Chris (Alan Patient & Co's specialist Accountant for Academies) completed our BFRO for us. It was simple and took away the worry of completing them. I was elated. … [Read more...]
Having experts on your side – Mrs Edge, Agate Momentum Trust
Converting two schools into a new Multi Academy Trust we knew that we were going to need all of our finance staff to be at the top of their game. Ensuring that we were suitably prepared to take on new converter schools in the near future was a priority. Changing our accounting software from FMS was … [Read more...]
Any school about to convert to an Academy – Mrs Bingham, Britannia Education Trust
We converted in June 2017 and formed a Multi Academy Trust. The process had been challenging, devoting as much time as possible to getting the Trust going to ensure a smooth transition. We knew we needed assistance with the required reporting and financial accounting elements of being an Academy; … [Read more...]
Grow from 900 going up to 1,500 pupils – Mr Seager, Stratford School Academy
Alan Patient & Co have assisted us through a period of change. They have helped update our financial controls, advised on and implemented new accounting software and aided us in maintaining budgetary controls to help us grow from 900 going up to 1,500 pupils. I used to find monthly budgetary … [Read more...]
Accountancy for Schools, Colleges and Academies
What we can offer We offer a wide range of services but primarily we could be your virtual Chief Financial Officer supporting the finance function. This is done in the following ways:- Due diligence – most important when schools are looking to join multi academy trusts to ensure there are no … [Read more...]
Bankruptcy to £3 Million Turnover
From scratch to £3 million turnover from the ashes of a bankrupt company. Some of the challenges they faced: Starting from nothing - no systems, no controls, no people, no experience of running their own business; Taking on big contracts from people left in the lurch by the demise of their … [Read more...]
Care Home Registered Auditors
We have helped a firm of Chartered Accountants who had assisted their client, a company owning and running 13 care homes across the South East, grow to the point where they required an audit. As a firm of registered auditors we were able to provide an independent and professional audit when the … [Read more...]
Heating Engineers Management Accounting
We have helped a start-up heating engineer turn their business into a multimillion pound turnover company by providing up to date management accounts and helping them through the many pitfalls of VAT, payroll, CIS and tax efficient profit extraction. … [Read more...]
Property Portfolio Tax Advice
We assisted with a new business venture for a company looking to reinvest its profits. Our client had a sizeable sum of money accumulated in their company that they did not want to draw out as they would incur higher rates of personal tax, effectively giving a large portion to HMRC. Instead … [Read more...]
Building Company Structure Accounts
We assisted in the creation of a tax efficient and risk mitigating group of companies. Our client wanted to create a business that purchased, developed, sold or let residential or commercial property. We devised a group structure that would allow for the properties to be safeguarded should the … [Read more...]
