Management & Bookkeeping  
BOOKKEEPING 
 
There are several advantages to allowing us to do this for you: 
 
• your time is freed for getting on with running and growing the business 
• year-end accountancy costs may be reduced 
• we can then complete your VAT returns for you for reduced cost 
• VAT inspections and tax enquiries should be more straight-forward 
• we can also supply you with management information to help you run the business. 
 
Alternatively, we can provide you with training and guidance on software to allow you to keep your books yourself. 
MANAGEMENT ACCOUNTS AND INFORMATION 
 
You need good management information to track how your business is performing and make the right decisions in good time. Also regular accounts may be needed to provide information to a bank to support a borrowing facility.  
 
We can help by: 
• preparing your Management Accounts on a monthly or quarterly basis in an efficient and cost effective way 
• or advising on systems for you produce your own management accounts on an ongoing basis 
• and offering guidance to help you understand and get the best out of your management accounts 
 
If we do your book-keeping, preparation of management accounts is a swift and cost efficient operation. Alternatively, we can prepare the accounts by taking your books and making corrections where needed, including accruals and prepayments to compile the corresponding accounts. 
 
Either way, we would take you through the figures to ensure you understand what they mean. 
 
 
We can structure the reporting to show:  
 
• Profit and loss performance  
• Cashflow  
• Costing information, including break-even turnover levels.  
• Departmental results.  
• Actual performance compared to budget  
• Performance over comparative periods.  
 
BUSINESS START UPS 
 
Starting a new business is a large undertaking and getting the right guidance at the outset can make all the difference. 
 
In addition to our core services that are especially applicable to business start ups we can help with... 
 
• Business structure – advice on whether you should be a sole trader, partnership, Limited Company or even a Limited Liability Partnership? 
• Notifying the authorities – we can do all the forms for this, set you up with national insurance payments and if necessary complete the VAT Registration forms for you. Getting this done within the required timescales avoids automatic fines. 
• Introductions – we can link you up with bank contacts, solicitors and other professionals you may need assistance from. 
 
Our core services of special relevance to business start ups are: 
 
• Company formation and secretarial services 
• Business plans 
• Marketing and pricing strategy 
• Lead generation and conversion 
• Raising finance 
• Systems and controls to manage: credit, stock, costs, budgeting and financial reporting 
• Tax planning 
• Book-keeping and VAT returns 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
MANAGEMENT SYSTEMS 
 
We can review your management information systems, to ensure your financial systems and controls are sound i.e. 
 
• purchasing systems 
• cash controls 
• debtor control 
• stock control 
• cost controls 
• budgeting systems 
• financial reporting systems 
 
Good management information enables you to be in full control of your business and means you can react quickly to move the business in the right direction. 
RAISING FINANCE AND BUSINESS PLANS 
 
We can help identify what funding is required for your business and the most suitable source. 
 
We can assist in putting deals together for: 
 
• bank loans 
• overdrafts. 
• hire purchase 
• personal loans. 
• sales invoice factoring and discounting. 
• leasing 
• contract hire. 
• venture capital 
• private investment. 
 
Whether or not a business plan is needed to support a finance application, every business can benefit from a plan for its own use to help it develop and increase the chances of success. We can help with all aspects of the business plan including the written element as well as budgets, cash flow and profit forecasts and monitoring progress against the plan. 
 
 
 
 
COMPANY FORMATION AND SECRETARIAL SERVICES 
 
We can help set up your business structure for you, whether you need an off the shelf company, a tailor made company, a Limited Liability Partnership or a plc forming. 
 
But that's only the start. We can then offer any of the following company secretarial services... 
 
• Registered office facilities 
• Maintenance of statutory registers 
• Submission of statutory documents 
• Giving notice of General Meetings 
• Completion of share transfer forms 
• Preparation of share certificates 
• Carrying out company searches 
• Filing annual returns 
• Acting as Company Secretary 
 
 
 
 
 
 
 
INFORMATION TECHNOLOGY AND ACCOUNTING SOFTWARE 
 
Having the right technology to support your business is crucial to the smooth-running of your business. We can offer advice and help in various areas of IT such as: 
 
• choosing the right hardware 
• selecting software 
• e-mail and internet set up 
• management reporting solutions 
• training in various office software packages 
• contact management software 
• recommending, installing and training on many accounting and payroll software packages