Spoilt for Choice

Choosing from our extensive menu!

Our client, a successful entrepreneur, not noted for frivolous spending or being over generous.

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:

Starters:

• Initial advice on structure of his business
and refinement of his business plan.
• Company formation
• VAT registration
• Payroll set up advice
• Bookkeeping advice and systems set up

Main Courses:

• Statutory accounts preparation and audit
• Corporation Tax Returns
• Personal Tax Returns
• Pensions planning and advice
• VAT advice
• Group restructuring as his business prospered

Pudding:

• Tax planning for his companies and himself
• Advice on business expansion and take over of competitor's business
• Personal financial planning and wealth retention
• Planning for the passage of his wealth to the next generations using trusts and his Will

Result:

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!