Professional Services
All too often, professional services firms place their focus on delivering excellent client service at the expense of the planning and development of their own business.
Our team takes on this responsibility, using their in-depth knowledge of individual industries to ensure our professional service firm clients are operating efficiently and profitably, despite the pressures of the economic climate.
We also ensure full compliance with the complex reporting and legislative requirements faced by this sector, including rules imposed by the various regulatory bodies they may operate under.
We currently work with accountants, architects, auctioneers, barristers, estate agents & property managers, financial advisors, insurance brokers, management consulting services, mortgage brokers and RICS chartered surveyors.
We assist our professional services clients with:
- Client account reports for ARLA
- Audit work for independent financial advisors
- FCA audit reports for insurance brokers
- Practice accounts and partner’s tax returns
- Business plans, budgeting, cash flow and financial forecasts
- Business structure advice
- Financial management and control
- Industry benchmarking
- Mergers and acquisitions – valuation, obtaining the best deal, tax efficient planning
- Rewarding and retaining key employees through Enterprise Management Incentives (EMI’s)
- Succession planning and exit strategies for Partner’s retirement
- Pensions and wealth planning
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