Services

Services - An Overview

We offer a comprehensive range of services to both individual & corporate clients. We are committed to offering you the best advice & assistance to help you succeed.

It may surprise you but in our business we deal with the past, present and future!

In real terms what does this mean?

Past

  • Advising you in relation to your statutory financial and taxation obligations.
  • Preparing financial statements and taxation returns to ensure you are compliant with those obligations.
  • Measuring past performance.
  • Reviewing past transactions to ensure you have not been overcharged.

Present

  • Preparing and evaluating your current financial position.
  • Helping you to prioritise and manage your cashflow.
  • Reviewing your actual worth.
  • Identifying your business strengths and weaknesses

Future

  • Assisting you in forecasting your future performance and helping you to get where you want to be.
  • Maximising your wealth.
  • Anticipating challenges and ways of dealing with those challenges.
  • Preparing for changes of circumstances in life such as retirement.
  • Starting your own business.

 

The services you require will depend on your own circumstances and your type of business structure.

As no two businesses are the same, we agree fees with a potential/existing client in advance. We consider the following factors

  • Quality and extent of books and records provided
  • Level of complexity and skill required for the advice being sought
  • The number of transactions

But the main consideration is the time we expect will be incurred to perform the task. We are cost conscious and operate a time recording system to help provide transparency in terms of the time billed.

It is important for us to deliver value to our clients.

We are happy to facilitate payment by way of stage or monthly payment if that is more appropriate to our clients.

We would be delighted to discuss and agree all of the above at your first free consultation. Contact us today for an appointment.