01

Are we right for each other

You tell us about you and your business, and we show you how we work with our clients to help to decide if we are the right fit for each other. We tailor our support package to meet your needs for a fixed monthly fee. You are given free access to our monthly newsletter and tax tips. 

02

Transfer to Chartwell

  We contact your previous accountant to obtain what we need and complete the admin tasks to get you on board, taking away the hassle from you. We agree a timescale for delivery of your accounts and tax returns and carry out a healthcheck on your records. 

03

Understand and improve your numbers

We offer an Annual Accounts Review meeting to go through your numbers and ensure that you understand your accounts and tax position. We will also identify ways to improve the value of your business by showing you the ‘value gap’ in your cashflow, profit and business valuation. 

04

Achieve financial, time and mind freedom

 We offer cashflow and profit improvement meetings to help you to improve your business. In addition, our annual business planning service will help you to identify what you want from your business and how you will get it. Our cloud accounting solution and financial reporting analysis gives you real time access to data to understand what is happening in your business.   

05

Achieve your goals with ongoing accountability

To ensure your plans become a reality it is important to monitor progress against your plan on a regular basis. Our coaching and accountability sessions help you to overcome challenges and keep on track. The meeting frequency can be set to suit you. (Typically, monthly or quarterly). 

06

Annual Tax Review

In addition to our monthly tax tips, we can also conduct an annual tax review to identify opportunities to reduce your tax liability and to eliminate any tax surprises. We will also review your business structure to ensure that it optimises your tax position.     

07

Reset for next year

We will ask for your feedback to ensure that we have delivered what you need. We will review your annual service plan and make any changes to the plan and our fees as agreed with you.

08

And when you are ready……. Succession and exit planning

 We will work with you to help you to clarify your succession/exit from the business to maximise value and minimise tax. You need to decide what you want your exit to look like and we will act as an impartial sounding board to help you to make decisions, and to hold you accountable to the actions that need to be taken.