Buy · Grow · Exit - advisers to UK business owners
OnPoint is a UK accounting and deal advisory practice for people buying a business, running one, or getting ready to sell. Valuations and due diligence when you buy. Accounts and reporting you can steer by while you grow. A plan that holds its value when you exit.
Three stages, one continuous piece of work. Most owners meet us at one of them and stay for the other two.
For buyers weighing up an acquisition
Valuation, financial due diligence, affordability modelling and Smart Start support for owners acquiring their first or their fifth business.
For owner-managed businesses that want clearer numbers
Year-end accounts, tax, payroll, bookkeeping and management reporting handled properly, month after month - so decisions are made on evidence, not instinct.
For owners planning to sell or step back
Exit planning and sell-side preparation, started early enough to change the outcome rather than describe it.
Most practices file your accounts and stop there. We work on the decisions either side of that: what a business is worth, what it is really carrying, and what it takes to leave it well.
Valuations, financial due diligence, completion accounts and exit planning are a specialism here, not something taken on between tax returns.
Our Managing Director has bought, sold and grown businesses of his own, so the advice comes from someone who has sat on your side of the table.
Every diligence engagement runs through the same 35-section framework, so nothing important is left to whoever happens to be reading.
Deal Team Advisor of the Year at the Dealmakers Academy Awards 2025.
Most firms do one well and the other reluctantly. Ours are run by different people and held to the same standard, which is why the accounts we prepare survive the diligence we run.
A defensible view of what a business is worth, and of the assumptions the number rests on.
A 35-section examination of the target, written in English, with a view rather than a hedge.
Acquisition support for first-time buyers, from search discipline through to the first hundred days.
The work that happens two years before a sale, and decides most of what a sale is worth.
Statutory accounts prepared and filed on time, with a conversation about what they show rather than a PDF in an email.
Returns, planning and the timing decisions that quietly change what you keep.
Run accurately every period, with RTI, pensions and starters and leavers handled.
Clean, current records on cloud software, so the year-end is a formality and not an excavation.
Monthly or quarterly numbers with commentary, built around the decisions you are actually making.
Registration, scheme choice, returns and the edge cases that follow growth.
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Every acquisition we review runs through the same 35 sections, grouped across six areas. A healthy-looking profit can hide a customer about to leave. A worrying balance sheet can hide a business one decision away from thriving. Finding which is which is the entire job.
Every section is worked, evidenced and signed off before the report leaves us - no gaps, no "not reviewed".
Every engagement ends in a written document you can act on. Ask us and we will send a fully redacted extract of genuine client work, usually within one working day.
Plain English, in writing, with a clear view on what the numbers mean and what we would do about them. No hedging, no filler, and no invoice that grows while you read it.
Request a sample reportAgreed in writing before we start. No clock running.
Your engagement is led by our Managing Director, not delegated down.
Deal timelines do not wait, and neither do our reports.
Findings you can act on, not hedge-everything boilerplate.
Buying, growing and exiting is led personally by Johann Goree. Bookkeeping, payroll, tax and management accounts are led by Jade Mountford, keeping hundreds of UK businesses running.
Managing Director - Deal advisory
Everything to do with buying, growing and exiting a business - valuations, due diligence, Smart Start and exit planning - is led personally by Johann. He has bought, sold and grown businesses of his own, including this one, so the advice comes from someone who has sat on your side of the table.
Operations Manager - Accounting & compliance
Jade leads our everyday accounting services - the bookkeeping, payroll, tax and management accounts that keep hundreds of UK businesses running. She joined OnPoint in 2018 as a part-time bookkeeper and is now asked for by name by clients across the UK.
Verified reviews from business owners we work with, pulled live from Google.
Tell us where you are in the cycle through the enquiry form. A director will come back with what we would do next, and what it would cost. No obligation.
Buy · Grow · Exit - advisers to UK business owners
OnPoint Accounting helps business owners buy, grow and exit, led by someone who has sat on every side of that table himself, supported by a team who treat your numbers as carefully as their own.
OnPoint is led by Johann Goree, our Managing Director. Johann has bought businesses, sold a business, and built this firm through acquisition, so when he reads a set of accounts he reads them the way an owner does, not the way a filing requirement does. That is a different skill from year end compliance, and it is the one that decides whether a deal succeeds.
Buying a business is a high stakes decision with long term consequences, yet many deals are still supported by advisers whose experience stops at the tax return. Negotiation, deal structure, funding, risk and what happens after completion all sit outside routine accounting work. Johann is also the author of Buying a Business the Smart Way, but the credential that matters most is simpler: he has actually done what he is advising you to do.
A healthy looking profit can hide a customer about to leave. A worrying balance sheet can hide a business one decision away from thriving. The numbers in a set of accounts are the start of the story, never the end of it, and finding which is which is the entire job.
So we say what we actually think, in writing, in plain English, whether that is good news or a reason to walk away. Our fees are fixed and agreed before we start, never on a running clock, and the same standard applies to every engagement, from a single valuation to a full acquisition.
Most firms won't put a name against your work. We will. Each service line has a named person responsible for it, so you always know exactly who stands behind what we deliver.
Managing Director - Deal advisory
Everything to do with buying, growing and exiting a business - valuations, due diligence, Smart Start and exit planning - is led personally by Johann. He has bought, sold and grown businesses of his own, including this one, so the advice comes from someone who has sat on your side of the table.
Operations Manager - Accounting & compliance
Jade leads our everyday accounting services - the bookkeeping, payroll, tax and management accounts that keep hundreds of UK businesses running. She joined OnPoint in 2018 as a part-time bookkeeper and is now asked for by name by clients across the UK.
We don't have a marble reception, and we don't ask you to pay for one.
OnPoint is a remote first firm, which means our clients get the full attention of the right person for their work regardless of where either of us happens to be, and it means we can serve owners and buyers across the whole of the UK rather than one postcode.
You reach us by phone, video and our secure client portal, your books and reports live in the cloud where you can see them whenever you want, and a deal conversation can happen the same afternoon you need it. Removing the overhead of offices lets us put more into the work and less into the rent.
Johann was named Deal Team Advisor of the Year at the Dealmakers Academy Annual Awards 2025, in recognition of the support our clients received as we guided them through their acquisitions and financial due diligence. An award judged by the deal community itself means more to us than any line we could write about ourselves.
Send us a short enquiry and a director will reply. No pitch deck, no pressure, just a straight answer about your numbers and whether we are the right firm for you.
