ICAEW CHARTERED ACCOUNTANTS · CONSULT EFCQuality information. Timely decisions.
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ACCOUNTANCY FOR THE BUSINESS YOU ARE BUILDING

ICAEW Chartered Accountants.
For your next decision.

Accounts, tax returns and management reporting for UK business owners. Work with Consult EFC, with the service scope, responsibilities and fee agreed before work begins.

Quality records. Timely insight. Strategic decisions. Scope and fees agreed upfront.

ACA
Kishen Patel, BFP ACAICAEW Chartered Accountant · Consult EFCVerify ICAEW membership ↗
PART OF THE I NEED FAMILY

Chartered accountancy expertise

Remote support across the UK

Scope & fees agreed upfront

THE ESSENTIALS. AND THE NEXT STEP.

Keep things organised.
See what comes next.

From the everyday records to a clearer view of performance, choose the support your business needs.

01 / FINANCIAL SUPPORT

Annual accounts

Annual accounts preparation for UK limited companies. Organise year-end records, understand the figures and agree the accounts, tax and filing work with Consult EFC.

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02 / FINANCIAL SUPPORT

Tax returns

Company Tax Return and personal Self Assessment preparation from Consult EFC. Agree the reporting period, records, review and submission responsibilities before work starts.

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03 / FINANCIAL SUPPORT

VAT support

VAT return preparation and records support for UK businesses. Connect bookkeeping, reconciliations and approval steps, with specialist questions identified in the scope.

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04 / FINANCIAL SUPPORT

Bookkeeping

Bookkeeping support for UK small businesses: transaction records, bank reconciliation and customer and supplier balances, with an agreed information routine.

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05 / FINANCIAL SUPPORT

Payroll support

Payroll support built around your pay cycle, employee changes and approval process. Agree the processing, outputs and submission responsibilities with Consult EFC.

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06 / FINANCIAL SUPPORT

Monthly and quarterly management accounts

Monthly and quarterly management accounts for UK SMEs: profit against budget, balance sheet, cash movements and decision-focused commentary. Agree the reporting pack and fee with Consult EFC.

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07 / FINANCIAL SUPPORT

Cash-flow planning

Cash flow forecasting for UK businesses. Understand collection timing, supplier payments and funding needs, then test the assumptions behind your next decision.

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MORE THAN THE YEAR END

Good records.
Clear conversations.
Better visibility.

Understand your performance ↗

Your numbers should help you run the business, as well as report on it.

01

Get the foundations right.

Organised bookkeeping and a clear information routine.

02

Know where you stand.

Accounts and reporting with explanations you can use.

03

Look ahead.

Cash-flow planning and specialist support as your needs change.

NEW BUSINESS OR A FRESH START?

A straightforward way
to work together.

Already have an accountant? We can discuss a considered handover and the work still to be completed.

01

Tell us about the business.

Your current setup, the support you need and any approaching deadlines.

02

Agree the scope.

Clear services, responsibilities and fees before the engagement begins.

03

Set up a useful routine.

Information sharing, contacts and review points agreed around the work.

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FUNDING AND SPECIFIC REPORTING NEEDS

Financial evidence.
A clearly defined purpose.

01 / FINANCIAL SUPPORT

Agreed-upon procedures

Discuss an agreed-upon procedures engagement for specific financial information. Clear procedures and factual findings, with purpose and recipient requirements agreed first.

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02 / FINANCIAL SUPPORT

Grant application financial support

Prepare the budget, cash forecast and supporting financial evidence for a grant application or claim. Check the funder’s reporting requirements before commissioning.

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03 / FINANCIAL SUPPORT

Debt financing financial support

Prepare financial information for a business borrowing discussion: management accounts, cash forecasts, assumptions and lender reporting requirements.

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04 / FINANCIAL SUPPORT

Financial support for business plans

Connect a business plan to its financial assumptions, operating milestones and cash requirements. Financial preparation for UK owners and growing businesses.

