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I'm Luna.
I can help ease the burden of accounting and tax compliance.
easing the burden
of accounting and tax compliance.
creating space
so that you can do the things you do best
an advisory service to help your business grow
making business sense

As the owner of a business you're probably heavily focused on running it.

 

I offer a personal and professional service to support you with all your accounting and tax compliance responsibilities, creating space for you to focus on your business.

 

In addition I offer a high quality advisory service, using insightful financial analysis to help you control your business, make better informed decisions and grow your profits. 

 

I am a qualified Chartered Accountant and a member of the Institute of Chartered Accountants in England and Wales, one of the most highly respected accountancy bodies in the world. 

 

I bring expertise and experience acquired through a number of business partnering roles over the past 20 years in companies such as Sony, Dixons and BT. 

 

Services include:

 Monthly or Quarterly Compliance Support  
Bookkeeping and VAT Returns

"Cloud Accounting" allows me to offer you a completely flexible service and to add more value. I can work collaboratively with you, proactively review your data, anticipate problems and generally help you keep on top of things. I can be as involved as you need me to be. However, if you prefer to use Excel for your bookkeeping that's absolutely fine too.  

Managing Your Payroll 

Don't let monthly duties to HMRC divert you from what you do best. I can manage your payroll for you, ensuring compliance with the latest tax legislation. Includes producing and filing "Full Payment Submissions" with HMRC, issuing payslips and P60s to your employees and reminding you of key dates for your tax and NIC payments.

Pension Auto Enrolment

Whether or not your business has reached its "staging date" for implementing a Workplace Pension, I can offer support to reduce the administrative burden. Includes ensuring the correct contributions and refunds are processed through your payroll, assisting with written employee communications and handling record keeping and compliance duties.

Annual Compliance  Support
Limited Company Accounts and Tax Returns

A complete accounts and tax return service for directors of limited companies. Includes the preparation and filing of your key annual documents such as your Annual Statutory Accounts, Company Tax Return and Company Annual Return. I then use your historic accounts and tax return as a springboard for discussion and advice about the future -  leading to various profit improvement opportunities.

Self Employed 
Accounts and Tax Returns

A complete accounts and tax return service for the self-employed (sole traders or partnerships). Includes the preparation of your annual accounts and the calculation of your tax liability. Your personal tax return is then prepared and filed with HMRC. A more forward-looking discussion can then take place in order to tease out any opportunities for maximising income and minimising tax.

Personal Tax Returns

An added service for company directors or an integral part of the sole trader / partnership service. Your personal tax return is prepared and filed with HMRC, ensuring all available allowances and reliefs are claimed to minimise your tax liability. Includes advice for owner directors on remuneration strategy, such as the appropriate mix of salary and dividends.

Advisory
 Services 
Profitability
Advice

Understand where your business is making or losing money. Profitability analysis and advice designed to help you improve your product margins, reduce your overheads and grow your bottom line profits. 

Cash Flow 
Advice

Good cash flow management is vital to the survival of any business. I can help you forecast your business's cash flow and manage your working capital so that you can adequately finance your everyday business activities. 

Better
Informed Decisions

If you are considering launching a new product or service, investing in new equipment or assets, deciding where best to spend marketing funds or seeking additional finance from your bank manager, I can provide insightful financial analysis to help you decide where best to spend your money and what the likely cash or profit impact will be.

Regular Metrics

Management accounts give you a regular view of your business's performance against targets. By monitoring performance against a budget or forecast you are better able to take timely corrective action. Some small businesses opt for quarterly rather than monthly management accounts. I can tailor these to suit your needs, reporting your key performance indicators on a dashboard.

What makes my service stand out?
what makes my service stand out

I offer a personal, friendly and reliable service. My clients like me because I am flexible, responsive and diligent.

 

I can guarantee this level of service to each and every client because I operate as a sole practitioner - you know with certainty that your work will not be allocated to an office junior.

 

I love my job and work hard for each one of my clients - I'm constantly thinking of ways to help them and I take the time to fully address their queries. I'm told that I explain things to them clearly and simply.

In addition to my personal attributes, I bring over 20 years of experience; practice experience from BDO, a leading accountancy firm, and commercial experience from Sony Music, Dixons Retail and BT. This allows me to offer you a very credible, high quality, business advisory service to supplement my accounting and tax compliance service. 

 

My firm is registered with ICAEW's Practice Assurance Scheme and is subject to regular monitoring reviews to ensure that professional standards are of the highest quality.

 

 

It makes business sense to make the most of your accountant
Contact me for a free, initial chat and diagnostic review
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