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 The following services are offered:
Audit:
Stuart Marsh has developed an audit team who is managed by Sarah White who has been with the firm since its infancy.
With the audit threshold changing the firm believes that the following key points can be better achieved:
- Consideration can be given to related business issues as a result of audit work, for example, tax planning;
- An understanding of the business which helps us to assist clients towards the Directors’ personal and business goals, for example business expansion;
- Constructive comment on the company’s financial management controls;
- Potential business opportunities, for example, grants towards improving business performance, are presented to management for consideration.
Accounts Preparation:
We provide this service in the form of annual financial statements as well as regular management accounting, for example quarterly reports.
We believe this assists businesses of all size and nature to better control their prosperity. The more aware a business is of its performance the sooner action(s) can be taken with a view to improving deteriorating performance or enhancing successful performance.
More importantly, we are always viewing clients’ performances with a view to ensuring they keep more of their hard earned gains. It is this proactive tax planning approach which has not only benefited our clients but is the mainstay to our own growth and success.
Taxation:
As stated above we feel this is our strongest area because it is the one are where ALL clients expect results.
Thus we have developed internal procedures and systems which enable us to be proactive in our advice and support for clients.
This area is wide, but includes:
- Personal tax returns and planning;
- Business Tax Planning and computation, including compliance;
- Paye/NI reporting and compliance;
- Vat reporting, planning and advice;
- Other specialist advice such as buying and selling of businesses, incorporation. These alone can be extremely complex.
Funding:
Many of our clients are introduced to us because they are at a point in their development where growth or funding is an issue.
Accordingly we have developed relationships with many of the funding organisations including Nat West Bank, UK Steel Enterprises, Welsh Development Agency, Welsh Assembly.
This has enabled us to obtain funding for clients through such diverse methods as grants, small firms loan guarantee and share schemes.
Our success is based on our internally developed business planning tools which reduce the time scale for the overall application to, in many cases, 1 working week.
Management Support:
All businesses irrespective of size, can benefit from services which help them achieve sustainable and economic growth.
We have experience in all areas which could assist including:
- Information Systems - implementation and training in systems such as Sage, Quickbooks, Pegasus;
- Management Accounting and Control Systems;
- Business Structure advice;
- Business Planning - see above;
- Due Diligence - this expertise has proven invaluable to our clients when considering buying businesses;
- Funding - see above;
- Expert Witness - as referred to above our expertise in this area has been used successfully to assist in fraud defence.
Company Secretarial:
We provide the following services to assist our clients fulfill their legal obligations and duties:
- Company formations
- Transfer of ownership of shares
- Document filing within prescribed time limits, including annual returns
- Constitutional minutes
- Administration of appointments and resignations
- Share issue and advice on share structure
Payroll:
We have developed a payroll bureau from which we provide all payroll related services including:
- Confidential payslips
- Weekly and monthly payroll
- Administration of forms such as P9’s, P45’s, P46, and P46 car etc.
- End of year payroll reporting including P35, P14 and P60;
- Electronic filing of same;
- Advice and support for Tax Credits, Student loans, Statutory Sick and Maternity Pay etc.
VAT & Book Keeping:
Once again our VAT bureau has been developed to ensure we not only prepare but offer a full advice service on VAT reporting. Including annual, cash and invoice accounting;
We also provide specialist advice on matters relating to VAT such as exempt versus nil rated etc.
To this end we have extended the service provided to include book keeping and more importantly use this as an opportunity, wherever, possible to review the businesses performance by way of an estimated profit statement.
It is this latter report which has proven a success with small and medium businesses who otherwise would have no indication of their performance until their accounts were prepared.
It also gives us an early opportunity to tax plan.
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