We are a Bolton based father and daughter partnership who specialise in providing accountancy services to small business and individual taxpayers. We are both Chartered Accountants with over 60 years of combined experience in practice and industry. Trained in the audit department of a big four firm in Manchester, qualifying in 2003.
After a few years in audit moved into a Group Accountant role of a listed global manufacturing company. Spent 5 years working in Group and European accounting roles before joining the family practice in 2009. Articled in a North West practice between 1961 and 1967 before spending a year in industry in a Chief Accountant role.
After a few years in audit moved into a Group Accountant role of a listed global manufacturing company. Spent 5 years working in Group and European accounting roles before joining the family practice in 2009. Articled in a North West practice between 1961 and 1967 before spending a year in industry in a Chief Accountant role.
Services
Self-employed people are often highly motivated self-reliant individuals who have a commitment to exercising their skills at the very best of their abilities. They may be in partnership with other self-employed people or they may be sole traders. For many people self-employment is the fulfillment of a dream for others it is a necessity.
We base our charges on the amount of work required rather than the size of the business involved as we believe this is a much fairer approach. We can generally give an indication of what the costs of preparing and submitting accounts will be during our initial free consultation. All of our clients have different needs and so we feel personalised packages are more appropriate than fixed prices.
Keep copies of correspondence such as P60s, annual interest statements and dividend slips in a safe place. It is much easier to lay your hands on them at the end of the tax year if they have been safely filed away when received! Keep on top of your records.
It is much harder to remember what happened 12 months ago than last week so doing your bookkeeping on a weekly or monthly basis is generally much quicker than trying to do it all in one go at the end of the year.Number your sales and purchase invoices and make a note of how and when you were paid/you made a payment (eg cheque, BACS, cash, credit card).
It is much harder to remember what happened 12 months ago than last week so doing your bookkeeping on a weekly or monthly basis is generally much quicker than trying to do it all in one go at the end of the year.Number your sales and purchase invoices and make a note of how and when you were paid/you made a payment (eg cheque, BACS, cash, credit card).
