Who We Help

INDIVIDUALS

 

Do you need to complete a self-assessment tax return or just need some advice on tax matters?  Give us a call for a free, no obligation discussion to see how we can help.

  • Tax returns, planning and advice.

  • Capital gains Tax advice and Planning.

  • Inheritance Tax advice and Planning.

  • Advice on becoming self employed.

LIMITED COMPANIES

Accountants are expensive to employ on a full time basis, so why not rent one just for the time you need?  We offer a range of services and are happy to do as little or as much as you want.  Services available include:

  • Bookkeeping;

  • Monthly / quarterly management ​accounts preparation;

  • Statutory accounts preparation;

  • Tax returns, planning & advice;

  • VAT and other taxes;

  • PAYE & payroll;

  • Systems implementation & software training;

  • Advice on how to grow your business and make it more profitable.

LIMITED LIABILITY PARTNERSHIPS (LLPs)

As a partner in an LLP, like any business, you are faced with the challenge to make a profit but are also burdened with the extra administration that comes with limited liability.  We offer a range of services that can assist you and let you concentrate on growing the business profitably.  Services available include:

  • Advice on partnership structure and the partnership agreement;

  • Bookkeeping;

  • Monthly / Quarterly management ​accounts preparation;

  • Statutory accounts preparation;

  • Tax returns, planning & advice;

  • VAT and other taxes;

  • PAYE & Payroll;

  • Company Secretarial matters e.g. filing returns with Companies House;

  • Systems implementation & software training;

  • Advice on how to grow your business and make it more profitable ;

CHARITIES & NOT-FOR-PROFITS

Whether you are looking for an independent examination, bookkeeping or accounts work, we offer a range of services to let you concentrate on fulfilling the principal objectives of your charity or not for profit.  Services offered include:

  • Bookkeeping;

  • Monthly / quarterly management ​accounts preparation;

  • Statutory accounts preparation;

  • Independent examinations ;

  • Filing Charities Commission returns;

  • VAT and other taxes (if applicable);

  • Gift Aid;

  • PAYE & payroll;

  • Company Secretarial matters e.g. filing returns with Companies House;

  • Systems implementation & software training;

  • Advice on how to grow your charity;

  • Trustee and director responsibilities

SOLE TRADERS

If you own or run your own business and are getting bogged down in the paperwork, or need help or advice with accounting or tax matters, give us a call for a no obligation chat to see how we can help.

  • ​Tax returns and all dealings with HMRC on VAT, Income Tax and NI;

  • Help and advice on growing your business;

  • Sole trader online software so you can send bills from your phone;

  • Bookkeeping and management accounts preparation;

  • Advice on converting to a limited liability partnership or limited company.

PARTNERSHIPS

If you are finding that you are getting swamped by the paperwork and, therefore, not able to concentrate on your business, then why not give us a call to see how we can help?  Our services include:

  •  Advice on partnership structure and the partnership  agreement;

  •  Bookkeeping and accounts preparation;

  •  Tax returns, planning & advice;

  •  PAYE & Payroll matters;

  •  Set up accounting software either cloud or desktop  based.

CONTRACTORS

Worried about the latest government crack-down the self employed?  Why not give us a call and see how we can help you with all tax (incl CIS) and accounting matters?  Our Services include:

  • Advice on the best structure for your business;

  • ​Tax returns and all dealings with HMRC on VAT, Income Tax, NI and CIS;

  • Help and advice on growing your business and making it more profitable;

  • Online software so you can send bills from your phone;

  • Bookkeeping and management accounts preparation;

  • Business advice on areas such as IR35.

ACCOUNTANTS 

Whether you are looking for an experienced interim Finance Director or Finance Manager to parachute into a client, or just some extra hands at busy times, why not give us a call and see how we can help.  Services offered include:

  • Non-Executive Director

  • Interim Finance Director / Finance Manager

  • Systems Implementation

  • Bookkeeping & Management Accounts preparation

  • Statutory Accounts Preparation

  • Independent Examination

  • Tax returns and Compliance work

  • Busy season casual help

  • Maternity / Paternity cover

  • Strategic Review

Contact us today for a free consultation to discuss your particular needs and receive an accurate detailed quote for services that we can assist you with

Tel: 02920-860140
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Apex House, Thomas Street, Caerphilly, CF83 8DP
PERSPECTIVES
CHARTERED ACCOUNTANTS IN CAERPHILLY
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Accountancy | Bookkeeping | Tax Advice | MTD | Business Advice | SMEs | Individuals | Sole Traders | Partnerships | Limited Companies | LLPs | Caerphilly | Cardiff | Newport | Pontypridd | Bridgend | Rhondda | Rhymney | South Wales | United Kingdom