Uttoxeter Services

Part-Time Finance Director

 

We provide bespoke expert advice and support on-demand to take your business to the next level.

  • Complete review of the business to focus on value

  • Financial reporting tailored to your needs, including costing and pricing

  • Annual budgets, including profit and loss and cash flow

  • Regular meetings for reviewing budgets, KPIs, goals, strategies and action plans

  • A Value-driven process to improve cash and profits in a sustainable manner

Independent Trustee - Employee Ownership Trust

 

We can act as your Independent Trustee for your Employee Ownership Trust.

  • Professional standards and ethics monitored by the ACCA

  • Over 26 years of small business and finance experience

  • Accredited Mindshop business advisor

  • Construction industry specialist

  • Experience in financial control, treasury management and debt repayment

  • Experience in financial training for non-financial team members for Employee Ownership Trusts

Management Accounting

 

We provide accurate financial reporting for your business.

  • Monthly or Quarterly - Ideally, Real-Time

  • Profit and Loss, Balance Sheet and Cash Flow

  • Formats to suit lenders

  • One Page Summary of key measures

  • Profit and Cash improvement ideas

Business Planning & Mentoring

 

We help you formalise and document a business plan, and then we keep you accountable.

  • We understand your needs and concerns

  • Regular meetings to review accounts and discuss improvement strategies

  • We demonstrate and quantify the value given to you

  • We have proven tools, resources, coaching, education and technology via the Mindshop program to accelerate your success.

HM Revenue & Customs

 

We deal with HM Revenue & Customs for you. As experienced, qualified accountants, we know what to do.

  • Corporation Tax

  • Income Tax

  • Self Assessment

  • Capital Gains Tax

  • VAT

  • Payroll including PAYE, National Insurance and P11d Benefits in Kind

  • CIS - We are construction experts

  • Tax Investigation Insurance

Companies House

 

We will keep everything up to date with Companies House.

  • Annual Accounts

  • We file for Limited Liability Partnerships (LLP)

  • Annual Confirmation Statements

  • Statutory Books and other filings

  • We can act as your Registered Office and Service Address