BE FINANCE
CF83, Caerphilly
(1)
CF83, Caerphilly
(1)
Self-employed business adviser, I provide information, support, coaching, advice, and guidance to my clients. This could range from individuals looking to start their own business through to supporting established businesses to grow, scale up, change, or diversify their business formats from small Ltd companies to CIC setups.
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1 customer review
Denise
Accounting
Brian is very accommodating when I was in a rush to have my books and tax returns completed he pulled out all the stops for me and also did a great job . I will continue to use Brian each year . I’ll make sure I give him more time. Thank you you’ve been invaluable. More...
What kind of accounting services do you provide?
Areas of Practice
Processing of sales invoices, receipts, and payments, completing VAT returns. Purchase ledger procedures, checking company bank statements and reconciling. Preparation of the cash flow statements and financial paperwork, Prepare the profit and loss balance sheets for annual accounts and monthly management accounts. Streamlined bookkeeping procedures to increase efficiency and productivity
I perform Self Assessment, HMRC Payroll & Paye, Corporation Tax, Management Accounts
Why is it so important for businesses to hire a great accountant?
If you’re drowning in a sea of invoices, receipts, and cash flow statements that you can’t make heads or tails of, it might be time to call in professional help. An experienced accountant / Bookkeeper can help you arrange your records, tighten up your budget, and make sure you’re staying on the right track financially.
Your Accountant / Bookkeeper will want your business to flourish and can help with things like Payroll and Pensions as well as helping your business develop.
What do you love most about your job?
Exploring new business and learning about how they work, working with Sage & Quickbooks and Xero Software and other online Accounting software helping to resolve accounting issues. file submissions and for Vat.
What inspired you to start your own business?
Self-employed business adviser, I provide information, support, coaching, advice, and guidance to my clients. This could range from individuals looking to start their own business through to supporting established businesses to grow, scale up, change, or diversify their business formats from small Ltd companies to CIC setups.
Why should our clients choose you?
I have exceptional mathematical, reasoning and communication skills with the ability to converse with co-workers, management, board members and clients in an efficient and professional manner. I’m extensively trained in using Sage accounts and Quick Books software that I have used for over the last 15 years plus.
As a Bookkeeper that leverages exceptional communication skills to build quality relationships with clients and enable their business to develop.
Can you provide your services online or remotely? If so, please add details.
There is no doubt the pandemic presented personal and professional challenges for most of the planet. I have adapted to work remotely, using Zoom and Microsoft teams when I can.
What changes have you made to keep your customers safe from Covid-19?
There is no doubt the pandemic presented personal and professional challenges for most of the planet. For tax and accounting professionals, these challenges varied from having to work virtually to assisting clients who now needed services that weren’t part of the traditional portfolio.
BOOKKEEPING
Our bookkeeper creates financial transactions and creates financial reports from that information. The creation of financial transactions includes posting information to accounting journals or accounting software from such source documents as invoices to customers, cash receipts, and supplier invoices. The bookkeeper also reconciles accounts to ensure their accuracy
Develops system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures.
Maintains subsidiary accounts by verifying, allocating, and posting transactions. Balances subsidiary accounts by reconciling entries.
Maintains general ledger by transferring subsidiary account summaries. Balances general ledger by preparing a trial balance; reconciling entries.
Maintains historical records by filing documents. Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions.
Managing financial records & recording data. Sales & Purchase Ledger Accounting, Credit Control & Debtors Management Accounts
Pay Roll services, Monitoring staff and company expenses. Month End Accounts, Year End Accounts. Preparation of reports for budget controls
Profit Loss Accounting & Trial Balance. (In accordance with financial services regulations)
PAYE & Inland Revenue Corporate Tax & Vat Returns. RTI Payrol (In accordance with financial services regulation & HMRC)
We can set up your accounting system on Sage 50,100,200 & QuickBooks Pro Sun Accounts Oracle, Else I can just simply record Transactions using MS Excel
CASH MANAGEMENT
Manage incoming and outgoing cash effectively on a daily basis.
Develop strategies to optimize cash position of the company.
Predict cash requirements and cash position through analysis of budgetary needs and financial reports.
Forecast daily cash position by utilizing cash receipts and disbursements.
Analyze cash flow mechanism of the company and prepare monthly variance report.
Maintain integrity and accuracy in financial transactions and reports.
Develop investment and loan procedures by analyzing fund needs and surplus funds.
Follow standard procedures to improve efficiency in cash collections, funds transfers, cash disbursements, month-end account closing activities, and inter-departmental reporting.
Create new systems to optimize cash inflow from different business activities and reduce the risk of credit losses.
Update accounting database for daily financial transactions.
Maintain a backup for all the financial data. Resolve any issues related to foreign currency exchange.
Maintain security and confidentiality of financial records.
Develop professional knowledge on cash management processes and techniques.
TAX
We have knowledge of tax legislation to provide advisory and consultancy services to clients, ensuring that they pay their taxes in the most efficient way and benefit from any tax advantages and exemptions.
They keep up to date with changing tax laws and explain complicated legislation and its implications to their clients in simple terms
Corporate - working for business clients to make sure they are not paying any more tax than is necessary;
Personal - providing advice to individual clients, some of whom are private clients with large assets. The work is detailed and complex, and tax advisers quickly develop expert knowledge in areas such as:
Corporate; International & Iinheritance Tax; National Insurance;
Personal trusts and estates; VAT. Clients can include large and small companies, partnerships, trusts and individuals.
SOFTWARE
As an IT Finance Software Advisor advising them how to use information technology in order to meet their business objectives or overcome problems. IT advisor may be used to provide strategic guidance to clients with regard to technology, IT infrastructures and enabling major business processes through enhancements to IT.
Meeting with clients to determine requirements; working with clients to define the scope of a project planning timescales and the resources needed;
Clarifying a client's system specifications, understanding their work practices and the nature of their business and defining software, hardware and network requirements;
Developing agreed solutions and implementing new systems, presenting solutions in written or oral reports, Designing, testing, installing and monitoring new systems; Preparing documentation and presenting progress reports to customers; organising training for users and other consultants.
