Insight

Last week we met with our graphic designer Owen Jones to discuss the rebranding of Numbers. We are looking forward to seeing what he comes up with!

We are spending some time following up on the 300 wealth building ideas from the AVN conference that we attended a couple of weeks ago. Contact us if you would like to know how we can help you. We continue to roll out our new PMI service. Contact us if you’d like to know more about this.

Steve managed to save a small business £4,400 of tax last week. As you can imagine, they are pretty pleased …

Steve ran a presentation on Tuesday on ‘Making your business work for you’ to the Plymouth Business Network at the Future Inn. It was very well received. Others said: “Great presentation on Tuesday……..definitely a great show piece tool.” Matt Cook, Bright LLP solicitor “Firstly I would like to say how impressed I was with your talk this morning. It is nice to see a professional have such passion and belief in the services he is providing.” Paul Crump, Regional Manager, Firstpayments The presentation gave an overview of our new holistic ‘PMI’ system for creating excellent businesses. We are already working with several clients to produce their personalised growth plan. Steve is very excited as this fits exactly into our ethos of ‘making things better’ for our clients. (as they define it) Contact us if you would like to be part of the journey.

Have a look at the Blogger link on our Media page.

We have now completed the recruitment of our new modern apprentice. Oskar Lindblom is now part of our Numbers team here – he impressed us at his interview and we hope he’ll impress you in time as well! Congratulations, and welcome Oskar!

Through claiming the relevant allowances on assets, Andy reduced a client’s tax bill by £599. In addition, through researching how to fund their son’s student fees, an additional £1,800 was saved. The total savings more than covered our annual fee. Andy has completed some planning into alternative trading structures for a client and identified potential savings of £21,000 in tax over the next 5 years. After meeting with a client, Andy identified tax savings of over £15,000 by simply changing their business structure. Last week, Andy and Steve met with clients who are looking to retire in just 14 months’ time. There are significant regulatory issues and they have never sold a business before, so didn’t know where to start. On meeting with them, our team identified issues that needed addressing, and presented an idea which would actually save them far more than it costs to implement, leading to a…

Read more

Well done to Emily, who managed to complete and file a set of accounts for a client with very little time before the deadline. The client sent us their records on Monday, and the accounts were filed on Friday … and Emily managed to attend college and get her other work done last week!

Steve ran a successful presentation to a group of local professionals on Friday evening. Tax savings of tens of thousands have been identified for the participants! We are looking forward to working with them! Our new computers are all and up and running. Watch this space for news of exciting developments now possible! We can’t wait to add even more value to our accountancy services that we provide you!

Congratulations to Andy, who has had confirmation this week of his Fellow membership with the AAT. This basically means that he has been in practice for five years post-qualification (I know he doesn’t look that old ..!) and has 3 years “senior or managerial experience in the field” (It also means that his subscription increases!!) And…..Andy got a year older (and obviously wiser…….:D )