Buy · Grow · Exit - advisers to UK business owners
Answer two or three short questions and we'll point you at the right people - whether that's a deal, your day-to-day accounting, or our Root2Growth team for earlier-stage businesses.
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Step 1
You answer two or three questions
A few short questions tell us which team you need - deals, everyday accounting, or Root2Growth.
Step 2
You complete the right enquiry form
You go straight to the correct team's form, so nothing gets passed around or repeated.
Step 3
You leave with a view
A director reviews your enquiry and comes back with what we would do next, what it would cost, and whether we are the right people for it.
Start an enquiry above and we'll route you to the right team, or email us directly and we'll reply within one working day. Coverage is UK-wide, remote or on site.
Buy · Grow · Exit - advisers to UK business owners
Accounting for growing businesses
Starting out or running a business with turnover under £1 million? Root2Growth is our dedicated team for businesses at this stage of their journey.
Why Root2Growth?
OnPoint Accounting works with businesses at different stages and sizes. For businesses that are starting out or have turnover under £1 million, Root2Growth provides a dedicated team focused on the specific accounting, bookkeeping, payroll and business challenges that come with this stage of growth.
Based on your business size and stage, we've connected you with our dedicated Root2Growth team - people who work with businesses exactly where yours is today.
What we understand
Getting the financial foundations right from day one.
Keeping bookkeeping organised and accurate.
Understanding and meeting tax obligations.
Managing payroll accurately as your team grows.
Using financial information to make better business decisions.
Services
Clear accounts and practical financial support.
Accurate, organised records that help you understand your business.
Reliable payroll support without unnecessary administration.
Straightforward support with tax and compliance.
Financial insight and practical advice to help you plan ahead.
Why clients choose us
Straightforward explanations without unnecessary accounting jargon.
A real relationship with people who understand your business.
Support with the financial responsibilities you face every day.
Accounting that helps you understand what comes next.
Part of OnPoint Accounting Group
Root2Growth is part of the wider OnPoint Accounting Group, giving businesses access to a dedicated team while remaining connected to broader accounting expertise.
Let's talk
Tell us a little about your business and what you need help with. Our Root2Growth team will get in touch and explain how we can help.
Buy · Grow · Exit - advisers to UK business owners
An independent, data backed valuation that goes beyond the surface numbers, so you understand the real value of your target, negotiate from a position of strength, and never overpay for a story.
Before you enter negotiations it is crucial to know exactly what a business is truly worth. A valuation that combines real financial analysis with genuine market insight gives you a clear, defensible number, so you know where to stand, when to walk away, and how to negotiate with confidence. The alternative - an offer built on the seller's asking price and a hopeful gut feel - is how buyers overpay.
Our valuations look past the headline profit to the earnings a business can actually sustain, then apply a multiple we can justify from sector evidence and the specific risks in front of us. The result is a number with reasoning attached, the kind you can defend across the table rather than simply assert.
Not the same as a free broker appraisal
A free appraisal from a party with an interest in the sale is a marketing number. Ours is an independent assessment, built from maintainable earnings and sector evidence, with the reasoning written down so it holds up in negotiation or in front of a lender. It also bridges enterprise value to equity value: cash, debt and debt-like items all sit between the headline figure and the real cost of the shares, and a number that ignores them flatters the deal.
You receive a written valuation report covering each of the areas below, with the method and the evidence set out so the number can be questioned and still stand. Scope, turnaround and a fixed fee are agreed in writing before we start.
The genuine, repeatable earnings the business produces once one-off and non-recurring items are stripped out, the foundation everything else is built on.
A defensible multiple drawn from real sector evidence and the specific risk profile of the business, not a number plucked to please anyone.
Whether earnings are improving, declining or simply erratic, each of which moves the multiple in a direction a buyer needs to understand.
The founder dependence, customer concentration, lease commitments and other realities that quietly reduce what a business is actually worth.
How the headline enterprise value becomes the real price you pay, once cash, debt and debt-like items are accounted for.
The ceiling you should resist going above without compelling new evidence, so you negotiate from discipline rather than hope.
Where to next
An optional £35 plus VAT credit report gives you a fast, high level read on a target before you invest hours in calls and meetings.
We agree what the valuation covers and what it costs, in writing, before any work begins.
We build maintainable earnings, select and justify the multiple, and bridge enterprise value to a real equity figure.
A clear written valuation with a recommended range and a walk-away ceiling, plus a conversation about how to use it in negotiation.
Send us a short outline of the deal through the enquiry form and we will come back with how we would help and what it would cost.
Buy · Grow · Exit - advisers to UK business owners
Filing on time is the floor, not the service. We prepare accounts and tax so you can see what the business is actually doing, decide on evidence rather than instinct, and hand a lender, buyer or investor a set of numbers they can follow without a translator.
Every limited company has to file statutory accounts with Companies House and a corporation tax return with HMRC, accurately and on time, or face penalties. We handle all of that as a matter of course. But filing is only half the job. The half that saves you money is the planning - the reliefs, the timing, the structure - and that's where we spend the time most firms don't.
The result is accounts you can trust, a tax bill that's as low as it legitimately can be, and no unwelcome surprises, because we tell you what's coming before it arrives.
What you need depends on your company, but most clients rely on us across the same core areas - each one written here as the outcome, not the task.
Prepared in line with UK regulations and filed with Companies House on time.
Your CT600 calculated accurately, with reliefs claimed, and filed with HMRC.
Strategic, legitimate planning to keep your liability down and reinvest efficiently.
Guidance on extracting profit tax efficiently through salary, dividends and pensions.
Deadlines tracked and regulatory changes flagged before they affect you.
A steady hand if HMRC or Companies House come asking questions.
Where to next
Send us an enquiry and a director will explain how we work and what it would cost for your company. No obligation.
Buy · Grow · Exit - advisers to UK business owners
An independent, data backed valuation that goes beyond the surface numbers, so you understand the real value of your target, negotiate from a position of strength, and never overpay for a story.
Before you enter negotiations it is crucial to know exactly what a business is truly worth. A valuation that combines real financial analysis with genuine market insight gives you a clear, defensible number, so you know where to stand, when to walk away, and how to negotiate with confidence. The alternative - an offer built on the seller's asking price and a hopeful gut feel - is how buyers overpay.
Our valuations look past the headline profit to the earnings a business can actually sustain, then apply a multiple we can justify from sector evidence and the specific risks in front of us. The result is a number with reasoning attached, the kind you can defend across the table rather than simply assert.
