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Creating financial reports that truly matter

Your accounts don’t have to be hard to understand. Understanding the numbers can empower you to make better decisions, period. Here is part 3 and the last of our series: ‘Maximising your accounting information’. This week, we talk about financial reporting and how to make use of your reports.

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Minimising your tax bill with Enterprise Investment Schemes (EIS)

Here’s a typical conversation I (James) have as a tax advisor:

Client: "James, how do I lower my tax liability? I’m a higher rate taxpayer and my income is taxed at source via payroll.”

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Cashflow forecasts that reflect the future

Your accounts don’t have to be hard to understand. Understanding the numbers can empower you to make better decisions, period. Here is part 2 of our series: ‘Maximising your accounting information’. This week, we talk about cashflow forecasting efficiently and effectively.

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Preparing budgets in a meaningful way for your business

Your accounts don’t have to be hard to understand. Understanding the numbers can empower you to make better decisions, period. Here is part 1 of our series: ‘Maximising your accounting information. First up, we share the in’s and out’s of preparing budgets in a way that matters for your business.

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4 tax-efficient ways to make pension contributions

As a chartered tax advisor, I am forever banging on about the tax advantages of pensions. There are not many investments that can compare with the mighty pension.

However, there is no getting away from it either. Pensions are complicated.

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Why you should buy your accountant a beer

Want a proactive AND effective accountant? Ask your accountant out for a coffee or beer. We can't promise a scintillating conversation, but it could be an effective (and maybe enjoyable) use of your time. Let them get to know you, your business and your lifestyle. All of this information is useful for us when we try to give our clients the best solution.

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