Advice for the decisions between year-ends.
Tax planning, financial information and practical support for owners who need to understand the position before deciding what comes next.
What we cover
Tax and cash-flow planning
Understanding liabilities, payment dates and the cash the business needs to retain.
Management accounts and financial reviews
Reviewing profitability, costs, debtors and the figures behind business decisions.
Financial controls
Improving processes as transactions, staff and turnover increase.
Business structure and growth
Accounting and tax considerations when expanding, reorganising or changing how the business operates.
HMRC support for our clients
Reviewing records, preparing responses and helping resolve enquiries, discrepancies and repayment issues within the agreed scope.
Working with other advisers
Liaising with solicitors, lenders and other professionals where appropriate.
Growing owner-managed businesses
Growth changes what owners need from their accounts. We help strengthen bookkeeping, introduce clearer financial controls and understand the tax and cash-flow implications of employing staff, registering for VAT, expanding operations or restructuring.
Where a cash-flow forecast or additional financial reporting is needed, we agree the purpose, information required and fee separately.
When records have fallen behind
Unclear HMRC balances, overdue records and historic accounting errors can make it difficult to know where a business stands. We investigate the available evidence, identify gaps and agree a practical plan to correct the position.
This can include correcting postings, reconciling tax balances, supporting repayment claims and improving the accounting process going forward.
Frequently asked questions
What does business advisory involve?
It can include reviewing profitability, cash flow, tax liabilities and upcoming decisions. The work is tailored to what the business needs and the information available.
How does this differ from annual accounts?
Annual accounts report on a completed period. Advisory work uses financial information to assess current issues and future decisions, including their tax implications.
Can you help with an HMRC enquiry?
We support our clients with HMRC enquiries and correspondence within the scope of our expertise and engagement. We review the records, explain the issues and involve specialist advisers where needed.
What if previous accounts contain errors?
We review the records, assess what needs correcting and agree the work required, including amended filings or communication with HMRC where appropriate.