Not the same as a free broker appraisal
A free appraisal from a party with an interest in the sale is a marketing number. Ours is an independent assessment, built from maintainable earnings and sector evidence, with the reasoning written down so it holds up in negotiation or in front of a lender. It also bridges enterprise value to equity value: cash, debt and debt-like items all sit between the headline figure and the real cost of the shares, and a number that ignores them flatters the deal.
You receive a written valuation report covering each of the areas below, with the method and the evidence set out so the number can be questioned and still stand. Scope, turnaround and a fixed fee are agreed in writing before we start.
The genuine, repeatable earnings the business produces once one-off and non-recurring items are stripped out, the foundation everything else is built on.
A defensible multiple drawn from real sector evidence and the specific risk profile of the business, not a number plucked to please anyone.
Whether earnings are improving, declining or simply erratic, each of which moves the multiple in a direction a buyer needs to understand.
The founder dependence, customer concentration, lease commitments and other realities that quietly reduce what a business is actually worth.
How the headline enterprise value becomes the real price you pay, once cash, debt and debt-like items are accounted for.
The ceiling you should resist going above without compelling new evidence, so you negotiate from discipline rather than hope.
Where to next
An optional £35 plus VAT credit report gives you a fast, high level read on a target before you invest hours in calls and meetings.
We agree what the valuation covers and what it costs, in writing, before any work begins.
We build maintainable earnings, select and justify the multiple, and bridge enterprise value to a real equity figure.
A clear written valuation with a recommended range and a walk-away ceiling, plus a conversation about how to use it in negotiation.
Send us a short outline of the deal through the enquiry form and we will come back with how we would help and what it would cost.
Buy · Grow · Exit - advisers to UK business owners
Know exactly what you are buying, before you buy it. Every acquisition we review runs through the same 35 sections, grouped across six areas, so the hidden risks surface while you can still price them, restructure the deal, or walk away.
Diligence is how you avoid the six things that cost buyers most: overpaying for earnings that were never repeatable, inheriting a tax or PAYE exposure the seller never mentioned, funding a working capital gap nobody priced, taking on contracts or customer concentration that unwind after completion, missing debt-like items that reduce what the equity is really worth, and discovering all of it the month after you sign.
A healthy looking profit can hide a customer about to leave. A worrying balance sheet can hide a business one decision away from thriving. Due diligence is how you tell the difference, before your money is committed rather than after.
Why deal experience matters more than qualifications
Textbooks and accountancy qualifications do not prepare someone for the commercial reality of a transaction. Working capital adjustments, completion accounts, warranties, earnouts and timing decisions can all significantly affect the final value of a deal. We have bought and sold businesses ourselves, so we know where value leaks, where risk hides, and which questions a seller hopes you won't ask.
Our reports follow a 35 section framework refined across real acquisitions, and every section ends in a finding rather than a disclaimer. Every engagement is tailored to the target, but the analysis consistently turns on the same areas.
Whether reported profit is real, repeatable and likely to survive a change of ownership, or flattered by one-off or low quality revenue.
Where the money actually comes from, how concentrated it is, and whether the customer base is as durable as the headline suggests.
The cash tied up in the day to day running of the business, and the normalised level a buyer should expect to fund at completion.
The obligations that reduce what the equity is really worth, including the ones that never appear on the face of the accounts.
The things no seller volunteers, from lease commitments to founder dependent goodwill to unexplained balances that warrant scrutiny.
A clear view on each issue and what to do about it, including deal structure, earnouts and warranties where they protect you.
Thirty-five sections, grouped across the six areas that decide whether a deal is worth doing at the price on the table. Every section is worked, evidenced and signed off before the report leaves us.
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
One square per section. No gaps, no "not reviewed" - and the riskiest areas are worked first, so anything serious reaches you while you can still act on it.
Where to next
We agree exactly what the review covers and what it costs, in writing, before any work starts. No running clock.
We work from the accounts, management information, Companies House records and a structured questionnaire to the seller.
Line by line analysis across the full framework, testing the numbers and chasing down anything that doesn't reconcile.
A clear written report ending in conclusions, not caveats, plus a conversation to talk through what it means for your offer.
The discipline behind the report
We stay in our lane: financial due diligence is our job, and wording the share purchase agreement is the solicitor's. We keep our distance from the seller, working through you and your solicitors with every document arriving through a secure data room and every question answered in writing. And we look at the riskiest things first, so if something serious is sitting in the numbers you hear about it in the first few weeks, while you can still walk away.
Send us a short outline of the deal through the enquiry form and we will come back with how we would help and what it would cost.
Buy · Grow · Exit - advisers to UK business owners
Send us the deal records, and we will give you a fast, honest, high level view on whether an opportunity is worth pursuing, before you spend a penny on full valuation or due diligence. The fee is £197 including VAT.
Before you commission a full valuation or due diligence, it is worth knowing whether an opportunity is even worth pursuing. The Acquisition Consultancy Call is a paid fifteen minute call where you send us the deal records in advance - the accounts, the listing, a broker pack, whatever you have - and we come back to you with a fast, high level view on whether there looks to be a deal worth taking further.
It is deliberately quick and deliberately honest. You are not paying for a written report, you are paying for a straight, experienced opinion in the time it takes to have a proper conversation, so you can decide whether to invest in the fuller work or walk away early.
The call is short by design, but it is built on a real look at what you send us beforehand.
A quick, experienced view of whether the headline figures stack up and where the obvious risks sit.
An honest sense of whether the opportunity is worth the cost of full valuation and due diligence, or whether to step away.
The things you should be pressing the seller or broker on before you go any further.
A broad, early sense of whether the asking price is in a sensible range, ahead of any formal valuation.
Where to next
The basis of this call
This call is a high level screen based on the limited records you provide, not a valuation, an audit or due diligence, and it does not tell you whether to proceed. It is intended to help you decide whether the fuller work is worth commissioning. Any figures discussed are indicative only and the decision to pursue a deal remains yours.
Send us the records through the enquiry form. A fast read could save you the cost and time of chasing a deal that was never going to work.
Buy · Grow · Exit - advisers to UK business owners
An early, honest screen that shows whether the business you are looking at can service the borrowing you would take on to buy it, out of the cash it generates, before you spend a penny on due diligence.
Before you agree heads of terms, before you spend money on due diligence, there is one question worth answering quickly and honestly: can the target service the borrowing you would take on to buy it, out of the cash it generates? The Deal Affordability Cash Flow is built to answer exactly that, early, so you know whether an opportunity is worth taking further.
