The Services We Offer
To help you decide what your accountancy requirements are, we have
listed below the sort of things we do. But please remember these are
for guidance only: you’re the client and you’re in charge! Wherever
possible, we will tailor our service to meet your requirements
exactly. |
Year End Basics
Annual accounts in approved format based upon the accounting
records you have prepared; as standard, our accounts include:
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A “key comments” report or some graphical analysis to help
interpret the numbers
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A breakdown of fixed assets so you know exactly what is in that
key figure
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That in turn helps us to make the most effective tax claims for
you
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We include your taxation liability so that it’s not a forgotten
figure: you really do owe that money!
Tax computation based upon the above accounts; completion of self
employment pages for your tax return, or partnership / company tax
return as applicable Abbreviated accounts for filing at Companies
House (limited companies only)
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Year End Extras
Planning meeting
prior to the accounts year end to discuss tax mitigation and related
“looking forward” issues OnTrack review: we will agree a baseline
and goals with you and then we’ll “nag” you as an aid to staying on
track with the strategic issues Financial performance review: a
detailed look at your numbers over 5 years, what they mean and
implications for the future Benchmarking exercise: where do you
stand in your industry? Are you good, bad or indifferent? Find out
where you can improve! Records report: a review of your bookkeeping,
weaknesses to address and proposals for the future
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On-going support
Annual
consulting service: the most successful businesses pay to see their
accountants more often! or Unlimited telephone assistance: pay an
agreed annual price and then you can pick our brains as often as you
like for all those niggling queries that crop up! or If you prefer,
we will bill by the hour for any “general care and attention” work
which arises during the year (the “traditional” approach)
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Year End Taxation
Completion of individual tax return(s), calculating taxation
liability and advising, submission to the Revenue, handling Revenue
feedback (but not an Enquiry) Submission of partnership / company
tax returns to the Revenue, advising re taxation liabilities,
handling Revenue feedback (but not an Enquiry) Completion of year
end payroll returns P35 / P14 / P60 and / or P11D (including
calculation of class 1A NIC liability)
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Company services
Audits we are
registered auditors and undertake statutory company audits where
required by the Companies Acts or where requested by the
shareholders Company secretarial: ensuring you meet your statutory
duties including the write-up of the company minutes etc (and act as
registered office where necessary) Incorporations: we can take away
all the hassle of forming a new company and get it right for you
from day one
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Regular accounting
Payroll bureau services: we take on all the payroll hassle
Completion of VAT returns from your records to ensure you don’t fall
into any of the many elephant traps Write up of your books so you
can concentrate on the business (and saving you time and costs at
the year end) Monthly / quarterly management accounts to help you
better control your business, identify issues as they arise and
drive everything forward
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Helping you grow and pay less tax
Revenue enquiries: the only issue these days with enquiries is
“when” not “if”! We have lots of experience of resolving these as
painlessly as possible Business start-ups: we were a start-up once,
so we know what we’re talking about! Tax-busting and profit-raising healthchecks: these
are the first steps and help ensure that all the basic angles are
covered Tax planning reports: these can cover issues such as
- personal tax efficiency
- capital gains or inheritance tax issues
- incorporation of an existing business
- future business developments
- company car issues
- tax-efficient remuneration
- succession
issues
Business growth
We can help you with:
- kickstart
consultancy
- strategy planning days
- goal setting
- focused board
meetings
- business growth potential
- balanced scorecard reporting
- the importance of systems
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Management support
Forecasts and business plans (FBP):
what is your route to success? FBP help you to plan for success, and
we can help you with the numbers (and more) Computerised
bookkeeping: trusting your books to computer is a necessary but
worrying move for most growing businesses: our experience can help
you VAT and PAYE healthchecks: confident your procedures will stand
up to the taxman’s scrutiny? If not, we can ask the awkward
questions first
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How
we do things....
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