Case Study – The benefits of knowing your accounts are safe as houses

how to know your accounts are safe

April might be just around the corner, bringing with it the dreaded tax year end, but one Hampshire mortgage broker is taking it all in his stride.

Corbett Financial Solutions

As any business owner or self-employed person will tell you, when April 6th rolls around it means one tax year is over and a new one has just begun. It’s time to sort out your books for the tax man

But for those like Chris Corbett of Corbett Financial Solutions, it doesn’t have to mean business down-time while he gets everything in order.

In previous posts we have discussed the benefits of employing an accountant who is on the ball when it comes to getting end of year accounts submitted quickly. And this is why, despite the fact that it is possible to put things off until January next year, we always recommend getting them done as soon as possible.

Time to plan ahead

Chris Corbett is a professional mortgage broker providing expert mortgage, insurance and protection advice. He is just one of the Approved Accounting clients who has discovered the benefits of outsourcing his accountsand getting year-end completed quickly.

He says: “It’s so important to me to stay on top of things and get stuff dealt with nice and early, so I know exactly where I stand financially.

“The fact that Jon and the team at Approved Accounting are always on the ball, enables me to stay in control of my cashflow for the next year, prepare any financial planning in advance and know when and what I need to pay straight away.”

Working together

Chris, who specialises in residential and buy-to-let mortgages, believes that the personal approach within financial services is often lacking. This is why he values getting to know his clients, so he can provide a bespoke service to suit their needs.

It’s the same sort of excellent working relationship that he has enjoyed for the last ten years with Approved Accounting. One which has seen him grow from being a self-employed sole trader to a limited company.

He says: “It can be quite daunting becoming self-employed and then later becoming a limited company, but Jon (Green) advised me on what was <services”>the best thing for me to do and ensured a smooth transition. He really was a pleasure to deal with.”

Benefits to cashflow

Chris has found one of the biggest benefits to getting the financial side of his business dealt with by Approved Accounting is not only that he knows where he stands for the year ahead, but also that his books are in safe hands, meaning he can get on with doing what he does best.

He says: “I don’t have to worry about dealing with my accounts, deadlines and getting stuff in on time, it’s all done for me. I can concentrate on the business, and that’s what’s important to me, which makes me a very happy customer indeed.”

Don’t leave your year-end to the last moment. To find out more about how we can help your business, call 01730 823 000 or email Jon or Matt now for a friendly, helpful and informative chat.

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Approved Accounting Ltd

We are an accounting firm for small to medium sized businesses. We pride ourselves on a personal service. Please contact us if you would like advice and for our latest bookkeeping pricing packages.

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