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Our Typical Range of Services

We will become a key part of your finance team, augmenting the resource you already have. We do not seek to replace external accountants, auditors or tax advisors.

Round Pegs in Round Holes

The following chart shows some examples of the most effective division of typical responsibilities.

IN HOUSE ACCOUNTS TEAM

Sales invoicing, sales ledger processing and credit control.

Purchase invoicing, processing and supplier payments

Handling receipts and payments

Salaries and expenses processing

Nominal Ledger processing

VAT and PAYE compliance

Stock records and valuation

EXTERNAL AUDITOR / ACCOUNTANT

Advice on employee benefit and remuneration schemes

Year end Accounts for shareholders / partners

Statutory Accounts for filing at Companies House / Audit if required

Corporation Tax return

Directors' personal tax

Advice on tax implications of plans

Taxation advice, due diligence assistance (separate legal advice also required)

SFDS

Assistance with credit control if required

Supplier management advice

Short to medium term cash flow forecasting

Monitoring and improving business processes

Preparation of monthly management accounts, performance review and implementation of improvement opportunities

Assistance with compliance issues

Liaising with external accountants

Year end planning and information preparation to ensure smooth year end process

Annual budgeting and forecasting, with quarterly reviews and updates

Business plan preparation / update

Proposals to raise finance

Business acquisition or disposal reviews and process management

Regular meetings with owners to discuss issues and progress

Management of relationship with bankers if required

Dealings with HMRC if required

IN HOUSE ACCOUNTS TEAM	SFDS	EXTERNAL AUDITOR / ACCOUNTANT
Sales invoicing, sales ledger processing and credit control. Purchase invoicing, processing and supplier payments Handling receipts and payments Salaries and expenses processing	Assistance with credit control if required Supplier management advice Short to medium term cash flow forecasting. Monitoring and improving business processes	Advice on employee benefit and remuneration schemes
Nominal Ledger processing VAT and PAYE compliance Stock records and valuation	Preparation of monthly management accounts, performance review and implementation of improvement opportunities Assistance with compliance issues.
	Liaising with external accountants. Year end planning and information preparation to ensure smooth year end process	Year end Accounts for shareholders / partners Statutory Accounts for filing at Companies House / Audit if required Corporation Tax return Directors' personal tax
	Annual budgeting and forecasting, with quarterly reviews and updates Business plan preparation / update Proposals to raise finance Business acquisition or disposal reviews and process management.	Advice on tax implications of plans Taxation advice, due diligence assistance (separate legal advice also required)
	Regular meetings with owners to discuss issues and progress. Management of relationship with bankers if required Dealings with HMRC if required