Audit and Annual Accounts

Your accountant is one of your most trusted business advisors. We will provide you and your family with the audit assurance that you need for your financial statements. The preparation of accounts, tax returns and other compliance matters for the wider family becomes the background to what we do for our clients and not the focus of what we do.

Our technical knowledge and audit experience is a prerequisite. We are registered for audit with the Institute of Chartered Accountants in England & Wales and are also experienced at reviewing for compliance with the Solicitors Regulation Authority Accounts Rules and charity audits and independent examinations.

We have a coherent risk-based audit approach that delivers more than just an independent audit opinion. Feeding back to the directors and family shareholders is a key feature of our approach. This ensures that any business issues arising are highlighted on a timely basis with solutions proposed so that matters can be addressed at an early stage. By making sure that we are in regular contact with you, you get a ‘no surprises’ delivery in line with your reporting deadlines.

We have a diverse range of clients and will help you prepare your annual accounts whether you are a sole trader, partnership, limited company, trust, pension scheme or limited liability partnership. We can also advise you on the most appropriate structure for your business, whether, for example, you are starting out or a long established unincorporated business.

Too often accounts are prepared many months after the year end. With our proactive support throughout the year, you will know what the year end accounts are going to say before they are even prepared and ensure they are prepared on a timely basis.

We also provide company secretarial support, so that you can be sure that you are meeting your Company law responsibilities. This is an area which can be overlooked, but unless the correct forms, resolutions and minutes are in place, your family business and years of previously effective tax planning can be put at risk.

Other support can include: Provision of Registered Office; Preparation of minutes and resolutions; Shareholder restructuring; Group structures; Forming new companies.


If you think we can be of help to you or your organisation please send us an email or call us on 01743 249 992