It is an early screen, not a forecast. We take three years of the target's filed accounts and an outline of how you would fund the purchase, and we build a two year monthly cash flow that shows whether the cash the business produces looks capable of covering the debt. It is deliberately quick and deliberately cautious, because its whole job is to catch a deal that cannot pay for itself before you are committed to it.
Built on filed accounts, at speed
This model rests on the target's published accounts rather than verified due diligence, which is what lets us turn it around quickly and cheaply. It is a screen to inform your early thinking, not the validated forecast a lender will want, which is our separate Acquisition Cash Flow Model.
Kept deliberately focused on the question that matters at this stage.
A fully working Excel model, projected month by month across two years, in which you can change any input and see the whole model recalculate.
The ability to flex the key assumptions and see how the affordability picture changes if trading is softer than hoped.
Two to three pages in our house style, setting out the basis of the screen, what the model indicates, and the concerns you should be aware of.
A clear view of whether the cash the business generates looks capable of servicing the borrowing you are proposing.
Where to next
The basis of this screen
This is an early affordability screen built on the target's unverified filed accounts and an outline funding proposal, not a forecast resting on due diligence, and not advice on whether to proceed. A cash flow model is a projection built on assumptions, and it shows the position those assumptions imply, not the position that will arise in practice. It does not tell you whether to buy the business or take on the borrowing. That decision remains yours, ideally taken with the benefit of full due diligence and, where lending is involved, our Acquisition Cash Flow Model.
Send us an enquiry and we will explain how the affordability screen works and what it would cost for the deal you are looking at, with a quote, no pressure.
Buy · Grow · Exit - advisers to UK business owners
A rigorous three statement forecast of the business under your ownership - cash flow, profit and loss and balance sheet - over two to five years, resting on validated figures and built to the standard your lender and your own planning require.
Once a deal is worth pursuing seriously, and particularly where you are funding it through borrowing, you need more than an early screen. You need a proper forward looking forecast of the business under your ownership, built to a standard a lender will accept and detailed enough to guide your own planning.
Where the Deal Affordability Cash Flow is a quick early check on the target's filed accounts, this is the fuller, validated piece. It is a three statement forecast - cash flow, profit and loss, and balance sheet - built over a horizon of two to five years, resting on the figures established through due diligence rather than unverified accounts, and incorporating the funding structure for the acquisition.
A model, not a promise
We build this because you and your lender need a rigorous forward view, but a forecast is a set of assumptions about a future no one can know. We are clear throughout that it shows the position those assumptions imply, not a guarantee of what will happen. It is a planning tool, and a careful one, not a prediction of success.
A single, fully linked model and a clear report, built to lender standard.
Cash flow, profit and loss, and balance sheet, linked together and driven from one set of assumptions, over a two to five year horizon.
Every statement is linked, so a change to any assumption flows through and updates the whole model.
The acquisition's funding structure is incorporated, so you see the projected position across the term of the borrowing.
A clear view of the cash the business holds each period and how close it comes to running short.
The ability to model a softer trading picture and see the effect on the whole forecast.
A clear report in our house style setting out the forecast, its basis, and what it shows across the period.
The basis of this forecast
A cash flow forecast is a model built on assumptions about the future, and no forecast can tell you what will actually happen. This model shows the position its assumptions imply, not the position that will arise in practice, and it is not a promise that the business will achieve the projected results. It does not advise you on whether to proceed with the acquisition or accept any funding offered. The main report addresses your cash flow, profitability, balance sheet and cash position only; testing the forecast against a lender's covenants is a separate service, our Covenant Review Report.
Send us an enquiry and we will explain how the model works and what it would cost for your deal, with a quote, no pressure.
Buy · Grow · Exit - advisers to UK business owners
If you are funding a deal through a bank, invoice finance or other lending, this report tests the forecast we have built against your lender's covenants, showing how tight the terms will feel and how exposed you would be if trading fell short, before you sign.
If you are financing an acquisition through a bank, invoice finance or any other lending, that funding will come with covenants - the financial tests you must stay within or risk a breach. The lender assesses those covenants for its own purposes, to decide whether and on what terms it will lend. The Covenant Review Report looks at exactly the same covenants, but from your side of the table.
It takes the forecast we have already built in your Acquisition Cash Flow Model and tests it against the covenants in your lending arrangement, across each scenario in that forecast. The point is to show you, before you sign, how tight those terms are likely to feel, how much headroom the forecast leaves you, and how exposed you would be if trading fell short of the base case.
A separate written report, built on the model we have already prepared for you.
We test the forecast against each covenant in your lending arrangement, across each scenario in the model.
The report shows where the forecast stands against each covenant in every period across the term.
We identify where and when the forecast comes nearest to a breach, so you can see the pressure points.
Where a covenant would be breached under a scenario, we draw out what causes it, so you understand the reason and not just the outcome.
A clear view of how much margin there is before a breach, and how sensitive that margin is to the assumptions.
Delivered as its own deliverable, so your covenant position is set out clearly in its own right.
The basis of this review
This is a bolt on service, available only alongside our Acquisition Cash Flow Model, because it depends on the forecast prepared under it. It tests a forecast, which is a model of assumptions, against the covenants you provide, and it shows the position that forecast implies, not the position that will arise in practice. It does not include negotiating covenants with your lender, advising whether the terms offered are reasonable, or introducing alternative funding, and it does not advise whether you should proceed. It informs your judgement; the decisions remain yours.
Send us an enquiry and we will explain how the covenant review works alongside your cash flow model, and what it would cost, with a quote, no pressure.
Buy · Grow · Exit - advisers to UK business owners
You have just bought a business. Smart Start gives you live books, a forward looking forecast, monthly reporting and completion accounts through the period when the cost of getting it wrong is highest, so your investment settles, stabilises and scales.
The deal closes, and the new owner faces a different kind of pressure to anything in the deal itself. Suppliers want to know who they are dealing with now. Customers test the new ownership. Staff are watching closely. Cash needs managing in real time rather than reviewing in hindsight, and the forecast that informed the deal needs to become something that supports day to day decisions, not sit static in a spreadsheet.
The first hundred days are when this transition is sharpest, and when good financial information matters most. Smart Start exists to make sure you have it, so the decisions that suddenly need making before lunch are made on real numbers rather than instinct.
Smart Start puts the financial machinery of your acquisition in place and keeps a close watch on it through the period that matters most.
Your new business on a chart of accounts built around how you want to see it, with bank feeds, payroll and integrations live from the start.
