Caulie
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Caulie
At Caulie, we believe that trust is the most important element of any relationship. As accountants, we will support you to meet all your accounting, taxation and consulting needs. As your trusted adviser, we will go that extra mile. We provide an exceptional service centred around your needs. We are a forward thinking professional services provider registered with the ACCA and the CIOT.
Services
We put you, our client, at the centre of everything we do.
We commit to helping you identify your goals and then we help you formulate strategies so that you may realise them.
Ultimately, this leads us to helping you thrive.
No two clients are the same, they may have to abide by the same requirements be it tax legislation or industry regulation but their aims, objectives, needs and situations are very different.
Some of our clients want a lifestyle business whereas others want rapid expansion.
We not only recognise this, we build, customise, tailor, and adjust our services and offerings to meet and exceed these requirements.
Running your own successful business is usually a full time job even before considering the additional obligations of accounts and tax.
We have in-depth knowledge of a broad range of business sectors and using this knowledge, help you to reclaim your time to focus on your business, leaving your accounting and taxation requirements in our safe hands.
Assistance in developing business plans and cash flow forecasts as well as providing a critical review service of drafted business plans.
We help you determine the ideal business structure based on your objectives.
These days, it seems that tax is always in the news.
As more tax legislation is passed, individuals are finding that their affairs are becoming increasingly complex.
We have a track record of helping our clients through the annual tax compliance process and meeting the necessary deadlines.
Capital Gains Tax planning in respect of asset purchases and sales such as land and property.
At Caulie, we understand the unique needs of High Net Worth families and we often hear how taking care of the family wealth can be a full time job.
Whilst many boutique family offices focus on wealth management and planning, we are here to assist in the day-to-day running of "Family Ltd" for those who are looking to centralise the day to day management of their financial affairs.
We work closely with the family, their staff, legal and investment teams in a professional manner with absolute discretion.
We offer accounting, taxation and administrative services to Charities, Trusts and Estates, enabling the Trustees and Executors to be fully compliant.
Whether a charitable trust or company, we are here to assist in all aspects of the compliance and administrative process.
We will prepare the Financial Accounts, the Annual Return for the Charities Commission, any Companies House filings as well as tax returns and gift aid reclaim submissions to HM Revenue and Customs.
We can also assist Trustees with administrative and bookkeeping tasks such as collating and summarising donation requests, monthly bank reconciliations and coordinating Trustee meetings.
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