Established in December 1994, our company provides advice, consultancy and training to accountancy firms in relation to computers, final accounts, taxation and other specialist software, and has customers throughout the country. We have clients in Scotland, Wales, Eire, Ireland and all across the UK.
We also do consultancy work for specialist software houses, beta testing, design and feedback, and perform “accreditation” of software products under the auspices of the ICAEW Accreditation Scheme.
Version 18 – released April 2018
120+ tools this year- predominantly for the 2017/18 tax year.
This Software was voted “Best Tax Software” in the 2005 LexisNexis Tax Awards and shortlisted again in 2006.
Here’s what Mark Lee, a past chairman of the ICAEW’s Tax Faculty has to say: –
“WOW!!” I consider this product to be fast becoming an “essential” tool for the busy tax practitioner, up there with the reference books and tax return software! It really does provide practical and commercial tips and tools that enable advisers to deal with topical and key issues cost effectively and accurately. I highly recommend it.
Just a look at some of the software on the CD:-
IHT Calculator – a comprehensive Calculator, taking into account taper relief for IHT on gifts, lifetime gifts, death taxes payable by either donor or donee etc.
Tax Credits Calculator – For 2017/18 calculations based on actual income and 2018/19 provisional claims based on the prior year’s income.
Should I incorporate? – Possibly the most comprehensive model available – allows all income to be taxed at 40%/45%, ability to omit Class 4 NI if not liable etc
Incorporation Issues and elections – all the points you need to consider before transferring the business into a company.
Car tax calculator – Cash or Car? Until you “run the numbers” you do not know.
Maximum NI calculator – a refund in excess of £10,000 has been obtained as a result of using this tool.
Admitting a Partner – the tax and NI effects and how it may affect the net income of a husband and wife
and many others……
Do you know how to get more than 300% tax relief on a pension contribution? ..
Find out on our Tax Tips and Tools CD –
Click here for a “Flyer” and order form
Pricing – See “flyer”
This is just one in a series of ……Tips and Tools.
In 2006, we produced two books – “Practical Guide to the Paperless Office” and “Going Paperless – document management made real”.
Practical Guide new version – 2012 release – released November 2011 includes Online Accounting, portals etc.
The “Going Paperless – document management made real” was been published in book form by the Institute of Chartered Accountants in Ireland and is available direct from them or in good bookshops in Ireland.
“Practical Guide to the Paperless Office” WAS £40+ VAT – 2012 VERSION NOW FREE OF CHARGE – (subject to terms and conditions on the order form)…
Click the following links to order (and pay) if you do not want the free version:-
For details of document management software used in our own practice and other businesses please call us to discuss or click the Contact Us button.
NEW! The Paperless Office – 5 years on
Gone paperless already….? Are you as efficient as you could be….? Over 75 practical tips and tools on being paperless….,
Released July 2011
Email for details or buy the Kindle version here (you can have a Kindle Reader on your PC or other mobile devices such as iPad, iPhone etc) https://amzn.to/oALJBH
Released 1 March 2018
Forms, Letters & Tools is a comprehensive collection of useful forms, letters and tools and is an essential product for every accountancy firm. This product compiles all the forms and letters that you need for the day to day running of your practice. All the items are located on one readily accessible CD.
There are over 450 items on the CD covering the essential elements of your practice: Administration, Accounts, Audit, Taxation, Marketing, Practice Assurance, Practice Management, Corporate Finance and other related areas.
*All product prices are subject to VAT at the prevailing rate at time of purchase.
As technology moves forward so should accounting practices in servicing their clients. It is very easy to do things in the same (traditional) way year after year when preparing annual accounts.
With the paperless office high on the agenda of many firms these days it is recommended that practices sit back and consider how things are done, why they are being done and how things could be done differently. We will create a paperless file in this course.
With pressure on recovery rates and charge rates if you can process accounts more efficiently you can reduce “write offs” and spend less time doing the job. What is your recovery – 100%..? 90%….? 80%…? 70%….? or less….? Why is this? In many cases probably because too long is being spent on the client’s records.
This product aims to step through accounting processes and suggest alternative methods of working – with the aid of screen shots, video clips and narrative to become “more efficient.” There are no right or wrong answers and each job will have its own peculiarities and special requirements but the underlying principles will remain the same.