A cashflow model in Float showing the business as inherited, with deferred consideration and acquisition finance loaded in, adjusting against actuals.
Management information through Syft, in plain English, with the numbers that matter for your business surfaced front and centre.
Prepared on your SPA terms, agreed with the seller, and journaled back so your records reflect the agreed opening position.
Structured sessions across the period covering working capital, reporting, completion accounts and a stress test of the forecast against your obligations.
Keeping watch on your new business's credit record through the change of ownership, so credit lines aren't quietly lost at the worst moment.
For a straightforward acquisition that needs solid foundations. Xero set up and conversion, a three year dynamic cashflow forecast, completion accounts, reporting set up, check-in calls at day 45 and 90, a credit report at day 100 and a day one hundred handover.
For a business that needs closer attention through the transition. Everything in Silver, plus check-in calls at day 30, 60 and 90, credit reports at day 50 and 100, and more frequent reporting touchpoints.
For a complex acquisition where the stakes are highest. Everything in Gold, plus fortnightly check-in calls, credit reports at day 25, 50, 75 and 100, and the closest hands-on support we offer.
Smart Start is the integration phase of our wider acquisition work. Clients who come to us earlier, for a valuation or due diligence, arrive with the foundations already in place and the forecast already built.
Send us an enquiry and we'll explain how Smart Start works and what it would cost for your acquisition, with a quote, no pressure.
Buy · Grow · Exit - advisers to UK business owners
Once a deal closes, completion accounts check the agreed assumptions against reality and calculate the adjustment to the price, so you pay for the working capital, cash and debt position you actually acquired, not the one described months earlier.
Most deals are agreed on a set of assumptions about the state of the business at completion - a normal level of working capital, an agreed cash and debt position. Completion accounts are how those assumptions are checked against reality once the deal closes, so the final price reflects the business you actually acquired rather than the one that was described months earlier.
We prepare the completion accounts on the terms set out in your share purchase agreement, establish the actual position at completion, and work out the adjustment to the price where the reality differs from what was assumed. It is precise, evidence based work, and getting it right can be the difference between paying a fair price and overpaying for working capital or cash that was never there.
Standalone, or as part of Smart Start
You can commission completion accounts as a standalone service, which is the more economical option if the true up is all you need. If you would also like the financial foundations of your new business put in place from day one - live books, a forward forecast, monthly reporting and checkpoint reviews - then Smart Start includes the completion accounts as part of a fuller package for the first hundred days of ownership.
Careful, evidence based work prepared to the terms of your deal.
Prepared in line with the definitions and mechanism set out in your share purchase agreement.
We establish the actual working capital at completion and compare it against the agreed target or peg.
The actual cash free, debt free position confirmed, so the equity price reflects reality.
We calculate the true up, the adjustment to the price where the completion position differs from what was assumed.
Each balance is supported, so the numbers stand up if the other side questions them.
The completion accounts and the adjustment set out clearly, ready to share with the other side and their advisers.
Send us an enquiry and we will explain how completion accounts work and what it would cost for your deal, with a quote, no pressure.
Buy · Grow · Exit - advisers to UK business owners
The best exits are built years before the sale. We prepare your business and its numbers for the exact scrutiny a buyer's due diligence applies, because we run that scrutiny for a living, so you sell from strength and for what the business is genuinely worth.
When you sell, the buyer will almost certainly bring in someone to do exactly what we do for buyers: examine your accounts line by line, test the quality of your earnings, and look for every reason to pay less. The difference between a strong sale and a disappointing one is usually decided long before that review begins, by how well the business has been prepared for it.
Most owners only think about this when a buyer appears, which is too late to fix the things that drag the price down. Founder dependent goodwill, messy records, unexplained balances and a lease signed at the wrong moment are all discounts waiting to be applied. Given time, every one of them can be addressed.
The advantage of sitting on both sides
We spend our weeks finding the weaknesses in other people's businesses on behalf of buyers. Pointed back at your business, in your service, that same eye becomes the most valuable preparation you can have. We know which issues a buyer will seize on, which they will pay a premium to avoid, and how to evidence the strengths that justify your price.
Exit preparation is specific to your business, but it consistently focuses on the same areas, the ones a buyer's adviser will head straight for.
We assess your business exactly as we would if we were running due diligence for the buyer, so you find the weak points before they do.
Tidy accounts, explained variances and documented add-backs, so your maintainable earnings stand up to scrutiny rather than inviting a chip on the price.
Buyers pay less for a business that lives in the owner's head. We help you evidence the management, systems and relationships that survive your exit.
Lease commitments, customer concentration, unexplained balances, the pull-down factors a buyer uses to justify a lower offer, addressed while there is still time.
An early view of how the deal might be structured and the tax questions worth taking to a specialist, so nothing surprises you at completion.
A clear, honest valuation of your own business, so you go to market with realistic expectations and the evidence to defend your price.
Where to next
We start by telling you what your business is realistically worth today, and what is holding that number down.
A clear, prioritised list of what to fix and evidence before you go to market, with the value reasoning behind each item.
We help you put the numbers, the records and the story in order, so the business stands up to a buyer's due diligence.
When the offer comes, we support you on completion accounts, working capital and deal mechanics, the same ground we cover for buyers.
Send us a short outline through the enquiry form and we will come back with how we would help and what it would cost.
Buy · Grow · Exit - advisers to UK business owners
Filing on time is the floor, not the service. We prepare accounts and tax so you can see what the business is actually doing, decide on evidence rather than instinct, and hand a lender, buyer or investor a set of numbers they can follow without a translator.
Every limited company has to file statutory accounts with Companies House and a corporation tax return with HMRC, accurately and on time, or face penalties. We handle all of that as a matter of course. But filing is only half the job. The half that saves you money is the planning - the reliefs, the timing, the structure - and that's where we spend the time most firms don't.
The result is accounts you can trust, a tax bill that's as low as it legitimately can be, and no unwelcome surprises, because we tell you what's coming before it arrives.
What you need depends on your company, but most clients rely on us across the same core areas - each one written here as the outcome, not the task.
Prepared in line with UK regulations and filed with Companies House on time.
Your CT600 calculated accurately, with reliefs claimed, and filed with HMRC.
Strategic, legitimate planning to keep your liability down and reinvest efficiently.
Guidance on extracting profit tax efficiently through salary, dividends and pensions.
Deadlines tracked and regulatory changes flagged before they affect you.
A steady hand if HMRC or Companies House come asking questions.
