Services

Compliance & Business Support Services

Financial Services

• Financial services
• Retirement planning
• Estate planning
• Pensions advice

Compliance Services

• Statutory audits
• Annual accounts preparation
• Company secretarial services
• Payroll procedures
• Tax returns
• Grant claims

Support Services

• Preparation of quarterly or monthly management accounts
• Payroll advice
• Bookkeeping
• Budgets and forecasts
• Business plans
• Liaising with banks and institutions

Business Development and Consultancy

• Businesses Getting Results (BGR) Workshops
• Personal Goal Setting
• Strategic review of your business
• Profit Improvement (find out what drives your business and how to improve it)
• Management Reporting System
• Team days and customer focus groups

Business Start-Up

• Advice on financing a new business
• Securing start-up funds
• Writing a business plan
• Structuring the business
• Financial planning
• Identifying your ‘Critical Success Factors’ (for profitability)

Helpsheets

Taxation

Corporation Tax Planning

Personal Tax (including sole traders and partnerships)

• Self assessment
• Tax planning
• Inheritance tax and estate planning
• Trusts

VAT Returns and Advice

NI and PAYE

• P11Ds advice and completion
• Compliance

HMRC Investigations

• Companies
• Sole traders and partnerships
• Individuals