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Year End Accounting Services

Year End Accounting Services

Expert Year-End Accounts Preparation for Businesses of All Sizes

At HeirPlan, We specialise in preparing accurate, compliant year-end accounts for limited companies, partnerships, and sole traders. Our team ensures your accounts are filed correctly and on time helping you stay compliant with HMRC and Companies House, avoid penalties, and gain valuable financial insights to support better decision-making. We help streamline financial processes for our clients, improving efficiency and accuracy throughout the year-end accounting cycle.

Whether you’re a growing startup, an established SME, or managing a group structure, our Year-End Accounting Services give you clarity and peace of mind. We provide dedicated support to finance teams during the year-end accounting process, ensuring smooth collaboration and effective management of financial reporting. We also leverage accounting software to automate and simplify year-end accounting tasks, making the process faster and more reliable for our clients.

Why Year-End Accounts Matter

Every UK company must prepare annual (statutory) accounts that comply with accounting standards and company law. Year-end accounts mark the close of the company’s financial year and are essential for reviewing the company’s financial health. Beyond just a legal requirement, year-end accounts provide a clear snapshot of your financial performance and position essential for shareholders, investors, lenders, and HMRC.

Accurate and timely accounts can:

  • Keep you compliant and avoid late filing penalties
  • Highlight tax efficiencies and planning opportunities

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    • Support funding applications and investment decisions
    • Provide directors and stakeholders with reliable financial information
    • Provide a clear view of the company’s financial position for stakeholders

    Accurate year-end accounts rely on well-maintained financial records and include key statements such as the profit and loss, balance sheet, and a summary of the company’s income.

    Financial Managers at Work

    1. Accounts Preparation & Review

    • Preparation of full statutory accounts in line with UK GAAP and Companies Act requirements
    • Review of your accounting records for accuracy and completeness
    • Review and reconciliation of all financial transactions, including accounts receivable and accounts payable
    • Verification of outstanding invoices and business expenses to ensure completeness and compliance
    • Review of fixed assets and calculation of depreciation for accurate financial statements
    • Reconciliation of recorded transactions with supporting documents such as bank statements and credit card statements
    • Adjustments for accruals, prepayments, depreciation, and provisions

    2. Corporation Tax Integration

    • Calculation of corporation tax liabilities alongside your year-end accounts
    • Identification of allowable expenses, reliefs, and claims to optimise tax efficiency
    • Preparation and submission of the company tax return (form CT600) to HMRC, ensuring all tax return requirements are met for accurate tax reporting and compliance
    • Supporting clients with tax reporting and fulfilling all tax responsibilities, including ensuring the company pays the correct amount of tax for tax purposes

    3. Filing & Compliance

    • Timely submission of accounts to Companies House and HMRC to avoid penalties
    • Managing year end reporting, including the preparation and filing of year end statutory accounts and annual accounts for limited companies
    • Assistance with the filing of the confirmation statement to Companies House
    • Ensuring all legal obligations are met to avoid financial penalties
    • Assistance with abbreviated or micro-entity accounts where applicable
    • Guidance on statutory deadlines and director responsibilities

    4. Management Reporting & Insights

    • Tailored management reports to help you understand your year-end position
    • Comprehensive financial reporting and analysis of financial activities throughout the year
    • Inclusion of key statements such as the income statement, profit and loss account, and loss account in management reports
    • Trend analysis and KPIs to inform strategic decision-making
    • Advisory support to help you interpret the numbers — not just report them

    5. Group, Complex, Specialised & Statutory Accounts

    • Consolidated accounts for group structures
    • Advice on complex reporting requirements, including investment vehicles and overseas subsidiaries
    • Support for changing reporting frameworks (e.g. transition to FRS 102 or IFRS if required)
    • Preparation and inclusion of the auditor’s report and directors report where required
    • Disclosure of accounting policies and clarification of the accounting period covered by the accounts
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    Who We Work With

    Our Year-End Accounting Services support a wide range of clients, including:

    • Limited companies of all sizes
    • Startups and fast-growth businesses preparing their first year-end accounts
    • Owner-managed businesses looking for a cost-effective, outsourced solution
    • Groups and holding companies needing consolidated or specialist reporting
    • Non-resident directors requiring UK compliance support
    • Finance professionals and finance teams within client organizations who need expert support to ensure compliance, accuracy, and efficiency during critical financial activities
    • Clients seeking assistance with year-end accounts for the past financial year or a specific accounting year
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    Why Choose us?

    • Technical Expertise – We stay up to date with UK accounting standards and HMRC rules.
    • Deadline Management – We keep your filings on track and help you avoid costly penalties.
    • Value Beyond Compliance – We provide insights, not just numbers, to help drive better decisions.
    • Flexible Support – Whether you need a one-off year-end service or ongoing accounting support, we can tailor our approach to fit your business.
    • Transparent Professional Fees – Our clear pricing structure ensures you know exactly what you’re paying for. By trusting us with the time-consuming closing process—including reconciliations, adjustments, and preparing financial statements—you save valuable time and reduce the risks and costs of handling these complex tasks yourself.
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    Our Process

    1. Information Gathering – We collect your bookkeeping records, management accounts, and relevant documentation.
    2. Accounts Preparation – We prepare year end accounts by gathering and categorising financial records, ensuring accuracy and compliance. As part of preparing year end accounts, we use a comprehensive year end accounting checklist to ensure nothing is missed. This includes preparing all essential financial statements, such as the cash flow statement, which is crucial for a complete overview of your financial year end.
    3. Tax & Filing – We manage the year end close process by reviewing, reconciling, and verifying your financial records. Our accounting system streamlines the submission of statutory accounts, VAT returns, and tax filings, ensuring all deadlines for the financial year end are met efficiently.
    4. Review & Insights – We present your year-end results clearly, highlight planning opportunities, and support next steps.

    Get Expert Help With Your Year-End Accounts

    Year-end doesn’t have to be stressful. With our support, your accounts will be accurate, compliant, and delivered on time giving you confidence and freeing you to focus on your business.

    📞 Contact us today to speak with our year-end accounting specialists and get started.

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