Your Xero Accounts - how can we help you?We take care of as much or as little of your business accounting needs as you like! Let us show you how...
It starts with your business journey…
Every journey starts with fear….
None more so than starting your own business. We will help you put your systems and processes in place and teach you the basics of small business accounting. We will work with you to help you keep on top of your cash flow and keep more of your earnings in your pocket.
Manage what you measure!
Now that you are up and running, our job is to help you stay focused and disciplined. We will help you ‘know your numbers’, spot opportunities and mitigate threats. With drill-down reporting and real-time figures you can make informed management decisions.
It starts to get exciting!
As your confidence grows and your business starts to thrive you will be looking to take it to the next level. You may even have your own in-house finance team. We can oversee your team and keep their skills up to date while we are working with you to build business plans, forecasts and funding applications.
How will we help you?…
Well…OUR job is to make YOUR life easier so you have more time and energy to do what you want, and more money to spend doing it!
Putting the right systems in place for you
Let’s get the basics in place. To run a super slick set of real-time business accounts – you’ll need Xero, an accountant and possibly Receipt Bank (depending on how many spend transactions you have each month). Sounds scary but have no fear, we’ve got this!
Your Xero account – taken care of. Beautiful accounting software for the dynamic business owner. Why do we recommend Xero?
Your Receipt Bank Account
By far the quickest way of getting your bills and receipts into Xero is with Receipt Bank. Why do we recommend Receipt bank?
Your Accounts Team
Your accounts team will perform as an extension of your business. We will get to know your accounts inside out!
Taking care of your Directors responsibilities
As a director, you are responsible for ‘Compliance Reporting’ – this means submitting an annual confirmation statement, annual accounts and tax returns to Companies House and HMRC. Yikes, sounds daunting right? Well, you can pass this over to us. We will take care of your reporting obligations:
Your Annual Accounts
Abbreviated annual accounts for Companies House and Full accounts for you, your shareholders and HMRC.
Your Tax Returns
Your personal and business tax returns covered. We will answer any tax queries that HMRC have with your returns.
Your Confirmation Statement
Each year we will check the data held by Companies House with you and confirm or submit any changes to Companies House.
Keeping you on the right side of the taxman
So many taxes, so little time! Payroll and RTI (Real Time Information), VAT, Corporation tax and Income Tax on earnings – we will let you know what you need to pay and when to keep you on the right side of HMRC and penalty free.
We can run a monthly payroll for you and keep you RTI compliant, or help you if you want to run it yourself.
Whether you run your own VAT return, or we do it for you, we will make sure everything is accounted for that should be and you are not paying any more VAT than you need to.
Regular reviews to make sure you don’t pay a penny more in tax than you need to. Also working with you to help you keep the cash aside for when your taxes are due. We will let you know what to pay, to whom and when.
Manage what you measure
Monthly or quarterly reviews with your account manager to make sure you understand how your business is performing. We look for the good, bad and the plain ugly to achieve your life and business objectives.
Sense Checks and Reviews
Big brother checks! We regularly check your accounts and postings to make sure everything is posted to the right place.
Quarterly or monthly management accounts (depending on your package) to help you get a better understanding of the business behind your numbers.
Opportunities to grow
Looking for opportunities to improve efficiencies, streamline processes and grow your business.
Putting the right people and processes in place for you
Our job is to make your life easier at least from an accounting point of view. Let us take care of your accounts so you can focus on what you do best…
Your accounts team is available by email, phone and Skype. We also have a dedicated helpdesk where you can log support requests and queries – Helpdesk@caseron.co.uk. You can log in and see the status of open and closed tickets at any time.
Client To Do's
When we have tasks we need you to do, we will issue you with a task to action from our helpdesk. You can see our support requests to you, and yours to us in Helpdesk. We’ll send you a weekly reminder of the task so you don’t forget.
My Finance Dept
Access to ‘My Finance Dept’ which is a growing resource of financial articles, tutorials, policies, procedures and checklists for running your business and our private Facebook Community – Bloody Brilliant Business Bookkeeping.
Small businesses with big goals
We aim to help you grow your business using the latest in accounting tools and technologies. We aim to use low cost or no cost online tools that level the playing field for the smaller business. Never has it been so easy to do so much for so little.
As you grow, staying on top of your credit control is key to the success of your business. We can help you put systems and processes in place to collect your cash faster. Polite, persistent automated chasers will work for 80%, giving you time to call the reluctant 20%.
Know your numbers! As your business grows and gets more sophisticated, so will your need for more meaningful reporting, KPI’s and business diagnostics. Futrli is Xero on steroids! Perfect for the ambitious entrepreneur!
Budgeting and Forecasting
If you don’t have a plan, how will you know when you get there? Budgets and forecasts focus the business on the actions needed to achieve your goals. Capacity planning, resource management and funding are key components in this process.
How involved do you need to be?
Well, that’s up to you!
You can be as hands off, or as hands on as you like. If you are busy one month, you can add some additional hours to your package.
Many of our start-up clients like to be completely hands on and ‘do it themselves’ as they start out but have us there for when they get stuck.
As they grow bigger we work alongside them and we provide more of a ‘done with you’ service. Then as they get more successful, it becomes a ‘done for you’ service as they get too busy to be worrying about the admin.
What works for you, works for us. We can do as little or as much as you like. We have a menu of services so you can pick and choose what suits your needs and your budget.
Frequently asked questions
That’s hard to say until we know exactly what you need! We have structured our products so that they grow as you do. We will work with you to agree a plan that meets your budget and your needs.
Isn’t it hard to switch accountant? No, it’s quite easy. Once you have told your accountant that you want to switch, we can take care of the transfer or ‘ professional clearance’ process for you.
Keep Your Accountant
What if you have a specialist accountant or a favourite tax adviser? Well, that’s ok too! We work with a number of other accountants to make sure our clients get the right mix of accounting and tax skills for their needs.
Over to you…. how would you like to proceed?
For a free no-obligation 20-minute discovery call – please register your details here and I will send you a link to my calendar so you can book a call at a time that suits you.
Book Your Discovery Call...