Our Services
We specialise in supporting small organisations doing socially useful work, including worker co-operatives, registered societies, CICs, charities and grassroots projects. We mostly work with very small organisations with 0-10 members of paid staff without the capacity for in-house finance and admin staff.
If the service you need is not listed, please get in touch. If we cannot help directly, we will try to signpost you to someone who can. Please note we do not offer audit, independent examinations, insolvency, or investment advice.
End of Year and Filing
Accounts
We can prepare and file statutory accounts for limited companies, registered societies and CICs. This will include preparation of the CIC34 if required.
Corporation Tax Returns
We can prepare and submit corporation tax returns. We offer support with HMRC compliance, working as your tax agent to meet filing deadlines and ensure returns are completed accurately.
Confirmation Statements and FCA Annual Returns
We can ensure you meet your statutory obligation to file your confirmation statement (for limited companies) or your annual return (for registered societies) on time each year.
Self Assessment Tax Returns
We can prepare and submit your personal tax return, working as your tax agent to meet filing deadlines and ensure returns are completed accurately.
Monthly Support
Bookkeeping
We can manage your bookkeeping using appropriate software, keep your records up to date, and help you understand your financial position.
Monthly Finance Updates
We can prepare a monthly update of your organisation’s finances to help you with decision-making (known as management accounts). This is particularly useful for small organisations who want to understand how they are doing financially and make informed decisions, rather than only looking at accounts once a year.
Payroll
We provide payroll services, including auto-enrolment and setting up a Nest pension scheme. We can also help you set up simple systems for expenses and timesheets so you can keep accurate records without creating lots of extra admin.
Opening and Closing
Registering New Organisations
We can support with setting up new organisations, including Community Interest Companies (CICs), Companies Limited by Guarantee, and worker co-operatives. We can guide you through the process and help you set up simple financial and administrative systems from the beginning.
Closing Organisations
We can help with the process of closing down organisations that are eligible for voluntary strike off (limited companies) or an instrument of dissolution (registered societies).
Advice and Support
Bookkeeping Setup and Training
We offer training for organisations who want to learn how to do their own bookkeeping, so you can build confidence and keep costs down if you prefer to manage things internally. We can set up your system from scratch and then show you how to keep it up to date in the way that works best for you.
Business Planning
We can help you write a business plan that clearly sets out your organisation’s aims, activities, and financial plans. This usually involves a few structured meetings where we work through your goals, skills, ideas, and experience together and turn them into a practical plan.
Crisis Management
We can support organisations going through difficult situations, including internal disputes, staffing issues, governance problems, or organisational change. This can include administrative support, policy reviews, resilience planning, and helping to stabilise day-to-day operations while issues are being resolved. Where appropriate, we can also arrange professional mediation and help facilitate decision-making meetings.
Ad Hoc Enquiries and Support
All our annual and monthly services come with general support and advice included. This means you can get in touch with us via phone, email or WhatsApp as issues come up throughout the year.
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