Partners – Multiplying the Opportunity

Naturally, over the years as trusted professional advisors, our accountancy services mean we have worked with partners in thousands of scenarios, for example:

Sage, Xero & Receipt Bank software

We can offer discounts on leading accounting software and Leanne (Director) is on the Sage advisory panel

Financial advisers

We work closely with many financial advisors and able to recommend the appropriate person depending on your pension, investments and/or saving need.

Mortgage advisers

We work closely with many lenders and depending on if commercial, buy-to-let, or residential we are able to recommend the appropriate person

Lenders

We have the correct qualifications to work directly with lenders, and work closely with brokers from being able to help raise money for buying a business, working capital, asset finance, to debt consolidation

Wills and power of attorney

Too often overlooked… we work with advisors to look after you and your family

Key person insurance

We work with providers that can tax-efficiently protect business owners and key members of your team

Tax investigation insurance

We have negotiated discounts on tax investigation insurance

Solicitors

We work closely with solicitors and depending on the scenario often able to recommend the appropriate professional advisers

HR

Over the years we have provided thousands of payrolls and worked with some fantastic HR advisers

Coaching & Mentoring

We work with and have clients that work with, coaches and mentors. We believe the clients that work with a coach/mentor generally achieve more than the ones that do not

Client offers

We work with many clients in many sectors and part of a network offering savings to each other shared on our client portal and in our regular updates