Working with CASS

Yes. We can help with structure, registration, Xero, record keeping, tax responsibilities and the financial processes needed from day one.

Yes. We can support several companies or connected businesses and help organise reporting across the group.

Yes, where we hold sufficient reliable information and the request is appropriate. Additional work or third-party forms may carry a separate fee.

Yes, once the necessary authority is in place, we can communicate with HMRC about the areas we are engaged to handle.

Yes. Most of our services can be delivered remotely using Xero and secure cloud technology, with telephone, email and online meeting support whenever needed.

Yes. Cassie can guide you to the Let's Talk enquiry process so the team can learn more about your business.

Cassie can explain the available services and help narrow down what may be relevant, but the CASS team will confirm the right package after speaking with you.

Yes. Your support can be reviewed and adjusted as your business changes or grows.

Absolutely.

Yes, if you wish to leave we require 30 days notice. If you want to change your package, speak to your CASS contact and we will discuss what needs to change.

Yes. We will agree what information is needed and who is responsible for any work already under way.

Yes. We will recommend a package based on your actual needs, so you are not paying for services that add no value to your business.

Usually, yes. We will plan the work to minimise disruption and explain any temporary steps required during the changeover.

Yes, and without waiting for a callback. The package builder asks a handful of questions about your business; turnover, how many transactions, whether you are VAT registered, whether there is payroll and gives you a monthly price for that combination on the spot. You can change the mix and watch the price move. If your situation is unusual, tell us and we will say so rather than quietly loading the price.

Yes. In-person meetings can be arranged where appropriate, alongside telephone and online meetings.

Yes, either remotely or in person.

This depends on the document and the purpose. Contact us with the exact requirement and we will confirm whether we can help.

Yes, once you have authorised us, we can communicate with HMRC about the tax matters covered by our engagement.

Yes. The earlier we receive complete information, the sooner we can calculate your likely bill and help you plan for payment.

Contact us before the deadline where possible. We can help you understand the amount due, review the position and discuss HMRC payment options, although HMRC decides whether to agree a plan.

Yes. We will review which returns are outstanding, gather the information and agree a practical plan to bring everything up to date.

Yes. Growth often uses cash before it creates cash. We can examine working capital, margins, payment terms and funding needs to identify what is causing the pressure.

Yes. Contact us quickly. We will establish what is outstanding, explain the potential penalties and agree a plan to complete the work.

We will follow up professionally and keep you updated. In the meantime, we may be able to obtain some information directly from you, HMRC or Companies House.

Yes. As a Xero-focused practice, we will explain which Xero plan and supporting tools are most suitable for your needs.

Yes. We can model the full cost of employment and the additional sales or capacity needed to make the appointment affordable.

Yes. We can set up payroll, explain PAYE and pension responsibilities and model the likely cost to the business.

Yes. Through our Strategic Review & Insights service, we can help you understand costs, margins and the sales levels needed to achieve your goals.

Yes. We explain the figures in straightforward language and focus on what they mean for the decisions you need to make.

Yes. We can review the enquiry, help prepare information and communicate with HMRC where authorised. Additional fees may apply depending on the work involved.

Yes. We can assess whether the Flat Rate Scheme is available and whether it is likely to be beneficial for your business.

Yes. We can import suitable customer and supplier details and establish agreed opening balances.

Yes, wherever you're based.

Where appropriate, we may be able to introduce trusted solicitors, financial advisers, finance providers or other specialists.

Yes. We can guide you through connecting eligible bank and credit card accounts securely.

Yes. We can help configure sales invoice branding, payment details and standard wording.

Yes, where they will provide useful reporting by department, location, service or another meaningful area.

Yes. We can help with bookkeeping, reporting and year-end compliance across a group, subject to reviewing the structure and requirements.

Every training session is built around your business and the way you work.

Possibly, but we need to assess whether there is enough time and information to complete the work properly. Contact us as early as possible.

Yes. We can simplify and reorganise the chart of accounts so reports are clearer and easier to use.

Yes, where you need specialist Xero, bookkeeping or finance support alongside your existing accountant, we can agree a practical way of working together.

Absolutely.

