Office

Think of us as your Secretary or Personal Assistant, available to help you to free your time to concentrate on the important elements of your business. Services include:

  • Typing and formatting reports and documents
  • Word and Powerpoint templates
  • Design, update and maintain Excel spreadsheets
  • Database management, data entry and data cleansing
  • Co-ordinating meetings and conferences
  • Minute taking at meetings
  • Assisting at trade fairs and exhibitions
  • Research projects
  • Ad-hoc project work
  • Advice and assistance with personal budgeting and money management

Clerking

We are experienced and professional Clerks supporting Governing Boards, Interim Executive Boards and Academy Committees at Schools and Academies. Services include:

  • Preparation of agendas and liaising with the Chair and Principal
  • Liaising with those preparing supporting papers
  • Distributing agenda and supporting papers
  • Attending meetings and taking accurate minutes
  • Drafting and finalising meeting minutes ensuring actions and challenge are clearly identified
  • Attend and take minutes for Pupil Disciplinary (Exclusions)
  • Ensuring meetings are quorate, recording attendance and maintaining an attendance record

Accounting

Providing a range of accounting services for the self employed sole traders and partnerships, administered by our qualified and licensed Accountant. Services include:

  • Self employment registration
  • Self assessment tax returns for sole traders and self employed partnerships
  • Sole trader and partnership Profit & Loss accounts
  • Reviewing income and expenses
  • Record keeping and legislation
  • Understanding business expenses
  • Advising on key filing dates and self assessment deadline
  • Advising on Income Tax and National Insurance payments and deadlines
  • HMRC Agent approved to provide services to the self employed

 

If we have not mentioned a service you or your business requires, then please email us and we may be able to assist.

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