We speak to you openly and honestly and promise not to blind you with jargon.
Our experienced staff have over 20 years’ experience in accounting and taxation matters and we always aim for a personalised approach to looking after your needs.
We are happy to provide a fully comprehensive service where you leave everything to us or if you just require help and guidance on specific aspects only, we can tailor our support to suit your needs.
Our aim is to give trusted professional advice and exemplary service to every client regardless of size at a competitive price.
What we do
Our team have skills in many key accounting and tax areas and we provide all the accounting services you would expect from an established firm of accountants.
Our areas of expertise include:
Accounts and audit
In addition to the preparation of statutory accounts, we also provide you with continuous support and advice to ensure that your business is running as efficiently as possible. We always try and give clients proactive advice on how things can be improved. We are registered auditors and carry out a number of audits covering a wide range of business sectors from large manufacturing companies to charities and academy schools.
Tax compliance and planning
We ensure that your business affairs are carried out in the most tax efficient manner and that you are compliant with all up to date reporting regulations. We keep up to date with all current tax and legislative matters and are always on the look out for ways we can help you add value to your business.
Business start ups
We are highly experienced in advising entrepreneurs who are looking to make the leap into starting their own business. We will listen to your ideas and then advise you as to the best way forward for you. We can prepare business plans and cashflow forecasts for financing proposals if needed. We can also help you register with HMRC and Companies House and assist you to establish a suitable system for bookkeeping and record keeping, leaving you to concentrate on getting your business successfully off the ground.
We are experienced in advising clients who are looking to move on to cloud-based accounting systems in preparation for the start of Making Tax Digital (MTD) from April 2019. We can help you decide on the best software for your needs and can either carry out the bookkeeping on your behalf or provide training so you can do this yourself. We are agents for Sage and Quickbooks and may be able to obtain preferential licence rates on specific products which are able to pass on.
We can help with the preparation of tax returns for non-resident landlords and liaising with HMRC on their behalf. We work closely with estate agents and help overseas residents ensure that they are compliant with UK tax legislation.
Probate and executor services
John Lee is ICAEW qualified to offer full probate and executor services.
We comply with the Law Society directives on diversity and ethnicity.
Please click here to find out more details of our probate services.