Licensed Trade
Pre-Investment Survey
- Site visits and assessment
- Financial viability report
- Market value assessment
- Sourcing finance
- Links with other professional bodies, i.e. Solicitors
- Explaining the jargon in your agreement
- Planning consultations
Human Resources
- HR Review
- Recruitment assistance
- Employment Documentation
- Contracts of Employment
- Disciplinary guidelines
- Telephone Support
Health & Safety
- Checklist
- Your obligations
- Landlords obligations
Initial Action Plan
- Opening stock report
- Plan stock take schedule
- General condition report (video)
- Accounting system in place
- Cash flow plan
- Security issues
- Read meters
Wealth Planning
- Financial review
- Future planning
- Life insurance
- Investment property
Other Services
- Web page development
- Business rate review
- Training courses
Basic Book Keeping Package
- Collection & delivery if required
- Manual accounts
- Computerised accounts
- Hardware & Software provision
- Quick Books
Payroll
- Weekly & Monthly
- New starter procedures
- Termination procedures
- Payslips
- Year end P60’s etc
VAT
- Registration
- Calculation
- Quarterly returns
- Investigation provision
Self Assessment
- Preparation of subsidiary schedules
- Completion of Tax return
- Calculation of Tax payable
- Advice on deadlines
- Cash flow
Management Reports
- Control systems
- Interim reports
Profit Improvement
- Sales price review
- Services & Suppliers
- Best value
- Cost reduction
Stock Taking
- Monthly Intervals initially
- Stock in/out for relief cover
- Identify slow lines/cash & profit management
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