So my current set up involves doing all of the bookkeeping via freeagent and then getting an accountant to do the end of year stuff. I've used a couple regular monthly fee accountants in the past so am familiar and confident with the day to day stuff. I'm pretty happy with this arrangement as while it's a bit more work its very cost effective and it means I actually know and agree with the figures I'm reporting. I'm not looking for views on this arrangement or to change it.
What i would like is to have a 1 off review of a few areas I've identified to ensure I've got the optimal strategy regarding for things such as:
Some of this is creeping into the IFA/financial planning space with things like long term plans and pensions. Ideally I'd speak to an expert who can cover both areas with a high level of knowledge. (i wouldn't consider the year end accountant suitable)
I suspect a lot of it won't teach me anything new but figure it's probably worth an hour or so of someones hourly rate to confirm and rest easy.
Has anyone had any such 1-off reviews before? How did they go?
Are there any accountant recommendations or accountants on here who would offer such a service?
What i would like is to have a 1 off review of a few areas I've identified to ensure I've got the optimal strategy regarding for things such as:
- best way to extract money from the company
- Dividend level now reduced £2k div allowance
- Pension Vs retain profits and ER
- Flat rate scheme
Some of this is creeping into the IFA/financial planning space with things like long term plans and pensions. Ideally I'd speak to an expert who can cover both areas with a high level of knowledge. (i wouldn't consider the year end accountant suitable)
I suspect a lot of it won't teach me anything new but figure it's probably worth an hour or so of someones hourly rate to confirm and rest easy.
Has anyone had any such 1-off reviews before? How did they go?
Are there any accountant recommendations or accountants on here who would offer such a service?
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