One-off review accountant reccomendations

[MrC]

He can also introduce the OP to a former client for dating advice.

Didn't realise i'd posted this in General...

[northernladyuk]

Get back in touch with Darren Upton. I'm sure he'll be grateful for the work.

He can also introduce the OP to a former client for dating advice.

[Maslins]

You will be lucky to find someone who will take you on and do this for a one-off, one-hour fee.

Before we can give you advice, we have to complete ID checks, have you set up as a client on our systems so we can bill you, carry out anti-money laundering (KYC) paperwork and have you sign an engagement letter.

That is a lot of setup work for a one-off, small fee.

Why not just speak to the accountant who already does your year-end work?

This would be my view. In addition to the above an accountant often can't answer a question on what's best without knowing a fair bit of the history, your future plans, as well as get their head around other relevant numbers for you/the company.

[MrC]

IMO you should create a new account on here, create a thread asserting that you know the best plan and outline it, then sit back and wait for the accountants to correct you for free

Sprung!

well i would be if i actually had stated my plan.

[MrC]

Find a specialist contractor accountant who offers a free introductory meeting and see what you can get out of them.

Like your style

[MrC]

You honestly think you are going to get all that in an hour?

Well if it just turns out to be things that are known the its a case of yes, yes move along. And if not and it spills to 2 or 3 hours then I'll have learnt something useful. But I'd say an hour would be a good amount of time to cover things in sufficient detail to determine whether there was further advice needed.

And yes Mr Upton probably could use the work...I bet he's cheap nowadays.

[northernladuk]

Get back in touch with Darren Upton. I'm sure he'll be grateful for the work.

[pr1]

IMO you should create a new account on here, create a thread asserting that you know the best plan and outline it, then sit back and wait for the accountants to correct you for free

[craigy1874]

You will be lucky to find someone who will take you on and do this for a one-off, one-hour fee.

Before we can give you advice, we have to complete ID checks, have you set up as a client on our systems so we can bill you, carry out anti-money laundering (KYC) paperwork and have you sign an engagement letter.

That is a lot of setup work for a one-off, small fee.

Why not just speak to the accountant who already does your year-end work?

[kaiser78]

You honestly think you are going to get all that in an hour?

I guess it depends on what level of detail is required to go into, but I would say 1 hour would cover it sufficiently.

[northernladyuk]

Find a specialist contractor accountant who offers a free introductory meeting and see what you can get out of them.

[northernladuk]

You honestly think you are going to get all that in an hour?

[MrC]

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:

• 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?