About the Company

The company was formed in 1997, beginning as support for the director’s former employer, and integrating pre-existing bookkeeping and accountancy for a small number of clients. A central theme of the Company’s work was using the new technology of the time to streamline their accounting records. This frequently over-spilled into areas not generally connected with bookkeeping, as many firm’s records are not just needed for its books.

The Company now has a long involvement with both Sage and QuickBooks, two of the major mainstream accounting packages. However, it has experience of many other systems, and can support most systems. It is also backed up by the director’s long-standing membership of the Association of Taxation Technicians, and offers full support in the complex area of tax compliance.

About the Director

My name is Ian Upward. I have been involved with Accountancy since 1977 when I gained a Higher National Diploma in Business Studies. My early career took me in a number of directions, but the focus was eventually in two areas.

Taxation was always an integral part of my job, often using tax-planning to assist business acquisitions, expansions, or even retirements, and making certain that clients met the compliances required by Government Agencies.

The second area was implementing new bookkeeping systems, varying from former electro-mechanical to fully computerised ones. I also have been using spreadsheet packages, currently Microsoft Excel, since the early 1980s, and continue to develop this field of expertise.

As a large proportion of my clients were limited companies, I have particular experience in that area.

I enjoy challenges, and am always trying to streamline and simplify procedures.

Specialisations

Our main aim is to optimise accounting systems to make sure that our clients find the most comfortable ways to use them. However, we know that there are elements of business records that are not covered by the main bookkeeping system. Computer spreadsheets, normally using Microsoft Excel, are a vital tool in this area, and we can customise these to your specific needs.

Many businesses keep computer data that might be relevant to the accounts. There are often ways to validate and import this data into different software packages, and we have longstanding experience in this area.