Full Accountancy and Advisory Work (see link to typical service)

We offer a bespoke service specifically designed to meet the requirement of the client. The link to the typical service page shows an example of the type of service we offer.

We offer a full complete accountancy service ranging from the production of monthly/quarterly accounts, to the statutory financial statements at the year end.

We accompany every set of figures with a written report called “Management Commentary” which is an analytical review of the results, dissecting the results and highlighting areas for the directors to look at. The report extensively uses graphs to assist in the easy understanding of the results.

Full Corporate and Personal Taxation Service

A fully trained, experienced tax team in place, supported by the latest software, to provide a comprehensive tax planning strategy and compliance service.

Tax Investigations Including Special Compliance Investigation Work

See above. This work is usually carried out by the big firms, we believe, however, our experience provides an equal quality of service.

Business Enhancement Strategy
(Old Fashioned Management Consultancy)

The ethos of a hands on role at partner level ensures that an experienced, trained business person has intimate knowledge of the business, therefore, can have an insight to allow proactive positive advice to enhance the business wealth.

We consider ourselves more of “financial directors”, and look to give sound practical advice on a full range of business policies and strategies.

This is aided by a net of experienced contacts being on hand to advise on such areas as -

• Pricing policy
• Marketing
• Costing
• Production Line Management
• Human Resource Management
• IT Technology

Forensic Accounting

Company Valuations

Corporate Acquisitions, and Disposal Section
(see market mover link)

We have identified a market for the proprietor owned business to sell and acquire a business. The key is -

Due Dilligence

Audit Compliance Work

We are registered auditors and have specifically designed packages to ensure a cost effective audit that meets all statutory obligations.

Company Support Team

Short staffed in your Accounts Department, we provide short, medium and long term support ideal for such situations as long term sickness, and maternity cover.

Company Recovery

Many companies can be saved with correct advice delivered at the right time. The ethos is to recover and save companies. Prevention is always the first consideration rather than liquidation.

Company Secretarial, and Formation Work

A full range of supporting services at competitive fees, including highly competitive company formation work.

Grant Aid Finder Service

South Wales is rich with various types of grant and other financial assistance. Being a local firm with substantial resource and experience we are able to source and advise on finding suitable finance and grants for companies.

Raising Finance in the Public and Private Sectors

Being one of the longest independent firms practising for over twenty years, we have built up a network of contacts to source private and public funding.

Sourcing of finance is only one part of the process. What sometimes is overlooked is the presentation of information in a format that is required from the lenders. We have built up extensive knowledge of what is required over the years and the ever evolving changes in the business world.

We pride ourselves on a honest assessment of projects presented to us. The experience gained over the years allows us to assess and identify not only the strengths of the project but more importantly in our risk assessment analysis. Those areas of the project that may present problems and weanesses.

Our approach over the years ensures that we have a high success rate and gives them confidence in what we put before them.

Business Angels Register

We act for a number of private individuals with the brief of looking at new business opportunities for investment. We are particularly interested in new expanding businesses who are finding it difficult to source expansion capital from traditional sources.

Advisory Department and Advice Setting Up in China

In recent years we have assisted in setting up subsidiary companies in China. This expertise will be beneficial for companies looking to this area.

We have the added benefit within the firm Chinese speaking people who themselves have many contact on the ground.

Project Management

An individual bespoke service offered. Some of the projects we have been involved in include -

• Setting up of a complete accounts department including sourcing personnel the right hardware and software. Setting up of appropriate system
• Line production management assessing critical path analysis in a production cycle
• Sourcing of premises for clients moving into the area. Finding key personnel

Unique Fee Referral Scheme/Business Development Team

Our Business Development team are on attractive packages. We operate a repeated fee interest scheme that results in our team having a long term investment and source of income.

Repeat business for our successful Business Development Department is the key. Driving constantly for new business is always difficult.

Interested in finding out more and joining us contact our Business Development Department.

Flexible opportunities exists on a one off, part time or full time basis. Opportunities both locally, and throughout M4 corridor and London itself.