Frequently Asked
Questions

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.

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.

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

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.

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

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

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

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

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.

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.

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

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

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.

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

CASS was named Tamworth Small Business of the Year in 2023 and has been recognised as a finalist in the Xero Awards and LUCA Awards in 2025

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.

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.

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.

Every business is different. We take time to understand the complexity of your accounts and the support you actually need before providing a clear, tailored quotation.

Yes. The vast majority of our services are provided for a fixed monthly fee, giving you complete clarity over what you'll pay each month with no unexpected invoices. Before we agree a fee, we'll take the time to understand your business and recommend the level of support that's right for you.

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.

Yes, we charge an onboarding fee to cover identification, anti-money-laundering checks and the work required to set up the relationship properly. This will be explained before you proceed.

Yes. After discussing your requirements, we will provide a clear proposal setting out the services, responsibilities and fees.

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

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.

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

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

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

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

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

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

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 and we will arrange a suitable telephone, online or in-person meeting.

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. For security, changes to payment or bank details may require additional verification.

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

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

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

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

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

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.

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

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

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

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

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.

At CASS, we don't specifically specialise in e-commerce or Shopify. However, we do support a wide range of businesses, including those in retail and online trading using specialist software that integrates with most of the E-commerce sales channels.

Yes. We can work alongside internal staff or another bookkeeper, with clear responsibilities agreed from the outset.

We can keep your accounting records up to date, reconcile bank and credit card accounts, process transactions, manage customer and supplier records and provide regular financial information.

Outsourcing gives you accurate, up-to-date records without taking time away from running your business. It also gives you access to an experienced team rather than relying on one person.

At CASS, we update your bookkeeping daily, not just once a month. By keeping your records up to date throughout the month, you'll always have access to accurate financial information when you need it, rather than relying on figures that are weeks out of date. It also means any questions or issues can be identified and resolved much sooner, giving you greater confidence in your numbers and helping you make better business decisions.

Yes. We regularly help businesses bring overdue records up to date. We will review what is outstanding, agree a plan and explain the cost before starting.

Yes. We can identify errors, correct the records and put better processes in place so the information remains reliable.

Yes. Regular bank and credit card reconciliations are an important part of making sure your records are complete and accurate.

Yes. We can help capture, review and record supplier invoices using suitable cloud software and agreed approval processes.

Yes. We can help maintain customer balances, allocate receipts and provide information to support credit control.

Credit control support can be discussed as part of your service. We will agree exactly what communication and follow-up you want us to handle.

Typically, we need access to bank information, sales records, supplier invoices, receipts and details of any transactions that are not clear from the records.

We use secure cloud tools that allow you to photograph, upload or email documents, reducing the need to keep and deliver paper records.

Yes. Accurate, current bookkeeping gives you a much clearer picture of what is owed, what needs paying and how much cash is really available.

Yes. We can turn up-to-date bookkeeping into regular reports and practical insights through our Business Growth and Planning service.

Yes. We support a range of organisations, including social enterprises. We will first make sure our experience and service are suitable for your particular requirements.

Yes. We can review the reconciliation history, identify missing or duplicated items and correct the position.

We process payroll, issue payslips, submit required information to HMRC and support starters, leavers, statutory payments and workplace pensions.

Yes. We support businesses with a single employee as well as larger teams.

Yes. We can process weekly, fortnightly, four-weekly or monthly payroll depending on how your business pays its team.

Yes. Employees can receive secure electronic payslips for each pay period.

Yes. We can support auto-enrolment assessments, pension deductions and regular pension submissions.

Yes. We will add new employees to payroll using the information you provide and process the relevant HMRC reporting.

Yes. We will process final pay and produce the required leaving information.

Yes. We can process statutory sick pay where the employee meets the relevant conditions.

Yes. We can calculate and process statutory family-related payments using the information you provide.

Yes. You provide the approved figures before the payroll deadline and we will include them in the relevant pay run.

We can discuss payment options and suitable software. The exact process will depend on the service agreed and the controls you want to retain.

We normally need details of hours, overtime, bonuses, absences, starters, leavers and any other changes before the agreed payroll deadline.

We will agree a clear cut-off date for each payroll so there is enough time to process and check everything before payday.

Yes. We calculate payroll deductions and tell you what needs to be paid to HMRC and by when.

Yes. We complete the required year-end payroll reporting and make employees' annual pay information available.

Yes. Contact us as soon as possible. We will review the issue and explain the best way to correct it.

We can support Construction Industry Scheme requirements where agreed as part of the service. We will confirm the exact scope after discussing your business.

Yes. Payroll information is handled securely and only shared with authorised people.

