Our Services
From accountancy essentialsto your Virtual Finance Department.
From bookkeeping, accounts, tax and payroll through to management reporting, forecasting and wider financial 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 the support does not have to stop there. As a business develops, owners may want better reporting, clearer forecasts, more useful performance information or someone to help work through the financial impact of important decisions.
Puma is designed to support both sides of that picture. You may need help with one specific area, a combination of services, or a much more involved financial partnership throughout the year.
Core Services
Support where you need it.
Services can be provided individually or brought together as part of a wider ongoing relationship.
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.
Virtual Finance Department
Financial insight and support within your business, without building a finance department in-house.
For businesses that need more than traditional accountancy support, Puma can act as an outsourced Virtual Finance Department - working alongside you throughout the year and becoming an extension of your business.
Rather than simply looking backwards once the financial year has ended, the focus is on giving you useful financial information while there is still time to act on it - helping you understand performance, plan ahead and make better-informed decisions.
The level of involvement can be tailored to the business. For some clients that may mean regular management reporting and forecasting. For others it can extend into cash flow, finance, systems, tax planning and ongoing support around the financial decisions that arise throughout the year.
Discuss Virtual Finance SupportUnderstand
Clear reporting around revenue, costs, margins, profit, cash and the figures that matter to your business.
Plan
Forecasting, budgeting, tax planning and financial information to help you look ahead.
Decide
Financial input when considering investment, funding, pricing, costs or other business decisions.
Develop
Ongoing support that can grow alongside the business as its financial needs become more complex.
Your Finance Function
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 much more 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
Develop as the business grows
The relationship can develop over time, adding reporting, forecasting, analysis and wider financial support when the business needs it.
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