A profitable journey with Poole Waterfield accountants

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1 Poole Waterfield is one of the Midlands leading firms of accountants and tax advisers. 11 A profitable journey with Poole Waterfield accountants enquiries@poolewaterfield.co.uk 1

2 Poole Waterfield is one of the Midlands leading firms of accountants and tax advisers. A trusted business partner The Poole Waterfield team are a pleasure to deal with. They help us with far more than end of year accounts and payroll services, by acting as trusted advisors and close business partners. Dale Collett ACII, CIP, ILM Dip Director - Gravity Risk Services Ltd 2

3 WHO WE ARE Poole Waterfield is one of the Midlands leading firms of accountants and tax advisers. We have been delivering the highest standard of pro-active accountancy, tax and business solutions for over fifty years. We will always put your success at the centre of everything we do and will give the same attention to detail, focus on service and commitment to exceeding your expectations regardless of the size or complexity of your business. The benefits you will get from choosing Poole Waterfield: Getting tangible results for your business A NEW MEMBER OF YOUR TEAM REBECCA CONROY A commitment to your success The success of your business is how we measure ourselves. Whatever solutions you need from us, your success will be our priority. A member of your team You will gain another member of your team who will be interested in you, your business and your goals. We will work with you step by step to achieve the outcomes you want. Adding value to your business SMEs thrive on proactive input from their accountant and we develop this even further by working with you to find imaginative solutions and unlock your business potential. COMMITMENT TO SUCCESS 3 HAYLEY PROCTOR

4 WHO WE ARE Working with experts from day one A director led service One of our highly experienced directors will be in regular contact with you to offer advice throughout the year. They will work closely with you and our highly trained team of accountants and tax advisers to deliver the solutions you need. A source of business expertise You will have access to our network of expert consultants and associates who work hand in hand with us to provide you with a truly comprehensive range of specialist services. These include lawyers, specialist tax consultants, financial advisers, insurers, financiers and management consultants. A SOURCE OF BUSINESS EXPERTISE JOHN SINCLAIR In-depth Industry knowledge We act for a broad range of industry sectors, some of which require detailed specialist knowledge. Some of the sectors where we have particular expertise include engineering, manufacturing, construction, property, transport, medical, solicitors, insurance and financial services. A DIRECTOR LED SERVICE 4 JOHN WATERFIELD

5 WHO WE ARE A proactive service you can rely on The services you need We provide a flexible service that is tailored to your needs. We have a large, committed and talented team who deliver the whole range of financial and business advice services to SMEs of all sizes and industry sectors. A service you can trust We are here to deliver advice and services you can rely on, that are planned, considered, safe and on time. A SERVICE YOU CAN TRUST JOHN HADLINGTON A long term solution Since 1958 we have adhered to our principles of delivering the very best service, helping our clients achieve their goals and building lasting relationships. This has helped us to grow a strong and loyal portfolio of clients across the country who regularly recommend our services to others. A LONG TERM SOLUTION 5 HELEN GIBBENS

6 Poole Waterfield is one of the Midlands leading firms of accountants and tax advisers. A first class service...the service we have received and the technical input provided by their team has been first class. They took the time to get to know our business, to understand the challenges we face and to appreciate our ultimate goals Jane Matthewman, Director, Nowell Meller 6

7 Accountancy: Keeping track of your business Our accountancy services are focused on helping you to make sense of the numbers. We see it as more than just a compliance exercise, important as that is, because to us, the picture presented by the accounts is the gateway to a whole range of business strategies and opportunities. Audit & Assurance If your business needs or would benefit from an audit we can provide a service that is not only performed to high professional standards but also delivered in an efficient and cost effective way. As with all of our services, audits link in with the other solutions we can provide. We see an audit as a great opportunity to understand your business, to solve problems and realise potential. FOCUSED ON HELPING YOU WILLIAM WATERFIELD Accounts Preparation Producing your accounts quickly and accurately is important for your business, but that is only the start. Helping you to understand those figures and what they mean for your business can be priceless; whether it is identifying opportunities, avoiding potential problems or maximising tax savings, this is where we can make a difference. SOLVING PROBLEMS 7 ROBERT WORLEY

8 Management Accounts For your business to achieve its full potential you need to know how it is performing now. As useful as annual accounts are, they do not give you the up to date picture that management accounts can. We can give you regular and current reports that focus on the information you really need to help you run your business. This can be tailored to your own requirements and also provides an ideal opportunity to meet and discuss how your business is doing. Book-Keeping If keeping your books is a headache, it probably makes sense to take advantage of our specialist book-keeping service. This provides an accurate, reliable and flexible service that leaves you to focus on running your business. ACCURATE & RELIABLE GEMMA PHILLIPS Business Start-ups When you start a business you need the right advice straight away so that you can concentrate on what matters. We can help you with all the administration that goes with setting up and give you the advice you need to grow. IDENTIFYING OPPORTUNITIES 8 KARL PRICE

9 Taxation: Careful planning to help you keep more Our taxation services help to keep your affairs in order, relieve you of the burden of dealing with HMRC and help you to save tax safely and responsibly. Tax for businesses, individuals and tax planning Taking care of your tax is a key part of what we do for you. As well as helping you to comply with all your business and personal tax requirements, we can make sure that you will be prepared for the future. Our bespoke tax planning services help to limit future surprises and identify opportunities for you, your business and your family to save tax now and in the future. We can offer you these services for all areas of tax including; Income Tax, Corporation Tax, Capital Gains Tax, Inheritance Tax and VAT. We can also give you expert support in dealing with any HMRC enquiries should the need arise. VAT We can provide you with a complete VAT service that includes the completion and submission of your VAT returns and giving you expert advice on a range of VAT issues. BESPOKE TAX PLANNING EXPERT SUPPORT LISA HAWKINS 9 MANDY PREECE

