What We Do

WHAT WE DO

Annual accounts preparation

Financial statements prepared for sole traders, partnerships, companies and charities.

Monthly management accounts

Hugely useful to businesses when monitoring trading performance, planning future tax payments and for supporting finance raising options with lenders.

Business plans

We have extensive experience and knowledge in this area and can assist clients with the formalities of the presentation side of things. Lenders place high importance on the business plan when considering a funding application.

Forecasting

We will work with clients to produce business forecasts and then monitor the results, budget v. actual.

Personal tax advice

We provide expert advice in such matters as Inheritance Tax, Capital Gains Tax and general tax planning.

Cloud book keeping

We have been working with Xero since 2015 and Innovation are Xero Silver Partners.

Introductions to an IFA firm

We work in association with a highly respected and qualified firm of Independent Financial Advisers, who we can introduce to our clients to provide advice on all aspects of pensions and investments.

Payroll

We offer a monthly payroll service to clients using Xero, this includes all mandatory submissions to HMRC and emailing payslips directly from Xero to each employee.

VAT

We have many years of experience in providing advice and solutions in all aspects of VAT. We can prepare and file clients VAT Returns each quarter to HMRC.

Book keeping

We offer a Xero book keeping service which involves processing all monthly data, reconciling bank transactions and dealing with cash and credit card payments.

Monthly financial statements are then prepared and sent to the business owner for discussion. On the back of this, VAT Returns can be filed and a monthly payroll processed as well.

Remuneration analysis

Advice can be given as to how much salary and/or dividend can be taken during the tax year to ensure any personal tax liability be kept to a minimum.

Finance Director facilities

We can provide a sub contract Finance Director option to clients should a full time FD not be required in the company. This arrangement can be as flexible as the client requires.

Growth and funding advice and help

We have vast experience of funding available to support growing businesses.

Xero Training & Tuition

We offer bespoke Xero Training to individuals and businesses alike, this can be from an absolute beginner through to
someone with experience of the product requiring a refresh session. Fees are quoted for on an hourly rate in advance.
Should the training lead to a new client engagement, the training will become free of charge.

Everything you need in an accounting firm


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