Case studies

A few examples of work we have performedwhich would defy being entered on a list.  These should give you a flavour of the sort of extra things we can do for you if you prefer us to be more hands-on. Of course, it does have to be appreciated that these things do take time and that time is a scarce resource for accountants.

How you benefit

Although there is a cost implication, when you use us for “wants” rather than “needs” the issue really becomes one of MAXIMISING VALUE and, hopefully, it is clear from the case studies just how much value we can add.

Cash Flow

Preparing a detailed cash flow and profit forecast for a nursing home to demonstrate to the bank involved that cash flow issues could be worked through and also to assist with negotiating a phased re-financing.

No Head for Figures

Quarterly visits to the client (a great salesperson but the first to admit she has no head for figures) to prepare VAT returns and also a “flash report” of the key financials; the visits also give us the opportunity to chat about issues and problems, and deal with some of the mountain of government paperwork which inundates small businesses.

Business Start Up

Bespoke start-up packages for new businesses, tailored specifically to what the entrepreneurs wanted and giving them the opportunity to pick our brains and have some of the basic chores taken away from them.

Site Visits

On-site preparation of accounts where feasible to ensure the queries get answered as they arise and everything is turned round quicker and more smoothly.



On-site completion of annual P11D returns of benefits and expenses, prepared directly from the client’s own accounting records and saving them the effort of either extracting the information themselves or of making what can be complicated calculations.

Pay Less Tax

Taking on a client whose books were in arrears and where the work of the previous (unqualified) accountant had been heavily criticised by the Revenue. Negotiating amendments to tax assessments for earlier years based upon what we found.


Implementing Accounting Software

On-site assistance with installation and implementation of computerised accounting systems including training the staff advice and on phasing the changeover.


Handling Tax Enquiries

Handled a number of tax enquiries, all with positive results to date (either in terms of no further tax to pay or an amount significantly reduced from that originally demanded by the Revenue). We’ve even had one case where a very decent refund was negotiated on the basis of information which came to light from the enquiry!

Sales Analysis

Examination of sales figures for a wholesaler to discover and stratify the number of customers, their total spend and the number of separate occasions they purchased goods: this information could then be used to better target their customers.


Billing System

Day nursery client wished to move its billing procedure from monthly in arrears by way of invoice to monthly in advance by way of standing order. We devised an Excel calculation system and have since administered this on their behalf.



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