J27 Accountants Ltd

J27 Accountants Ltd was hired by the owner of a country pub to provide accounting services and business consulting for their first business venture. The firm was tasked with preparing taxes, handling VAT, payroll, pensions, and advising on employment issues. They also offered quarterly stocktakes to monitor the business's progress. J27 Accountants came recommended by the owner's partner who had a previous working relationship with the firm. They were chosen for their familiarity with the business and their assurance in guiding the owner through the process of setting up the business.

The engagement with J27 Accountants involved advising on setting up the business, dealing with self-assessment returns, corporation tax return, quarterly VAT submissions, end of year accounts, weekly payroll and pension. They also assisted with employment issues. The firm advised the pub to become a limited company in 2013, and they guided them through the process. They used Dext Prepare for scanning invoices and statements for VAT and end of year accounts processing, and Accountancy Manager site for VAT and tax returns before submission to HMRC.

The firm's billing structure involved a monthly bill for the services they provided and a separate monthly bill for workplace pension processing. The pub owner worked mainly with four members of the firm's team, each dealing with specific areas of the business. The owner also occasionally had meetings with the owner of J27 Accountants, with whom they have built a good working relationship over 16 years. The owner expressed satisfaction with the services provided by J27 Accountants, citing their good knowledge and the assurance they provided as key factors.