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What we do

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Preparation of accounts

  • Annual accounts done to the highest standards. In addition, we spend time with our clients explaining the accounts and the varied implications for their business
  • We provide a starter pack for new businesses and a checklist of what is needed to save time and effort for both of us. We also schedule in regular meetings so that we maintain contact during the year, ensuring that we are both focused on your finances throughout the year.

Monthly management accounts

  • In addition, to the above, we can  prepare your monthly accounts for the purpose of running your business more effectively. This can include financial analysis of the income and costs and how you make your money
  • If you already prepare your own accounts, we provide assistance in reviewing and analysing these for you and setting objectives based on the outcome
  • If you want to prepare accounts yourself, we have expertise in setting up various accounting packages and provide training on the procedures needed to operate these successfully.

Financial & Business Analysis

  • Analysis of your business to save money
  • Increase profitability by highlighting what aspects are profitable and what is draining money
  • Review your costs
  • Assistance in pricing jobs to ensure a profit
  • Review systems for recording finances to ensure you have time to devote to your business
  • Providing you with key performance indicators to measure profitability
  • Business valuations
  • Exit strategy planning
  • Business plan preparation.

New Business Services

  • Incorporation of companies
  • Training on responsibilities of directors/trustees
  • Accounting records
  • Provide a “keeping you right” pack
  • Checklist of due dates for Companies House and Inland Revenue.

Budgeting & Cash flow forecasts

  • All businesses know that cash flow control is key to survival. We can assist in setting up simple spreadsheets to review this, provide training and work with you to ensure you are on top of your cash needs
  • Once you are up and running, you will want to build your business. We can help prepare budgets to build your sales and costs for future planning.


  • Basic book keeping
  • How to budget
  • Controlling cash
  • What do accounts mean?
  • Bespoke training can be arranged.