Choosing from the menu – a tailor made service
Our client is a successful entrepreneur – Yorkshire born and bred, not noted for frivolous spending or being over generous.
Why they approached us
Having worked in industry, making profits for others to enjoy, he decided to go it alone.
Keen to avoid dealing with ordinary advisors he’d previously come across, he contacted us to see if we could work together.
Impressed with what he’d initially discovered, a firm of comprehensive business advisors rather than just accountants, he was anxious to obtain assurance that we could grow with him.
Armed with a menu of services to choose from, he was happy to be able to select what he wanted from his advisors, rather than being told what they thought he should have.
Looking back at his past menu choices we discovered just how varied a selection he had made.
How we helped
Initial advice on structure of his business
Development and refinement of his business plan
Payroll set up advice
Bookkeeping advice and systems set up
Statutory accounts preparation and audit
Corporation Tax Returns
Personal Tax Returns
Tax planning for his companies and himself
Advice on business expansion and take over of competitor’s business
Personal wealth retention
Planning for the passage of his wealth to the next generations using trusts and his will
A fully satisfied client. Happy with his choice, has recommended us to others and continues to pick and choose from our extensive menu. Has always come back to us for second helpings and is happy to pay our service charge.
Speak to one of our experienced team
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