ACCOUNTANCY SERVICES

Annual financial statements

We will prepare your financial statements under UK GAAP, ready for you to sign them, and then file them with companies house on your behalf.

Preparation
We will complete your annual financial statements for you under your chosen accounting standards.

IBXRL
We will iXBRL tag your financial statements so they comply with current UK company requirements.

Submission
We will submit your annual financial statements on your behalf to make it as hassle free as possible for you.

Bookkeeping & Period end close

We will look after all your processing needs by performing bookkeeping, reconciliations, journals and other close period activities

Accurate and in Real-Time
We will ensure your invoices and expenses are recorded correctly and with minimal fuss, making use of technology such as bank feeds & hub doc

Reconciliations
We will reconcile all your books and records on a periodic basis as agreed with you.

Period End Close
We will prepare all month end adjustments to give you a proper cut off, your information will be accurate, timely and robust.

Business Advisory

We will provide you with an experienced business professional to help problem-solve the challenges of your business, not just answer finance questions

Dedicated Client Manager
Your strategic point of contact for all your service requirement, anything you need they can help with.

CIMA Qualified
Unlike other professional bodies, we’re used to working in businesses to help them sing

Business Advisor
All our business advisors have vast amount of experience in industry and advising large and small companies across a range of topics and issues. we don’t just partner with you from a finance perspective, we support your entire business growth.

Business Plan

We will work with you to develop your bespoke business plan to help guide you over the coming period; including an executive summary, industry analysis, market positioning, management, operational and finance requirements

Develop a 1-page Business Plan
What needs to be in the plan? well we will ensure the forecasting is taken care of for starters, working with you to complete the rest.

Executive Summary
Clear, concise and to the point.

Pitch Rehearsal
We will ensure you are pitch ready ensuring you can bring the plan to life; we can also support you in the pitch if you like.

Company Secretarial

We will look after the most common company secretarial requirements on your behalf such as incorporation, statutory records, cap tables and companies house filings

Annual Confirmation Statement
We will complete this for you, including the person of significant control register.

Statutory Accounts
We will deliver your accounts to companies house, another thing off your to do list.

Statutory Books
We will maintain your registers electronically and take care of any changes – director appointments and other legal docs such as dividend vouchers for example.

Corporation Tax

We will act as your tax agent, deal with routine correspondence, prepare your corporation tax computations and submit them to HMRC electronically on your behalf

Tax Compliance
Using our knowledge and experience we will ensue your business is tax efficient and the computation is accurate, leaving no stones unturned.

HMRC Agent
If HMRC have any queries on your tax affairs, we will be on hand to deal with them on your behalf – helping you not waste any time on the phone to them yourselves.

Submission
We will submit your annual corporation tax computation to HMRC electronically, ensuring it is always on time.

Virtual Finance Director

We will work with you, not just for you, by really supporting you in any capacity you require. we can join your board or support at a critical bank or investor meeting

Strategic decision making
We are experienced finance specialists and can use our experience to help you make business decisions, going one step further than just being the trusted advisor.

Board attendance
A key role of any finance director is to represent the business at the board level, we can fill this role for you.

Scalable Support
Whether you need ad hoc or regular support, we will be on hand as needed, we understand the demands of your business will change.

Finance Process Optimisation

We will identify gaps and weaknesses in your existing finance processes and make recommendations based on leading practice for the size of your organisation

Review
We can conduct a full analysis of the current systems you have in place.

Workflow Mapping
To help breakdown the complexities during this exercise, we find visual aids are the best way to help uncover and solve any inefficiencies in your business

Implement & future-proof
We can will test & implement any new cloud-based systems that will help enhance your current set-up.

Finance System set up/review

We will review your data structures and the way your finance system is set up so you get the most out of it. it’s the most important starting point to get meaningful information to run your business

Latest Technology
We will help ensure you are using the right technology and cloud-based systems to ensure your finance function is built for success, we can even help implement any change.

Functional Requirements
We will perform a diagnostic to understand your needs, streamlining and implementing improvements allowing you to focus on running your business.

Constant Improvement
We will continue to work with you as your business grows and evolves, we can change with you.

