A progressive, South West based accountancy practice

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XERO

We are now a Xero Bronze Partner. Get in touch to discuss migrating your accounts to Xero and reducing your accounting time by up to 75%!

Looking Forward

Places are filling up very quickly on our seminar, so grab one while you can.

Our folder designs – ‘The Numbers’ – have been finalised, and they are looking really smart. If you want to see them, you’ll have to come along on 4th September! The folder contents will help you transform your business and your personal wealth.

We have now finished and published our new youtube video – filmed by marketeer, Katie Pipe – explaining in more detail what you can expect from our 4th September £2.2million seminar. Visit:

https://www.youtube.com/watch?v=jBg-0XSyeXA

and let us know what you think!

What does the future look like to you?

By advising a client on how to report their foreign income in the UK, Andy has helped them to buy their first home.

At a meeting in Tavistock, Steve identified a way in which a client could get his re-mortgage, thus putting his family on a much firmer financial footing. Steve says, “Looking forward is so much better than looking backward.”

Client Savings

We’ve saved a potential client over £2,000, by restructuring a deal that our client was proposing, to take over her business. That person has now become our client as well!

At a meeting on Friday, Steve identified a saving of over £10,000 per year for a client, which made his day after a difficult and unhappy meeting with someone earlier on. He left our offices with a spring in his step, and a smile on his face! Result!!

We helped lots of our clients meet the tax credit renewal deadline last week, helping their families secure their entitlement for another year. Now HMRC have deferred the deadline for another week, to reflect the industrial action that disrupted their services recently. Happily, we don’t need it, as our clients are all sorted!