|
The Law |
We will: |
|
|
I |
Systems |
|
|
|
|
|
Compliance |
health check your Client Monies systems to confirm they
are Law Society compliant |
|
Maximising profitability |
update your financial systems so they accurately record
the work you do and improve the value billed |
|
Knowledge |
enable you to gain instant access to monthly
profitability and key performance indicators so you can implement regular
improvements |
|
Motivation |
monitor your Case and Risk Management Systems, creating
clarity so your team can work smarter in the future |
|
|
II |
Education and knowledge |
| |
Monthly updates |
keep you informed of taxation matters and compliance
issues e.g. Inheritance Tax.We can also deliver regular specialist seminars
which qualify for CPD hours |
| |
Access |
use our taxation expertise to support your client
advice |
|
|
III |
Tax and wealth management |
| |
Information |
provide advance information of your tax
liabilities |
| |
Friendly and personal service |
offer a one-to-one consultancy to keep both your
business and personal tax bills to a minimum |
| |
Building your wealth |
make it our aim for you to achieve your
goals |
|
|
IV |
Corporate structure |
| |
Getting a fresh viewpoint |
explain options that are available e.g. Limited
Liability Partnerships |
| |
Optimisation |
help you develop an internal practice structure which
promotes effective decision making |
|
|
V |
Growing your business |
| |
Planning |
assist you to develop profitably |
| |
Options |
help you to decide whether to grow the firm organically,
by merger or acquisition |
| |
Monitoring achievements |
evaluate progress on a regular basis |
|
|
VI |
Exit route |
| |
Set goals |
develop a personal retirement plan for each partner to
satisfy their personal objectives and be of benefit to the firm |
|