Sound compliance is the foundation. The ongoing value lies in the advisory relationship with Phil Crawford FCA, from funding to succession.
Regular financial oversight, reporting and a senior voice at the table.
Forecasts, cash flow, refinancing, investor rounds and SEIS/EIS.
Group and property structures, shareholder matters and succession.
Corporation tax, personal tax and cross-border questions.
Year-end accounts, corporation tax returns and Self Assessment.
Recurring obligations kept in order alongside the advisory work.
Fees are agreed in advance after an initial conversation. Most clients are on a fixed monthly fee covering compliance and ongoing advice; one-off projects are quoted separately.
Forecasting, management information and direct strategic input, arranged as an ongoing engagement. Phil works with you on the decisions behind the figures, not only the figures themselves.
Year-end accounts and the corporation tax return, with a conversation about what the results mean for the company. Payroll and company secretarial support can sit alongside them.
Preparation and filing of an annual return, including a review of the information needed and points worth discussing before submission. Landlord and cross-border affairs are scoped individually.
Advice before a commitment is made: bank refinancing, investor rounds, cap tables, group and holding company structures, share buy-backs, valuation, sale and succession.
Whether the starting point is a tax return or an exit several years away, the accounts, structure and commercial context belong in the same conversation.
Tell Phil what is happening, what needs deciding and what information you already have. An initial conversation establishes whether JSAP is the right fit.
Phil reviews the relevant figures, responsibilities and deadlines, then sets out the work and fee. For CFO support, you agree a regular rhythm of reporting and review.
Compliance is handled properly while forecasts, tax implications and new decisions are discussed in good time.
JSAP keeps a deliberately small client base so advice remains direct, clear and close to the decisions being made.
Cash flow, a UK/Irish tax question, a funding proposal or a plan for what comes after the business: begin with the decision, and we can work out what support it calls for.