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how it works

Choice

 

Choose your service level and tailor a fixed price package to your needs.

Tools

 

Get started with our intuitive accounting platform that gives you everything you need to manage your financial data.

Support

 

Our solution is supported by a dedicated team of experts making sure you always have access to the knowledge

you need.

Review

 

Your account will be regularly reviewed, so we can help to refine the service based on

your business requirements.

tools

 Our brighter approach to accounting means you will always have access to critical financial data. This enables you to make informed decisions to grow your business. As part of your accounting team, our dedicated and qualified staff will be there to support you from day-to-day accounting needs to annual reports.

 

Utilising the QuickBooks online secure platform we are able to offer a low cost solution that can be scaled in line with your business growth

what people say

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Your options in detail

benefits

Save Time

Take back control of your time. Reduce data entry and streamline your financial admin in one central platform.

No Surprises

With fixed monthly fees you are able to budget and our regular reviews ensure you aren’t paying for services you never use.

Easy Cloud Accounting and Invoicing

Director

 

 David started the practice over 6 years ago after several years with a national accounting firm and many years in industry before that, his philosophy is to give the clients a more personal approach whilst ensuring the clients have a clear vision of their personal goals to focus their business in the right direction.

meet the team

packages

01685 732 732

6 Park Place, Pontmorlais, Merthyr Tydfil CF47 0LJ

029 2009 2008

12 Cwrt Y Parc, Ty Glas, Cardiff CF14 5GH

about us

Williams lester accountants are intent on helping their clients achieve their maximum potential through sound business advice, the foundations of which are always laid with solid accounting procedures to maximise sales & profits whilst ensuring no wastage of costs. We currently

run from two offices in Cardiff & Merthyr Tydfil, but work with businesses throughout the UK.

If you want to join us in our journey, please get in touch and we can offer some

 insight into how we can help YOUR business.

 David

Poole

Assistant Accountant

 

Bradley, 21, recently joined Williams Lester Accountants as an assistant accountant. He is based in the Merthyr Tydfil branch which is also his hometown. He has just recently graduated from the University of South Wales where he studied Accounting and Finance, alongside my degree he also holds a level 4 sage certificate and is also certified in QuickBooks (advanced) and Xero. He has a big passion for football, both playing and watching and, also likes to go fishing.

 Core Measurement Preperation of your fully compliant statutory annual accounts Post-year end annual accounts finalisation meeting Annual accounts guaranteed to be completed (from year end) in: Prearation of your business tax computations and returns Professional Fee Protection Accounting Records Quality report Annual TaxAbillty checklist and pre-year end tax planning Real time accounts putting management data at your finger tips Cash reconcillation report PAYE/NIC and VAT health checks Annual remuneration planning report and implementation Payroll and Vat end of year compliance Your performance measurement and improvement system You PMI binder (one central place to keep all key information) Personal and business goal setting One page benchmarking report Personal Balance Sheet spreadsheet Personal Balance Sheet set up and secure storage Annual profit improvement planning meeting Annual 5-year trend analysis One Page Plan set up support BoardView meetings Annual Personal balance Sheet review meeting Monthly One Page Plan preparation Annual review of your goals Other things to make life easier and more succesful Unlimited free adhoc advice Annual key improvement possibilities report Exclusive access to video training, webinars and insider reports Free access to our cloud-based System Builder software Tax card and budget updates Business Builder Forum membership Free use of our meeting rooms Free tickets to our seminars and events Bookkeeping support Company secretarial work Systemisation support... getting the most out of System Builder Dedicated Client Manager (non-partner level) Dedicated Client partner level Client Manager Monthly payment of our fees making it easier for you to budget P Included within the bundle x Non Included within the bundle Note: The price of this service is fully deductible for tax purposes, which means, in effect, HM Revenue and Customs will refund you a portion of the cost ( subject to the rate of tax you pay)

Bradley

Snape

Save Money

Our solution can be tailored to your exact business needs, allowing us to work with you to reduce overheads and increase profitability.

Reporting

Customisable reporting enables you to instantly gain access to valuable data and ensure you can fine tune your business strategy.

 Associate

 

Ryan is based at the Merthyr branch and is responsible for all of the South Wales Valleys based clients, completing VAT returns and providing tax advice as required. He has a very personal approach to accounting and has built many good relations with clients mainly from small local businesses. Ryan has an AAT background and is a Xero certified advisor. The Merthyr Tydfil branch is growing rapidly, where we are fast becoming the first choice for clients in the area. A family man with two small children, Ryan understands the importance of maximising the income streams of all his clients.

£

Ryan

Williams

Essential

Accounting

 

Get Started

 

Whether you’re starting a new business or looking for a better accounting solution, our platform is a simple to set up.

 

We’ll talk you through the different options and tailor a package

to get you started.

 

If you’re looking for an simple, personable and affordable solution

to your accounting needs contact us now!

 

Complete the form below

or call 0208 988 6100

 

 Ceri

Poole

 Office Manager

 

Ceri is our office manager and deals with any technical issues for the clients, liaising with HMRC on client matters as well as coordinating client job workflow and client satisfaction.

 Coreent P P 20 weeks P P P x x x x x x x x x x x x x x x x x x P P P P P x x x x x x x x P

Advanced

accounting

Get organised and save time with

QuickBooks Online accounting software

Digital Marketing Manager

 

Jess is a recent graduate in Politics from Goldsmiths, London and is responsible for the future of the firm as marketing manager, Jess has regular interaction with clients in the onboarding & retention stage of our journey together and closely monitors the wellbeing of the customer experience and relationship to ensure a smooth process. This in turn leads to many happy clients who stay with us for years.

 Core P P 16 weeks P P P P P P P x x P P P P P P P P Quarterly x x x P P P P P P x x x x x P x P

Live

Improve efficiency and performance by making decisions based on insight from live data.

Secure

All data is safely secured and backed up on the enterprise level cloud platform.

Jess

Poole

Total Accounting

Solution

 Core Measurement P P 12 weeks P P P P P P P P P P P P P P P P P Monthly P P P P P P P P P P P P P P x P P