Build your package from our menu to success…

these products may just be the missing piece to your business journey jigsaw

Getting Things Started

Let’s get you set up and raring to go!

Support with business & Tax setup and changes in business structure

Self-Assessment Registration

Company Formation

Company Incorporation

PAYE Registration and Pension Regulator Compliance

NEST Pension Setup

VAT and MTD Registration

App Advisory

Let us help you find the “stack” that suits you best! A stack is essentially a group of apps, hand-picked to allow you to run your business efficiently and effectively. Whether that be handling your cashflow with “Go Cardless” or having a clear overview of your business using “Xero”

Xero Set-Up and Training

We will take the stress out of your Xero setup. We will get all your opening balances correct on the system, get your bank feed streaming, design a specific Chart of Accounts within Xero and get you up and running. We also offer EOG XERO training packages which contain E-learning materials, a Q&A session, and ongoing support.

The Essentials

All the products you’d expect from an accountancy practice,
delivered with extra care and attention


In order to ensure you have up-to-date lists of receivables and payables and up-to-date financial reporting, we’ll log in to your Xero accounting system and reconcile the bank transactions so you can rely on the accuracy of the information.

Purchase Ledger Assistant

We will set up a Hubdoc account for you allowing you to take pictures of receipts, scan receipts or e-mail them directly into the system….. that’s your part done! We’ll then log in as regularly as you like, review your data and post it to the correct accounts in your Xero accounting system, so your payables list is always up to date, and we’re ensuring up to date reporting.

Sales Ledger Assistant

We will review and reconcile your outstanding invoices, chase up bad debts and get your money into your bank account as soon as possible, chasing invoices using an agreed schedule for each customer!

MTD VAT Returns

We will prepare and submit your VAT returns well in advance of the HMRC deadlines so that you can plan for your VAT liabilities and so that you keep the VAT-man happy! We’re not just filing a bunch of numbers though; we take a 7-step approach to our VAT Returns service, ensuring accuracy every time.

Payroll and CIS

Making your payroll obligations simple, keeping you compliant, and helping you go paperless! We’ll handle the monthly preparation and filing of the company payroll to HMRC and providing payslips to employees.

Business Accountancy and Taxation

We will produce Accounts ensuring that we adhere to the relevant Accounting Standards. On the production of finalised Accounts, closing Balance Sheet items will be reviewed and reconciled and updates posted to Xero.

After the production of the finalised accounts, we will review your business’s performance, discuss relevant accounting ratios and compare annual performances, allowing you to reflect and plan for your next steps forward. We also produce all business Tax Computations, maximising Capital Allowance Claims, completing and submitting Corporation and Partnership Tax Returns.

Personal Tax Returns

Preparation and online submission of your Personal Tax Return, calculating your tax bills and advising you on how much tax to pay and when; completing a Personal Tax Return is not just form filling – we follow a 10-step process in order to complete your personal tax return for you, ensuring all allowable reliefs have been claimed.

Taking You To The Next Level

We love to deliver the cherry on the cake!

Cashflow Forecasting

We believe that every business should have a 3-year financial budget to plan where you want to be heading. This gives direction to you and the entire team as to what the business is trying to achieve so you are all working in sync.

We’ll also create, manage and update a rolling 12 month 3-way forecast of profit & loss, cash flow, and the balance sheet so you always know what the future financial performance and position of the business looks like, based on what we already know today (committed sales and costs). This is about bringing the future into the present so you can do something about it.

Management Accounts

Rather than a set of accounts just once a year, you receive a fully reconciled set of accounts each month or each quarter, with a report pack containing your Profit & Loss account, Balance Sheet, Aged Debtors & Creditors, Cashflow Summary and an Executive Summary giving you the top-level information.

We can also add in any further reports required (budget analysis, departmental reporting etc). Alongside the report pack, the main value we add is our analysis and commentary on the monthly or quarterly performance, as your external trusted advisers.

Tax Planning Reviews

A lot of accountants will wait until after the end of the year to advise on tax. This is too late! We implement our Pre-Year End Tax Planning Review 3 months before your year-end so we can start making a real impact and minimise the tax that you have to pay.

Company Secretarial

Save time, get it right, and avoid unwanted correspondence with our Company Secretarial Service!

Ongoing Support

Get the best in ongoing Xero, Tax, HR, Financial and Legal support. With our partners at Croner-i and the vast professional network that we have built around us, you are in safe hands.

© 2022 Edwards of Gwynedd.

Company number: 11869264

VAT number: 344558189

ACCA Membership number: 3698739

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