Who We Serve

Who We Serve

Services

Through extensive experience and broad expertise, we always offer the highest quality.
group of diverse

Churches,
Charities & Not for Profit

We can provide a full range of services to meet your needs. We are delighted to provide the main services outlined below.

female eye doctor

Optometrists and optician practices or care homeowners

We are delighted to provide our services outlined below.

smiling medical professional

Locums and other independent health service professionals such as pharmacists

We also assist with your very specific accounting needs.

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Other
entrepreneurs and professionals

If you have a long or short-term need for bookkeeping or accounting support, we assist our clients across the spectrum.

Independent examination

Our aim is to provide assurance and peace of mind to trustees, whilst also providing tangible benefits to the organisation by offering practical support and advice. Our friendly and collaborative approach is underpinned by in-depth knowledge of the charity sector.

Year-end accounts

We can prepare your full statutory accounts in accordance with all relevant legislation and accounting standards. We recognise that your accounts play an important role in communicating what you do. We will help you to present your financial information in the best way possible, maximising your fundraising potential and making sure that the story behind the numbers are understood.

Bookkeeping

Outsourced bookkeeping provides the peace of mind that your accounts are accurate and up to date. You will also benefit from regular financial information and analysis to help you make better decisions. We offer flexible and bespoke bookkeeping solutions. Whether you want to outsource everything or just access a bit of ad hoc support, we can create a solution that works for you. We use the latest cloud-based accounting technology for you.

Payroll & Auto-Enrolment

We also provide fully outsourced payroll services, saving you time, money, and the stress of keeping up to date with HMRC regulations. We can also set your Auto-enrolment pensions up with providers and administer them for you.

Churches, Charities & Not for Profit

Whether you are just starting out as a social entrepreneur or are an established charity looking for a new independent examiner, we can provide a full range of services to meet your needs.
We are delighted to provide the main services outlined below. Call us if you have a particular project in mind.

Gift Aid for Charities

Charities can claim back 25p every time an individual taxpayer donates £1 to the Charity.

This could be claimed on donations supported by gift aid declarations or on small cash donations of £20 or less.

Getting down to the nitty-gritty of the work required on this may be cumbersome, while you need to get on with the Charity work to the community.

Let’s take that burden off you and make the claims for your Charity. HMRC makes the refund directly to your bank account.

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Tax

Tax for charities can be particularly complex.  We have a detailed knowledge of charity tax exemptions and reliefs, and years of experience in how to structure your activities for tax. Here are some of the ways we help:

Tax

Tax for charities can be particularly complex.  We have a detailed knowledge of charity tax exemptions and reliefs, and years of experience in how to structure your activities for tax. Here are some of the ways we help:

Consultancy

We are happy to undertake ad hoc consultancy projects across a variety of disciplines. Here are some examples of projects we have done recently:

Consultancy

We are happy to undertake ad hoc consultancy projects across a variety of disciplines. Here are some examples of projects we have done recently:

Training

We strongly believe in empowering those we work with so they can build their own skill-set using accounting cloud software packages and reduce their reliance on external support.

We offer training sessions to individuals and small groups. These can be remotely performed.

Training

We strongly believe in empowering those we work with so they can build their own skill-set using accounting cloud software packages and reduce their reliance on external support.

We offer training sessions to individuals and small groups. These can be remotely performed.

female employee in

Healthcare Sector

A lot of changes take place in the healthcare sector and the compliance needs are huge. We work with optometrists, opticians, pharmacists, and care-business owners providing business management, accountancy, and taxation services.

Each area of the healthcare profession has subtle differences in its accounting and advisory requirements. We understand those differences and advise accordingly.