The founder of Oaktree Accountancy, Chris MacLeod, qualified as an accountant in 1991 and since then has worked as a management accountant in Cumbrian-based companies. The business is based in Oaktree Crescent in Cockermouth. Between 1996 and 2009 he worked for BNFL and related companies, his role for the next five years being Finance Manager for a business with 50m of annual sales.
Chris has always worked closely with other people in his management team to provide the financial and commercial solutions they needed to their goals. In just the same way, clients of Oaktree will have a close working relationship with Chris in order to get the financial and commercial solutions they need. The aim of Oaktree Accountancy is to bring this experience to local businesses in a cost-effective way.
In accordance with the disclosure requirements of the Services Regulations 2009, our professional indemnity insurer is Chartis UK Ltd, 2-8 Altyre Road, Croydon CR9 2LG.
Chris has always worked closely with other people in his management team to provide the financial and commercial solutions they needed to their goals. In just the same way, clients of Oaktree will have a close working relationship with Chris in order to get the financial and commercial solutions they need. The aim of Oaktree Accountancy is to bring this experience to local businesses in a cost-effective way.
In accordance with the disclosure requirements of the Services Regulations 2009, our professional indemnity insurer is Chartis UK Ltd, 2-8 Altyre Road, Croydon CR9 2LG.
Services
If you are new to contracting, the strange setup of wearing two hats - one as employee of the company, one as shareholder - takes some time getting your head round.
You'll get explanations in plain English in meetings, by phone and e-mail so that by the end of your first year it will all be water off a duck's back.
Whether you are a newbie or an old hand, the Oaktree approach to IR35 will help you to have a very robust defence in place.
Every year-end you'll know exactly how much more tax you'd have paid if you were caught by IR35.
You'll get explanations in plain English in meetings, by phone and e-mail so that by the end of your first year it will all be water off a duck's back.
Whether you are a newbie or an old hand, the Oaktree approach to IR35 will help you to have a very robust defence in place.
Every year-end you'll know exactly how much more tax you'd have paid if you were caught by IR35.
Running a hotel, pub or restaurant can be very enjoyable - but only if you are in control of the numbers.
Setting up and maintaining strong financial controls puts you in control and keeps you in control.
It means you can file accounts shortly after year-end which in turn enhances your credibility with potential funding providers.
For loan applications, Oaktree works closely with the potential lenders to provide information and answer questions quickly.
It's not just number crunching, it's also about building strong relationships with the lenders so they gain confidence in the lending proposal.
Setting up and maintaining strong financial controls puts you in control and keeps you in control.
It means you can file accounts shortly after year-end which in turn enhances your credibility with potential funding providers.
For loan applications, Oaktree works closely with the potential lenders to provide information and answer questions quickly.
It's not just number crunching, it's also about building strong relationships with the lenders so they gain confidence in the lending proposal.
Oaktree provides cost-effective and efficient solutions to the finance and tax needs of small businesses.
In the early stages we help the business owner choose the right structure for his or her needs, and put systems in place to control their finances properly.
Where a client wants to do more of the accounting and payroll in house, he or she gets support to set this up correctly and reduce accounting fees.
As the business grows, Oaktree communicates regularly with clients so that if tweaks - or even major changes - are needed to the setup to minimise tax or VAT payments, these changes are put in place in good time.
In the early stages we help the business owner choose the right structure for his or her needs, and put systems in place to control their finances properly.
Where a client wants to do more of the accounting and payroll in house, he or she gets support to set this up correctly and reduce accounting fees.
As the business grows, Oaktree communicates regularly with clients so that if tweaks - or even major changes - are needed to the setup to minimise tax or VAT payments, these changes are put in place in good time.
Then you may qualify for R&D tax credits which will reduce your corporation tax bill, or secure a tax repayment.
This could be true even if an advisor, or someone from HMRC, told you that your business did not qualify for R&D tax credits.
Most companies involved in engineering, or manufacturing new products, will have qualifying R&D.
Some types of R&D are easily overlooked - for example one Oaktree claim which saved a client 10,000 in corporation tax was for a brewery which develops new beers.
This is written in layman's terms - most HMRC staff reading this will not be technical experts in engineering or beer brewing.
This could be true even if an advisor, or someone from HMRC, told you that your business did not qualify for R&D tax credits.
Most companies involved in engineering, or manufacturing new products, will have qualifying R&D.
Some types of R&D are easily overlooked - for example one Oaktree claim which saved a client 10,000 in corporation tax was for a brewery which develops new beers.
This is written in layman's terms - most HMRC staff reading this will not be technical experts in engineering or beer brewing.
Following every major piece of work, clients are asked their views on cost, quality, delivery and communications.
Marks out of 10 are combined for an overall percentage score.
Chris at Oaktree provides a professional and efficient service.
He is always available to provide any help and advice needed and he keeps us informed and updated.
Chris has been a star, an absolute saviour in taking away the pressure and stress of completing paperwork figures and files in a truly efficient fashion.
This gives us time to concentrate on other aspects of the business.
Marks out of 10 are combined for an overall percentage score.
Chris at Oaktree provides a professional and efficient service.
He is always available to provide any help and advice needed and he keeps us informed and updated.
Chris has been a star, an absolute saviour in taking away the pressure and stress of completing paperwork figures and files in a truly efficient fashion.
This gives us time to concentrate on other aspects of the business.
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