case study

Another business owner came to us with concerns about lack of tax efficiency and poor financial visibility under their previous accountant and bookkeeper. They suspected that they weren’t benefiting from all available tax reliefs but felt left in the dark about their financial position.

As part of our onboarding process, we conducted a three-stage review to determine whether a full restatement of accounts was necessary. During this assessment, we uncovered:

A client initially engaged us for a straightforward Capital Gains Tax (CGT) calculation related to the sale of shares in their family business. After an initial consultation, we determined the potential tax liability they would face upon selling.

A prospective client approached us, frustrated with their current accountant and bookkeepers. They suspected that transactions weren’t being processed correctly and that categorisations were inaccurate.

As part of our onboarding process, we conducted a thorough historical transaction review to identify and correct any misclassifications. Our investigation revealed that rental payments had never been categorised correctly, resulting in missed VAT claims.