Architects, solicitors, surveyors and other professional practices

Operating as a professional practice involves specific challenges and responsibilities. As a professional practice ourselves, HB&O Chartered Accountants and Financial Advisers in Leamington Spa, Coventry and Warwickshire understand the complexities and use our experience to provide forward-thinking advice to architects, solicitors, surveyors and other professional firms.

For your practice to operate effectively, your day-to-day financial matters need to be in the best possible shape, so we can assist you with accounts, audit, bookkeeping, payroll and VAT services, tailoring our support for compliance with specialist reporting requirements, including the Solicitors' Accounts Rules and the members' accounts rules of the Royal Institute of Chartered Surveyors.

For fee-based businesses, stability when the going gets tough and income fluctuates is essential. We can assist with setting appropriate fee levels, financial forecasting and managing and improving cash flow to help you weather economic storms.

Our advice is designed to help the practice and the individuals who lead it to achieve their goals, so we'll work with you to identify and implement steps to move the practice forward. We can assist in the formation of limited liability partnerships and limited companies and with the valuations of practices for mergers, acquisitions and sales, as well as advising throughout these transactions.

We can also advise on issues including partnership agreements, profit-sharing agreements and the key issue of succession planning. We offer expertise in all aspects of personal and business tax compliance and planning and our Independent Financial Adviser team at HB&O Financial Services provides a full wealth management service, including estate planning and pensions.

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