Technology is transforming the traditional accountancy practice and helping us to streamline businesses.  With cloud based accounting software and mobile invoicing, becoming paperless will save you time, headaches, improve cashflow and allow you more time to concentrate on your business.  Real time accounting with making tax digital is now upon us. 

Combining over 30 years of experience in practice and business we have covered all areas of accounting and business services, and can help you.  We know how expensive it is to hire finance staff.  So if you are a small or medium sized business who is looking to outsource some or all its finance function, or an individual / sole trader who does not have either the time or inclination, you can have premium quality at everyday prices.  

 

Please enquire about our monthly pricing plans, or after discussing your bespoke needs, we can find the right solution for you and your business.  We are happy to do a one off tax return or provide a regular service doing as little or as much as you require.

Accounting, Bookkeeping & Tax Services

Bookkeeping
 

We can provide a monthly, quarterly or annual bookkeeping service that best suits your needs.  We will set up a manual or electronic system for recording all your financial transactions to bank reconciliation. 

Tax Returns and Advice

 

We will meet with you prior to the tax year end and discuss ways that your tax liability can be minimised. Following completion of your annual accounts we can prepare and file your income, inheritance or corporate tax returns.

Systems Implentation

 

We have implemented many systems over the years ranging worldwide accounting and planning systems to single user online accounting packages such as Sage & Quickbooks. Based on discussions with you, we will implement the most appropriate system and then, if required, will train you and/or your staff on its use.

Accounts Preparation
 

Turnover is vanity, profit is sanity and cash is reality.  We can provide you with monthly or annual management or statutory accounts so you can see exactly how are you doing.  We will discuss the numbers with you and advise on ways that they can be improved

VAT & MTD

 

For many VAT is a scary area, one we

are happy to  guide you through.  We can help with registration,  completion of returns, all aspects of making tax digital  and help to choose the right scheme to ensure that you retain as much profit as possible whilst being fully VAT compliant.  

Company Secretarial

 

Let us take care of your company secretarial responsibilities while you focus on the business.  We can form your company, maintain your statutory records and or file the necessary forms.

Independent Examination

 

An independent examination offers a lighter touch approach than a full audit at a reduced fee.   If you are a not-for-profit organisation or charity, we can examine your accounts to ensure compliance with the Charity Commission guidelines, the Companies Act and GAAP (Generally Accepted Accounting Practices). 

PAYE, Payroll & CIS
 

When employing someone or using casual help, it is important to consider PAYE or CIS.  We can help you stay compliant, file your returns and and let you know what and when to pay HMRC

Start Up Advice

 

From experience we know that often the main thing that new businesses need at start up is good financial advice,  and someone who can keep an eye on the numbers whilst you get the business going.  We can combine some or all of the services to help you be one of the 20% of businesses that make it past five years and survive. 

WHO WE HELP
Tel: 02920-860140
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Apex House, Thomas Street, Caerphilly, CF83 8DP
PERSPECTIVES
CHARTERED ACCOUNTANTS IN CAERPHILLY
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