A prospective client approached us, frustrated with their current accountant and bookkeepers. They suspected that transactions weren’t being processed correctly and that categorisations were inaccurate.
As part of our onboarding process, we conducted a thorough historical transaction review to identify and correct any misclassifications. Our investigation revealed that rental payments had never been categorised correctly, resulting in missed VAT claims.
We meticulously analysed all transactions, ensuring that VAT was correctly reclaimed where applicable and that all expenses were allocated to the correct categories. To future-proof their bookkeeping, we set up automated rules that guarantee ongoing accuracy and compliance.
The outcome? A significant £8,000 VAT reclaim - money that was rightfully theirs but had been overlooked. More importantly, they now have complete confidence in their financial records, with systems in place to ensure continued accuracy and efficiency.
Why Our Approach Works
At our firm, we don’t just process transactions - we analyse, question, and optimise. Our proactive, detail-focused approach ensures that clients don’t just stay compliant but maximise their financial opportunities.
Whether it’s uncovering missed VAT claims, identifying tax-efficient solutions, or correcting years of poor accounting, we make sure our clients receive the best financial outcomes possible - with systems in place to prevent issues from arising again.
Because great accountancy isn’t just about numbers - it’s about strategy, insight, and making sure every penny works as hard as you do.
