FIXED FEE PHILOSOPHY
In every business “cash is king” and we will encourage you to do everything you can to keep on top of your cash flow.
That’s why our fixed fee philosophy ensures no surprise invoices or extortionate bills that your business can’t afford. We work with you to agree a bespoke package to suit your individual needs, agree a monthly fee and that’s it! Simple. As it should be.
Every business is different and when we understand your needs we can provide exactly the services you require for an agreed fee. Our services fall into the following categories.
ANNUAL ACCOUNTS AND COMPLIANCE
- Limited Company accounts prepared
- Sole Trader/Partnership accounts
- Corporation tax computations
BOOKKEEPING AND PAYROLL
- Monthly, quarterly or annually – it’s your choice
- Invoices entered and bank accounts reconciled
- Purchase and sales ledgers reconciled
- Unlimited support and assistance
- VAT returns
- Debtor chasing
- Weekly or Monthly payroll
- RTI Returns
- Auto enrolment
SOFTWARE SETUP AND TRAINING
- Quickbooks Online
- Free Agent
- Receipt Bank
- We can advise on the best software package to suit your business, complete the setup and provide the initial training
- Accounting adjustments to give a true reflection of your profit/loss to date
- Management Accounts
- Regular meeting to discuss business performance and possible areas for improvement
- Unlimited support and assistance
- Key Performance Indicators (KPIs)
- Easy to understand reports
- Dedicated senior level resource for your business
- Business planning
- Financial modelling
- Cash flow planning and forecasting
- Financial controls review
- Business turnaround – business doctor service
- Bespoke solutions for your business
Get up to date
Many clients have a need for a “catch-up” project to get their books and accounts up to date. We will agree with you a plan to complete the project at the outset and agree a fixed price. Interest free credit is available for these projects – please ask for further details.
Easy Switch to Lilley & Co
With our easy switch service we will contact your outgoing accountant and do all that’s necessary for a seamless transition. As a client you don’t need to do anything but continue to run your business whilst we sort out the details.
We make the most of technology and use either Quick books online or Xero accounting packages to maximise efficiency. We can also show you how to process your receipts and invoices easily with the use of a smartphone. Imagine that? No more disorganised bags of receipts and invoices to worry about.
We can advise on the best software package to suit your business, complete the setup and provide the initial training
Trudi Lilley (ACMA, CGMA)
Trudi is a qualified accountant with over 20 years experience in both the UK and Guernsey.
Trudi feels it is very important to take a commercial approach to accountancy, never to just churn out numbers but always to question how the results could be better, what could be done to improve product margins, reduce costs and increase cash flow.
Lilley and Co was founded in 2014 with a clear vision to provide first class financial support at an affordable cost to small and medium sized businesses.
Adam has worked in the finance industry for over 10 years and is a QuickBooks online and XERO certified PRO advisor. He takes care of our client “onboarding” and will provide the training required to get you up and running.
Adam works as part of your team and is always happy for you to call him with any problem no matter of size.
Fiona is a part qualified AAT accounting technician with plenty of book keeping experience in both desk-top and online accounting packages.
Joe Waterman BSc(Hons) FCCA CTA
Joe is a Chartered Tax Adviser and Chartered Certified Accountant with 14 years accountancy experience. He is a tax specialist with a broad knowledge of both the UK and Guernsey tax systems. He is also an experienced data analyst with a degree in Operational Research and experience working in the field of data mining and predictive modelling.
Andrew is a qualified accountant and finance professional (ACMA & CGMA) with over 30 years working in a finance environment and qualified for over 25 years. Experience as both Head of Finance & Finance Manager with a proven track record in private, public (not for dividend) and charity sectors, including FMCG, manufacturing, leisure and customer service environments. Andrew has worked in SME’s and business units as part of a larger organisation. He is a skilled business information analyst with strengths in identifying opportunities through trend analysis and in improving data process and reporting and also has experience in both management, financial and statutory accounting.
Michelle is a Chartered Accountant (ACA) who trained in an independent accountancy firm. Prior to Lilley and Co, Michelle worked for eight years in an accountancy practice and over ten years within a growing company as a hands-on Financial Controller.
We were more than happy with your work and assistance and would be happy to use you again next year.
We have already started handing out your name in recommendation.
I just wanted to say that it has been a pleasure to work with you and that I finally feel that we are getting to a much better place accounts wise. This has been a source of great stress for me for months as I was struggling to find the right people on top of my capabilities in this department being limited. I feel the work you have done to date has been very very good.
You have helped us make a huge amount of progress, you ask all the right questions, look into everything for which I am hugely grateful.
Just wanted to let you know that I was really touched by you guys making such an effort and going the ‘extra mile’ in getting me sorted out, I really appreciate it as I have so much going on at the moment with the business and move next week too!