Your local accountants serving Bath who provide financial clarity and peace of mind, so you know you are okay to step away from your business and spend more quality time with your loved ones.

Being a business owner brings many pressures. You may need us to manage your financial compliance on your behalf. Arm you with the numbers you need to make confident business decisions. Support you with the leadership of your business by providing clarity on your purpose and goals.

However you need us to support you through your journey as a business owner, we’re here.

It all starts with connecting with you.

Our compliance package provides all the support you need to keep your business financially compliant.

When you let us take the strain of managing your financial compliance:

• You gain peace of mind, knowing these tasks are being dealt with
• You get more time to focus on running your business
• You can relax and enjoy your personal time more

We will complete all the compliance tasks applicable to you and your business.

In addition to managing all the tasks required to stay financially compliant, our Comfort Package includes ongoing support to provide you with a better understanding of your finances. This allows you to get the best out of your business.

Throughout the year, our Comfort Package ensures:

When you let us support you and your leadership:

• You get a clear understanding of your business purpose
• You gain clarity on the roles in your business and the structure you need in place to support you
• You work towards implementing and improving systems within your business
• You identify the key projects required, creating accountability and ownership for each of these

We work with you on an agreed programme which is tailored to support your personal and business purpose and goals.

This includes:

• Business financial forecasts
• Personal financial forecasts
• Leadership guidance

We can provide monthly or quarterly:

• Management reporting, OR
• A health-check of the management reports you produce

We then discuss your management reports with you to make sure you are clear on what they are telling you and highlight the opportunities to improve your business.

We also complete all the compliance tasks applicable to you and your business.