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