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05 / FINANCIAL SUPPORT

Financial statement preparation

Financial statement preparation with a clear reporting purpose, period and recipient. Understand how year-end accounts differ from management packs and independent reports.

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TRANSACTIONS AND BUSINESS OVERSIGHT

Understand the evidence.
Strengthen the decisions.

01 / FINANCIAL SUPPORT

Financial due diligence

Financial due diligence support for buyers, sellers and investors. Examine trading, earnings, cash and balance sheet risks against the decision you need to make.

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02 / FINANCIAL SUPPORT

Quality of Earnings

Quality of Earnings support for UK transactions and business decisions. Examine sustainable earnings, EBITDA adjustments, revenue quality and cash conversion.

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03 / FINANCIAL SUPPORT

Controls and processes

Financial controls and process improvement for growing UK businesses. Clarify approvals, reconciliations, ownership and review so financial information has a dependable foundation.

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04 / FINANCIAL SUPPORT

Governance

Practical governance support for UK business owners and management teams. Connect decision rights, financial reporting, risk oversight and follow-up actions.

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OUR APPROACH · ICAEW CHARTERED ACCOUNTANTS

High-quality information.
Better strategic decisions.

We believe your financial information should help you decide what to do next. Consult EFC connects reliable records, timely reporting and practical explanations, with the reporting scope and review process agreed around your business.

Current data can support real-time visibility where feeds and records are up to date. We distinguish live indicators from reviewed accounts and make missing information clear. Understand real-time financial reporting ↗

FIND YOUR STARTING POINT

Support for
your business.

YOUR BUSINESS

Accountant for sole traders

Accountancy support for UK sole traders: organised bookkeeping, Self Assessment preparation and cash visibility. Agree the services, records and fee with Consult EFC.

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YOUR BUSINESS

Accountant for startups

Accountancy for UK startups, from bookkeeping routines to management reporting and cash planning. Set up records that support the decisions ahead.

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YOUR BUSINESS

Accountant for consultants

Accounting support for UK consultants and professional services businesses. Connect project income, costs, billing and cash with records you can use.

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USEFUL ANSWERS

Understand the numbers.
Ask better questions.

PRACTICAL GUIDE

Director salary vs dividends

Understand the records and decisions behind director salary, dividends and loans. A practical starting point for an accountant discussion, without a universal tax recipe.

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DIFFERENT QUESTIONS. ONE I NEED FAMILY.

What else do
you need?

BEFORE WE BEGIN

Frequently asked questions

Are you ICAEW Chartered Accountants?+

Yes. Consult EFC provides ICAEW Chartered Accountant support. Enquiries are handled by Kishen Patel, BFP ACA; his ICAEW member profile is linked on this website so you can verify the professional contact.

Which businesses do you support?+

We welcome enquiries from UK limited companies, sole traders, startups and consultants. The services, records, responsibilities and fee are agreed around the actual business and required work.

Can you help with strategic decisions as well as year-end accounts?+

Yes. Management reporting and cash flow planning can be scoped alongside recurring accountancy work. We connect the figures to your questions, with assumptions and information gaps made clear.

Do you provide real-time financial reporting?+

The reporting frequency and review process are agreed for each engagement. Current feeds can help visibility, but reports depend on complete records, reconciliations and adjustments. We distinguish live indicators from reviewed financial information.

How do I start working with you?+

Send a short outline of your business, services required and any approaching deadlines. No confidential documents are needed for the enquiry; scope, information sharing and fees are discussed before work begins.

MAKE YOUR NEXT DECISION A CLEARER ONE

Ready for the next step?
Let’s make it clearer.

Discuss my accountancy needs ↗

A clear brief. An agreed scope. A useful next step.

CONSULT EFC · PRACTICAL GUIDES

Go deeper before your next decision.

Discuss your accountancy needs ↗