Yes. We can prepare your VAT return from your accounting records, review it and submit it to HMRC with your approval.

Yes. We can help assess whether registration is needed and complete the registration process.

A business will usually need to register when its taxable turnover exceeds the current registration threshold or is expected to exceed it within the relevant period. We can review your position and explain what applies.

The UK VAT registration threshold is currently £90,000 of taxable turnover. Because tax rules can change, we will confirm the current position when advising you.

Yes. Voluntary registration can be helpful in some circumstances, but it also creates additional responsibilities. We can help you weigh up the advantages and disadvantages.

That depends on your trade, turnover, customers and spending. We can compare the available schemes and recommend the most suitable approach.

Yes. We can explain how cash accounting works and whether it suits the way your business gets paid.

Yes. We can review historic errors and advise on the correct way to disclose or amend them.

Yes, once authorised, we can communicate with HMRC about your VAT affairs within the scope of our engagement.

You need clear digital records of sales, purchases and VAT amounts, together with supporting invoices and other evidence where required.

No. VAT treatment depends on what you sell, where the customer is based and whether the supply is standard-rated, reduced-rated, zero-rated, exempt or outside the scope.

Yes, although international VAT can be complex. We will review the facts and may recommend specialist advice where necessary.

Yes. We can help gather records, explain the figures and communicate with HMRC where we are authorised to do so.

Late submissions or payments can lead to penalties and interest. Contact us quickly so we can help you bring matters up to date and understand your options.

Often, yes, provided the expense is for the business, the VAT is recoverable and you hold suitable evidence. Some costs are restricted, so each case needs to be considered properly.

Registration is required when the relevant conditions are met, but voluntary registration may be worthwhile earlier in some cases.

Yes. We can prepare and submit your tax return, calculate the tax due and explain the payment dates clearly.

You may need one if you are self-employed, receive rental income, have untaxed income, make certain capital gains or HMRC asks you to file. We can check your circumstances.

Yes. We can prepare the business figures, complete the tax return and help you plan for the tax due.

Yes. We can prepare property income figures, review allowable costs and complete the relevant parts of your return.

Yes. A director does not automatically need a tax return in every case, but we can check whether one is required and prepare it where necessary.

The usual online filing deadline is 31 January following the end of the relevant tax year. We encourage clients to provide information much earlier so there is time to plan.

The main payment deadline is usually 31 January, with a possible second payment on account due on 31 July. We will explain the exact amounts and dates that apply to you.

Payments on account are advance instalments towards the following year's tax bill. They are usually based on the previous year's Income Tax and Class 4 National Insurance.

They may be reduced if your income or tax liability is genuinely expected to fall, but reducing them too far can lead to interest. We can help estimate a sensible amount.

HMRC may charge penalties and interest. Contact us as soon as possible so we can help complete the return and deal with any outstanding issues.

Yes. We will review the information provided and claim expenses and reliefs that are supported by the rules and appropriate evidence.

Yes. The tax treatment of mortgage interest and other finance costs depends on the ownership and type of property business, so we will review your circumstances carefully.

Yes. We can calculate gains and advise on reporting requirements for property, shares and other assets. More complex cases may require additional specialist input.

Yes. We can help you register with HMRC and make sure the right records are in place from the beginning.

Possibly. Filing requirements are not based only on whether tax is due. We can check whether HMRC still expects a return.

No. Quarterly updates are not four full tax returns. They provide summary information during the year, followed by the annual tax reporting process.

Yes. We can help with the necessary HMRC registration and explain the records you need to keep.

Cassie can provide general guidance and explain CASS services, but personal advice requires a member of the team to review your full circumstances.

Yes. We prepare statutory accounts, explain the results and file the required documents with Companies House and HMRC for businesses with turnover up to £10m

Statutory accounts are the formal annual accounts a limited company must prepare in the required format for shareholders, Companies House and HMRC.

Yes. Once the accounts are approved, we will submit them to Companies House within the filing deadline.

Yes. We prepare the company tax calculation and Corporation Tax return as part of the agreed year-end service.

For an established company, accounts are usually due nine months after the accounting period ends. Different rules can apply to first accounts, so we will confirm your deadline.

Corporation Tax is usually payable nine months and one day after the end of the accounting period, although different rules apply to some larger companies.

Yes. We believe you should understand the figures, not simply receive a document to sign.

We will make sure legitimate expenses, allowances and reliefs are considered and discuss sensible planning opportunities before deadlines where possible.

Yes. We can explain whether sufficient profits are available, the paperwork required and the personal tax implications.

Yes. Companies House compliance services, including confirmation statements, can be included or provided separately where agreed.