A limited company should use a separate company bank account. It is also strongly recommended for sole traders because it makes records clearer and easier to manage.

No. We look after personal tax clients across Tamworth, Cannock, Lichfield, Sutton Coldfield, Birmingham and further afield. Everything can be handled by email, phone or video, and you're welcome at the office in Amington if you'd rather do it face to face.

You will receive letter of engagement setting out the services we will provide, your responsibilities and the terms of working together. This is usually covers a 12 month period, but you’re free to leave us with 30 days notice.

You can tell them yourself, or we can make the formal professional approach once you have appointed us.

Quarterly updates are based on the digital records for the period and do not generally require every year-end accounting adjustment at that stage. We will make sure the required information is submitted correctly.

No. We are not registered auditors, so we do not carry out statutory audits, in Scotland or anywhere else. If you need an audit, you need a registered audit firm, and we would rather tell you that now than after a meeting. What we can do is the bookkeeping, management accounts and year-end preparation that sits underneath an audit, so whoever does audit you has clean records to work from.

Yes — a one-off New Client Onboarding Fee, which covers identification, anti-money-laundering checks and the work to set the relationship up properly. It isn't hidden until later: when you build your package on our pricing page, the exact amount is shown alongside your monthly fee before you give us anything.

Not as things stand. Crypto reporting for a partnership or LLP means reconstructing trades across exchanges and wallets and taking a position on how each one is taxed, and that is specialist work we do not currently take on. If crypto is a small part of an otherwise ordinary business we are happy to talk it through and work alongside a specialist; if it is the business, you want somebody who does only that.

No. EMI valuations and scheme agreements are specialist work. The valuation has to be agreed with HMRC and the paperwork has to be right first time and it is not something we take on. It is a specialist's job and we would point you to one rather than learn on your scheme. We can keep the company's accounts, payroll and reporting straight around it, including the payroll side once options are exercised.

Yes. Our initial conversation is free and carries no obligation. It is simply an opportunity to understand your business and see whether we are the right fit.

Yes. The vast majority of our services are provided for a fixed monthly fee, so you have complete clarity over what you'll pay each month with no unexpected invoices. You don't have to ask us what that fee is either — build your package on our pricing page and you'll see it straight away, along with any one-off costs.

Yes. Quarterly reviews can be included to discuss performance, priorities, risks and actions for the next period.

No. Although we are based in Tamworth, our cloud-based way of working means we can support clients throughout the UK.

Yes. You can build your own package on our pricing page and see the exact monthly fee and any one-off costs in about two minutes — no email address, and nobody to speak to first. The figure is built from your own numbers: how many invoices you raise, how many bank accounts need reconciling, how many people you pay and which services you want.

We avoid unnecessary jargon and explain things in plain English. Our job is to make your finances easier to understand, not more complicated.

Yes. Consultancies and contractors are a good fit for how we work: the numbers are usually clean, the questions are about drawing money out sensibly, keeping the tax predictable and knowing what the company can afford. We run the bookkeeping, payroll, VAT and year-end in Xero, and the conversation is about what the figures mean rather than what they were.

Yes. We support growing businesses with scalable bookkeeping, payroll, reporting, forecasting and advice to help them stay in control as they expand.

Yes. We can help new businesses choose the right structure, set up Xero, understand their responsibilities and put good financial processes in place from the beginning.

No. We can explain accounting and tax implications, but legal matters should be handled by a suitably qualified solicitor.

We do not provide regulated investment advice. Where needed, we can work alongside an authorised financial adviser.

Contact your usual CASS team member and we will arrange a suitable telephone, online or in-person meeting.

Contact us and we will explain the secure process for updating your payment details.

Start by selecting Let's Talk on our website and telling us a little about your business. We will arrange a conversation, understand what you need and recommend the right support.

Use the secure cloud system or process agreed with your account manager. Avoid sending sensitive information through unapproved channels.

Contact your usual CASS team member. For security, changes to payment or bank details may require additional verification.

Use your usual CASS contact details by telephone or email. Your dedicated contact will make sure the question reaches the right person.

