Introducing Your Accounts Team
Keep your finances in order so you can make smart decisions that boost profitability & drive growth
What You Get
Year End Accounts
Corporation Tax Personal Tax Returns Tax Planning
Our Promise To You
Specialist teams
Excellent response times
Proactive advice
A friendly and approachable service
Key Benefits
Accounts delivered quickly
Accurate accounts
Key numbers explained
Dedicated Client Manager
Pro active tax planning
Regular contact
Specialist advice when you need it
Regular newsletters
Clear and transparent billing
Everything explained
“We’ve been using Northern Accountants for over 5 years and are very happy with their responsive service and invaluable advice. For forward-thinking businesses, they are the modern accountant you need.”
Scott Clark, Think Cloud IT Solutions
Your Accounts Team
Find out more about working with Northern Accountants
1. Who will I work with at Northern Accountants?
You will be introduced to your Client Manager who will be your primary contact, although their team will also be available for support when you need it.
2. When are my year-end accounts and corporation tax return due?
Year-end accounts are typically due nine months after your company’s financial year-end, while corporation tax returns must be filed 12 months after the end of the accounting period.
3. When will you start working on my year-end accounts?
If your year-end has passed, we will start straight away by asking for you for the information we require. Otherwise we will wait for your deadline to pass and start immediately after.
4. How quickly will you turn my accounts around ?
Our aim is to have your accounts prepared and your year-end meeting arranged within 45 days of receiving your paperwork.
5. What is the purpose of Month 9 Tax Planning?
Month 9 tax planning allows us to review your financials before the year-end, identifying potential tax-saving opportunities and making adjustments to optimise your tax position.
6. How does the service support long-term financial planning?
Beyond compliance our service includes tax planning, which helps optimise your tax strategy, protect cash flow, and support your business’s long-term financial health.
7. Who will prepare my Self Assessment?
Your personal tax will be done by your Client Manager at the same time as your year-end accounts to ensure maximum tax efficiency.
8. How can this service help reduce my tax bill?
Our experts review your income sources and expenses to ensure that you’re maximising all eligible reliefs and deductions, lowering your overall tax burden.
9. Can I use this service if I’ve already started my tax return?
Absolutely. We can step in at any point to review, complete, or adjust your self-assessment, ensuring accuracy and maximising reliefs.
Email enquiries@northernaccountants.co.uk or call 0113 218 9552 to schedule a consultation or learn more about how we can support your financial needs
Do You Need a New Approach to Your Accounts?
Take this Checklist and see if moving to Northern Accountants will give you the service and solutions your business is looking for:
Communication
Do you speak to your accountant more than once a year?
Are your financial queries answered promptly?
Do you feel confident reaching out for advice whenever you need it?
Does your accountant share updates or changes in tax legislation?
Compliance & Organisation
Is your year-end process stress-free and on time?
Are you confident that your accounts are always HMRC-compliant?
Do you receive reminders and support for key tax deadlines?
Are your financial records kept organised and up to date?
How did you score?
Proactive Service
Do you get notified when your year-end passes to prepare your accounts?
Do you have a clear tax-saving strategy in place?
Does your accountant highlight opportunities to improve profitability?
Do you receive updates on all the latest legislative changes?
Value-Added Advice
Do you get Personal Tax advice to maximise your income?
Are you advised on the best ways to grow and scale your business?
Do you feel like your accountant understands your unique business needs?
12-16 ticks: You have a good level of service, but there’s always room to refine and enhance your service. Let’s explore how we can help you take it further.
8-11 ticks: Your accountant provides a level of support, but with our expertise, we can unlock greater opportunities through improved communication and proactive advice.
0-7 ticks: Your current setup is not meeting your needs. Let’s discuss how a more proactive and tailored approach could transform your business today.
Think your business will benefit from working with Northern Accountants? Call our team today to find out more
Your Finance Team
Introducing Your Finance Team
Put our Finance Team into your business and benefit immediately with experts dedicated to your day-to-day finances.
What You Get
Key Benefits
Get your time back
Reduce team costs
Expert advice and support
No more holidays or recruiting
Accurate numbers every month
Complete flexibility
Digitise Your Business
Outsourcing Your Finance Team
Your Questions Answered
1. How often do you update my books?
We typically bring your data up to date on a daily, weekly or monthly basis, depending on your business’s needs.
2. What software do you use for bookkeeping?
We specialise in Xero, where we’re certified advisors and proud winners of the Xero People’s Choice Award.
3. Can you help me move to a digital bookkeeping system?
Absolutely. We’ll set up a digital accounting platform tailored to your needs, guiding you through each step of the transition and provide all the training you need
4. Do you handle VAT returns?
Yes, our experienced team will handle all your VAT calculations, filing and liaising with HMRC when required
5. I work in the Construction sector, can you help me with my CIS returns?
Yes, our team specialise in all aspects of your CIS returns and we will taylor the service to your specific requirements
6. Can you manage payroll as well?
While payroll is a separate service, we can manage both seamlessly to fully support your finance function.
