We can provide all the services you would expect of a leading firm of Chartered Accountants plus several you may be surprised at.

Whilst a summary of what we can do is listed below, we believe our unique service point is our proactive and joined up approach. For this reason we do not have a separate tax department, although we have tax specialists. The reason for this is the majority of our clients are family owned businesses. When giving advice a full understanding of the owner’s aspirations, family politics, strategic and commercial considerations and taxation is needed so as to bring all of these factors together into a sensible and acceptable plan. Again for this reason each of our partners and their teams specialise by trade type. Within the team accounting, business support, business tax, personal tax and other services are provided.

The individuals involved build up both a strong knowledge of the business and strong personal working relationship. At the end of the day no matter how good the service if the relationship is not right, neither party will be happy.
So we can provide:

Company audits
Regulated industry audits e.g. solicitors, charity and travel agents
Annual accounts preparation
Management accounting
Payroll services
IT consultancy and training
Financial forecasting
Finance and grant applications
Industry benchmarking
Special reports e.g. bank reports, loss of profits
Corporate finance including sales, acquisitions, restructuring and due diligence work
Business exit strategy
Business valuations
Expert witness services
Personal tax return preparation
Income, capital tax and VAT planning
Trustee services
IHT planning
And through our associated company Hardcastle Burton Financial Ltd a full range of financial planning advice