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David Cadwallader and Co Limited

David Cadwallader and Co Ltd aim to help community businesses keep track of the wide range of financial rules and regulations that they are subject to, and give help and reassurance to make sure the requirements are met. David Cadwallader and Co Ltd offer:

Year-end compliance

Community Business Members are offered a substantial saving on their annual year-end compliance, which typically costs in the region of £675-£1,275.

The rates are as follows:

  • From £465 plus VAT: a review of accounts and provision of an Independent Accountant’s Report for Community Benefit Societies, Co-operative Societies and Registered Societies (IPS pre-August 2014).
  • From £805 plus VAT: preparation of accounts for Companies Limited by Guarantee and Community Interest Companies.

To access this offer members are required to provide a trial balance, reconciled bank account, and supporting schedules for all major balance sheet and profit and loss account items.

Software

Members are offered discounts on accountancy software, as well as help and advice, including:

  • A free initial phone call to discuss the most suitable accountancy software for new community businesses, or a free review of the accounting systems of trading community businesses
  • 20% discount off usual David Cadwallader and Co Ltd fees for additional IT services
  • Discount on Xero and Quickbooks Online monthly cost
  • A choice between online ‘cloud based’ package or desktop software

Payroll

  • Assistance on setting up PAYE schemes for new community businesses, as well as information on technical updates and changes to the regulatory environment
  • 20% discount to members on standard fees for additional payroll support including running of monthly payroll and assistance with submissions to HMRC and pension providers
  • Discounts on software

VAT

The VAT and software services divisions of David Cadwallader and Co Ltd will work together to ensure that systems community businesses have for recording VAT are robust and adhere to all HM Revenue and Customs scrutiny.

David Cadwallader and Co Ltd can provide both technical literature and email support to members in all areas of VAT, including options to tax and VAT recovery on purchase of premises.

To access this deal:

Please contact Nicola Cadwallader directly on nicola@cadwalladerandco.com or 01869 222124.