Business Details
Expert Accountancy & Tax Services for Trades Businesses
We are a team of accountancy and tax specialists dedicated to helping business owners build successful enterprises that support their desired lifestyle. Our approach combines financial expertise with business development coaching to empower clients to work on their business rather than in it. With programmes ranging from one-to-one coaching to group sessions, we provide tailored solutions to improve profitability and operational efficiency. Our Planning for Trades Success workshop offers structured support for construction and trades businesses, while our Trifeca programme delivers comprehensive business planning with financial forecasting. Clients benefit from our proactive accounting meetings, which establish clear plans to achieve both business and personal goals.Our team prioritises understanding each client's unique needs, offering personalised service that extends beyond traditional accounting functions. We focus on long-term growth strategies, tax efficiency, and freeing up clients' time to enjoy the lifestyle they desire. Our proven methodologies have supported businesses from sole traders to established companies, with measurable results in profitability and operational control. Client testimonials highlight our technical knowledge, responsive service, and ability to deliver actionable insights that drive business success.
Services
Business Coaching
Tax Planning
Financial Forecasting
Payroll Services
VAT Returns
Company Formation
Bookkeeping
Management Accounts
Cashflow Planning
Succession Planning
Highlights and features
- We offer business coaching combined with accountancy expertise
- Our Trifeca programme includes financial forecasting and monthly reporting
- We specialise in trades and construction industry requirements
- Clients receive personalised support from experienced professionals
- Proven success in improving business profitability and efficiency
What people say
Excellent service
Prompt response
Good technical knowledge
Personalised approach
Helped business grow
Services
Business Coaching
Our business coaching programmes combine financial expertise with strategic development to help trades business owners increase profitability. We offer one-to-one sessions and group workshops that focus on operational efficiency, growth strategies, and work-life balance. Clients receive tailored guidance to implement systems that improve cashflow and reduce day-to-day management burdens.
Tax Planning
Specialist tax planning services help trades businesses legally minimise liabilities while maintaining compliance. We provide year-round tax strategy advice, including capital allowances, expense optimisation, and restructuring opportunities. Our approach ensures clients maximise available reliefs while avoiding HMRC compliance risks through proactive planning.
Financial Forecasting
We create detailed financial forecasts to help trades businesses plan for growth and manage cashflow effectively. Our models incorporate scenario planning, break-even analysis, and investment readiness assessments. Clients receive monthly reporting packages that track performance against projections and identify corrective actions when needed.
Payroll Services
Comprehensive payroll management ensures accurate and timely employee payments with full compliance. We handle PAYE calculations, pension auto-enrolment, and real-time reporting for trades businesses of all sizes. Our service includes holiday pay tracking and integration with accounting systems for seamless financial management.
VAT Returns
We prepare and submit accurate VAT returns while identifying legitimate opportunities to reduce liabilities. Our service includes cash accounting scheme advice, partial exemption calculations, and VAT registration/deregistration support. Clients receive regular updates on changing regulations affecting construction and trades sectors.
People
Ian Watson
Director
With over 20 years' experience in accountancy, Ian specialises in supporting trades businesses. He leads strategic planning sessions and provides expert financial guidance to help clients achieve growth objectives while maintaining compliance.
Mark
Accountant
Mark handles day-to-day accounting needs for SMEs, focusing on accurate record-keeping and tax compliance. Clients appreciate his clear explanations of financial matters and proactive approach to identifying cost-saving opportunities.
Questions
What accounting services do you offer for trades businesses?
We provide bookkeeping, VAT returns, payroll, financial forecasting, and tailored tax planning specifically for construction and trades sectors.
How can you help improve my business profitability?
Our Trifeca programme combines business planning, financial forecasting, and monthly reporting to identify growth opportunities and cost-saving measures.
Do you offer business coaching alongside accountancy?
Yes, we integrate strategic business coaching with financial expertise to help owners work on their business rather than in it.
What areas do you cover?
We primarily serve Midlothian, Edinburgh, and surrounding areas with both in-person and remote support options.
How much do your services cost?
Our pricing ranges from £99/month for group coaching to £15,000/year for comprehensive business development programmes.
