Who this is for
Examples of companies that belong here:
- Conversion-rate optimisation (CRO) and analytics consultancies
- Email marketing and marketing automation specialists
- Affiliate / performance marketing platforms
- Podcast production and digital content studios
- Small martech / adtech implementation consultancies
- Any other marketing/digital business not on our other tiles
We look at what you actually do, how you get paid and how complex your records are, then confirm a clear fixed fee before we start.
Typical income and models
- Monthly retainers for ongoing support and optimisation
- Project fees for implementations, migrations or audits
- Usage-based or performance-based fees
- Platform or subscription revenue for in-house tools
Common allowable expenses
- Software – analytics, email, CRM, automations, tracking and hosting
- Cloud services and subscriptions linked to campaigns or platforms
- Freelancers and subcontractors – developers, analysts, copywriters
- Hardware – laptops, monitors and equipment used for the business
- Marketing and sales costs for your own business
- Office/co-working, broadband and utilities
- Professional fees – insurance, legal, consultancy and training
What we need from you
- Business bank statements and card/finance accounts
- Sales invoices and platform statements (Stripe, PayPal, etc.)
- Purchase invoices for software, contractors and other costs
- Payroll reports if you employ staff
- Simple summary of your main services and revenue streams
We then reconcile everything, check VAT and corporation tax, and file your accounts and CT600 with HMRC and Companies House.