- Real-time information
- Informed business decisions
- Free up your time
Why do I need to keep my financial records up to date?
You will be able to make more informed business decisions
- With up to date financial records this allows you to keep a keen eye on the cash flow and performance of your business in real-time.
- It is a UK statutory requirement to prepare annual accounts if your company is either a limited company, LLP, charity, association or a society and bookkeeping is the foundation on which they are prepared on.
How do I keep my records up to date?
Let Caldwell Penn do the hard work for you
- We have a team of in-house bookkeeping experts with vast detailed knowledge of the latest cloud-based bookkeeping software and accounting standards who will take care of your record keeping and compliance in the background.
- We take the stress out of making sure your records are up to date by:
- Recording all invoices and expenses ensuring that they have been recorded correctly using the most up to date cloud-based software and technology with minimal fuss.
- Reconciling all your records on an agreed periodic basis.
- Preparing all monthly adjustments to ensure your records and data are accurate and timely.
What are the benefits?
Better business decisions using real-time financial information
- Keeping your financial records up to date can be very time consuming and for most businesses that time can be spent far more effectively elsewhere, for example meeting customers, concentrating on product and market development, or just planning for the future. We will free up your time to allow you to concentrate on the more important day to day running of your business.
- You will be able to sleep easy knowing that your records are up to date and accurate.
- All your business’s financial records will be updated on a periodic basis agreed upon with you, be that weekly, monthly or quarterly. But remember, the more up to date the information, the more informed and better your business decisions will be.
"I have always found everyone that I have dealt with at Caldwell Penn to be knowledgeable, friendly and responsive. I would recommend anyone looking for tax or accounting advice to seriously consider Caldwell Penn."
TIM WARD, Cityward Limited
"We have used Caldwell Penn for over 10 years. Their service is always faultless and they are a valued member of the team, enabling us to concentrate on our business with the confidence to know that the accounting function is in safe hands."
TONY BINNIE, Brockwell Group Limited
"Personally, I find everyone at the firm extremely helpful, patient and always completely professional"
Andy McStravick, McStravick Consulting Limited
"The team at Caldwell Penn take care of our accounts and payroll so that we can focus on our core business objectives. Their Bramley office is in a great out of town location with easy access and free parking. Caldwell penn didn't hesitate in assisting with a reference for our companies recent AIPP accreditation. A professional and friendly service above and beyond expectation. We wouldn't hesitate in recommending Caldwell Penn again and again!"
Elliott Ward, The Again Group Ltd
"The team at Caldwell Penn provide an indispensable service to our Club. Their advice in completing year end accounts is practical, responsive and approachable. Their audit service is always professional and supportive, giving both the Club members and Committee great benefit. We would thoroughly recommend this firm."
Godalming Naval Club
"I cannot recommend Mark and the team at Caldwell Penn highly enough. As a small business owner, what I need is great advice and high quality of work delivered when I need it, and they deliver this every time."
Jon Horton, Shorton Property LLP
"Caldwell Penn helped to set up my first business in 2010, initially as a Sole Trader, then as a Limited Company and this year advised on the structure of a second company with all the joys of VAT and payroll to contend with. Knowing that Mark and the team manage our accounts and tax allows us to do our job and grow the business. I would happily recommend their professional and friendly service to any start-up or growing business and being local is a real bonus."
Kevin Kingham, UK Lanyard Makers Ltd
"Caldwell Penn have become an essential arm of our business. They provide a very personal service and are very proactive and forward-thinking in their advice. Most importantly, they are great at chasing us for our personal tax return information!"
Lori Clarke, Propitas Building & Project Consultants Limited
"Caldwell Penn feels like a family who care about you."
"I have been hugely impressed with the team at Caldwell Penn from my very first meeting. The swiftness of responses to any queries never ceases to amaze; I have always been treated with enormous respect despite, no doubt, often asking highly ignorant questions given my very primitive understanding of tax.Their friendly help and guidance has enabled me to get my tax affairs suitably organised and I sleep more soundly at night knowing I am in safe hands, not to mention better off. I would recommend them to anyone."
Thomas Hobbs, Thomas Hobbs Tenor Ltd
COPYRIGHT © 2021 CALDWELL PENN LIMITED | Company Reg Number: 03872209 | ICAEW - Institute of Chartered Accountants in England and Wales: C005061064