Year End Accounts
Management Accounts & Interim Accounts
Budgets, Forecasts, Cash Flow Projections & Business Plans
Taxation, VAT and PAYE Services
Financial Software Advice & Training
Personal Finance Planning & Investments

Year End Accounts

Limited company accounts prepared and filed in the Companies Act format using the most up to date accounting standards.

Sole trader and partnership accounts prepared to accompany your self assessment tax return for HM Revenue and Customs.

Management Accounts & Interim Accounts

There is so much more to a set of management accounts than just a basic profit and loss account and balance sheet. A set of management accounts should focus on the areas of your business that you need to monitor in order to achieve your objectives. They should relate to your business plan, budget or forecast (see below), but they can be as basic or detailed as you wish.

Management accounts are prepared for you, whether it’s to keep an eye on those key performance indicators or to satisfy the bank manager that the company is still running smoothly; we can help out.

Budgets, Forecasts, Cash Flow Projections & Business Plans

Do you need help setting budgets, producing a business plan or preparing a forecast? Whether you need a full blown business plan, or just an indication of when you might need to get that overdraft facility in place, we can advise. Remember a profitable business can have real problems if the cash management is poor.

And if you’re looking at buying a business, give us a call and let us have a look over the figures first.

Taxation, VAT and PAYE Services

Limited company taxation advice including preparing and filing the company’s corporation tax return.

Personal tax returns for sole traders, partnerships, company directors and strategic tax advice including capital gains tax planning.

We also have a payroll bureau and can look after your company payroll including the benefits in kind returns (P11d).

We can prepare your VAT returns and we can also advise on specific transaction by transaction VAT advice using our VAT specialist consultants.

Financial Software Advice & Training

We are experienced users of Sage Instant Accounts and Line 50 Financial Controller; we can provide training and help set the software up so it works just the way you need it to.

If you don’t use Sage, there are alternatives. We can help you with Quickbooks or Iris Accounts Office, as registered members of the Iris Plus Partner Programme we can obtain the Iris software at a discounted price for you.

Personal Finance Planning & Investments

We also have access to independent financial advice including pensions and mortgages, thus ensuring all Courtley West clients can receive an all round peace of mind service.