Forecasting

We will work with you to identify key drivers and assumptions in your business to develop an integrated P&L, balance sheet and cashflow forecast.

Assumptions
We will hold a workshop with you to develop the key drivers and assumptions in your business and industry.

Sensitivity Analysis
What does a 10% increase in sales mean for you? Using cloud-based technology we can run different scenarios for you.

Ongoing Support
As your business evolves so will your forecast, as part of our period end support we will help update your forecasts.

Tax Investigation Insurance

With this insurance service you will have peace of mind before, during and after any HMRC tax investigation that our fees resulting from any investigation will be covered

Corporation Tax
Sleep easier knowing you can cover your business for up to £100,000 of fees incurred against full and aspect enquiries into your company’s annual corporation tax returns.

PAYE
Investigation insurance also covers paye/nic (including real time information) compliance check or inspection, along with any disputes with hmrc in respect of the same.

VAT
Sleep even better knowing any fees up to £100,000 incurred against vat compliance check or inspection and any following dispute with HMRC in respect of the same are also covered.

Management Accounts

We will provide you with timely, accurate management accounts incorporating all your key financial information either on a monthly or quarterly basis depending on your plan

More than just Profit & Loss
Management accounts will be produced on a monthly or quarterly basis including all the critical financial information needed to run your business.

Accurate
We pride ourselves on quality which leads to accurate information for you. our team of professionals will ensure everything is completed with the accuracy it deserves.

Delivered timely
We will deliver the information in a timely manner as agreed with you, after all if its late there is no point having it.

Payroll

We will perform your payroll function for you and process your monthly payroll run. we will also provide you with payslips, P11Ds and PAYE submissions.

RTI Compliant
It is important to pay employees on time; we ensure that is the case every time whilst taking care of your RTI requirements too.

Electronic Payslips
In keeping with making things easy for you and your employees, payslips canl be provided electronically.

PAYE Submission
We make sure HMRC have everything they need and will remind you of when payments are due too.

Personal Tax

We will prepare your personal tax return and submit it to HMRC electronically on your behalf

Preparation
We will complete your personal tax return on your behalf for the tax year.

Experience
We have tax experts at our fingertips, with years of experience having worked within the big 4, they bring the technical expertise you need.

Submission
We will submit your personal tax return to HMRC, to make it as hassle free as possible for you.

R&D Tax Credits

We will work with you to maximise the value and accuracy of your credit claim, enabling you to get exactly what you deserve

In house expertise
We have the expertise and experience to ensure your r&d claim is maximised, cash back for your business is our priority.

No face to face Meetings
We will just take care of it for you and ensure the process is as efficient as possible, we love the cloud.

Contingent Fee
You only pay based on the value of the claim accepted by hmrc, perhaps the only time ‘no win, no fee’ won’t make you sceptical.

Strategy Workshop

We will work with you to develop your bespoke strategy through workshop facilitation, key next steps and a timeline to put it into action.

Methodology
We have a tried and tested methodology which will get the most out of your time , we really do appreciate how precocious your time is.

Facilitation
No crap, just focus, we will ensure the workshop has the right pace to develop the right strategy for your business.

Tangible Outputs
It is not just about the great idea, we will ensure your are set to put it into action with practical next steps and we will also be by your side ensuring the strategy is put into place.

VAT

We will act as your VAT agent, deal with routine correspondence, prepare your quarterly VAT computations and submit them to HMRC electronically on your behalf

Your VAT Agent
Not registered? no worries we can do that for you, registered? great, we will become your agent.

Calculations
We will complete your calculations and VAT returns, no point boring you with the details.

Submission
We will also submit the return to hmrc and make sure any payment is made on time or let you know if you should expect a refund.

Cloud Accounting

We will act as your VAT agent, deal with routine correspondence, prepare your quarterly VAT computations and submit them to HMRC electronically on your behalf.

Your VAT Agent
Not registered? no worries we can do that for you, registered? great, we will become your agent.

Calculations
We will complete your calculations and VAT returns, no point boring you with the details.

Submission
We will also submit the return to hmrc and make sure any payment is made on time or let you know if you should expect a refund.