01980 880 287 [email protected]

Business doesn't have to be stressful, you don't have to go it alone.

Here’s what we can give you.

  • Full compliance with all current tax regulations. 
  • More time to spend on people (and animals!) you love and work that lights you up. 
  • More money to spend on living the kind of life you deserve. 
  • More headspace to come up with million-pound ideas, or even just notice all the roses you have yet to smell

You may want all four or just oneYou may be doing it alone or with a team. You may have all the time in the world, or you may be planning to retire in just a few years. Whatever your situation, we are happy to discuss a bespoke package of services just for you and your unique needs. But most of our clients? They just want to get a move on.  

“The process of financially administrating your own business can seem very daunting and has been the main area holding me back from launching on my own for a while. As Shirley talked me through the processes involved and the way you operate, I was instantly sure I was in the right hands” Lance Weaver

Owner/Director, Water Source & Water Course Ltd.

So we looked at what their businesses required and created THREE BUNDLES of services that had them covered.  They just may have you covered, too. 

Ramble

Cycle

Fly

 

Ready to start using that treasure map of yours? The ‘Ramble’ bundle comes with a Vision Day, which covers the basics of dream business / life navigation.

We’ll ensure we plant a firm “you are here” dot in your exact co-ordinates.

We’ll place a big red X over your biggest dreams, so that we never lose sight of what we’re aiming for.

We’ll start plotting your best route from here to there, complete with action steps to start off with.

'Ramble' includes...
  • Vision Day
  • Year end accounts
  • Business and 2 personal tax returns
  • Company secretarial
  • Annual meeting
  • Secure client portal
  • 48 hour e-mail response
  • 90 day Guaranteed Delivery time (from receipt of all information)
  • Registered Office
  • Tax investigation fee protection insurance

 

You know how sometimes your GPS has to recalculate the shortest route? Maybe there’s construction, maybe there’s traffic, maybe your destination has changed. Well, ‘Cycle’ keeps you on track.

In addition to Vision Day, this package introduces Board Meetings.

We’ll reassess your goals to make sure your X is still in the most relevant spot on that map.

We’ll reassess the route, so that any developments or discoveries can be taken into account and reflected in your action plan.

We’ll celebrate how far you’ve come, and look at how we can tweak your business operations and cultivate assets to make you go faster with less effort.

 

Operating a bigger business? Wanting to become the most effective leader the world has ever known? You’re a prime candidate for ‘Fly’!

In addition to Vision Day and Board Meetings, we will help you bring your people along for the ride with Team Day.

We’ll find ways to keep the entire party aligned with a single vision, mission, and core values, so that they make the best road trip partners.

We’ll shine a light on what makes each team member invaluable, so that no assets are wasted, thus supercharging your journey.

We’ll cultivate understanding and acceptance, making sure that everybody is heard and accommodated.

In road trip terms, no more silly popcorn for the hummus guy, and EVERYBODY gets to pick a song for the playlist.

'Cycle' includes...
  • Quarterly management reports
  • Quarterly Board Meetings to hold you accountable to your vision, mission, and goals
  • Telephone support
  • Pre year-end tax planning
  • Monthly Performance Dashboard report
  • Real time cloud accounting software (Xero software subscription)
  • Unlimited use of Business Growth System
  • Monthly Business Builder newsletter
  • 60 day Guaranteed Delivery time (from receipt of all information)
All this in addition to…
  • Vision Day
  • Annual accounts
  • Secure Client portal
  • Email response time 48hrs
  • Company/partnership tax return
  • Self-assessment tax returns x2
  • Company Secretarial
  • Registered Office
  • Tax investigation fee protection insurance
'Fly' includes...
  • Monthly management reports
  • Annual remuneration planning
  • 12 month budget
  • 12 month cashflow forecasting
  • Business structure review
  • Limited company formation x1
  • PAYE health check
  • VAT health check
  • Use of business meeting/training room facilities (6 per annum)
  • Hotline to Director
  • 30 day Guaranteed Delivery time (from receipt of all information)
All this in addition to…
  • Vision Day
  • Annual accounts
  • Company/partnership tax return
  • Self-assessment tax returns x2
  • Quarterly Board Meetings to hold you accountable to your vision, mission, and goals
  • Telephone support
  • Pre year-end tax planning
  • Monthly Performance Dashboard report
  • Real time cloud accounting software
  • Xero software subscription
  • Unlimited use of Business Growth System
  • Monthly Business Builder newsletter
  • Secure Client portal
  • Email response time 48hrs
  • Company Secretarial
  • Registered Office
  • Tax investigation fee protection insurance

“A very useful and well-structured Vision Day. Very happy to leave with a clear action plan & vision for moving the business forward. I’m even looking forward to it!”

Gaenor Nokes

Owner/Managing Director, Bourne Valley Nursery School Ltd - Salisbury

“Shirley and her staff have always made me feel valued as a client. Nothing is too much trouble.”

David Niven

Treasurer, Portin Baptist Church, Porton

“I am massively reassured that I know there is an ear; with a bit of mentoring at the end of the phone to point me in the right direction.”

Lance Weaver

Owner/Director, Water Source & Water Course Ltd.

“When we needed to invest and protect our IP, Shirley Hollis & Co put us in touch with someone that could help; when we needed an HR Professional to develop employee contracts, they had someone in their network that could pick this up. I have regularly ‘picked their brains’ on ideas and issues and used them as a sounding board for finance or growth-related ideas running through my head.”

Della Bolat

Director, Consilium Communications Ltd, Amesbury

Where are you going?

 

What’s your speed limit? Who’s tagging along?

Can we help you navigate? We’re good with numbers, GREAT with maps.

Helping Businesses Grow
Changing Lives

 

Tel: 01980 880287 / 01722 632442
E-mail: [email protected]

© 2017 Shirley Hollis & Co. All rights reserved. We use cookies on this website, you can find more information about cookies here
Shirley Hollis & Co is the trading name of Hollis & Co (Accountants) Limited, a company registered in England & Wales
Company Registration No. 8308179, Registered Office: Shirley Hollis & Co, 4 Salisbury Street, Amesbury, Salisbury, Wiltshire SP4 7HD