Our Services
Support for every stageof the financial process.
From bookkeeping, tax and payroll to management reporting, forecasting and wider business support, Puma can provide as much or as little involvement as your business needs.
How We Help
The essentials, the detail and the bigger picture.
Every business needs the fundamentals handled properly: accurate records, tax compliance, payroll, VAT and year-end accounts.
But as a business grows, those needs often develop. Owners may want better reporting, clearer forecasts, more useful performance information or simply someone to help work through the financial impact of a decision.
Puma is designed to support both sides of that picture.
01
Accounts & Tax
Reliable year-end compliance and ongoing tax support for limited companies, sole traders, directors and individuals.
02
Bookkeeping & Cloud Accounting
Accurate, up-to-date records with practical support across the systems your business uses day to day.
03
VAT & CIS
Support with registrations, submissions and the practical compliance issues that sit behind VAT and CIS.
04
Payroll & Pensions
Day-to-day payroll and workplace pension support for businesses employing staff or paying directors through PAYE.
05
Management Reporting & Business Insight
More detailed reporting for businesses that want to understand performance rather than only review the year once it has finished.
06
Business Advisory & Support
Practical support when a business is starting, changing, investing, funding growth or simply trying to make a better financial decision.
Beyond Year-End Accounts
Reporting designed around the way your business works.
Management reporting does not need to mean receiving a large spreadsheet every month. The aim is to identify the information that is genuinely useful, present it clearly and explain what has changed.
That could mean monthly profit reporting, comparisons with previous periods, cash flow forecasts, KPI dashboards, balance-sheet analysis or a more detailed reporting pack for directors and management.
Performance
Understand revenue, costs, margins and profit movements.
Cash
See the effect of working capital, debtors, creditors and funding.
Forecasts
Look ahead using the latest available information.
Decisions
Use clearer financial information when planning what comes next.
The Approach
Support built around the business.
There is no need to force every client into the same package. The right level of involvement depends on the size, complexity and needs of the business.
01
Start with what you need
Some clients need a specific service. Others want Puma involved across most of the finance function. The starting point is understanding what would actually be useful.
02
Keep the fundamentals right
Good reporting and advice only work when the underlying records are accurate, so bookkeeping, reconciliations and compliance remain an important part of the service.
03
Add insight where it helps
Where a business would benefit from better visibility, reporting can be developed around the figures, trends and decisions that matter most.
Flexible Support
Need help with something that is not listed?
Business finance rarely fits neatly into a checklist. If a financial, accounting or reporting issue comes up that is not listed above, get in touch and we can discuss whether Puma is able to help.
Typical one-off support can include:
Let's Talk
Not sure what level of support you need?
Get in touch and we can talk through what you are looking for, where the current pressure points are and which areas Puma may be able to support.
Discuss Your Needs