Services

Please expand the sections below for more information

Accounts

Annual Accounts

Do you need accurate accounts provided on time?

We can…

  • Prepare accounts to help in completion of self-assessment tax returns;
  • Produce financial statements to file at Companies House and abbreviated accounts to ensure the minimum amount of your financial information is made public.
  • Accounts are prepared to agreed timescales and deadlines.

But we can do more than just report the history of what’s already happened…

  • Identify areas where we can assist in minimising your tax liability;
  • Identify areas of the business that give you the most opportunity to make improvements;
  • Use the accounts to help you measure where you are in meeting your goals and what actions you need to take.We take the time to explain your accounts to you so that you understand what is going on financially within your business, helping you to plan for the future.

Management Accounts

If you measure it, you can manage it!

Up to date, relevant and quickly produced management information allows you to make the right decisions.

Our management accounts and information services include…

  • Monthly or quarterly management accounts;
  • Reporting of key performance indicators that are the underlying drivers that run your business;
  • Help with in house systems for you to produce your own information;
  • Training on how to get the most out of your information;
  • Supplying management information to lenders;
  • Branch/Divisional results;
  • Actual performance compared to budget and/or comparative periods;
  • Costing information, including break-even turnover levels.

Bookkeeping

Stressed out with the paperwork?

Let us take it off your hands…

Drop off your invoices, bank statements, etc; We do all the processing;

We can then easily prepare for you…

  • Management Accounts;
  • VAT Returns;
  • Key Performance Indicators;
  • End of Year Accounts;
  • Estimated Tax Liabilities as you go along so there’s no end of year surprises;

You pick up the records (neatly filed and organised!) and all the information we’ve agreed to provide you with.

It also makes it easy for us to handle any VAT inspections.

Tax

Tax Returns & Self Assessment

Who said Tax doesn’t have to be taxing?

Tax Returns can be completed for…

  • Individuals and sole traders;
  • Partnerships;
  • Limited Companies.The self-assessment regime is full of penalties and HMRC enquiry powers are extensive. It’s important that…
  • Returns are correctly completed;
  • They are filed on time;
  • All backup records are retained for the appropriate period of time.As well as the completion of your return we can assist with…
  • Advice on your tax liabilities;
  • Negotiating with the Collector if necessary;
  • Identifying suitable tax planning opportunities;
  • Completing all the necessary tax computations;
  • Dealing with all correspondence from HMRC, taking the worry away from you.

VAT

VAT Returns getting you down?

Compliance with VAT is complex. Investigations by the VATman can be intense – all the more important that your VAT returns are completed correctly.

There are three methods we can use to assist in completion of VAT returns…

  • Let us do your book-keeping and we complete the return from there;
  • Give us your books and we’ll complete the return for you;
  • Provide training on how to complete your return.We complete VAT returns in good time to ensure you avoid any penalties.

    In addition we can assist with…

  • Applying for VAT registration;
  • Advice on the VAT schemes suitable to your business;
  • VAT planning;
  • Dealing with any disputes that arise with Customs;
  • Attendance at VAT inspections.

Payroll

Everything seemed fine running your own business until the day you took on your first employee and became an unpaid tax collector

This is when you found out what red tape was all about.

Let us take the strain away from you and let you get on with running and growing the business. Payroll is complicated and has to be done on time and you as the employer are responsible for the mistakes.

      We run payrolls on time and can provide a tailor made service for your business including…
  • Employee payslips;
  • Monthly summaries;
  • Departmental reports;
  • Dealing with leavers and starters;
  • Provision of analysis of staff costs;
  • Real Time Information (RTI) PAYE returns for the Revenue;
  • Assistance with automated payment set-up to your employees;
  • CIS returns completed by us.You will never have to worry about calculating statutory sick pay or maternity pay and dealing with student loan deductions ever again!

    And at year end…

  • Employee summary P60’s;
  • P11D and P9D benefit and expenses returns.And the related tax planning advice…

    Beyond the payroll compliance service, we offer comprehensive advice on all employment tax issues including…

  • Tax efficient remuneration strategies;
  • Planning for retirement;
  • Termination payments;
  • Inducement payments;
  • Company car and van strategies;
  • Benefits planning.

Other

Tax Planning

You are entitled to arrange your affairs to pay the absolute legal minimum amount of tax

Whilst completion of tax returns and statutory tax obligations are important jobs, all accountants should be capable of completing them and advising you of your tax position and liabilities.

We try to do more than just this and are interested in maximising your tax planning opportunities.

We all have to pay our taxes but within the legal framework there are numerous ways of saving tax and making sure you do not pay a penny more than is absolutely necessary. We have extensive experience
in this area of work and always fight as hard as we can for our clients.

We can help with tax planning in relation to…

  • Personal taxes;
  • Business taxes;
  • Tax efficient employee remuneration strategies;
  • VAT planning;
  • Inheritance Tax strategies;
  • Capital Gains;
  • Profit extraction strategies;
  • Exit strategies;
  • Employment status;
  • IR35 advice.Apart from extensive experience in this arena, we have invested heavily in reference materials and specialist software and have access to the Tax Legislation, Tax Cases, to the internal manuals of HMRC and to detailed commentary on all taxes, direct and indirect. This allows us to research any tax topic at all and provide many ways of helping you legally save tax.

    New clients are often surprised at how much can be done to help with their tax position. We are always willing to go that extra mile to offer advice on the areas where tax can be saved. We enjoy this work!
    It is important that this work is done in advance and you should contact us as soon as possible.

    All of our Tax Planning makes legitimate use of the Tax Legislation and Case Law, so that you are not put at additional risk from a full HMRC Enquiry, or where there are risks, these are pointed out to you.

Financial Planning

When did you last review your wealth & protection position?

An independent financial advisor can assist with all of the following…

  • Pensions;
  • Life assurance;
  • Investments;
  • Critical illness;
  • Income protection;
  • Mortgages;
  • Elder care;
  • Private medical;
  • School fees planning.

If you would like us to supply you with details of an independent financial advisor, please contact us.

We can also attend any meetings you may arrange.

Business Plans

Research suggests that those businesses with a written business plan are far more likely to succeed

Business plans are also regularly needed to support finance applications, especially bank lending.

We can assist with all aspects of the business plan including…

  • Business strategy and goal setting;
  • Budgets;
  • Cash flow forecasts;
  • Profit forecasts;

    All written elements of the plan such as business background, marketing plan, SWOT analysis, markets, competition and all of the other key elements that need presenting in the most suitable way to lenders.
    After you’ve produced the plan, you need to monitor how you are doing against the plan and we can help you with this.