The financial services sector is becoming increasingly complex, competitive and regulated. It is vital you know how new rules affect your business so you can demonstrate integrity, transparency and innovation to win customers and stay ahead.
How we can help you
We specialise in helping financial services firms to meet their reporting obligations, avoid pitfalls and exploit potential opportunities. As experts in your field, we can give you the most relevant, up to date advice and we’re always available to answer your questions.
Who we help
Our clients include corporate financiers and fund managers amongst others – we now act for over 100 fund managers. We work with businesses of all sizes, including start-ups throughout their business lifecycle. We build long relationships with our clients, who value our open, honest and down-to-earth approach and they are happy to recommend us and over the years, most of our new business comes from referrals.
Our dedicated team of sector specialists are able to offer a wide range of services and are available throughout the year to ensure you have all of the ongoing support you need. Our services include:
- Audit & assurance
- FCA audits
- GABRIEL reporting
- Corporate tax
- LLP tax
- Personal tax
- Employment tax
- Company Secretarial
The list is by no means exhaustive, so do call us to discuss your specific needs. You can combine any of our services to suit your business goals and your budget.
Our prices are transparent and competitive and we’ll agree the charges with you upfront, so you won’t have any unexpected costs.
Business support, outsourced accounting
Our client is an FCA regulated investment manager with no employees. To ease the administrative burden on the members, we perform bookkeeping services, prepare quarterly management accounts and prepare and submit quarterly VAT returns with a seamless approach and efficient communication between the team and members.
Members of the LLP deal principally with one team member with others on hand as required, in addition to this work being overseen by a Manager and Partner. This approach provides continuity and the benefits of sector and entity specific knowledge. Recently the client expanded, setting up several new entities with various reporting dates. In taking on the accounting functions for these, we also assisted with set-up and compliance, identifying opportunities to streamline the process by involving our tax and Company Secretarial departments.
By outsourcing to haysmacintyre, the members can focus attention on growing the LLP, simply having to review the submissions drafted by our business support team, without worry of late filing penalties or noncompliance with regulation.
Outsourced accounting and advice to support a growing international financial services company working to tight deadlines
We provide outsourced accounting services to a client in the financial services sector. They are a rapidly growing business and have recently made a substantial acquisition. They have overseas branches and are part of a group.
We prepare their accounting records and monthly management accounts online, working to a reporting deadline that falls a few days after month end. We report in dual currencies and consolidate the group position. We successfully integrated their substantial new operation into the monthly reporting process and continued to meet their deadlines. Our monthly process includes discussions about the financial results with the directors and investors.
Our client regards us as an integral part of their business. Our services extend beyond that of monthly accounting. We regularly meet with them to assess and understand their needs. We provide them with business advice, which we base on the up to date records we maintain. We also regularly prepare cash flow forecasts for them; we prepare annual financial statements; we liaise with their Big 4 auditor and fully support the audit process for them.