Packaged Services

- PACKAGED OPTIONS

Annual Bookkeeping Improvements Review and Advice.
Every year we will look to suggest improvements to your bookkeeping so that you can reduce the time and cost of producing your accounts. Any suggested improvements will be explained during our free meeting with you.

Free initial meetings on ad-hoc matters
All business owners have problems and queries from time to time and this service means that you can visit us as often as you need, free of charge in order to discuss actions that need to be taken.

Free telephone hotline support
Call us free of charge as often as you wish with queries and questions that may not be covered by our web site factsheets.

Tax Investigation Fee Insurance
Every business has the same chance of being selected for a random tax audit even if you have nothing to hide. We will have to deal with the Taxman on your behalf which can cost on average, £1500 - £4000 for a simple investigation that lasts 12-24 months. Tax Investigation Insurance will cover these costs and over 70% of our clients already have this peace of mind cover.

Monthly email newsletter
Stay up to date with the latest key business issues that may affect you by taking our monthly newswire which provides access to our website tools and factsheets. If you want to advertise for free on our web site then we can arrange for you to take part in our client testimonial programme.

Annual tax reduction review (personal and business)
This is our most popular service as everyone in business wants to keep a close check on the amount of tax they pay. This annual review ensures that you benefit from all the allowances and reliefs that you are able to claim.

Business finances review
Wastage is the easiest way to lose money in any business therefore an annual review of your banking and finance arrangements will ensure that you are receiving competitve and value for money services throughout your business.

Wealthcare and risk assessment review
It's not what you earn - it's what you keep, therefore an annual review of your income and wealth growth is essential to ensure that you accumulate the necessary funds to allow you to achieve financial security as soon as possible. Our in-house financial planner will advise you on the best options to take.

Financial performance benchmarking report
Knowing how your business financial performance compares to that of your industry provides you with the information to know where you are doing well and more importantly highlights the weaknesses that you can improve with our help.

Cash Flow Forecasting - 12 months forward
This report will ensure that any areas of your business which could increase your profitability will be identified, discussed and actions implemented to exploit these areas.

Quarterly financial management meetings
Using your management accounts as the basis for quarterly review we meet with you to assess your progress during the year and pay particular attention to the profit, cash flow and growth of your business to simulate the role of your own in house Financial Director (at a fraction of the cost)

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