Chartered accountants and business solutions

Shankley Enterprises Limited is a firm of Chartered Accountants and professional business advisors, based in Kendal town centre, offering a variety of accounting and taxation services and business solutions to small, medium and family run businesses, predominantly based in the Lake District, Cumbria & North Lancashire areas.

Our philosophy

The principal is David Shankley FCA, who trained & qualified as a Chartered Accountant and who has always lived and worked in Kendal and the South Lakes area.  David enjoys a close working relationship with his clients, offering a highly professional and confidential service on various matters, using a pro-active approach; ‘jargon-free’ explanations and practical advice with the aim of helping you, the client succeed.

David actively keeps abreast of current affairs and up to date with developments in technology and its effective use in business; as well as dealing with changes in accounting and taxation to ensure that all of our clients receive an efficient, cost effective and professional service.

We are approachable

You can always be sure of personal attention from David himself, in connection with your accounting and taxation requirements, with a view to achieving a good long term client / accountant relationship.

From our beginnings, we have always been fully committed to client care: blending the traditional values of business integrity with the enthusiastic ‘hands-on’ attitude & approach to our work.

Our ServicesGet in touch

Services

Within our practice, we deal with and offer advice on the following main areas : -

Accountancy

We prepare financial accounts for sole traders, partnerships & limited companies, for businesses & property letting activities.

Our work in this area is designed to extract the relevant information from our clients’ books, records, spread-sheets & accounting software packages and then process this onto our fully computerised & integrated bespoke software for producing annual accounts; tax returns; and subsequently filing all returns online with the appropriate authorities.

Business Plans

For both new business start ups and existing businesses, we engage with the client in the early stages of putting together a business plan.

The business plan, which will usually include a profit forecast & cash flow statement, is a vital part of any business start up; to assess the viability of the project, or for an existing business looking to refinance, restructure or in connection with a major capital purchase.

Company & business structures

We are able to advise on; new company incorporations, including director & shareholder structures & agreements; partnerships & sole trader business structures.

We have a great deal of experience in advising on both new business ventures and established businesses.

 

Consultancy

David Shankley FCA  is able to offer a consultant / ‘non-executive’ director service to companies and businesses.

David’s depth of knowledge & experience gained over the past 25 years, both in general practice and as finance director of two commercial trading companies in different industries during that time, may be what your business needs to look at things from a new perspective.

Corporate & Personal Tax

With an increasingly volatile economy and an evolving taxation structure, the accurate and effective management of your tax position can make a marked difference on your business.

We advise on corporate taxation; personal income tax panning, and capital gains tax issues.  We also prepare corporate and personal tax returns and file these online direct to HMRC, on your behalf.

Other Services: Network partners

Where necessary, specialist technical work can be referred to our select list of network partners, with a view to achieving the appropriate solution for you and adding value to your business.

Types of work which could fall into this area are; Overseas taxation; Company group structures & related taxation work; Technical VAT, Capital gains tax & Inheritance tax issues.

Investment Business & Financial Planning

Shankley Enterprises Limited is licensed by the Institute of Chartered Accountants in England and Wales (ICAEW) to undertake certain exempt regulated activities, under the investment business & financial planning regulations.

However, with regard to advice on Investments, Pensions & Life Assurance, etc, we do recommend as our ‘financial planning firm of choice’:-

The Financial Management Bureau Ltd (FMB), Kendal

Contact details:-

Shenstone House, Helsington, Kendal, Cumbria LA8 8AA

Telephone: 01539 725855                         www.finman.co.uk

What existing clients think of us

David was instrumental in providing support during the establishment of both of our businesses and has, for the last 5 years, been acting as our accountant.

We regard his involvement and advice essential in our ability to manage the businesses effectively. We value his expertise and considered opinion in relation to our objectives to further develop our businesses, particularly in relation to our furniture design and manufacturing business where operating complexities are more involved.

We have no hesitation in recommending Shankley Enterprises and are confident that the level of service provided by David to ourselves is matched with that provided to his other clients.

Bill Smith Let’s Talk Shop Ltd Lakeland Fells Furniture Ltd Windermere (May 2015)

I have known David for over 25 years; he is a real family man and always has the client’s needs at heart.  As my Nursery business expanded in the late 90′s, I moved to a well known national company for my accounting needs and this proved to be a big mistake.  Gone was the personal service where no enquiry, however trivial would be answered quickly and efficiently and the days of knowing exactly where my business was at, a distant dream.  Having returned to Shankley Enterprises 5 years ago I now have that feel good factor of feeling I can ask any question without feeling stupid and that David will always act with my best interest at heart – it was like coming home!

Sally Hill The Exchange Kendal (May 2015)

Contact us

Welcome to our firm – We look forward to working with you.

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