7. How does the payment process work?
Whether you are paying suppliers, your team, or HMRC the process is the same. You simply transfer the total payment amount to one account, approve the payments, and our system allocates funds to the correct invoices automatically.
8. How does the credit control service work?
We use Chaser, which integrates with Xero to automate payment reminders via email or text. It also includes secure payment links to make it easy for clients to pay you. We can also offer a fully managed service to make things even easier
9. Explain what happens in the Sales Invoice process?
We will generate your sales invoices, send them to your customers, and handle any related queries or discrepancies
10. How secure is my financial data?
Data security is a top priority, and the accounting software we use are robust, encrypted systems to protect your information.
11. How often will I receive updates on my financial records?
We provide regular monthly reports, with additional benefit of real-time updates available through Xero, ensuring you’re always informed.
12. I am currently with an Accountant and worried about the disruption moving would cause
This is understandable which is why we have a dedicated onboarding team that will take care of everything, from contacting your accountant, to moving your data, and introducing you to your new team who will look after you every step of the way
Email enquiries@northernaccountants.co.uk or call 0113 218 9552 to schedule a consultation or learn more about how we can support your financial needs
Do
You Need an
Outsourced Finance Team?
Outsourcing your finance function can unlock new efficiencies, save costs, and provide expert guidance tailored to your business. Use this quick checklist to assess whether your company could benefit from outsourcing its finance function. Score
Managing Your Finances
Are you spending too much time managing your financial tasks?
Do you struggle with keeping your bookkeeping up to date?
Are tax bills a surprise?
Is cash flow management a persistent issue?
Scaling Your Business
Do you have the processes in place to handle the growth of your business?
Have you the financial expertise you need as your business grows?
Do you struggle with accurate and timely financial reporting?
Do you know how you will fund your growth?
Resource Challenges
Is your current finance team overwhelmed or lacking specialised skills?
Are you finding it costly to maintain an in-house finance team?
Holidays causing you a problem?
Do you lack the technology and systems to make your life easier?
Strategic Considerations
Do you want to focus more on your core business activities?
Are you ready to invest in your accounting function?
Do you need flexibility in scaling your financial operations?
Do you have the financial control in place to benefit from Management Information?
Your Need to Outsource Your Finance Team
If you checked several boxes, it might be time to explore outsourcing your finance function. Contact us today for a free consultation and learn how our outsourced finance services can help your business thrive.
Introducing Your Outsourced Finance Director
Leave the guesswork behind. Usher in a transformative new era of financial insight and growth.
What You Get
Key Benefits Our Clients Say
Strategic support and guidance
Full financial visibility of your business
Customised reporting
Improved fact based decision making
Aligned business goals
Optimise resource allocation
Improved cashflow position
Peace of mind Email
Source:
“The Northern Accountants Boardview meetings provide critical insight, helping us assess, understand, and adapt to the challenges and opportunities of a growing business. While not always easy, they are the most valuable meeting each month.”
Steve Hubery | Omega Asbestos Consulting Ltd
Your Questions Answered Your Outsourced Finance Director
1. Who will be my Financial Director?
We will assign a senior team member best suited to your business based on your location, sector, and specific needs. This ensures a tailored approach to support your business effectively
2. How often will I see my Financial Director
Most meetings are held either Monthly or Quarterly. Your dedicated FD is available to field questions throughout the month and we pride ourselves on the service levels we provide
3. How often will I receive management information reports?
Reports can be provided monthly or quarterly, depending on your business needs and the level of insight you require to make timely decisions.
4. What kind of data is included in the management reports?
Our reports include key financial metrics such as profit and loss, balance sheet, cash flow, and tailored KPIs, ensuring you have a comprehensive view of your business performance.
5. Can the management information be customised for my business needs?
Yes, we tailor the data and insights to fit your specific business goals, industry, and priorities, providing only the most relevant information to help guide your decisions.
6. How can management information help me with business growth?
By providing accurate, real-time financial data, you can identify opportunities for growth, track your performance, and make strategic decisions that align with your long-term goals.
7. How often should I review my budget?
Regular reviews are recommended—monthly or quarterly—so that you can quickly adapt to any financial changes or unforeseen expenses.
8. How do you track performance against the budget?
We use detailed variance analysis to compare your actual financial performance to the budgeted figures, identifying any deviations and adjusting where necessary.
9. Will budget planning help with cash flow issues?
Absolutely. A well-structured budget will help you better manage cash flow, ensuring that you have enough liquidity to cover your business’s needs.
10. Can forecasting help me secure funding or investment?
Absolutely. A clear and accurate cashflow forecast can give potential investors or lenders confidence in your business’s financial health and growth potential.
Email enquiries@northernaccountants.co.uk or call 0113 218 9552 to schedule a consultation or learn more about how we can support your financial needs
Would You Benefit from our Financial Director Service?
Assess your current financial management practices with this checklist:
Strategic Leadership
Do you have clearly defined long-term goals for your business?
