Case Studies

There are many situations where we have helped clients. These are just some of them.

Client 1

We set up a client accounting records on QuickBooks (cloud based accounting programme). On a monthly basis we update accounting records onto Quickbooks where client can see up-to-date financial information. Preparing VAT returns has become quicker which has helped the client. Using cloud based software has helped the client's business e.g sending out the invoices quickly, linking with bank accounts make it easy to check the outstanding invoices.


Client 2

We are helping various clients getting ready for Making Tax Digital (MTD). We are helping clients make a decision as to their choice in accounting packages, setting up on new accounting packages and training. We are helping various clients to become prepared for MTD.


Client 3

The client had problems in linking the bank to Xero which we helped sort out.


Client 4

The client, a consultant, came to see us having fallen several years behind in his tax affairs. He was concerned about the daily penalties which HM Revenue & Customs were threatening to implement. Within two months we had prepared business accounts for several years and brought his tax affairs up to date. We are now looking at tax planning and helping him to minimise his tax affairs for the future.


Client 5

This client is in business as a motor garage and brought into our offices his accounting papers in carrier bags. From the sales invoices, purchase invoices, petty cash receipts, bank statements etc in the carrier bags we were able to do the bookkeeping and prepare his accounts. We have recommended a simple bookkeeping system to him for the future.


Client 6

This client is a not for profit organisation and we prepare monthly management accounts and monthly cash flow forecast as well as helping with the preparation of the year-end financial accounts. The chairman finds the monthly management accounts and cash flow forecasts invaluable and is able to plan her expenditure so as to avoid any cash flow problems.


Client 7

This was a new client who set up a garden business, when we prepared the accounts and prepared the tax computations he had made a substantial trading loss. As he had been previously been employed (based on current tax legislation) we were able to obtain a substantial tax refund for him.


So how can we help you?

Michael A. Markham FCA FCCA
A.M. Accountants Limited