Where to next
Send us an enquiry and a director will explain how we work and what it would cost for your company. No obligation.
Buy · Grow · Exit - advisers to UK business owners
When your bookkeeping is up to date you always know where you stand, your VAT looks after itself, and decisions get made on real numbers rather than a guess. We keep hundreds of UK businesses in exactly that position, every month.
Good bookkeeping is invisible when it's done well and painful when it isn't. We take it off your desk entirely, keeping your records accurate and current so that VAT returns, management decisions and year end all become straightforward rather than stressful.
Everything runs in the cloud, so you can see your position whenever you want and we can fix issues as they happen rather than months later. For most clients we provide QuickBooks Online at cost price, so the software that gives you those real time insights costs you less.
Bookkeeping is tailored to how your business runs, but most clients rely on us for the same core work.
Every sale, purchase and payment recorded accurately and reconciled against the bank.
Your books matched to your bank regularly, so the numbers are always trustworthy.
Prepared, checked and filed on time under Making Tax Digital, with no last minute panic.
Knowing exactly who owes you and who you owe, kept current.
QuickBooks or Xero configured around your business, at cost price to practice clients.
Questions answered through the month by people who know your account.
Send us an enquiry and we'll explain how we work and what it would cost to keep your books on point, with a quote, no pressure.
Buy · Grow · Exit - advisers to UK business owners
Payroll is one of those things that has to be right, because your team notices immediately when it isn't. We run it accurately and on time, handle the compliance behind it, and take the whole monthly burden off your plate.
Running payroll yourself means keeping up with tax codes, RTI deadlines, pension submissions, statutory pay and a dozen other things that change without warning. Get any of them wrong and it's your team and HMRC who notice. We take it on entirely, so it simply happens, accurately, on time, every period.
You tell us about starters, leavers, hours and changes, and we handle payslips, submissions, pension uploads and the year end. It's one less thing to think about, and it's right.
Payroll is scaled to the size of your team, but the essentials are the same whether you employ two people or fifty.
Clear, accurate payslips produced each pay period and shared securely with your team.
Real Time Information filed with HMRC on every pay run, keeping you compliant.
Assessments, submissions and uploads to your pension provider handled for you.
Sick pay, maternity and paternity pay calculated and applied correctly.
New employees set up and leavers processed with the right paperwork.
P60s, P11Ds where needed, and the full payroll year end taken care of.
Send us an enquiry and we'll explain how we run payroll and what it would cost for your team, with a quote, no pressure.
Buy · Grow · Exit - advisers to UK business owners
Tell us where to send it and we'll reply with a fully redacted sample of a real OnPoint report, due diligence, valuation, or both, usually within one working day. Most firms won't show you theirs. Ask yourself why.
Real client work
A genuine engagement, fully redacted, not a marketing mock-up.
Due diligence, valuation, or both
Tell us which is useful and we'll send it.
Usually within one working day
Sent by email, no sales sequence attached.
A short call is usually enough to know whether a valuation, due diligence, or both is the right next step.
Buy · Grow · Exit - advisers to UK business owners
How we collect, use, share and protect your personal data, and the rights you have over it.
Last updated July 2026
The Data Protection Act 2018 and the UK General Data Protection Regulation impose certain legal obligations in connection with the processing of personal data. This notice explains how OnPoint Accounting Ltd collects, uses, shares and protects the personal data you give us, and the rights you have over that data.
OnPoint Accounting Ltd is a data controller within the meaning of the UK GDPR, and we process personal data. The firm’s Data Protection Officer is Johann Goree and can be contacted by email at info@onpointaccounting.co.uk.
We may amend this privacy notice from time to time. If we do, we will supply you with, or otherwise make available to you, a copy of the amended notice. Where we act as a data processor on behalf of a data controller, for example when processing payroll, we provide an additional schedule as part of that agreement, and that schedule should be read alongside this notice.
We intend to process personal data for the following purposes:
Our processing of personal data has the following legal bases: the consent you gave at the time, the need to carry out pre-contractual steps at your request, the need to perform our contract with you, the need to comply with legal obligations to which we are subject such as the money laundering regulations, and the need to pursue our own and others’ legitimate interests.
It is a requirement of our contract with you that you provide the personal data we request. If you do not provide it, we may not be able to provide professional services to you or your employer, in which case we will not be able to commence acting, or will need to cease to act.
As well as the information you give us directly, we may receive information about you from other sources. For an individual or sole trader, we collect the data you give us and which we receive from:
For other types of client, we collect the data you give us and which we receive from:
We may share your personal data with:
If the law allows or requires us to do so, we may also share your personal data with the police and law enforcement agencies, courts and tribunals, and the Information Commissioner’s Office. We may need to share your personal data with these third parties in order to comply with our legal obligations and for our own and others’ legitimate interests. If you ask us not to share your personal data in this way, we may need to cease to act.
We use certain cloud based systems to handle your personal data, including:
This list is not exhaustive. If you need more information, please contact Johann Goree at info@onpointaccounting.co.uk.
Your personal data will be processed in the UK only.
When acting as a data controller, and in line with recognised good practice in the tax and accountancy sector, we retain our records relating to you as follows. Where tax returns have been prepared, we retain information for seven years from the end of the tax year to which it relates. Where ad hoc advisory work has been undertaken, we retain information for seven years from the date the business relationship ceased. Where we have an ongoing relationship, data needed for more than one year’s tax compliance, such as capital gains base costs and claims and elections submitted to HMRC, is retained throughout the relationship and deleted seven years after it ends, unless our client asks us to retain it for longer or there is another legal hold on the data.
Our contractual terms provide for the destruction of documents after seven years, and agreement to those terms is taken as agreement to the retention of records for this period and to their destruction thereafter.
You are responsible for retaining the information we send you, which we will supply in the form agreed between us. Documents and records relevant to your employer’s tax affairs are required by law to be retained for set periods: for partnerships with trading or rental income, five years and ten months after the end of the tax year, and otherwise twenty-two months after the end of the tax year; and for companies, LLPs and other corporate entities, six years from the end of the accounting period. Where we act as a data processor, we will delete or return all personal data to the data controller, up to seven years in line with HMRC requirements, at the termination of the contract.
You have a right to request access to the personal data we hold about you. Such requests are known as subject access requests. Please make any subject access request in writing, marked for the attention of Johann Goree.
To help us find the information you want and deal with your request more quickly, please include enough detail to enable us to verify your identity and locate the relevant information, for example your date of birth, any previous or other names you have used, your addresses over the past five years, any reference numbers we may have given you such as your national insurance number, tax reference or VAT registration number, and what type of information you want to know. If you do not have a national insurance number, please send a copy of your passport or driving licence together with a recent utility bill.