Are you regularly reviewing and adjusting your strategies based on performance?
Customised Solutions
Is your current financial strategy tailored to your unique business needs?
Are you prepared to adapt your financial solutions to changing business conditions?
Proactive Approach
Do you engage in strategic planning sessions to forecast future trends?
Are you utilising tools to anticipate potential challenges in your market?
Enhanced Financial Visibility
Do you receive regular reports that provide insights into your financial position?
Are your performance metrics easily accessible and understandable?
Improved Financial Performance
Are you conducting regular budget reviews to align financial resources with goals?
Do you track key performance indicators (KPIs) to measure success effectively?
Long-Term Support
Do you have a roadmap to assess for business growth and transition planning?
Have you considered succession planning or exit strategies for your business?
How much would you benefit from an Outsourced Financial Director?
1-4
5-8
9-12 checks: Close to a fully optimised Financial management system but with scope to improve. A consultation with a Financial Director will show you how
Think you will benefit putting an Outsourced Financial Director into your business? Call our team today to find out more
Boardview by your CFO
Boardview by your CFO
With an outsourced CFO working at the heart of your business you will get proven expertise embedded into your senior management team.
What You Get
Key Benefits
Director
Enhanced
Boardroom
Accountability
Customised
Maximise
Accelerate
Long
A strategic framework to take your business to the next level
Your CFO Experience
“I had the pleasure of working with Graeme and Phil as part of their CFO program. They had an incredible understanding of my industry and business and were very helpful in forming plans and goals for the next journey within the company.”
Gareth Hardwick, JPT Roofing
Ltd
Boardview by Your CFO
Find out more about how our outsourced CFO service works
1. How does the strategy day work, and what should I expect?
The strategy day is an immersive session where we assess your current position, define your goals, and create a strategic roadmap, all tailored to your business vision.
2. What can I expect from each quarterly Boardview meeting?
Each review includes a detailed financial analysis, progress updates on your goals, risk assessments, and tailored action plans to drive your business forward.
3. What if I need additional support between meetings?
Your CFO is available to provide support and advice as needed, ensuring you have guidance to navigate any challenges that come up between sessions.
4. How will this service help me grow my business?
We provide strategic financial advice and planning that aligns with your business goals, helping you expand in a financially sustainable way.
5. How detailed is the financial forecasting?
Our financial forecasting includes profit and loss, cashflow projections, revenue estimates, and break-even analysis to give you a complete view of your financial future.
6. How does this support my long-term goals, like exiting the business?
Quarterly reviews keep your exit strategy and long-term objectives aligned, ensuring that each decision made supports the ultimate vision you have for your business.
7. What type of funding can you help me secure?
We can assist with a wide range of funding options, including bank loans, government grants, investor funding, asset finance, and alternative finance solutions.
8. How do you ensure the funding options are suitable for my business needs?
We conduct a thorough analysis of your financial situation, business goals, and cashflow to match you with funding options that best align with your specific requirements and long-term objectives.
9. Is this service suitable for businesses of all sizes?
Yes, whether you’re a small business looking to expand or an established company ready to scale, our service is tailored to your specific growth needs.
10. What types of projects are included in ad-hoc CFO support?
Ad-hoc projects cover a wide range of strategic and financial services, including tax planning, remuneration, restructuring, and support with complex transactions.
Email enquiries@northernaccountants.co.uk or call 0113 218 9552 to schedule a consultation or learn more about how we can support your financial needs
Is Boardview by Your CFO Right for Your Business?
Complete the checklist below to determine the benefit an Outsourced CFO could have on your business:
Strategic Planning
Do you need help creating simplified plans or monthly updates to keep your team focused?
Would detailed forecasts and budgets improve your decision-making?
Do you need to create a new growth strategy in order to scale your business sustainably?
Operational Needs
Do you have a clear business vision, but need guidance in turning it into actionable strategies?
Would a structured framework and regular reviews help you stay on track with your goals?
Are you seeking ways to optimise your processes and reduce costs?
Ongoing Support
Would regular performance reviews and KPI tracking help you achieve your goals?
Do you want a hands-on CFO who is actively involved in decision-making and strategy execution?
Would support with funding or asset finance strengthen your cash flow?
Exit Strategy
Are you considering a business exit, such as a sale, merger, acquisition, or succession?
Would guidance on exit planning, including buyer identification and negotiations, benefit you?
Do you want to maximise the value of your business during a transition?
How much would you benefit from an Outsourced Financial Director?
1-4 checks: Several improvement options exist to meet your business goals. A CFO consultation would allow you to explore the final options to complete your strategic plan
5-8 checks: Your business is in a position where an Outsourced CFO would facilitate the implementation of the necessary solutions to deliver on a comprehensive business plan
9-12 checks: You currently have a significant gap between your business needs and the strategic framework you have in place. Putting Boardview in will provide the foundations you seek
Think you will benefit from putting an Outsourced CFO into your business? Call our team today to find out more