Services

Ultimately, our service is about making your life better

From the minute you appoint us, we’re taking care of it. We step in to:

  • Put things in order quickly and efficiently to take the pressure off
  • Offer the service you’re looking for, whether that’s compliance or complete finance-function support
  • Give you back time you’d forgotten you ever had.

We can also use your financial information to create beautiful financial reports and insights to support you in growing your business.

With Accountancy Office, there’s no pre-determined package – we’ll work with you to decide on the best package for you. It means you get accounting services tailored to your business, ensuring that you enjoy the best possible value for money. You then pay for them on a fixed monthly fee that we’ll discuss with you before you commit to anything.

You’ll find just a taste of the services we offer below. Rest assured, they’re all carefully designed for a growing business so you can choose whichever ones you want with confidence – or in discussion with us. To find out what else we offer, just get in touch.

Foundations – Data Collection

We’ll make sure that financial data throughout your business is collated with the most efficient processes that are the least drain on your time. It all centres around your Xero accounting software and includes:

  • Direct bank feeds
  • Receipt Bank
  • Tripcatcher Mileage Expenses app
  • Bank reconciliation
  • Raising and sending sales invoices
  • Credit control
  • Supplier payments & relations
  • Paying staff salaries & expenses

Foundations – Compliance

Peace of mind – with everything you need to make sure you meet your requirements for HMRC correctly and on time, including:

  • Annual Accounts & Corporation Tax Return
  • VAT returns
  • Payroll
  • P11d Expenses & Benefits
  • Directors Tax Returns

Foundations – Compliance

Peace of mind – with everything you need to make sure you meet your requirements for HMRC correctly and on time, including:

  • Annual Accounts & Corporation Tax Return
  • VAT returns
  • Payroll
  • P11d Expenses & Benefits
  • Directors Tax Returns

Development – AO Mapping

A high-level view of what your business is trying to achieve financially, getting clear on what you want and how we’ll help you get there.

  • Mapping your financial plan
  • Business performance review

Development – Management Information

Achieve clarity and predictability about your future financial results and see what needs to happen to achieve them with the help of detailed reporting and analysis.

  • Cost review
  • Management accounts
  • Cashflow forecast
  • Pre-year end tax planning review

Development – Management Information

Achieve clarity and predictability about your future financial results and see what needs to happen to achieve them with the help of detailed reporting and analysis.

  • Cost review
  • Management accounts
  • Cashflow forecast
  • Pre-year end tax planning review

Sole Trader Compliance Services

If you’re a sole trader, you’re required to prepare accounts and a self-assessment tax return for submission to HMRC annually. This is included in your quote, and you’ll have peace of mind knowing that it’s all taken care of for you. We’ll also deal with everything that HMRC require and inform you of your income tax, national insurance and payment on account liabilities. We’ll liaise with HMRC as your authorised agent, enabling us to discuss any tax issues with them directly on your behalf.

  • Year-End accounts preparation
  • Self assessment tax return
  • Printed bound copy of accounts and tax return
  • Year-end meeting

Personal Self Assessment Tax Return

You’re required to do a self assessment tax return for submission to HMRC annually. This is included in your quote and you’ll have peace of mind knowing that it’s all taken care of for you. We’ll also deal with everything that HMRC require and inform you of your income tax, national insurance and payment on account liabilities. We’ll liaise with HMRC as your authorised agent, enabling us to discuss any tax issues with them directly, on your behalf.

Personal Self Assessment Tax Return

You’re required to do a self assessment tax return for submission to HMRC annually. This is included in your quote and you’ll have peace of mind knowing that it’s all taken care of for you. We’ll also deal with everything that HMRC require and inform you of your income tax, national insurance and payment on account liabilities. We’ll liaise with HMRC as your authorised agent, enabling us to discuss any tax issues with them directly, on your behalf.

Tax Investigation Insurance

Tax Enquiry Insurance provides you with expert defence in the event of a range of HMRC enquiries, including IR35. One of our consultants will handle all correspondence with HMRC from start to finish, so you’ll be safe in the knowledge that you have an expert fighting your corner.

Additional Services

For real flexibility, we provide services you might wish to use outside of your usual fees and on an ad-hoc basis:

  • Xero training
  • Company formation
  • Use of our office as your company registered office
  • Mortgage reference
  • Dividend minute & board voucher preparation
  • HMRC PAYE registration
  • HMRC VAT registration

Additional Services

For real flexibility, we provide services you might wish to use outside of your usual fees and on an ad-hoc basis:

  • Xero training
  • Company formation
  • Use of our office as your company registered office
  • Mortgage reference
  • Dividend minute & board voucher preparation
  • HMRC PAYE registration
  • HMRC VAT registration

Complimentary Services

If you’re an AO client, we provide these services free of charge:

  • Telephone/email support on general day-to-day matters
  • Access to the AO Facebook community
  • Arranging the transfer from your outgoing accountant
  • Set up of internal systems and entering closing balances
  • Requesting authorisations from HMRC
  • Acting as your agent with HMRC

What does your ideal service package look like?

Are you looking for services that ensure you’re fully compliant and that everything’s in order – or ones that help you to make better decisions about the future? Either way, get in touch on 01386 764741 or at hello@accountancyoffice.co.uk and we’ll help you work out your tailor-made, no stress, accountancy package.

What does your ideal service package look like?

Are you looking for services that ensure you’re fully compliant and that everything’s in order – or ones that help you to make better decisions about the future? Either way, get in touch on 01386 764741 or at hello@accountancyoffice.co.uk and we’ll help you work out your tailor-made, no stress, accountancy package.