Commercially focused and
helping you plan ahead

Whilst you may be required to complete annual statutory accounts, when they are prepared in a commercially focused way they can provide valuable information to help your decision making.

Through our year end service, you will benefit from a highly experienced and qualified in-house team, who will build a good understanding and familiarity with your business.

What makes our service different?

We include pre-year end planning with our year end service. This allows us to provide the advice and recommendations to help you make the right financial choices for your business and directors.

Each year, you will have a pre-year end meeting or conference call with your relationship partner, to discuss planning opportunities and business performance. Typically, we will meet 4-10 weeks before your year end.

We believe this is the most effective way to ensure you remain in control of your business and where you stand with tax, profits, drawings and cash flow. It also means that we still have time to discuss and change the situation in your favour.

Your pre-year end meeting can include:

Checking allowances, reliefs and exemptions have been utilised.

Reviewing your performance against previous years and targets you may have set.

Advising on the timing of capital purchases and business expenses.

Discussing the business more generally, goals for the year ahead or any issues you might be facing.

Checking salary, dividend and pension contributions to optimise director tax liabilities.

What clients say

Get in touch

Whether you have a specific query, would like to discuss how we can help or for a no obligation quotation, complete this form and and we will get back to you as quickly as we can.

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