Yes. CASS can support relevant Companies House identity verification requirements as an authorised corporate service provider where the service is available and appropriate.

Yes. We can discuss whether a limited company is suitable and help with formation and the initial accounting setup.

The right structure depends on tax, risk, administrative responsibilities and your longer-term plans. We can compare the options based on your circumstances.

Yes. We can explain the accounting and tax steps, prepare final returns and coordinate with your legal adviser where necessary.

Many small companies qualify for audit exemption, but this depends on size, group circumstances and other conditions. We can confirm whether an audit is required.

Absolutely. While we'll prepare your year-end accounts and any traditional management accounts you need, we believe your numbers should do much more than tell you what's already happened. Our Business Growth & Planning service goes a step further by turning your financial information into meaningful insights. Alongside regular reporting, we can provide cash flow forecasts, profitability analysis, key performance indicators and strategic planning support to help you make informed decisions throughout the year. In short, we'll not only show you where your business has been—we'll help you plan where it's going next.

Year-end accounts mainly report what has already happened. Business Growth and Planning uses current information, forecasts and regular conversations to help you decide what to do next.

There is no single answer. We will consider tax, risk, administration, ownership and your plans before recommending a structure.

Yes. We can help form the company and make sure the accounting and tax setup is handled properly.

Forward it to us promptly so we can check the deadline and confirm who is responsible for the filing.

It is our service for business owners who want to look forward, understand performance and use their financial information to make better decisions.

Yes. We can prepare traditional management accounts, giving you a regular snapshot of your business's financial performance, including your profit and loss, balance sheet and key financial information. However, we believe business owners need more than just historical reports. Through our Business Growth & Planning service, we transform those figures into meaningful insights, helping you understand what's driving your business today and what actions you should take next. By combining regular reporting with cash flow forecasting, profitability analysis, strategic planning and practical advice, we help you use your numbers to make better business decisions—not just look back at what's already happened.

Yes. We can build and update cash flow forecasts to help you anticipate pressure points, plan spending and make funding decisions.

Yes. We can review margins, pricing, overheads and performance trends to identify where profit may be improved.

Yes. We can help translate your goals into realistic financial targets and measures that can be reviewed regularly.

The right measures depend on your business. They may include gross margin, cash runway, debtor days, recurring income, utilisation or profit by service or product.

Yes. We can prepare a practical budget and compare actual results against it throughout the year.

Yes. We can model the likely impact of new staff, equipment, premises, pricing changes and other growth decisions before you commit.

Yes. We can compare purchase, lease and finance options and show the impact on cash flow and profitability.

We can help prepare forecasts, management information and supporting figures for lenders or investors, although the final lending decision remains with the provider.

Yes. We can help improve financial information, identify issues, prepare forecasts and support the financial side of sale planning alongside your legal and corporate finance advisers.

Yes. We can prepare cash flow and profit forecasts to support planning, funding applications and decision-making.

Yes. CASS is a Xero Platinum Partner, reflecting our extensive experience supporting businesses that use Xero.

Yes. We use cloud technology to give clients faster access to information, simpler processes and better visibility over their finances.

CASS is a Xero-focused practice. We can help businesses move from Sage to Xero, but we do not provide ongoing Sage support.

Our ongoing accounting and software support is centred on Xero. We can, however, help you migrate from QuickBooks, FreeAgent or another system to Xero.

Xero is cloud accounting software that allows businesses and their advisers to work from the same up-to-date financial information.

We believe Xero gives small and medium-sized businesses a strong combination of accessibility, automation, reporting and integration with other cloud tools.

Our practice is built around Xero, so businesses using our ongoing accounting services will normally need to use or move to Xero.

The right plan depends on your transaction needs, payroll, reporting and additional features. We will review your business and recommend the most appropriate subscription.

Yes. Eligible clients may be able to obtain and manage their Xero subscription through CASS.

Yes, discounted subscriptions may be available to eligible clients. The exact saving depends on the plan and current Xero partner terms.

Your business information remains yours. We will explain subscription ownership, access and transfer arrangements clearly.

Yes. Xero plans can generally be changed as your business needs develop, subject to the features and terms available at the time.

Yes. You can invite users and give them access appropriate to their role.

Yes. Xero provides mobile apps for a range of everyday tasks, although some functions are easier to complete in the full browser version.

Xero can connect to many banks and automatically import transactions through bank feeds, subject to bank availability and authorisation.

Xero uses established security measures, but users must also protect their accounts with strong passwords, multi-factor authentication and sensible access controls.

Yes. You can create and send branded sales invoices, track whether they are paid and send reminders.

Yes. Supplier bills can be entered, approved and monitored so you can see what is due and when.

