Services
What we do.
The full range of accountancy services an owner-managed business needs. Three broad areas, all partner-led.
01
Accounts and tax
Annual statutory accounts and the tax that goes with them.
For most of our clients, this is the work that brings them to us. We prepare statutory accounts for IoM and UK companies, partnerships, and sole traders. We handle the tax filings that go alongside - corporation tax, personal tax returns, VAT registration and quarterly returns.
If you're trading across jurisdictions, we'll handle that too. Manx companies with UK trade, UK companies with Manx connections, residents and non-residents - the cross-border work is part of the standard mix.
- Statutory accounts (IoM and UK companies)
- Corporation tax and personal tax returns
- VAT registration and quarterly returns
- Partnership and sole trader accounts
- Cross-border tax for IoM/UK clients
The work is partner-led. The same person who agrees the engagement letter is the person who prepares your accounts and signs them off.
02
Bookkeeping and payroll
The day-to-day finance work, handled properly.
Some clients do their own bookkeeping; others want us to take it on. Either way works. If you use Xero, FreeAgent, or QuickBooks, we'll work alongside it - we don't insist on a particular platform. If you're still on spreadsheets and want to stay there, we can make that work too.
Payroll is similar. We run monthly payroll for clients who want it run, prepare year-end documentation, and handle the National Insurance and tax filings that come with it.
- Regular bookkeeping (weekly, monthly, or quarterly)
- Monthly payroll runs and year-end documentation
- National Insurance and PAYE filings
- Software setup and migration (Xero, FreeAgent, QuickBooks)
- Spreadsheet-based bookkeeping where it makes sense
03
Business advice
The conversations that don't fit anywhere else.
A lot of what we do isn't on the standard accountancy menu. Should you incorporate? How should you take money out of the business? What does the bank actually need to see? Should you take on a partner? Should you sell?
Most of these conversations don't require a formal engagement. They happen over coffee, on the phone, by email. They're part of being the kind of accountant that knows your business well enough to have an opinion worth hearing.
For larger pieces of work - acquisitions, business sales, restructures, succession planning - we'll scope and quote properly. For the rest, it's just part of the relationship.
- Incorporation and structure advice
- Owner-manager remuneration and dividend strategy
- Succession and exit planning
- Business sale and acquisition
- The ongoing conversations that don't fit a fee note
04
What we don't do
Knowing what we don't do is part of being a firm worth working with.
If you need any of the following, we'll point you at people who do:
- Listed-company audits
- Regulated financial services work outside our FSA permissions
- Complex international tax structuring
Every client should be the right client for their accountant. If we're not the firm for you, we'll say so.
We don't have a sales pipeline. The people on the work are the people who agreed it. That's the whole model.
Not sure whether we're the right fit?
The first conversation is free.