Egan Roberts joins national network of Handpicked Accountants

We are delighted to announce that we have been selected to join the UK’s most reputable firms on the Handpicked Accountants website.

As a leading accountancy firm in Ribchester, Lancashire, we have been recognised for our personalised customer service and specialist knowledge of the industry. Established in 1986, our team of chartered accountants and business advisors have developed our services over the years to embrace technology.

We specialise in delivering our services to start-ups, academies, medical professionals, manufacturing businesses and SMEs.

As a registered auditor, we also carry out audits for a number of businesses across the country.

Our services include bookkeeping, VAT returns, tax planning, tax returns, payroll and accounts management using cloud based software, Xero.

The team at Handpicked Accountants choose only the strongest performing accountancy firms to participate in their network. Handpicked Accountants features specialist firms which have been tested for reliability and knowledge, filtered down to location to make the online customer journey more efficient.

As a provider of Xero accounting software, we can ensure that you have 24/7 access to your accounts from any device. The shared dashboard will also mean that you will be able to view the same financial data as your accountant. Xero is compatible with Making Tax Digital so you are able to complete VAT returns and submit other financial documents directly to HMRC.

David Tattersall, Head of Client Relations at Handpicked Accountants, said: “After careful consideration, we are really excited to announce that Egan Roberts is now part of the Handpicked Accountants family. The team have years of experience dealing with small business owners, so you can be reassured that the Ribchester based business can be depended upon.
“We aim to simplify the process to source a local accountant which fits the bill in terms of trust, reliability and high service standards. The Handpicked Accountants website makes it easy to filter for accountants in your local vicinity, helping you take control of your financial affairs.”

Our profile can now be viewed on the Handpicked Accountants website.

If you would like more information about our services, an initial meeting and quotation free of charge with no obligation then call us on 01254 583515, email accounts@egan.co.uk or complete the form below.

Make your list and check it twice!

The Christmas markets opened this week, but what about January? You might not be thinking about it yet but your accountants are!

While your children sit down to start their lists to Santa, you should join them and complete your tax return checklist.

Running your business and planning Christmas leaves little time for all of that admin work…but the tax return deadline at the end of January will be here before you know it.

Complete your list now and you’ll have one less task to think about!

Not sure where to start? Here’s a simple list to help you on your way.

 

  1. Employment income
  2. Employment benefits e.g. car benefit
  3. Pension income
  4. Interest income
  5. Dividend income
  6. Property income and expenses
  7. Trade income and expenses
  8. Child benefit received
  9. Charitable donations
  10. Pension contributions

 

Read more on self-assessment here.

Every checklist is unique and personal to you. So if you would like some help or advice on completing yours, contact us on 01254 583515 or fill out the form below and we’ll get back in touch with you as soon as possible.

Who you gonna call? Egan Roberts!

 

Don’t get spooked over starting up your business this Halloween. One of our specialisms here at Egan Roberts is working with start-up businesses to help you succeed without the nightmares!

 

Whether you’re at the very beginning of your journey or part way through and think you could use some extra help, we’re here for you.

 

Here are some essential tasks that you might not have thought about yet:

  • Inform HMRC that you are trading
  • Register for self assessment
  • Begin your record keeping, however small you think that receipt is
  • Appoint your accountant
  • Decide the legal structure of your business
  • Set up a business bank account
  • Ensure your software us compatible with Making Tax Digital

 

At Egan Roberts we have experience in multiple accounting softwares and we are all Xero Certified Advisors.

 

If you’re unsure about what records you should be keeping, read our blog here.

 

For more information on Making Tax Digital we have the following blogs available to explain it without the jargon:

 

If you would like to discuss your new business further, please call us on 01254 583515 or visit our website to book a free meeting.

You became a doctor to be a doctor, not to run a business.

Whether you’ve had your practice for some time or you are just starting out, helping patients and taking on all the admin that comes with running a business by yourself is a big task; it might even feel impossible at times!

 

One of our specialisms here at Egan Roberts is acting for businesses in the medical profession so you have more time to focus on what you wanted to do in the first place. However, we do need a little bit of help from you!

Separate your finances

It’s really important that you keep your practice and personal finances separate by having a business bank account.
With Making Tax Digital coming into force soon, you should also consider investing in compliant software now. Read more on those here. We are all Xero Certified Advisors at Egan Roberts but have experience in various different software.

Use your software

Don’t just input invoices and receipts blindly. Use the reports available to have a good idea of how your business is performing; ideally on a monthly basis. We can guide you on the best reports to use and what they mean. If you outsource your bookkeeping, you should still be aware of this.

Why do you need our help?
  1. We keep up to date with the ever-changing tax laws to ensure you pay the correct amount. You’ll no longer need to worry whether you’ve filled out your tax return correctly!
  2. We are able to look at the big picture of your business and advise you where you can improve or make savings.
  3. We can advise you on future plans – whether that be business growth or retirement strategies!

 

Want to know more about how we can help you and your business? Call us on 01254 583515 or email steven@egan.co.uk to arrange a free, no obligation meeting with us.

Contact Us

We are looking forward to your speaking with you and helping you with your accountancy and financial needs.