Skip to content Skip to footer
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors

Business Health Check

Business Review & Health Check

We’ve designed our unique Business Health check meeting based on our experience of business owners pain points as they near their year-end.

This is your chance to step away from working IN your business, and start working ON it. We’ll prepare you for your year-end, advise on minimising tax, set your goals and work on solving your challenges.

What is a Business Health Check?

An important part of any successful business strategy, our team will ensure that any forward planning opportunities are not missed. As your business year-end approaches, we’ll review your financial performance and take a proactive approach to identifying available allowances and reliefs that are open to you.

An important part of any successful business strategy, our team will ensure that any forward planning opportunities are not missed. As your business year-end approaches, we’ll review your financial performance and take a proactive approach to identifying available allowances and reliefs that are open to you.

  • Advice on profit-loss expectations before the year-end.
  • Guidance on the extraction of profits.
  • Recommendations on capital expenditure planning.
  • Identification of available Research & Development Credits.
  • Assistance with director’s pensions and financial planning.

 

I cannot speak highly enough of AG Smith and Co. They are an absolute pleasure to work with… efficient, friendly, and truly forward-thinking. The whole team have a proactive approach that has been invaluable, helping me to stay ahead and make informed decisions with confidence.

If you’re looking for an accountant who genuinely cares about your financial well-being and future success, AG Smith and Co is the one to trust.

Gavin Young

Chiropractic First Limited

When arranging mortgages for my clients I often need to work with accountants. When dealing with A G Smith & Co, I have always found them to be extremely thorough and efficient, which means I can get my clients mortgages arranged that much faster.

It’s always a relief when I hear “A G Smith & Co are my accountants”.

Andrew Dulieu

Independent Mortgage Advisor

A G Smith & Co have transformed our business. We were quickly introduced to software and training that has vastly improved our efficiency, everything from quoting to invoicing our clients has been improved and even VAT returns are now smooth and efficient.

A G Smith & Co are always professional, always pay great attention to detail and are always there for advice. We look forward to working with them for many more years to come.

Dean Hall

Linvex Ltd (Building & Joinery)

Contact Our Team

We offer FREE discovery calls to limited companies, sole traders and tax-return prospects.

01472 341444 hello@agsaccountants.co.uk
Contact Us

FAQs

  • Absolutely. We can represent you and manage all communication with HMRC to resolve issues efficiently.

  • Yes, we handle VAT registration, preparation, and submission of returns to ensure compliance.

  • Yes, we assist with company registration, choosing the right structure, and setting up your accounting systems.

  • Absolutely. We provide financial planning services to help you manage cash flow and plan for growth.

  • We use secure, encrypted systems and comply with GDPR regulations to safeguard your information.

  • As we are regulated by the Association of Chartered Certified Accountants, we need to ensure that we really know our clients and ensure they comply with UK law. This means we need to verify the identities of anyone instrumental in a business we work with.

    This involves a copy of your ID, meeting you in person or over virtual meetings, and filling in “Know Your Client” documentation each year. We also have to complete “Anti-Money Laundering” checks on all businesses and individuals as part of our compliance regulation.