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Our Services

Here is a comprehensive list of services we provide. Only the ones you choose will be quoted for, but it might be useful for you to know exactly what we have to offer your business, now and in the future.

Financial Controller Services

Annual Accounts & Tax Return

If you are a limited company then you are required to prepare statutory accounts and a corporation tax return annually and submit these to companies house and HMRC respectively. 

VAT Returns

We can prepare and submit your quarterly VAT Returns meaning that you'll be well aware of your VAT liabilities . We can also run a monthly  VAT calculation to keep you informed and up to date on your VAT.

Payroll: Fixed & Non-Fixed

We can prepare your monthly payroll with HMRC and provide you with payslips for your employees. We can deal with all your pension administration and, once calculated, we will inform you of your pension and PAYE obligations.

P11d's

If you provide benefits to your employees such as cars, private medical insurance, gym memberships etc. Then we can prepare and file the annual P11d for you.

Directors Tax Return

Along with preparing the company accounts and tax returns, we will also prepare your personal Directors tax returns. These are required to declare your income (salary and dividends) for the year.

Bookkeeping Services

Stock

Based on your monthly stocktakes we can post opening and closing stock balances that show any increase or reduction in value. This will help you monitor what are your best selling items and provide other information such as seasonal changes to sales.

Invoicing

If you need us to we can raise and send your invoices, based on information supplied by yourselves. If you have your invoicing under control, or you’re a cash based business, then we will deal with entering all your income on to the system, breaking your sales down into as much detail as you need.

Debt Collection & Client Relations

Some clients require a little more managing than others when it comes to settling your invoices. We can follow them up professionally and sensitively whilst maintaining excellent client relationships. 

Posting Purchase Invoices

We will work with you to find the easiest way for you to get your purchase invoices to us, including use of some of the new apps that are available (these will carry a cost implication with them but this will be fully costed into your quote). 

Supplier Payments & Relations

Once your purchase invoices are entered, and you have seen the creditors list, we can arrange to make payments to your suppliers via your online banking. If you would prefer to make the payments yourself then we will provide you with an up to date creditors list once we have run your month end.

Staff Salaries & Expenses

We can make the monthly payments for salaries, pension and PAYE obligations when they are due. Again, if you prefer to do these yourself, you will be provided with up to date monthly figures from which to make payments.

Bank Reconciliation

In order to ensure your accounts and our reports are up to date, we will reconcile your bank statement with your transactions to ensure everything has been recorded. Once we have run your month end your reports will be completely accurate to then end of that period.

Managing Assets

We can manage your assets and their depreciation etc whilst keeping you informed of the current value. We can also manage any asset purchases and sales so that they are accurately reflected in your accounts.

Personal Tax Services

Personal Tax Return Submissions

We can prepare and submit your personal tax return, calculating your tax bills and advising you on how much tax to pay and when. We follow a documented process when it comes to completing your tax return to avoid any errors.

All Neccessary Sections Reviewed & Included

We can review all documentation and information that you provide to accurately complete and file all sections necessary for your personal tax returns, including but not limited to: Employment, Dividends, Interest, Pensions, Property, Capital Gains, Self Employment, Partnerships, Aid & Benefits etc.


There are a number of accounting software packages on the market, but we use Sage, Quickbooks and Xero. We will discuss with you the best package, depending on what you need it to do, and get it all set up with secure access not only for us and your accountant, but for you as well if you would like.

There are also apps available that allow you to send invoices and receipts electronically. Again we will discuss with you whether this is something you need and if not we will make other arrangements.
 
Obviously all these systems come at a cost that is usually a monthly subscription. Any subscription costs will be built in to your quote so again there wont be any surprises. 

Contacts

E: info@dales-finance.co.uk     
P: 015242 41807

Useful Links

ICO
GOV.uk
Companies House