Bespoke solutions for your professional practice
As a professional practice you are unique. We listen to your issues and challenges. Drawing on our expert specialist knowledge, we provide bespoke solutions to benefit your practice.
We work with professional service firms of all shapes and sizes, including:
- Solicitors
- Land agents and chartered surveyors
- Investment advisers
- Notaries
- Chartered architects
- Insurance brokers
- Estate agents
Professional practices news
Read moreWhat we do
Management information
- Annual accounts
- Forecasting
- Improvements in financial efficiency
- Risk management
- Working capital considerations
- Management areas of profit appropriation and associated drawing policies
Structures and succession
- Conversion to LLP or Limited Company
- Structure
- Exit arrangements
- Mergers
- Capital contributions
- Property ownership
Client money examinations
Many professional practices hold client money and require an examination to be forwarded to the regulators who include:
- SRA
- RICS
- PropertyMark
Compliance for professional services
Tax should not direct a professional practice but it does affect cash flow, whether you trade as a Partnership, an LLP or a company. We complete the partnership or company financial statements, tax returns and also provide a full compliance service to the owners of the firm, as well as helping with forecasting tax liabilities and providing planning advice.
Our audit team is also experienced in working with professional practices for statutory and other assurance requirements.
We have a wide range of services on offer but if you are unsure if we can help, please don’t hesitate to get in touch.
Supporting COLPs and COFAs
Being a COLP and/or a COFA can feel like a lonely position.
In our recent webinar, our specialist team provided updates on the recent and upcoming changes which will have a huge impact on the legal sector.
How we've supported professional services
Meet our professional services team
Email Jennifer
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Email Richard
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Email Max
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Our purpose, our passion
To guide our clients, colleagues and communities to a brighter future.
In a continually evolving world we help all generations embrace change through trusted advice, support and guidance. Our passion for continued improvement ensures that we work to understand your goals, support and advise you on your journey and help you to realise your ambitions.