10 Wealth protection If you are looking to protect your wealth and are unsure what the next step is, you may need to sit down with one of our team to discuss which of our services meet your needs. Together we will find the right solution. Whether you are looking for better returns on your capital, an independent review of your finances, an exit strategy from your business or an assessment of where your wealth might be at risk, we can discuss what you need and match them with the service that s right for you, including those provided by our panel of expert consultants and associates. Payroll Payroll is time consuming, ever changing, has strict requirements and unforgiving deadlines. Outsourcing your payroll to Poole Waterfield s specialist team is a simple, cost effective and reassuring solution for you and your business. SPECIALIST SERVICE MARGARET DAVIES A REASSURING SOLUTION 10 HELEN BAILEY

11 Financial Strategy: Imaginative solutions for growth and change As your business grows new opportunities and challenges will arise. Our financial strategy services give you all of the solutions you need to meet the changes your business will face. Growth, profit & cash improvement strategies SOLUTIONS YOU NEED Over 50 years of experience with a broad range of industries has demonstrated Poole Waterfield s strength in growth strategy and business improvement. KATIE BROOKES As a director-led firm we understand business and will strive to understand your business and aspirations in order to unlock potential. Our offering includes progressive strategies, growth and profit improvement. We will support your business with ideas, performance analysis, strategic planning, profit improvement, cash flow management. You will feel confident that your business has a new driving force. CASH FLOW MANAGEMENT 11 HELEN WATERFIELD

12 Business restructuring & incorporations Getting the structure right for your business is a key strategic decision that can have major tax and commercial implications. We can help you with all aspects of getting the right legal model and ownership structure for your business. Business sales, acquisitions, mergers & business valuations Whether you require support with a business sale, merger, acquisition or a valuation, you can be safe in the knowledge that our experience and meticulous planning will ensure they run as smoothly as possible. We can advise on due diligence, succession, valuations, selling or buying a business, tax planning, management changes, negotiations and much more. You will also have full access to our trusted consultants and associates including lawyers, commercial financiers and investment specialists. METICULOUS PLANNING Raising finance There will be times when you need external finance, either to help your business grow or to cover a funding deficit. We can work with you and one of our commercial finance associates to get the right funding package from a lender who suits your business. SALES, MERGERS AND VALUATION 12 ADAM COOPER

13 Services for Specialist Sectors We understand that whatever business sector you belong to, it will have its own unique and industry specific characteristics. We recognise that to give you the best service, we need to appreciate what makes your type of business special. Understanding what you do is a key part of what we offer. Every business is different and has individual requirements, but some sectors need genuinely specialist accountancy services; usually because they are subject to different financial reporting, taxation and regulatory rules. As a large and well established practice we cater for all types of business, but we have also developed the expertise to deliver services to many of the more specialist sectors, including the following: Solicitors Whatever the type or size of your legal practice, we can deliver a range of services that can add enormous value to your business. The services are led by one of our directors who is an acknowledged expert in the field and who formerly held senior forensic investigation positions at the Law Society. We act for many firms around the country, from the largest of regional firms to sole practitioners, and provide a range of services that include bespoke consultancy assignments to more conventional but highly tailored tax, accountancy, SRA reporting and business advice services. We work very closely with our solicitor clients to help them re-invigorate and develop a fresh focus for their business and its finances. EXPERTISE A FRESH FOCUS DAVID GIBBENS 13

14 Pharmacies We have many years of experience of dealing with pharmacies, including their sale and purchase. We are fully aware of the intricacies of VAT for pharmacies and have a detailed understanding of the industry, its opportunities and challenges. Property & Construction Whether you are a landlord, builder, property developer, architect or surveyor we have extensive experience and a thorough understanding of the issues your business faces and the services you need. The property and construction sectors have a range of tax, VAT, CIS and general business issues to contend with and we cater for them all. DETAILED UNDERSTANDING We also have a detailed knowledge of the various tax reliefs that can apply to property, including the redevelopment of derelict premises and contaminated land. Vehicles, Transport & Aviation We have a broad based and detailed knowledge of the transport sector, including car dealerships, coach operators, haulage companies and aviation. Each type of business has its own areas of speciality, and we are particularly well versed in the tax and VAT aspects, but we also have a deep commercial understanding of the sector, which makes our advice relevant. RELEVANT ADVICE 14

15 Insurance & Financial Services As well as helping both insurers and financial advisers with their general tax, accountancy and business requirements, we also assist with the compliance aspects of their businesses. We are experienced at helping to complete the relevant FCA returns and ensuring that the right figures appear in the right box. Manufacturing & Technology Working with manufacturing businesses is part of our DNA. We have long experience of all types and sizes of manufacturer and have helped them to grow and manage the complications of their industry. In addition to our conventional manufacturing focused accountancy, tax and business advice services we can help with claiming the relevant tax reliefs intended to encourage innovation, such as Research and Development credits and Patent Box. COMPLIANCE MANUFACTURING EXPERTISE 15

16 GET IN TOUCH Telephone: Address: CALL TO DISCUSS YOUR NEEDS Poole Waterfield Priory House 2 Priory Road Dudley DY1 1HH Follow Poole Waterfield Limited trading as Poole Waterfield. Registered office Priory House, 2 Priory Road, Dudley, DY1 1HH Company Number E & OE. This sales brochure does not constitute as advice in any way. 16 MEET THE TEAM