For Sole Traders

sole trader success

    • Raise and track expenses

    • Invoices and quotes (unlimited)

    • Automatic transaction reconciliation

    • Accept credit card payments

    • Self Assessment tax returns filed

    • Taxes calculated and paid automatically as you earn

    • Business performance insights

    • Business planning templates

    • Free access to monthly online practical business coaching sessions on topics like pricing, cashflow, marketing ROI and tech tools for sole traders

    • Free subscription to our “Growth Scorecard” self-assessment tool that tracks your progress in pricing, profitability, marketing efficiency and financial control

£85 + VAT / month

for sme’s

sme essentials

  • The essentials delivered with speed, accuracy and automation.

  • Another essential, unfortunately!

    VAT returns (much like tax returns) are unavoidable, unfortunately. However, they are necessary to ensure your business is keeping in line with its VAT responsibilities.

  • Your business finances, anywhere, anytime.

    Cloud accounting software keeps all your financial records securely online - no more desktop programs, manual backups, or messy spreadsheets. You can send invoices, track expenses, and see your cashflow in real time, from any device.

    Why it’s better:

    • Real-time insight – Make decisions based on today’s numbers, not last quarter’s.

    • Automation – Bank feeds, expense tracking, and reporting handled automatically.

    • Secure access – Your data is encrypted and backed up, always.

    • Easy collaboration – Share access with your coach, bookkeeper, or business partner instantly.

    Cloud accounting means less admin, more clarity, and more time to focus on growing your business.

  • No more email chains, lost attachments, or searching through folders.

    Our secure online client portal keeps all your documents, reports, and updates in one place.

    You can upload files, sign forms, and check progress anytime - all protected with bank-level security.

  • Got a question or need something clarified?

    Send us an email or WhatsApp chat and you’ll get a clear, helpful response within two business days.

    No chasing, no wondering if your message was seen - just timely support when you need it.

    • Business insights

    • Business planning templates

    • Free access to monthly online practical business coaching sessions on topics like pricing, cashflow, marketing ROI and tech tools for SME’s

    • Free subscription to our “Growth Scorecard” self-assessment tool that tracks your progress in pricing, profitability, marketing efficiency and financial control

The essentials, delivered with speed, accuracy, and automation.

Best for business owners who want peace of mind on compliance and a clean, automated finance process, without one-to-one strategic input.

From £95 + VAT / month

sme momentum

    • Year end accounts & corporation tax return

    • Quarterly VAT submissions

    • Cloud accounting software

    • Client portal for document sharing and updates

    • Email/WhatsApp support, but now you’ll get same-day response from our team

    • Business health and growth

  • See exactly how your business is performing with clear, visual reports delivered every month.

    We turn your raw numbers into easy-to-read charts and insights, so you can track progress and spot opportunities without getting lost in spreadsheets.

  • Every month, we connect with you for a focused, 30-minute review of your results.

    We’ll highlight wins, tackle challenges, and set priorities for the months ahead - keeping you accountable and on track.

  • Know your cash position and profitability at a glance.

    We help you monitor your cashflow and margins, so you can make confident spending and pricing decisions without fear of running short or eroding profits.

  • We keep an eye on the numbers for you. If something unusual shows up, like a cost spike, revenue dip, or trend you should act on, we’ll flag it right away, so you can respond before it becomes a problem.

Insight-driven compliance with regular reporting and one-to-one support to help you make smarter decisions.

Best for growing SMEs that want to see how they’re performing throughout the year and catch issues early, but don’t yet need a full strategic partner.

from £300 + vat / month

sme partner

    • Year end accounts & corporation tax return

    • Quarterly VAT submissions

    • Cloud accounting software

    • Client portal for document sharing and updates

    • Email/WhatsApp support, but enhanced to unlimited support (email, chat, phone, portal)

    • Monthly data analytics report

    • Quarterly performance review call

    • Cashflow snapshot and margin monitoring

    • Proactive alerts for anomalies or trends

  • Deep-dive sessions where we step back from the day-to-day and focus on the big picture.

    Together, we’ll review performance, explore growth opportunities, and map out clear, actionable plans for the next quarter.

  • See the future before it happens. We help you build a rolling 12-month forecast for your business and model “what if” scenarios, so you can make confident decisions around growth, investment, and risk.

  • If you’re seeking investment or finance, we’ll turn your data into a compelling, fundable story.

    From forecasts and key metrics to professional funding packs and introductions, we help you impress lenders, investors, and grant panels.

  • Get reports that speak the language of decision-makers. We combine your numbers with AI-driven analysis to highlight trends, risks, and opportunities, presented in a way that inspires action, not confusion.

  • The Luciuss Group is the only (business) relationship you’ll ever need. One subscription, one account manager, one dashboard — all non-core business services for SMEs under one relationship point.

    Shadwell Associates is a Luciuss Group company and, as a SME Partner subscriber, you’ll get a 25% discount on a subscription to the Luciuss “Business Concierge” service.

    Our managed service means you can tap into our network of vetted specialists across tax, legal, marketing, HR, funding, facilities and technology.

    We connect you with the right expertise at the right time, and manage each aspect for you.

    • 1 phone call for anything non-core

    • Less time managing multiple suppliers

    • Consolidated reporting & forecasting

    • Lower total cost via volume partner rates

Your on-demand virtual CFO, coach, and strategic finance partner.

Best for ambitious SMEs scaling fast, making high-impact decisions, or preparing for funding, and who want a finance function that actively drives growth.

From £1,200 VAT / month

flexible payment options

We like to keep things simple.

Our services run on a monthly subscription, paid monthly in advance. This gives you predictable costs and the flexibility to scale your support as your business grows.

Prefer to pay annually? You can choose to pay your full year’s subscription in advance and enjoy a 15% discount on the total. It’s our way of saying thank you for your commitment - and it keeps things simple.