A progressive, South West based accountancy practice


Exam success!

Our brightest apprentice to date has just achieved a spectacular result of 100% in his ‘Management Accounting: Costing’ exam. Well done to Jake Turner – we’re totally chuffed to have you on board!

Getting their dream home

Donald and Teresa have found their dream home, but were concerned that their recent trading history would prevent them moving. However, because they use our recommended cloud-based software, and allow us to review their progress on a regular basis, we have been able to highlight the data that will allow them to move.

Setting up retirement

A newly wealthy couple met with Steve to discuss a possible property investment. Steve was able to talk them through the wider issues surrounding investment. Subsequently, they have decided to continue their strategy, having considered the alternatives and the changes in tax that Steve put to them. They know that their decision is fully informed and the right one for them.

Breaking up is (not so) hard to do (with the right advice)

We met with a business owner who cannot work with his co-owner. Giving a range for a buyout price, Paul was able to set his strategy, and a plan B in case the business partner chose to stay rather than go!

If you need a chat about your strategy with someone who understand both the financial and emotional factors involved, get in touch.

Setting up a business can be scary

Ben is a young man with a great idea, and the technical skills to implement it. However, he recognised that he needed financial skilled advisers to make sure he didn’t make big mistakes. We talked about what he wanted to achieve, rather than the things we can do, so Ben left knowing we are more interested in him and his business than in crowing about how good we are. (Our clients speak for us!).

If you feel your accountant talks a foreign language, or worse you never see them, get in touch and see how we can help you create the business you want.

Adding value in the “ordinary”

Accountants do accounts right? It’s in the name, but does your accountant ever let you know when they spot improvements to your business. We spotted an unpaid sales invoice while preparing a set of accounts for a client. They are now over £700 better off as they’d forgotten to chase the debt!

Penalties removed

Lindsey is becoming an expert in getting penalties lifted. Several clients have benefitted from her work in getting late filing penalties removed by Companies House, and HMRC recently. This includes one client who simply paid HMRC £200 when they sent the demand, even though his company didn’t need to file the tax return on which the penalty was levied.

Resetting the foundation

Mo has had a summer to forget (a bit like Her Majesty Queen Elizabeth 2nd). She has been sued by a co-venturer (who had to walk away when we pointed out the fantasy nature of his claim!) and needed to simplify her business structure. We met with Mo and one of her (good) business partners to clear up the final queries before implementing the restructuring plan. She now has a plan to cut costs and simplify her business interest, that should help her sleep at night.

If life has got more complicated than you thought, and you need help to set a recovery plan, then get in touch.

We are all about “Making Lives Better” and can help you define what that means – showing you how to get to your own, personal “better”.