Remote Tool

We are now able to offer our customers remote support. Please contact the office number who will provide you with the necessary details for the remote support. You will be asked to download a tool, please click HERE to access the tool

 

Our Services

Accountancy

Services provided include the preparation of annual accounts for Sole Traders, Partnerships, Limited Companies, Limited Liability Partnerships, Clubs and voluntary organisations.

Larger concerns may also require regular management information, including management Accounts, budgets, costings and forecasts. This information is essential for confidently reaching vital decisions in this competetive environment

Taxation

Ballance and Lowbridge regularly provide assistance and advice with regards to the following:

  • Income Tax for individuals and businesses
  • Corporation Tax
  • Capital Gains Tax
  • Value Added Tax
  • Pay As You Earn / CIS
  • Inheritance Tax

Consultancy and Business Advice

Services provided include:

  • Preparation of Business Plans for the purpose of raising finance or for the provision of structured planning
  • Providing Cash Flow and Profit Forecasts
  • Assisting with the establishment of budgeting and costing systems
  • Valuation of businesses
  • Sage Training. We have the facility to provide remote support but we can supply individual assistance at your premises or our offices

Company Formation and Secretarial Services

We will advise on the benefits and disadvantages of limited liability status. If a limited company is required we can form this for you, usually within 2 or 3 working days. If required, we can provide Company Secretarial services, together with Registered Office facilities.

Where appropriate we can then assist with the registration formalities for Corporation Tax, Value Added Tax and Pay As You Earn.

Financial Planning

It is important that your respective advisers are acquainted and in accord with your needs and requirements so that your advice from all sources is similarly targeted. We, at Ballance and Lowbridge are therefore happy to work alongside your bank, solicitor, pension advisor or other professional to ensure that you receive correct and co-ordinated advice.

Where you do not have an adviser in a specialist area we can recommend and introduce you to an expert, known by us and considered suitable.

Outsourcing

Stuart Ballance and David Lowbridge recognise that many small businesses do not have the facilities or the staff to prepare adequate books and records. Consequently, we can help in the following ways:

  • Advise you of your needs and obligations and how best to meet these
or
  • Help you establish an adequate bookkeeping system and provide training where necessary
or
  • Prepare your books for you

or

  • Assist you in appointing a suitably qualified bookkeeper.

We will recommend suitable Accounting software if required and, as Sage providers, obtain and install any software for you.

For those clients who do not have the time or the relevant experience to prepare wage records and comply with the ever increasing PAYE regulations, Ballance and Lowbridge provide an efficient payroll bureau service. We will maintain your salary records, providing payslips for your staff, inform you of the tax and insurance to pay and complete Employer's Annual returns. Your employees will be provided with forms P60 and P45 where applicable and we will advise and supply forms P11d in respect of benefits in kind.

Clients who are engaged in the Construction Industry may wish to take advantage of our CIS compliance service. We will complete all monthly returns and submit them electronically to HM Revenue and Customs.

Value Added Tax is an increasingly complex subject and many clients prefer to avail themselves of our VAT service. We will complete your VAT Returns and submit them electronically.