ACCOUNTING AND

MANAGEMENT ACCOUNTS

How well is your accounting working for you?

Every business owner needs accounting services.

Some start out filing their own returns and managing the bookkeeping in house. Some look for the support of an accountant from the get go.

Either way, good accounting should be helping you grow your business, not slowing you down.

MAKE SURE YOUR ACCOUNTING IS BENEFITING YOU, NOT JUST HMRC

“Accounting” is a very broad term; you may not know what support you need. It’s more than just ticking boxes.

You might need:

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Guidance on how to grow your business as well as stay compliant with HMRC

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Help understanding the impact of changes to taxes and personal wealth

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Someone to take care of the bookkeeping for you, to save you time, money and provide peace of mind

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Help to plan for the future

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Help understand your business profitability so you can make better decisions

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Accounting training and development for you and your team

Overall, you need an accountant who understands your sector, and can tell you exactly what accounting services you require.

WE CAN HELP

A dynamic and forward-thinking team with more than 100 years’ experience in building successful businesses, from small and start-up businesses to complex groups and multinational organisations.

Working together with you we help you identify your specific business requirements from accounting support to financial analysis whilst also ensuring you stay compliant with HMRC.

THE ACCOUNTING SERVICES WE HELP WITH


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ANNUAL ACCOUNTING SERVICES
Our Business Innovation team provide accounts for
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Sole Traders and Partnerships

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Limited Companies

THERE ARE THREE ELEMENTS TO ACCOUNTING INFORMATION

You ideally need all three parts to get a full picture of how your business is performing.

PROFIT AND LOSS ACCOUNTS

Show the activity of your business trade over a period.

BALANCE SHEET

Snapshot of a particular area of what the business owns or what it owes out.

RESERVES

What a business is worth to the shareholders / owners.

These annual accounts are predominantly used to assess the performance over a one-year period. These will ensure you stay on the right side of the law and are used as the basis for calculating tax liabilities at the end of the year.

Yet, getting a set of accounts without understanding what the numbers mean is pointless…

…MORE THAN JUST ACCOUNTS…

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MANAGEMENT ACCOUNTING INFORMATION

Our Management Accounts team can give you a more in-depth picture of how your business is performing and tracking against plans. We help you understand your numbers and apply a higher degree of analytical procedures to help you make better business decisions.

WHAT DO YOU WANT?

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I want to see reports on a weekly, monthly or quarterly basis to really understand my business performance

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I want to understand the growth potential of my business

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I want to know if my business is ready for change and new service lines

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I want to make future growth plans based on solid information to back up decisions

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I want to track goals and company targets

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I need my data cleansed, sorted and verified

Our management accounting system turns numerical data into visual information, providing you with so much more value. These reports tell you where your business is thriving and where you should be focusing on and where things need more attention.

We also measure non-financial information such as online tracking, business development and can identify areas for concern such as supply chain issues.


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BOOKKEEPING

Our management accounting system turns numerical data into visual information, providing you with so much more value. These reports tell you where your business is thriving and where you should be focusing on and where things need more attention.

We also measure non-financial information such as online tracking, business development and can identify areas for concern such as supply chain issues.


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BUSINESS INTELLIGENCE, FINANCIAL FORECASTS AND COACHING

MANAGEMENT ACCOUNTING INFORMATION LAYS THE FOUNDATIONS TO HELP YOU MAKE BETTER BUSINESS DECISIONS FOR GROWTH

We can help plan for the future with business intelligence reporting that include forecasts, cash dashboard analytics and financial awareness coaching. To learn more about this visit our Accelerator packages.


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ACCOUNTING TRAINING

With all our accounting services, we also offer bespoke training on systems and software compatible for your business including, Xero (We are Xero Platinum Partners!) Dext and others to ensure you are Making Tax Digital compliant.

WHAT IT LOOKS LIKE TO START GETTING SUPPORT

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DISCOVERY MEETING
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We start with a business discovery meeting. Everybody’s business is different – it’s not one size fits all, so we assess what accounting services are right for you.

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SERVICE PROPOSAL
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You will receive a service proposal, which details exactly what you’ll get from us.

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FOLLOW UP MEETING
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We have a follow up meeting to explain how we work, address any questions or concerns and set mutual expectations.

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E-LEARNING PLATFORM
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You will also gain access to our e-learning platform that gives your diagnostics and tools to help you and your team.

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ASSESSMENT
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We’ll help you look at the bigger picture. We’ll assess whether you require deeper reporting information to improve efficiency.

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ONBOARDING PACK
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Once accepted, we will send you an onboarding pack to get all the information we need.

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WE KEEP IN TOUCH
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We keep in touch with you at touch points throughout the financial year to suit you to make sure you are on track.

01

DISCOVERY MEETING
null

We start with a business discovery meeting. Everybody’s business is different – it’s not one size fits all, so we assess what accounting services are right for you.

02

ASSESSMENT
null

We’ll help you look at the bigger picture. We’ll assess whether you require deeper reporting information to improve efficiency.

03

SERVICE PROPOSAL
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You will receive a service proposal, which details exactly what you’ll get from us.

04

ONBOARDING PACK
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Once accepted, we will send you an onboarding pack to get all the information we need.

05

FOLLOW UP MEETING
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We have a follow up meeting to explain how we work, address any questions or concerns and set mutual expectations.

06

WE KEEP IN TOUCH
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We keep in touch with you at touch points throughout the financial year to suit you to make sure you are on track.

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E-LEARNING PLATFORM
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You will also gain access to our e-learning platform that gives your diagnostics and tools to help you and your team.

GAIN THE FREEDOM AND INFORMATION TO GROW YOUR BUSINESS, WITH EXPERT ACCOUNTING SUPPORT BY YOUR SIDE

Start by booking your discovery meeting