Our client had been in business for just over 3 years when we were appointed as their accountants and tax advisers. In that time they had worked with two other firms and didn’t feel they had the support or service they needed as a growing business.

The Challenge

The primary challenge was to help the client understand the numbers being produced by their online system and how to use them to create a tax plan for the year ahead. They wanted to be proactive and able to act on accurate reporting to improve personal and business tax planning.

“John Fairgrieve from NGM Accountants is the best accountant I have come across in the 4 years since inception of my business CMS Surveyors Ltd.

He has without doubt saved me more money than his fees along with the peace of mind that I know it is in safe hands.”

Cameron Bryce, Commercial Director
CMS Surveyors Ltd

How did NGM Help?

We spent time with the directors to help them understand their numbers and how they impact their plans and helped support their new bookkeeper by explaining how certain things needed to be processed.

By the time we were appointed it was too late to affect the prior year’s accounts, but we got them completed quickly and focused on helping the directors deal with the impact on the current year. By understanding the business’s rate of growth and the potential for tax planning, we ensured they were in a position to benefit from significant tax savings.

We also worked with the directors and their specialist contractor on two successful R & D claims.