A complete accountancy service —
from start-up to exit

Compliance & Accounts

The foundations every business needs

1. 01
   Year End Accounts
   Preparation of annual accounts for sole traders, partnerships and limited companies — accurate, compliant and filed on time.
2. 02
   Corporate Tax
   Corporate tax compliance and planning, ensuring your company meets its obligations while identifying legitimate opportunities to reduce the tax burden.
3. 03
   Audit
   Statutory audit services carried out with rigour and care, giving directors, shareholders and lenders confidence in the numbers.
4. 04
   Self-Assessment
   Personal self-assessment tax return preparation and filing — taking the stress out of the annual deadline for business owners, directors and individuals with complex income.
5. 05
   VAT
   VAT compliance, returns and planning — including Making Tax Digital (MTD) compliant filing and advice on the most appropriate VAT scheme for your business.
6. 06
   Payroll
   Payroll administration ensuring employees are paid correctly and on time, with full RTI compliance and pension auto-enrolment support.
7. 07
   Company Secretarial
   Company secretarial support — from statutory filings and confirmation statements to maintaining registers and advising on Companies House obligations.

Business Support & Advisory

Beyond compliance — the support that drives growth

1. 01
   Finance Director Service
   Ad hoc or retained finance director support for businesses that need boardroom-level financial expertise without a full-time hire. Includes board report preparation, opportunity and threat analysis, and a trusted advisor relationship that grows with your business.
2. 02
   Forecasting & Planning
   Business planning and financial forecasting from long-term strategy to immediate KPIs — helping ensure steady cashflow, identify profitable areas, obtain finance and analyse opportunities before committing to them.
3. 03
   Management Accounts
   Preparation and interpretation of management accounts on a quarterly or monthly basis, with options including benchmarking, cashflow projections, company valuation and a boardroom FD contribution.
4. 04
   Bookkeeping
   A complete back-office bookkeeping service handling everything from spreadsheets to Sage, including payroll, VAT returns and management information — all MTD-compliant.
5. 05
   Accounting Systems
   Advice on selecting and implementing accounting software for start-ups (Kashflow, QuickBooks, Sage, Xero) and established businesses (JD Edwards, SAP, Microsoft Dynamics, Pegasus Opera), including MTD compliance support and staff training.
6. 06
   Raising Finance
   Guidance across equity funding (share issue, venture capital, private equity), bank finance (overdraft, term loan, factoring, mortgage) and alternative funding (hire purchase, leasing, peer-to-peer loans) — including introductions to lenders and help preparing applications.
7. 07
   Due Diligence
   Financial due diligence reports for business purchases, mergers and partnerships — assessing financial viability, uncovering off-balance-sheet issues and informing deal negotiation and finance structuring.
8. 08
   Start-Up Advice
   Advice on company structure (sole trader, partnership, limited company, LLP), VAT registration, record keeping and accounting systems. Includes business plan preparation, break-even analysis and finance raising for new businesses.

Tax Planning

Specialist tax advice — compliant, considered, proactive

Tax planning at Philip Barnes & Co goes well beyond filing returns. The team works with high-worth individuals and business owners to structure their affairs efficiently — fully within the letter and spirit of the law.

1. 01
   Personal & Corporate Tax Planning
   Covering income tax, inheritance tax, corporation tax and capital gains tax — for business owners and high-worth individuals who want a proactive, joined-up approach to their tax position rather than a reactive one.
2. 02
   R&D Tax Credits
   Identifying R&D tax credit eligibility, estimating rebate value, structuring and managing claims, and setting up controls to capture qualifying expenditure for future claims. A specialist capability led by Dean Ackrill — speak to Dean directly to explore whether your business qualifies.
   Talk to Dean Ackrill about R&D
3. 03
   Inheritance Tax Planning
   IHT planning to protect income and assets and provide for family into the future — structured around your personal circumstances and long-term intentions.