I'm Carrie Stokes - Your friendly accountant
To give you some idea of the depth of my work with clients, here are some examples of specific projects:
My client was an owner managed business with £2m turnover. To move the business forward, the owners wanted to establish a more corporate structure to facilitate growth. The project involved reviewing the current systems and procedures and discussing with the executive board their requirements for the finance department. Producing recommendations for board approval, then implementing new software, systems and procedures.
Working with my client and their solicitor throughout the sale process, from receipt of initial offer letter right through to agreeing the completion accounts with the buyers accountants. The project involved preparing the due diligence pack, working closely with the solicitor reviewing the sale and purchase agreement, preparation of completion accounts and keeping in touch with my client throughout the whole process so that they had a complete understanding of each stage.
Research and Development Tax Credit Claim
Meeting with my client to understand the nature of each of their projects and whether they would qualify for a Research and Development tax claim. Preparation and submission of the claim to HMRC.
For a small annual fee clients can join the fee protection service where all accountancy costs are covered should a client ever face an HMRC Enquiry. Using this service, I will deal with all aspects of the enquiry, taking away all the disruption and stress an inspection can cause.
Recent enquries include:
Full PAYE inspection for a care company with 100 employees.
VAT inspections for a recruitment agency, estate agent and consultancy.
Carrie Stokes Limited is me, Carrie Stokes, a chartered accountant that has been providing accountancy services, tax and business advice for over 10 years.
What makes me unique is my approach, I take the time to understand how a client’s business works, what the owners want to achieve from their business, and how to do it in the most tax efficient way. No question is a silly one and it is important that we work together so that my client has a full understanding of the finance and tax aspects of their business.
Working with a diverse portfolio of business sectors, which include Dating Websites, Specialised Care / Rehabilitation and many Agricultural businesses, the services I provide vary due to individual client needs. Whether it's your annual tax return or interim management for your finance department, I can help.
I qualified as a chartered accountant in 2001 with one of the six biggest accountancy practices in the UK. This took me all over the UK providing a variety of services, from small accounts preparation to assisting on a large fraud investigation. This involved working within a large variety of industries from manufacturing through to retail and leisure.
In 2003 I moved into executive board positions managing the finance departments for companies operating within the insurance and gaming industries.
Taking the expertise and experience from this corporate background, in 2005 I started my own practice.
The services I provide vary by client, however these can include:
Annual Accounts for Sole Traders, Limited Companies, Partnerships and LLP’s
Personal, Corporate and Partnership Tax Returns
Payroll (incuding RTI and Auto Enrolment)
Tax Planning including timing of profit extraction and succession planning
Dealing with HMRC tax inspections and enquiries
VAT / PAYE reviews to ensure clients are compliant
Management Accounts, Budgets and Forecasts
Interim project work.