After a six-month battle, one of our clients finally received their VAT Repayment from H M Revenue and Customs this week -straight into their bank. This has taken setting up a new bank account and completing and sending numerous forms … but we got there in the end! We now have a very happy client, who will receive all future H M Revenue VAT repayments automatically too!!
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.
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.
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.
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.
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!
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.