Josie Smith MCIPP, FIAB, FICB

Managing Director

  • Qualifications:
  • In Practice fellow of International Association of Bookkeepers.
  • In Practice fellow of Institute of Certified Bookkeepers.
  • Diploma in Advanced Payroll Management.
  • Member of Chartered Institute of Payroll Professionals.
  • Experience:
  • Over 30 years experience in bookkeeping and payroll.
  • Training in bookkeeping and payroll.
  • Set up Accounts Matters Ltd 2005.

Lyndsey Beckett FCCA

Accountant

  • Qualifications:
  • Qualified Accountant (Fellow of the ACCA).
  • Experience:
  • Year end accounts, Personal and Company tax returns, Management Accounts, Business Planning and Cashflow Forecasts.
  • Joined Accounts Matters in 2014.

Esther Ward MCIPP

Payroll Manager

  • Qualifications:
  • Degree in Advanced Payroll Management MCIPP.
  • A-levels in Business Studies and ICT.
  • Joined Accounts Matters in 2008.

Margaret Armitt ACIPP

Payroll Technician of the Chartered Institute of Payroll Professionals

  • Qualifications:
  • Payroll Bureau and Administration
  • Joined Accounts Matters in 2014

Leonie Clare

Bookkeeping

  • Qualifications:
  • Level 4 AAT
  • Bookkeeping
  • Joined Accounts Matters in 2015.

Bookkeeping, Payroll and Accounting
Services for Small Business.

“The art of delegation is one of the key skills any entrepreneur must master” Richard Branson

Accounts Matters specialises in bookkeeping, payroll, and accounting services for smaller business across Lancaster, Morecambe and north Lancashire. Services aimed to:

  • Avoiding your becoming bogged down in paperwork rather than growing your business
  • Ensure you have reliable and accurate information at your fingers tips so you can make key decisions with confidence
  • Keep on top of your obligations to HMRC and Companies House by filing accounts and tax returns on time
  • Collect cash from customers when it is due, reducing the risks of bad debts and unnecessary bank interest both of which hit the bottom line
  • Avoid the added complexity and costs of managing your accounting and payroll in-house.  We share with you our economies of scale.

Bookkeeping

If you are swamped with paperwork and worried your finances are getting out of control, then we have a range of bookkeeping services that will get you back on track:

  • Processing your paperwork to keep your books up to date using industry leading book keeping software, such as SAGE, Quickbooks, Xero and Kashflow or, if you prefer, your own manual system.
  • Bank reconciliation
  • Management accounts and other producing financial reports such as age creditors and aged debtors analysis, cashflow and break-even analysis
  • Ad-hoc support and training if you have your own internal accounts team to keep them up to date on VAT and tax requirements or dealing with complex journals such as when you buy new assets or take out finance.

Payroll

Helping you pay your employees the right amount on time every time whilst dealing with complicated issues such as pension contributions, sick pay, maternity pay, child maintenance, Attachment of Earnings and Employers Allowance. With our help you get access to expert knowledge and experience, whilst avoiding the costs of keeping it in-house including payroll software training and all the other challenges of keeping up to date with complex changes to the rules and regulations.

  • Efficient and reliable processing of your monthly, 4 weekly, fortnightly or weekly payroll
  • Auto-enrolment processing and support
  • Payslips either printed or emailed
  • Reporting, filing PAYE and Real Time Information (RTI) requirements to HMRC
  • Processing BACS salary & wage payments
  • Ongoing guidance & support on best practice
  • Auto-enrolment set-up guidance and processing and recording contributions after your staging date has passed.

Tax & Accountancy Services

Whether you own a limited company, a partnership or operate as a sole trader, we can help you manage your obligations to Companies House, HMRC and Charity Commission including:

  • Processing and submitting Self-Assessment, Corporation Tax, VAT and CIS returns to HMRC
  • Preparing and filing Year End Accounts in statutory format
  • Advising on the correct VAT and tax treatment and how best to account for them.

Credit Control

Recognising “Cash is King” for all businesses it is important that your customers pay on time so you can keep on good terms with your own suppliers, avoid paying unnecessary bank interest and invest in growing your business, we support our clients with a complete range of credit control services:

  • Sending out monthly statements
  • Chasing outstanding accounts by phone, email and letter and a regular timely basis to limit bad debts
  • Providing you with monthly reports such as aged debtors analysis and highlighting problem accounts
  • Managing credit control risk when taking on new clients or existing clients fall into arrears and are struggling to pay.

Business Support

Support and guidance to help you overcome financial and other barriers to growth. With a wealth of experience, knowledge and skills, we offer a broad range business support services, delivered by experts, that include:

  • Setting up processes and systems to help you manage money and costs better.
  • Providing training and support to those within your team responsible for managing money
  • Installing and setting up online book keeping systems so that your financial information is only a click away
  • Finding ways to improve efficiency, productivity, cost control and increase profit margins
  • Ensuring that you have ease of access to financial information and budgets critical to manage the performance of other key functions such as sales, marketing, people management and production or service delivery.

Support for Start-up Businesses

We have an affordable start-up service specially designed for new businesses that helps them manage their finances simply and effectively right from the start that includes:

  • Simple bookkeeping and credit control solutions suitable for a new business
  • Arranging Banking facilities
  • Setting up a new company or register with HMRC for PAYE, VAT and Tax
  • cashflow, budgeting, pricing and break-even analysis
  • training and ad-hoc support

If you would like to find out more about how Accounts Matters can help you manage your finances and grow your business, please call us today on 01524 61688 or email info@accountsmatters.co.uk for a no obligation discussion about your bookkeeping, payroll, tax and accounting needs.

Contact us to request a quote