Services What We Offer

 

Our aim is to provide a personal service dealing with your day-to-day accounting and taxation needs. We use our expertise and experience to identify potential problems before they arise.

 

  • Accountancy Services
  • Added Value Services
  • Business Start-up Services
  • Taxation Services
  • Freelancers and Contractors

 

Accountancy Services

Our core Accountancy Services consist of...

  • Annual Accounts Preparation
  • Book-keeping
  • Company Secretarial
  • Management Accounts and Information

 

Annual Accounts Preparation

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 minimizing 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.

 

Book-keeping

Let us take the stress of paperwork 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.

 

Company Secretarial

We can help you fulfill this role and offer the following services...

  • Registered office facilities;
  • Maintenance of statutory registers;
  • Submission of statutory documents;
  • Giving notice of General Meetings;
  • Drafting agendas for company meetings;
  • Preparing Minutes of Meetings;
  • Completion of share transfer forms;
  • Preparation of share certificates;
  • Carrying out company searches;
  • Filing of Annual Return;
  • Acting as Company Secretary;
  • General Company Law advice;
  • Advice on protection of minority interests.

 

Management Accounts and Information

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.

 

Added Value Services

Our core Added Value Services consist of...

  • Business Growth
  • Business Valuations
  • Business Plans
  • Raising Finance

 

Business Growth

Business growth services include...

  • Setting goals and an action plan to get you where you want to be;
  • Removing the blocks that are stopping you from getting where you want to be;
  • Bench-marking against other businesses in your industry - do you know how you compare to the best and the average in your industry;
  • Getting the systems in place to allow your business to grow;
  • Performance monitoring including use of key performance indicators;
  • Marketing strategy;
  • Unique selling point development;
  • Customer service systems to help WOW your customers;
  • Pricing strategy - have you tested what your optimum selling price is?
  • Lead generation systems;
  • Sales conversion systems;
  • Reselling systems;
  • Raising finance to allow you to invest in growth;
  • Improving the potential of your team members;
  • Measuring and testing everything so that you can continually improve.

 

For more information see our ...

  • Business growth helpsheets
  • Business profitability calculators

 

Business Valuations

Valuations can be required for...

  • Monitoring how the business is performing against goals;
  • Taxation and negotiating with the tax authorities;
  • Business sales and purchases;
  • Business mergers;
  • Divorce proceedings and matrimonial disputes;
  • Raising finance;
  • Company buy back of shares;
  • Tax planning;
  • Financial reporting requirements;
  • Shareholder/partner disputes;
  • Pension and exit planning.

 

We can provide business valuation services for unincorporated entities and shares in unquoted companies based in the UK including assistance with dispute resolution and litigation.

 

Business Plans

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.

 

See our helpsheet on writing a business plan.

 

Raising Finance

Do you know the most likely source of finance
at the best rates?

 

Through our close working relationships with finance sources we can assist in advising on the right type of finance for you and offer advice on...

  • Bank loans and overdrafts;
  • Hire purchase;
  • Personal loans;
  • Sales invoice factoring and discounting;
  • Leasing and contract hire;
  • Venture capital;
  • Private investment sources.

 

For more information see our:

  • How to get a grant helpsheet
  • How to raise finance helpsheet
  • Writing a business plan helpsheet

 

Business Start-up Services

There's more to consider than just buying a cheap readymade company on the internet!

 

We can assist you with company formations for...

  • An off the shelf ready made company;
  • A tailor made company;
  • Limited Liability Partnership;
  • PLC formation;
  • Offshore companies in low tax jurisdictions.

 

For urgent requests we can also arrange same day formations.

 

To check the availability of a Limited Company name, you can use the Companies House Information Service. Type in the name you want and see if it comes up in the list.

 

Our Company formation packages can include...


  • Advice on the pros and cons of incorporation in your own situation;
  • Appointment of directors;
  • Appointment of company secretary;
  • Issue of subscriber shares;
  • Registered office services;
  • Completion of all necessary minutes and resolutions;
  • Assistance in opening a bank account;
  • Tax review with regard to company formation - forming the company yourself and getting this wrong can be very costly!
  • VAT registration;
  • Company registration for Corporation Tax;
  • Set up of Company PAYE scheme;
  • Book-keeping set-up advice;
  • Business plans;
  • Assistance with raising finance.

 

 

For more information see our ...

  • Business start-up helpsheets.
  • Helpsheet on Directors responsibilities.
  • Helpsheet on Role and duties of a company secretary.
  • Incorporation calculator