We cover both computerised records and manual records such as cashbooks. We also consider the audit file and the general principles that can apply.
Producing less paper (or even no paper at all- it is possible!) means less costs – not just the paper but also the toner, wear and tear on printers and copiers, storage space, filing cabinets etc. A spin off from efficient working should also mean less paper!
Was £249 + VAT …….now £99 + VAT
Also see our new related publication – “Practical Guide to Improving Efficiencies in the Accounting Practice”
Do you need to produce reports that show information by department as well as time period?
Do you need to produce reports that show information by department as well as time period?
Do you re-key management accounts information into Excel each month?
Would you benefit from the time saving of having your management accounts template directly linked to your Sage 50 Accounts data, refreshable at the touch of a button?
There is an Excel add-on available which allows you to report a balance on a nominal code by department.
This allows you to create fully customisable management reports within Excel, grouping funds, departments or nominal codes together with ease.
Your management accounts production becomes a matter of changing your reporting dates and clicking ‘refresh’.
Templates can be created to fit your existing layouts, and are easy to modify when you need to make a change, such as adding a new nominal code or department.
Efficiently create integrated Excel management accounts
Group non-consecutive department or nominal code ranges within your Excel reports
Refresh your accounts at the touch of a button
Easily reformat your reports using the additional functionality provided by Microsoft® Excel
Charities can report by nominal code, department and fund number
Please email us for details – the company will then contact you by phone and arrange an online demo if required….
A comprehensive Excel tool for monthly or quarterly management accounts.
Define start month of year and month number for reporting and it is tailored to your needs.
Budgets, Actuals, Prior year actuals, variances-for month and year to date.
Balance Sheet, Profit and Loss Account and Funds Flow…
Auto hide unwanted rows and columns
Produce graphs which auto resize dependent on number of months data available. Graphs of turnover, profitability etc.
Can be used with the Sage 50 “Link” elsewhere on this website.
£75 + VAT
Testimonial from Mike BulcockJust a note to compliment you on the management pack which arrived yesterday – like lots of people I’m sure I have bits of it but to pull it all together and add source and application of funds (old money!!) and graphs in an easy to use package will save time and money and wow clients all at the same time.
Telephone 01271 375271 to order
We are able to provide a consultancy service – visiting your firm and spending time (generally a day on site) looking at how things are done, discussing methodologies with partners (and staff), reviewing files and procedures to identify areas where IT could be of help or used more efficiently.
Contact us to discuss this in more detail.
We have moved our accounting practice to a “hosted solution” – running all our applications in the cloud. Contact us for details if you would like more information. Buy our ebook for the Kindle here – Kindle books available on PC, iPhone, iPad as well as the Kindle itself.
Everyone likes to think (and broadcast to the world) that they prepare accounts efficiently….you just have to do a web search and you get thousands of results for efficient accountants.
Obviously no one would advertise themselves as “inefficient” though surely?
Here are just a few taken at random:
We can offer a prompt and efficient accounts production service……
We are striving to impress our clients with a professional and efficient service…
We aim to offer a friendly and efficient service…..
A fast, efficient, highly computerised service for all business entities…
Accounts are processed in an efficient manner……
A friendly, courteous and efficient accountant…
…professional and efficient accountants…. (this appears a lot!)
But are you really efficient? Could things be done differently and better?
This book explores methods of working and how IT when used properly can make a difference….
Available from Amazon-click the links below
QT is an online collection of surveys, forms, checklists and questionnaires, many of them interactive, designed for a wide variety of purposes:
Checklists are really useful to ensure all aspects of an assignment are covered – but often the checklists are lengthy, which is off-putting) and many of the sections may be “not applicable”. In paper based systems, completion still requires striking through all the N/A sections – a waste of time and pages of printouts wasted.
The original desktop based software product took these questionnaires and made them interactive-choosing at the beginning which sections could be left out, whilst maintaining an audit trail that they had been considered but were N/A. The online versions take these onto “the cloud” and allow completion from anywhere you have internet access (although you could print them and complete on paper with a client if you so wished!).
The interactive features of the online forms therefore enable the tailoring of the checklists etc. omitting sections that are not relevant to the matter in hand, focussing the attention on the relevant points. This saves time in its completion and the quality control and compliance checklists ensure a consistent and fully systemised service delivery both internally and to clients, as well as the ability to identify additional services that could be provided.
More details here:-