We know that most of our clients are paying for our services with “their” money, rather than their employer’s money.  Thus most clients wish to extract the best value possible from us. In practice, this means using us for our expertise and outsourcing services, and doing the simple things yourself.  Let us offer some general advice:

Maintain your records

It doesn’t matter too much what system you use, so long as you use it. Some clients use spreadsheets, others use proprietary accounting packages. Just ensure your records are complete and up to date.  With complete records it  also becomes fairly simple to reclaim some taxes,  for instance,  the VAT on the fuel element of business mileage. If your records are incomplete, then many businesses find it is simple too time-consuming to reclaim such taxes.

Essentially we charge by the amount of time we devote to your business, and we can discuss how you can minimise our time.

Bookkeeping

We offer a bookkeeping service. It can be cost effective for some clients because we utilise secure software that enables us to log into your accounting system from our offices.  However, many clients find it better to employ a local, qualified bookkeeper.

Tell us everything

If we know everything about your business and personal affairs, then we can design the most appropriate tax strategies.  It is quite easy to forget the odd minor detail, and these details sulk, and return to scupper carefully laid tax plans.  So please bear with us, as we use checklists to ensure we fully understand your affairs.

Combine our services

You’ll get better value if you use us for everything, rather than picking and mixing from our available services. Clients who use us for their personal tax, inheritance tax,  monthly accounts, VAT, audit and year end accounts get great value.