The law requires us to comply with a subject access request promptly, and in any event within one month of receipt. There are some circumstances in which the law allows us to refuse, for example where you have previously made a similar request and there has been little or no change to the data since. We will not charge you for dealing with a request. You may ask someone else, such as a friend, relative or solicitor, to request information on your behalf, provided you give us your authority to respond to them.
You have the right to have inaccurate personal data corrected and incomplete data completed, so please tell us immediately if anything we hold is wrong. In certain circumstances you have the right to have your data erased, to block or restrict our processing, or to object to processing, and further information on each of these is available on the Information Commissioner’s Office website at ico.org.uk. In certain circumstances you also have the right to be provided with the data you gave us in a machine-readable format so it can be passed to a new adviser, and we will respond to any such request without undue delay and within one month, extending this by up to two further months only where the request is complex, in which case we will tell you within the first month.
Where you have consented to our processing, you may withdraw that consent at any time. Withdrawing consent does not affect the lawfulness of earlier processing, it may mean we can no longer provide services to you, and it may remain lawful for us to continue processing your data on another legal basis, for example where we have a legal obligation to do so.
We do not intend to use automated decision-making in relation to your personal data.
If you have requested details of the information we hold about you and you are not happy with our response, or you think we have not complied with the data protection laws in some other way, you can complain to us by email at info@onpointaccounting.co.uk. If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner’s Office at ico.org.uk.
Buy · Grow · Exit - advisers to UK business owners
The general terms under which we undertake our business. Specific conditions for particular assignments are covered in your engagement letter and fee terms.
These terms and conditions set out the general terms under which we undertake our business. The specific conditions relating to particular assignments will be covered in your engagement letter and fee terms.
This engagement letter, the schedule of services and our standard terms and conditions of business are governed by, and should be construed in accordance with, UK law. Each party agrees that the courts of the UK will have exclusive jurisdiction in relation to any claim, dispute or difference concerning this engagement letter and any matter arising from it. Each party irrevocably waives any right to object to any action being brought in those courts, to claim that the action has been brought in an inappropriate forum, or to claim that those courts do not have jurisdiction.
We are registered with HMRC for anti-money laundering supervision.
In accordance with the requirements of the Bribery Act 2010, we have policies and procedures in place to prevent the business and its partners and staff from offering or receiving bribes.
We may, from time to time, hold money on your behalf. Such money will be held in trust in a client bank account, which is segregated from the firm's funds.
Fees paid by you in advance for professional work to be performed, and clearly identifiable as such, shall not be regarded as clients' monies.
In some circumstances, commissions or other benefits may become payable to us in respect of transactions which we arrange for you.
Unless you instruct us otherwise, we may, where appropriate, communicate with you and with third parties by email or by other electronic means. The recipient is responsible for virus checking emails and any attachments.
With electronic communication there is a risk of non-receipt, delayed receipt, inadvertent misdirection or interception by third parties. We use virus-scanning software to reduce the risk of viruses and similar damaging items being transmitted through emails or electronic storage devices. However, electronic communication is not totally secure, and we cannot be held responsible for damage or loss caused by viruses, nor for communications which are corrupted or altered after despatch, nor can we accept any liability for problems or accidental errors relating to this means of communication, especially in relation to commercially sensitive material. These are risks you must bear in return for greater efficiency and lower costs. If you do not wish to accept these risks, please let us know and we will communicate by paper mail, other than where electronic submission is mandatory.
Any communication by us with you sent through the post is deemed to arrive at your postal address two working days after the day the document was sent.
Communication between us is confidential, and we shall take all reasonable steps to keep your information confidential except where we are required to disclose it by law, by our insurers, or as part of an external peer review. Unless we are authorised by you to disclose information on your behalf, this undertaking will apply during and after this engagement.
We may, on occasion, subcontract work on your affairs to other tax or accounting professionals. The subcontractors will be bound by our client confidentiality terms.
We reserve the right, for the purpose of promotional activity, training or another business purpose, to mention that you are a client. As stated above, we will not disclose any confidential information.
We will inform you if we become aware of any conflict of interest in our relationship with you, or in our relationship with you and another client. Where conflicts are identified which cannot be managed in a way that protects your interests, then we regret that we will be unable to provide further services.
If there is a conflict of interest that is capable of being addressed successfully by the adoption of suitable safeguards to protect your interests, then we will adopt those safeguards. Where possible this will be done on the basis of your informed consent. We reserve the right to act for other clients whose interests are not the same as, or are adverse to, yours, subject of course to the obligations of confidentiality referred to above.
The advice and information we provide to you as part of our service is for your sole use and not for any third party to whom you may communicate it, unless we have expressly agreed in the engagement letter that a specified third party may rely on our work. We accept no responsibility to third parties, including any group company to whom the engagement letter is not addressed, for any advice, information or material produced as part of our work for you which you make available to them. A party to this agreement is the only person who has the right under the Contracts (Rights of Third Parties) Act 1999 to enforce any of its terms.
We confirm that we will comply with the provisions of the Data Protection Act 2018 and the UK GDPR when processing personal data about you and your family. In order to carry out the services of this engagement, and for related purposes such as updating and enhancing our client records, analysis for management purposes, statutory returns, legal and regulatory compliance and crime prevention, we may obtain, process, use and disclose personal data about you. Full detail is set out in our privacy notice.
Should we resign, or be requested to resign, a disengagement letter will be issued to ensure that our respective responsibilities are clear.
Should we have no contact with you for a period of three months or more, we may issue a disengagement letter and hence cease to act.
We operate fixed fees, quoted in advance. Please refer to your fees schedule for a breakdown of these.
In some cases you may be entitled to assistance with your professional fees, particularly in relation to any investigation into your tax affairs by HMRC. Assistance may be provided through insurance policies you hold, or via membership of a professional or trade body. Other than where such assurance was arranged through us, you will need to advise us of any such insurance cover that you have. You will remain liable for our fees regardless of whether all or part are liable to be paid by your insurers.
We will bill upon completion of the work, and our invoices are due for payment on the due date shown on the invoice. Our fees are exclusive of VAT, which will be added where it is chargeable. Any disbursements we incur on your behalf, and expenses incurred in the course of carrying out our work for you, will be added to our invoices where appropriate. Unless otherwise agreed, our fees do not include the costs of any third party, counsel or other professional fees.
