LOYALS

Registration Financial Pack

Project setup - scope your pack and we start straight away

Chartered accountants About 6 minutes
Step 1 of 10 Registration route

Which registration are you applying for?

This shapes how the pack is written and what the regulator will be looking for.

Ofsted - children's homeResidential care for children and young people
Ofsted - other children's servicesNursery, childminder agency, similar
CQC - adult social careSupported living, domiciliary, residential
Not sure yetWe will work it out together on the call

Tell us about the service

Enough for us to size the model properly. Estimates are fine.

Registered places
1
2
3
4-6
7+
Care profile
Sibling group, EBDEmotional and behavioural difficulties
Solo therapeuticSingle young person, higher staffing
Standard residential
Supported living
Domiciliary careCare delivered in people's own homes
Something else
Please choose a region
Please choose an option

Who is going to read this pack?

Different readers look for different things. Tick everyone who is likely to see it.

Select all that apply
Ofsted or CQC onlyRegistration is the whole purpose
An insurerPublic liability, professional indemnity or similar
A bank or lenderLoan, mortgage or asset finance
Local authority commissionersFramework applications or rate negotiations
Private investorsFamily, partners or outside backers
Not sure yet

What should the forecast cover?

Your total updates as you go. Everything here is optional except the period and the number of configurations.

Forecast period
12 monthsWhat registration actually asks forIncluded
18 months+£150
24 months+£275
A specific date or other periodTell us on the callPriced on confirmation

Registration needs 12 months. Longer periods are for insurers, lenders and framework tenders who want to see past the opening year.

You mentioned an insurer will see this. Insurers usually want to see at least a further year beyond registration.
Operating configurations to cost side by side
Just the oneThe service as you plan it todayIncluded
Two, costed side by side+£250
Three, costed side by side+£500

A sibling group home and a solo therapeutic home carry very different staffing structures. Costing both shows you the stronger route before you commit to it.

Add to the model
Sensitivity analysisStaffing ratios, void periods, and council payment timing at 30, 60 and 90 days from invoice+£175
Integrated monthly profit and lossSits alongside the cashflow so you can see profitability and cash separately+£125
Funding documentation packTotal capital required with the peak funding point identified, directors' confirmation of funding, and a director loan agreement where a loan is going in+£150
Assumptions benchmark letterA formal letter confirming your assumptions were reviewed against comparable services+£175

On the funding pack: the regulator wants to see how the capital is secured, not simply that it exists.

Delivery and support

How quickly you need it, and whether you want help defending the numbers.

Turnaround
10 working daysFrom a complete input packageIncluded
Fast-track, 5 working days+£250
Support around the pack
Registration interview preparationA 60 minute session on defending the numbers+£195
Lender and investor editionThe pack reformatted with key ratios and a funding headroom summary+£250

The registration visit includes direct questions on viability and funding. Most founders find one session is enough to feel steady in the room.

You mentioned a bank, lender or investor will read this. The lender and investor edition puts the numbers in the format they expect.
One revision round is included. If you ever need further rounds beyond that, they are £95 each. Most projects never use one.
If the application is delayed, a forecast refresh within six months of delivery is £150. Nothing to decide now.

One thing worth looking at

A fixed-price version of the pack that covers most of what founders end up adding.

Based on what you have picked

Registration Pack Plus

£1,450
excluding VAT
  • Integrated cashflow and profit and loss, up to 18 months
  • Two operating configurations costed side by side
  • The full sensitivity suite applied to both configurations
  • Funding documentation pack
  • Viability statement and assumptions document included
Everything in Plus, bought as separate lines£1,975
Registration Pack Plus£1,450
Difference£525
Where your build sits right now£950

Switching sets your forecast to 18 months, or keeps 24 months as a priced upgrade if you chose it. Anything you have added outside the bundle stays on top and is listed separately.

Happy with what you have already built? Carry straight on. Nothing here changes unless you tap the button.

What have you got ready?

No wrong answers. This only decides what we ask you for and where we step in to help.

Business plan
Written and finished
In progress
Not started yet
Staffing model and pay rates
ReadyRota shape and hourly rates decided
PartlySome of it is settled
Not yet
Weekly placement rates
Confirmed with a local authority
Researched but not confirmed
I need guidance on thisWe will benchmark comparable rates for your region
Property
Secured and owned
Secured and leased
In negotiation
Still searching
Do you know the property running costs?
Yes, I have the figures
Roughly
Not yet
Where is the funding coming from?
Select all that apply
Director savings
Director loan into the company
Family loan
Bank finance
Investor
Something else
Roughly how much capital is going in?
Under £25,000
£25,000 - £50,000
£50,000 - £100,000
£100,000 - £250,000
Over £250,000
Not sure yet

Company and engagement details

This is what goes on your engagement letter and first invoice, so it saves us both an email chain later.

Is the company already formed?
YesRegistered at Companies House
Not yetStill to be set up
Please enter the registered name
Company numbers are 8 characters
Please enter the registered office
Have LOYALS form the companyName check, incorporation, share structure and registers+£400
We will form it ourselves
Either way we can open the engagement in your personal names now and move it across to the company once it exists. Nothing waits on this.
Directors and engaging parties
Director 1
This director signs the engagement letter
Please complete every field for each director

Identity checks

A legal requirement before we can act for you. Upload now if it is convenient, or leave it and we will send a secure link.

Rather not upload here? Leave this step empty and carry on. We will email a secure upload link within one working day. It does not hold up the modelling work.

Accepted: passport, driving licence or national identity card, plus a utility bill, council tax bill or bank statement dated within the last three months. Images or PDFs, up to about 8MB each.

Last part - confirming the fee

So an agreed price is never quietly repriced by a form.

Do you already have a fee confirmed in writing from us?
NoUse the total I have built
YesI have it in writing
Please tell us the date or reference

Your written fee stands. We check everything you selected today against it. Anything already included costs nothing more, and anything genuinely new is confirmed with you before we start.

Ongoing accountancy
Tell me more on the callAppoint us as the service's ongoing accountants at the same time and the £250 onboarding fee is waived, with a reduced pre-registration holding rate until registration is granted

Not a selection with a price attached. Bookkeeping, payroll and annual accounts are quoted separately once we know the shape of the service.

Before we start
I have read and accept the privacy policy *
I consent to anti-money-laundering identity checks *Required of all accountants before acting
The figures we supply are our own *We model your assumptions and stress test them. They remain your figures
All three need ticking before we can act for you
How should we reach you?
Phone call
Email
WhatsApp
Video call
Best time for a call
🌅Morning8am to 12
☀Afternoon12 to 5
🌇Evening5 to 8
⚡Any timeI am flexible
How did you first find us?
Search
Recommendation
An article or guide of ours
Somewhere else
Something went wrong sending this. Try again, or WhatsApp us on 07450 258975 and we will take the details that way.

That is your project set up,

Everything we need to open the file is now with us.

Your scope and fee

Your 10 working day clock starts when this package is complete

What happens next

1

Your engagement letter and first invoice arrive within one working day

2

50 percent opens the file, the balance is due on delivery of the draft

3

Send the documents above and the modelling starts the same day

Questions before then? Come straight to us.

Your project so far excluding VAT
£950
Secure. Used only to set up your engagement.