Caris Brook Ltd

Our accounts service provides.

Preparation of accounts to help in completion of self-assessment tax returns;
Production of financial statements to file at Companies House and abbreviated accounts to ensure the minimum amount of your financial information is made public.

Accounts are prepared to agreed timescales and deadlines.

But we can do more than just report the history of what's already happened.

Identify areas where we can assist in minimising your tax liability;
Identify areas of the business that give you the most opportunity to make improvements;
Use the accounts to help you measure where you are in meeting your goals and what actions you need to take.

We take the time to explain your accounts to you so that you understand what is going on financially within your business, helping you to plan for the future.
Management Accounts and Information

Up to date, relevant and quickly produced management information allows you to make the right decisions.

Our management accounts and information services include.

Monthly or quarterly management accounts;
Reporting of key performance indicators that are the underlying drivers that run your business;
Help with in-house systems for you to produce your own information;
Training on how to get the most out of your information;
Supplying management information to lenders;
Branch/Divisional results;
Actual performance compared to budget and/or comparative periods;
Costing information, including break-even turnover levels.

Next Step:
Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

We are a specialist provider of charity accounts preparation in Halstead, Sudbury, Maldon, Colchester and Chelmsford We also offer compliance services. We are qualified under the Charities Act 2011 to act as Independent Examiners reporting on and producing accounts for both company and non-company charities with gross income up to 1, 000, 000.
We have a lot of experience of acting for not for profit organisations, both as accountants and as trustees. We understand what makes them tick.

Charity and other not for profit professionals know that to be effective and successful they need to run their organisation as they would any other business. With our extensive knowledge and sympathetic approach to the culture and aims of the sector, our charity group provides help and advice with all the financial aspects of running a not for profit organisation.

We are specialist charity accountants, so our clients can be confident about the many issues they face in an increasingly complex financial and tax arena. We work with you to ensure compliance with the Charities Act 2011 and SORP 2005/2015. We advise on fundraising and we help steer you through the tax implications of charity trading. We can deal with Gift Aid claims, deeds of covenant, formation of limited companies and setting up of branches. In addition, our outsourcing services include budgeting, cash flow projections, management reporting, payroll and more.

Finally, we help our clients to maintain a financially sound organisation focused upon meeting their core objectives, by advising upon strategic planning, lottery applications, risk assessment, governance issues and dealing with the Charity Commission.

Next Step:
Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

Ensuring that your company is legal and that the interests of shareholders are properly protected may not be the highest item on your list of business priorities. Get it wrong however and you could be on the receiving end of an order to strike your company off the register at Companies House or worse. We can help you fulfill this role and offer the services of a Chartered Secretary to undertake the following and more. .

Registered office facilities;
Maintenance of statutory registers;
Submission of statutory documents;
Giving notice of General Meetings;
Drafting agendas for company meetings;
Preparing Minutes of Meetings;
Completion of share transfer forms;
Preparation of share certificates;
Carrying out company searches;
Filing of Annual Return;
Acting as Company Secretary;
General Company Law advice;
Advice on protection of minority interests.

Everything seemed fine running your own business until the day you took on your first employee and became an unpaid tax collector. This is when you found out what red tape was all about.

Let us take the strain away from you and let you get on with running and growing the business. Payroll is complicated and has to be done on time and you as the employer are responsible for the mistakes.

We run payrolls on time and can provide a tailor made service for your business including.

Employee payslips;
Monthly summaries;
Departmental reports;
Dealing with leavers and starters;
Provision of analysis of staff costs;
PAYE returns for the Revenue;
Assistance with automated payment set-up to your employees;
And of course the dreaded auto enrolment.

You will never have to worry about calculating statutory sick pay or maternity pay and dealing with tax credits and student loan deductions ever again!

And at year end.

Employer Annual Return P35;
Employee summary P60's and P14's;
P11D and P9D benefit and expenses returns.

And the related tax planning advice.

Beyond the payroll compliance service, we offer comprehensive advice on all employment tax issues including.

Tax efficient remuneration strategies;
Planning for retirement;
Termination payments;
Inducement payments;
Company car and van strategies;
Benefits planning.

There's more to consider than just buying a cheap ready made company on the internet!

We can assist you with company formations for.
An off the shelf ready made company;
A tailor made company;
Limited Liability Partnership;
PLC formation;
For urgent requests we can also arrange same day formations.

To check the availability of a Limited Company name, you can use the Companies House Information Service. Type in the name you want and see if it comes up in the list.

Company formation packages can include.
Advice on the pros and cons of incorporation in your own situation;
Appointment of directors;
Appointment of company secretary;
Issue of subscriber shares;
Registered office services;
Completion of all necessary minutes and resolutions;
Assistance in opening a bank account;
Tax review with regard to company formation - forming the company yourself and getting this wrong can be very costly!
VAT registration;
Company registration for Corporation Tax;
Set up of Company PAYE scheme;
Book-keeping set-up advice;
Business plans;
Assistance with raising finance.

Next Step:
Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

We do Tax Returns for.

Individuals;
Sole traders;
Partnerships;
Limited Companies;
LLPs;
Trusts.

The self-assessment regime is full of penalties and HMRC enquiry powers are extensive. It's important that:

They are correctly completed;
They are filed on time;
All backup records are retained for the appropriate period of time.

As well as the completion of your return we can assist with.

Advice on your tax liabilities;
Negotiating with the Collector if necessary;
Identifying suitable tax planning opportunities;
Completing all the necessary tax computations;
Dealing with all correspondence from HMRC, taking the worry away from you.