It is our normal practice to ask clients to pay upon completion of the ad hoc piece of work, before any submission to HMRC or Companies House is made.
We reserve the right to charge interest on late paid invoices at the rate of 1% above bank base rates under the Late Payment of Commercial Debts (Interest) Act 1998. We also reserve the right to suspend our services, or to cease to act for you, on giving written notice if payment of any fees is unduly delayed. We intend to exercise these rights only where it is fair and reasonable to do so.
If you do not accept that an invoiced fee is fair and reasonable, you must notify us within 21 days of receipt, failing which you will be deemed to have accepted that payment is due. In the case of a dispute over the level of fees charged, we reserve the right to require that the matter is dealt with through arbitration.
We will only assist with implementation of our advice if specifically instructed in writing.
We will retain all copyright in any document prepared by us during the course of carrying out the engagement, save where the law specifically provides otherwise.
If any provision of the engagement letter or schedules is held to be void, then that provision will be deemed not to form part of this contract.
In the event of any conflict between these terms of business and the engagement letter or appendices, the relevant provision in the engagement letter or schedules will take precedence.
Investment business is regulated under the Financial Services and Markets Act 2000. If, during the provision of professional services to you, you need advice on investments, including insurances, we may have to refer you to someone who is authorised by the Financial Conduct Authority or licensed by a Designated Professional Body, as we are not.
Insofar as we are permitted to do so by law, we reserve the right to exercise a lien over all funds, documents and records in our possession relating to all engagements for you until all outstanding fees and disbursements are paid in full.
We will provide our services with reasonable care and skill. Our liability to you is limited to losses, damages, costs and expenses caused by our negligence or wilful default.
### Loss caused by others
We will not be liable if such losses, penalties, surcharges, interest or additional tax liabilities are due to the acts or omissions of any other person, or due to the provision to us of incomplete, misleading or false information, or if they are due to a failure to act on our advice or a failure to provide us with relevant information.
### Circumstances beyond our control
We will not be liable to you for any delay or failure to perform our obligations under this engagement letter if the delay or failure is caused by circumstances outside our reasonable control.
### Discovery of fraud
We will not be responsible or liable for any loss, damage or expense incurred or sustained if information material to the service we are providing is withheld or concealed from us, or wrongly misrepresented to us, or arises from fraudulent acts, misrepresentation or wilful default on the part of any party to the transaction and their directors, officers, employees, agents or advisers. This exclusion shall not apply where such misrepresentation, withholding or concealment is, or should in carrying out the procedures which we have agreed to perform with reasonable care and skill have been, evident to us without further enquiry.
### Indemnity for unauthorised disclosure
You agree to indemnify us and our agents in respect of any claim, including any claim for negligence, arising out of any unauthorised disclosure of our advice and opinions, whether in writing or otherwise. This indemnity will extend to the cost of defending any such claim, including payment at our usual rates for the time that we spend in defending it.
### Aggregate liability
You have agreed that you will not bring any claim of a kind that is included within the subject of the limit against any of our principals or employees on a personal basis.
In accordance with the Proceeds of Crime Act and the Money Laundering Regulations, you agree to waive your right to confidentiality to the extent of any report made, document provided or information disclosed to the National Crime Agency. You also acknowledge that we are required to report directly to the National Crime Agency, without prior reference to you or your representatives, if during the course of undertaking any assignment the person undertaking the role of Money Laundering Reporting Officer becomes suspicious of money laundering.
As with other professional services firms, we are required to identify our clients for the purposes of the UK anti-money laundering legislation. We may request from you, and retain, such information and documentation as we require for these purposes, and may make searches of appropriate databases. Copies of such records will be maintained by us for a period of at least five years after we cease to act for the business.
We shall not be treated as having notice, for the purposes of our accounts and tax responsibilities, of information provided to members of our firm other than those engaged on the specific assignment, for example information provided in connection with accounting, taxation and other services.
Unless otherwise agreed in the engagement covering letter, our work will begin when we receive your implicit or explicit acceptance of that letter. Except as stated in that letter, we will not be responsible for periods before that date.
Each of us may terminate this agreement by giving not less than 21 days' notice in writing to the other party, except where you fail to cooperate with us, or we have reason to believe that you have provided us or HMRC with misleading information, in which case we may terminate this agreement immediately. Termination will be without prejudice to any rights that may have accrued to either of us prior to termination.
In the event of termination of this contract, we will endeavour to agree with you the arrangements for the completion of work in progress at that time, unless we are required for legal or regulatory reasons to cease work immediately. In that event, we shall not be required to carry out further work and shall not be responsible or liable for any consequences arising from termination.
We are required to hold professional indemnity insurance. Details about the insurer and coverage are available on request.
We aim to provide a high quality of service at all times. If you would like to discuss with us how our service could be improved, or if you are dissatisfied with the service you are receiving, please let us know by contacting Johann Goree. We undertake to look into any complaint carefully and promptly, and to do all we can to explain the position to you.
We will endeavour to record all advice on important matters in writing. Advice given orally is not intended to be relied upon unless confirmed in writing. Therefore, if we provide oral advice, for example during a meeting or a telephone conversation, and you wish to be able to rely on that advice, you must ask for the advice to be confirmed by us in writing.
You have a legal responsibility to retain documents and records relevant to your tax affairs. During the course of our work we may collect information from you and others relevant to your affairs. We will return any original documents to you if requested. Documents and records relevant to your affairs are required by law to be retained as follows: for individuals, trustees and partnerships with trading or rental income, five years and ten months after the end of the tax year, and otherwise twenty-two months after the end of the tax year; and for companies, LLPs and other corporate entities, six years from the end of the accounting period.
Whilst certain documents may legally belong to you, we may destroy correspondence and other papers that we store, electronically or otherwise, which are more than seven years old. You must tell us if you require the return or retention of any specific documents for a longer period.
Any advice we give you will be supplied on the basis that it is for your benefit only, and shall not be disclosed to any third party in whole or part without our prior written consent. It may not be used or relied upon for any other purpose, or by any other person other than you, without our prior written consent. If our advice is disclosed to any third party, with or without our consent, then we accept no responsibility or liability to that third party for any consequences that may arise should they rely on the advice. If it is proposed that any document or statement which refers to our name is to be circulated to third parties, please consult us before it is issued.
The services we undertake to perform for you will be carried out on a timescale to be determined between us on an ongoing basis. The timing of our work will, in any event, be dependent on the prompt supply of all information and documentation as and when required by us.