Are you a:

  • Owner Managed Business?

  • Small or Medium Sized Enterprise?

  • An Entrepreneur looking Business Advice?

WE CAN HELP!

Small or medium sized owner managed businesses need reliable, accurate and timely financial information coupled with expert advice in order to effectively manage their day to day operation.
Unfortunately many small or medium sized accountancy firms cannot offer this level of advice, whilst the ‘big 4’ firms are prohibitively expensive.
This means our clients can:

  • Balance their personal and business affairs for maximum efficiency
  • Satisfy the demand of stakeholders
  • Raising funds
  • Managing their finances in the most effective and cost efficient way
  • Have assurance on significant deals
  • Comply with a constantly changing regulatory & legal framework
  • Deal with exit or succession planning
  • Expand internationally

Services We Offer Include:

1 FOR BUSINESS START UPS:

  • Advice on the most appropriate trading structure Sole trade, partnership, LLP or limited company
  • Company secretarial services including formations
  • Assistance with accounting software and installation
  • VAT, payroll & tax registrations
  • Bookkeeping assistance including VAT & payroll
  • Anti money laundering advice and systems
  • Opening bank accounts
  • Business projections and financial forecasting
  • Assistance with funding & grant applications
  • Advising on stationary and websites
  • Preparation of management accounts
  • Preparation of financial accounts and tax returns
  • Tax planning & investment advice

2 FOR GROWING BUSINESSES:

  • Business plans and financial forecasts
  • External audit services
  • Fund raising
  • Minimisation of tax liabilities
  • Property transactions – CGT & SDLT
  • Research & development tax credits
  • EIS & EMI schemes
  • Advice on partnership or shareholder agreements

3 FOR EXPANDING BUSINESSES:

  • Financial restructuring
  • Financial investigations
  • Employee reward schemes
  • Corporate governance reviews & risk assessments
  • Internal audit & Systems control reviews
  • Tax efficient extraction of profits
  • Cross border services through our DFK network
  • Advice on mergers & acquisitions
  • Due diligence & fund raising support
  • Secondment of accounting staff

4 FOR MATURING BUSINESSES:

  • Tax Planning – entrepreneurs relief & business property relief
  • Pension planning & wealth management advice
  • Business and share valuations
  • MBO’s and buy-ins
  • Exit & succession planning
  • Financial investigations
  • Retirement planning, Inheritance tax advice, wills and probates
  • Due diligence & fund raising support

We Deliver On

QUALITY
a partner led specialised team to work alongside you every step of your journey

VALUE
a Value for Money service provided at an affordable cost

ADVICE
a pragmatic and practical approach tailored to your specific needs.  How can you best address change and the latest developments in your sector

EXPERIENCE
we are used to quickly developing an understanding of like organisations for bench marking and tailoring our work to meet your specific requirements

NETWORK
we have strong links to other professionals such as lawyers & computer analysts who are well placed to offer guidance on issues affecting your organisation