans review
- Loan readiness package
- Clean up of books for multiple years
SCOPE OF WORK & PRICING
Our package pricing depends on factors such as:-
- Records quality and volume of transactions
- Whether clean up is required
- Significant changes in activity require re-scoping
- We will always confirm fees before work begins
WHY FIXED FEES WORK
- No surprise bills
- Clear expectations
- Professional engagement
- Efficient service delivery
Not sure which package fits your business?
Let’s review your situation and recomment the right option
Accounting
Taxes