Changing accountants is usually straightforward. Once you appoint us, we can contact your previous accountant, request the professional information needed and manage the transition.

CASS was founded in 2017 and has grown by building long-term relationships with businesses that value practical advice and reliable support.

That depends on the services you choose. Some clients speak to us regularly throughout the month, while others have scheduled monthly or quarterly reviews.

This depends on the services required and the condition of your existing records. We will explain the likely timetable after the initial conversation.

We use a mixture of telephone, email, online meetings and in-person meetings where appropriate. We will agree the best approach for you.

No. Cassie provides general information only. Tax and accounting decisions should be confirmed with the CASS team after considering your specific circumstances.

No. Any business owner who wants clearer information and more confidence in decision-making can benefit from forward-looking support.

Please refer to the current contact details on our website or contact the team, as opening hours may change.

CASS has been named a finalist for Medium Practice of the Year at the ICB LUCA Awards 2026. We were also named Tamworth Small Business of the Year in 2023 and recognised as a finalist in the Xero Awards and the LUCA Awards in 2025.

It means we do more than keep you compliant. We help you understand your finances, plan ahead and make confident decisions about your business.

We will review your enquiry and arrange a convenient time to talk about your business, answer your questions and understand the support you are looking for.

This may include accounts, tax returns, tax calculations, payroll records, company information, bookkeeping data and details of outstanding matters.

We believe accounting should give you more than completed forms and historic figures. Our team combines accurate day-to-day accounting with straightforward advice, modern technology and genuine ongoing support.

You should retain clear records of sales, costs, bank transactions, invoices, receipts, payroll and other relevant business activity.

Bookkeeping, VAT, payroll, self assessment, limited company year-end accounts, management accounts and cash flow forecasting, Making Tax Digital for Income Tax, and outsourced finance with a virtual finance director for businesses that need more than a bookkeeper. We are a Xero practice, so there is also Xero set-up, migration, training, troubleshooting and support. Separately, our legal cashiering division looks after client accounts for conveyancing firms.

Send us a clear copy as soon as possible. Do not ignore it, even if you believe the information is wrong.

Tell us as soon as possible about major changes such as new income, property, staff, finance, company ownership or business activity.

Contact your usual CASS team member by telephone and email, explain the urgency and provide any deadline or supporting documents.

We work with small and medium-sized businesses across a wide range of sectors, including trades, retail, care, creative businesses, professional services, social enterprises and conveyancing firms.

You can change at any time. The best timing depends on deadlines, work already completed and the state of your records.

Ideally, before you begin trading or make major commitments. Early advice can prevent avoidable tax, structure and record-keeping problems.

CASS is based in Tamworth, Staffordshire, and supports businesses locally and across the UK.

Cloud Accounting Support Services Ltd, usually known as CASS, is a cloud-based accountancy practice founded in 2017. We support businesses with bookkeeping, payroll, VAT, year-end accounts, tax, Xero and practical advice to help them make better decisions.

Your work will be handled by the appropriate members of the CASS team, with a dedicated contact overseeing the relationship and making sure you receive consistent support.

Clients choose CASS because they want an approachable, proactive team that explains things clearly, responds when they need help and takes time to understand their business.

Yes. With your authority, we will request professional clearance and the records needed to continue the work.

Every client at CASS is assigned a dedicated day-to-day contact who will get to know you and your business. They'll be your first point of contact, and you'll have their direct dial number, know their working hours and be able to speak to someone who understands your business whenever you need support

Yes. Xero gives you access to your financial information, and we can show you how to find the reports and figures that matter to you.

It should not. We will plan the handover carefully and keep you informed of anything we need.

Your proposal will explain what is included and any circumstances where additional work may be charged separately. We aim to be clear from the outset, with no surprises.

We aim to keep disruption to an absolute minimum.

Yes. We will provide a clear explanation of the main issues corrected and any processes that should change going forward.

Yes. We believe you should understand exactly what's been corrected.

Yes. Once we've agreed what you need, you'll get a clear proposal setting out the services, who is responsible for what, and the fees. You don't have to wait for it to find out the cost, though — the pricing page gives you your figure first, so nothing in the proposal comes as a surprise.