The right starting point depends on what you need help with now. You might have records to organise, figures you want explained or a decision that requires a financial plan. EPOS Accountancy provides bookkeeping, management accounts and CFO support, with responsibilities and outputs agreed for each engagement.
You can discuss a focused service or a combination. We review the information available and identify the work needed before proposing scope and fees. The aim is to give you a clear understanding of what the engagement will deliver and what your team needs to supply.
Bookkeeping supports the financial records behind your reports. A scope can identify the transactions processed, accounts reconciled and queries raised. You provide documents and explanations through the agreed routine.
Management accounts bring financial information together at an agreed frequency. The pack can include a profit and loss report, balance sheet, comparisons and commentary where stated. Profit and loss reporting can be considered as a focused part of that reporting scope.
Cashflow forecasting can help you examine expected receipts and payments using documented assumptions. It may form part of reporting or CFO support, with the horizon and update arrangements agreed.
Outsourced CFO support can involve budgets, financial scenarios and recurring reviews. A defined project may suit one decision, while recurring support can provide a regular planning discussion. Business decisions remain yours.
Tell us about annual accounts, tax, VAT, payroll, company administration, startup or software needs. We agree the preparation, review and submission tasks included in your service, with specialist questions scoped separately where needed.
| Requirement | Page to explore | What to confirm |
|---|---|---|
| Year-end work | Annual accounts | Preparation, approvals and filing scope |
| Tax questions | Tax and capital gains tax | Accepted subject and specialist capability |
| Routine reporting obligations | VAT and payroll | Processing, submissions and authorisation |
| Company administration | Company secretarial | Specific tasks and responsibility |
| Business setup | Startup support | Financial setup and any separate advice |
| Systems and workflows | Software support | Platform compatibility and accepted tasks |
A hypothetical small agency might begin with bookkeeping, add monthly reports as costs become harder to track, and later commission a forecast for a hiring decision. Another business may only need one defined project. These examples describe possible arrangements rather than packages every business should buy.
We start with an enquiry, review requirements and records, then agree scope, responsibilities, fees and timing. You supply complete information and approvals; we provide the accepted outputs and raise queries within the agreed process. Additional work or significant changes require a clear agreement.
When comparing small business accountants, ask about the work included, relevant qualifications, communication arrangements and information deadlines. When comparing accountancy services in the UK, use those practical criteria to assess whether a proposal meets your needs. Confirm specialist suitability for the specific task you need.
Tell us what is taking time or which financial question needs attention. Request a scope and quote, or review the pricing calculator explanation for an illustrative starting estimate.
Accountancy services include a range of professional solutions such as bookkeeping, tax preparation, payroll management, and financial reporting. Whether you are an individual, freelancer, or business owner, professional accountancy services help you maintain accurate records, comply with tax laws, avoid penalties, and make informed financial decisions. The agreed service should clarify who prepares, reviews and approves the work, and which responsibilities remain with you.
An experienced accountant can help your business save money by identifying tax deductions and credits, improving cash flow management, reducing costly errors, and providing strategic advice to increase profitability. Accountancy services also streamline administrative tasks like bookkeeping and payroll, freeing up your time to focus on growing your business.
Bookkeeping involves recording daily financial transactions such as sales, purchases, receipts, and payments. Accounting takes bookkeeping data a step further by analysing, interpreting, and presenting it in the form of financial statements, management reports, and tax returns. While bookkeeping keeps records organised, accounting provides insights and guidance for strategic decision-making.
Accountancy services are valuable for individuals, sole traders, small and medium-sized businesses, limited companies, freelancers, and non-profit organisations. Whether you need help with tax compliance, payroll, business planning, or financial reporting, professional accountants offer tailored solutions to support your goals and ensure you meet your legal obligations.