Loomio
Tue 15 Jun 2021

ADVICE PLEASE: Small coop looking for Accountant

OJP Owen J. Powell Public Seen by 118

I'm working in a small coop (£280k turnover) struggling with an unreliable accountant. We need someone who can affordably produce budget updates and quarterly management accounts as well as annual accounts and and tax computation etc. using Xero accountancy software. In the first instance, we need an alternative to assess our options and understand cost implications of switching service providers. Times are tight and we are concerned a new accountant would be considerably more than our current provider. All input welcome, the sooner the better! In solidarity, O

G

Gareth Tue 15 Jun 2021

I'm not sure they're taking on new clients at the moment. Owen give me a call if you're free 0161 214 1786

AW

Alex Worrad-Andrews Tue 15 Jun 2021

Big recommend for Third Sector. They've helped us an absolute ton.

JW

Jim Wild Tue 15 Jun 2021

Hi Owen,

We are happy with
ours, Ultra Accountancy - Wakefield. Location probably doesn't
matter any more? We're light on the budgeting and forecasting
needs, but get monthly reports tailored to what we need, and all
the payroll done. However we are paying what is probably going
rate - essentially monthly for an annual bundle. Circa
£600/month. We're about twice turnover now, but rates haven't
increased much.

Good luck, would be
interested in what you find ! We could really do with an out
sourced or in house 'financial director' and that's probably one
of our longer term considerations. Many accounts are offering this
type of service, though if they haven't been one in a similar
industry to yours I'm not sure of how valuable they will be.

Jim Wild CEng MCIBSE

Director and Senior Engineer

LEDA logo ( http://www.leda.coop )

Micklethwaite House, 70 Cross Green Lane, Leeds, LS9
0DG 0113 2009380 www.leda.coop ( http://www.leda.coop/ )

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P

PollyRobbinsOutlandish Tue 15 Jun 2021

Hey Owen,

We would recommend https://www.thirdsectoraccountancy.coop/

We've been through a few different financial advisors, accountants, bookkeepers etc, and never found a firm that speaks to much sense and 'gets' us as Third Sector. Couldn't recommend them more highly.

Polly (Outlandish)

OJP

Owen J. Powell Thu 17 Jun 2021

Thanks so much for all your responses. We may well get in touch with Third Sector and see what the situation it!

G

Gareth Thu 17 Jun 2021

Let me know if they're not able to help.