Do you feel that you don’t get any value from your annual accounts? Are they always prepared several months after the end of the financial year by which time things have moved on a lot so they are largely irrelevant?
Our Accounts Plus service is designed to give your business value from the process of preparing accounts. It uses the latest online accounts software to streamline the whole accounts production process so that you receive not only annual accounts but also interim management reports from us during the year. This means you have much more relevant information at your fingertips from which to run your business. You will also meet up with us at least twice a year so we can help you plan your way forward.
We set ourselves the target of producing management reports within just one month of the end of the period. Annual accounts are prepared within 3 months of the year end. You will know your tax position months ahead of the due date!
3 levels of service to choose from:
Bronze level: We do bookkeeping every quarter, we give you quarterly management reports and we meet you twice a year
Silver level: We do bookkeeping every month, we give you quarterly management reports and we meet you four times a year
Gold level: We do bookkeeping every week, we give you monthly management reports and we meet you six times a year
Whichever level you opt for, you can add any of the following additional services to your package:
Some accountants see tax work as just a form filling task to be done. Not us. We see tax work as an opportunity to do the best we can for our clients so they get the best deal possible out of the tax system.
We actively look for ways our clients can do better, constantly reviewing strategies as new tax legislation comes out. All our clients receive a free end of tax year review as part of the package.
Good tax advice can really help you to make the right decisions. As you would expect from a firm of Chartered Tax Advisers, when the time comes that you need some sound tax advice, we are able to provide you with a quality service.
If you’re a landlord or a property developer, we can help you with our sound advice. Owning investment property involves careful financial and tax planning and we have strong expertise in this area. For example, we will explain the tax implications of owning property through a company versus owning property personally.
Buying, owning and selling properties can involve any or all of the major taxes – income tax, corporation tax, capital gains tax, VAT, stamp duty land tax and inheritance tax. As Chartered Tax Advisers we can help you through this maze.
Investments and pensions
If you have investments or pensions we can look after the tax affairs that arise. Good tax planning advice can be invaluable. Please note that we are not authorised to give investment advice ourselves. However, we will work closely with your chosen financial adviser or refer you to one of our carefully chosen partners.
If you need a mortgage for either your own home or for an investment property, we can help you by working with lenders and carefully chosen mortgage