Our services

A recent survey of clients by the Institute of Chartered Accountants showed that they want their accountant to be proactive and thinking ahead with them in their businesses, not just there to produce the historical accounts.  At CLL Accounting & Tax we are happy to produce accounts and tax returns for you and stop there – if that is what you want.  We are even happy for you to take the reins and do a lot of the work yourself, under our guidance.  We will think ahead with you and to put suggestions to you which you may or may not want to take on board in the running of your organisation.  The production of a “business plan” is the key way to obtain finance but is also a helpful tool in understanding your organisation and how you can move it forward.

Changes are taking place at HMRC with the advent of Digital Tax Accounts.  We can help you navigate the HMRC systems and take control.

We are flexible and can work at your premises or at ours.  We can accommodate a wide range of accounting software packages and can maintain your books if you wish us to.  We also provide training if you wish to take on more of the workload yourself to save on costs.

We pride ourselves on our technical ability, organisation and attention to detail.  We aim to provide a friendly, efficient service, tailored to suit your needs.  Chris Lockhart is also an experienced auditor and can advise on implementing accounting systems to provide a sound basis for financial control as your organisation expands.

We operate on a fixed fee basis with the fee being reviewed annually.

CLL Accounting & Tax is a sole trader practice but we are well aware of the perceived dangers of isolation.  We have access to high quality technical tax support and financial accounting support should it be needed for those tricky problems we do not come across every day.  We have a specialist IT adviser – essential in these days of fighting cybercrime.  We also have links with an Independent Financial Adviser if you need such advice as we are not regulated to do this ourselves.  As a member firm of the ICAEW, an alternate accountant is in place to ensure practice continuity.

We take the perceived threat of cybercrime and security of your personal data very seriously and have procedures in place to ensure your data is not at risk.

A summary of the services we can provide is listed. These can be modified to suit your own individual circumstances.

We would be delighted to work with you. Please contact Chris for a free informal first meeting.

  • Bookkeeping including full reconciliation service
  • Production of company accounts
  • Production of sole trader/partnership accounts
  • Charity accounts and independent examination
  • Corporation tax returns (including iXbrl file conversion)
  • Self-assessment income tax returns
  • Payroll (including RTI and auto enrolment)
  • VAT returns
  • Management accounts
  • Business start ups
  • Production of business plans
  • Deadline warning system
  • Advice on accounting systems and financial controls
  • Company secretarial services
  • Proactive advice
  • Virtual Finance Director services
  • Tax advice and remuneration planning
  • Assistance with HMRC Digital Tax Account
  • Training

Chris/CLL Accounting offers clients exactly the level of help THEY request – with their personal taxation and/or their business accounts. This means clients can now get the professional advice and back-up that they require (Chris’s qualifications and experience in both personal and company arenas enable her to deliver highly effective support) – but without the unnecessary complications and costs that can arise from using major accounting firms. What’s not to like?

LT – (identity withheld to maintain client confidentiality)