Selected Xero plans include multi-currency features. We will check whether this is needed when recommending a plan.

Xero offers payroll features in the UK, with employee limits and functionality depending on the subscription. We can advise on the right setup.

Yes. Xero connects with many third-party applications for document capture, payments, expenses, reporting and industry-specific processes.

Yes. We recommend apps only where they solve a real problem and fit the way your business works.

No. Xero is the accounting core, but some businesses also need specialist systems for stock, projects, practice management, ecommerce or other operations.

Yes. We can review available integrations and help with setup where practical. Some systems may require support from the software provider or an integration specialist.

Yes. We can manage the move from your current software to Xero, including planning, data transfer, setup, checks and support after going live.

Yes. We can review your Sage data, agree what should be transferred and manage the move to Xero with as little disruption as possible.

Yes. We can plan and manage a migration from QuickBooks to Xero.

Yes. We can transfer the relevant information and configure Xero around the way your business works.

Yes. We can use the available records to create a suitable opening position and help you move to a more reliable cloud-based system.

We will agree what history needs to be transferred or retained before the migration. Some older information may remain available in your previous system or archive.

The timetable depends on the quality and volume of data, the system you are leaving and the complexity of your setup. We will provide a clear plan after reviewing it.

A year-end or VAT quarter-end can be convenient, but it is not essential. We will recommend a suitable date based on your circumstances.

A setup may include organisation details, financial settings, bank feeds, chart of accounts, invoice templates, users, opening balances and agreed integrations.

Yes. We configure Xero around your reporting needs, processes and responsibilities rather than relying on a generic setup.

Yes. We can assess settings, accounts, bank reconciliations, tax rates, user access and reporting to identify improvements.

Yes. We can diagnose the problems, agree priorities and carry out a structured clean-up.

Yes. We can identify duplicates and remove or reverse them carefully without damaging the audit trail.

Yes. We will trace the difference, which may involve opening balances, duplicated feeds, deleted transactions or reconciliation errors.

Yes. We can review tax rates and historic entries and advise on any VAT return corrections that may be needed.

Yes. Training can be delivered one-to-one and tailored to the tasks you need to complete.

Yes. We can train several team members and tailor the session to their different responsibilities.

Yes. Remote training allows us to work directly in your setup while sharing screens and demonstrating practical tasks.

Yes, where appropriate and agreed in advance.

Yes. We can start with the basics and build confidence at a comfortable pace.

Yes. Training can cover more detailed reporting, controls, tracking, workflows and other features relevant to experienced users.

Yes. Ongoing support can be included so you have someone to ask when questions arise.

Yes, where Xero support is included in your service. Contact your CASS team and we will help.

Potentially, yes. We will discuss the level of support you need and whether a standalone arrangement is suitable.

Yes. We can arrange the appropriate access and subscription transfer where needed.

We aim to respond promptly, although timing depends on urgency, complexity and workload. Mark anything time-sensitive clearly and include the relevant deadline.

Making Tax Digital for Income Tax is HMRC's system requiring affected sole traders and landlords to keep digital records, send quarterly updates and complete their annual tax reporting through compatible software.

It starts in phases. It applies from 6 April 2026 to qualifying sole traders and landlords with income over £50,000, from 6 April 2027 over £30,000 and from 6 April 2028 over £20,000, based on the relevant qualifying year.

No. The current Income Tax rules are aimed at qualifying sole traders and landlords, rather than income earned through a limited company.

Yes, qualifying property income is included when deciding whether and when the rules apply.

Yes, qualifying self-employment income is included when deciding whether and when the rules apply.

Broadly, it is gross income from self-employment and property before expenses, combined across the relevant sources. We can help check the detailed position.

Yes. You will need compatible software or a suitable combination of connected software to keep digital records and submit information to HMRC.

Yes. We can help set up the records, maintain the bookkeeping and complete the required submissions as part of an agreed service.

Yes. We can review your qualifying income and circumstances and explain when you are expected to join.

Some exemptions may be available, including where it is not reasonable or practical to use digital tools. HMRC decides exemption applications, and we can help you understand the process.

Yes. Moving to suitable software and establishing good record keeping early will make the transition much easier.

Yes. We can set up Xero and the related processes needed to keep suitable digital records.

The move to digital records and quarterly updates does not by itself change the normal Self Assessment payment dates.

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

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

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

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

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

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

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.

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

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.

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

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

Yes. Through our Business Growth and Planning service, we can help you understand costs, margins and the sales levels needed to achieve your goals.

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

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.

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

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.

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

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

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

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

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

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

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

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

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.

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

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 import suitable customer and supplier details and establish agreed opening balances.

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

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

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.

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

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

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

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.