We love working with the owners of specialist, niche businesses. (We like to think we hide it well, but we are a bit techy and geeky as a firm too.) In fact, we’d go as far as saying that we cherish it. Why? Because there’s nothing that we love more than helping people build a business that enables them to create the lifestyle that they want. Yes, our aim is to grow wealth. But what really gets us out of bed in the morning is helping people save time in their business, so that they can get the work-life balance that they want both now and in the future.
Here are the main challenges faced by our clients:
How do I grow a business that will help me create the lifestyle that I crave?
How do I run a business and create time for what really matters?
How can I be both a successful business owner and a good and present role model for my children?
How can I save for my pension but also create capital value in my company?
How can I ethically save tax and make charitable contributions in a way which works for me and my business?
How can I step back from the day-to-day running of the business so that I can work on growing the business?
How we can help you
It is possible to build your business, however niche or specialist, into one which will pay for your kids to go to private school, and build up that comfortable nest egg for retirement. It is possible to build a leadership team around you and to automate parts of your business, giving you that much needed time for your family and home life. All you need is the right support to climb that ladder and that’s what we do. We give you just the right amount of help and guidance every step (or rung) of the way.
Here are some things you should know about us (and what that means for you):
We are tax specialists and lovers of ethical but innovative tax practices
As well as structuring your company to be tax-efficient, we can also help you set aside the maximum for your pension and for any charitable donations you wish to make. If that’s not enough (and we believe it’s not because you deserve more value), we also go above and beyond the basics of just keeping you compliant to ensure you get that priceless peace of mind too.
We will be your ‘accountancy and tax speak’ translator
You have your skills and we have ours, so let us take care of the boring stuff for you. It’s unnecessarily difficult and complicated but we have the financial tongue. This means far less frustration for you and instead, quick and efficient communication with no misunderstandings or costly mistakes being made.
We have been using Xero for nearly 10 years and have mostly first-hand knowledge of all the major (and some of the minor) apps that integrate with it
We are Xero junkies and we love shiny new toys, which means that we can save you so much time when choosing your app stack. All of our staff use 2-factor authentication and have all their Xero training up-to-date, so you don’t have to worry about us ‘learning on the job.’ We’re well versed in pinpointing the apps that you need so that we can remove manual stuff from your finances saving you time and increasing efficiency.
We will become your finance department for you
With your finances taken care of, you’re free to spend time with your family and pursue your charitable work, all while growing your business. We’d love to give this freedom to you as we truly believe in giving back, so let us take this burden from you.
We will be your trusted advisor for whatever you need
Unlike larger accountancy firms, our clock is rarely ticking. What this means for you is that we will always be there as a sounding board for whatever you need. In fact, our founder Jonathan is always being told off by his team for spending too long chewing the cud with a client. Let’s just say that the kettle will always be on for you if you need it (you can take a look at our tea bill if you don’t believe us).