Whether you operate a care home, supported living, homecare agency or another care service, the following accountants may be able to help you and your business.

Albert Goodman

Tel: 01935 423667
Email: [email protected]
Website: www.albertgoodman.co.uk

Sectors

• Care homes.
• Care homes with nursing.
• Homecare.
• Domiciliary care agencies.
• Mental health.
• Supported living.

Services

• Compliance accounts and audit.
• Management accounts.
• Cloud/real-time bookkeeping.
• Corporation Tax and Income Tax compliance.
• Business advisory.
• Strategic planning, exit and succession.
• Management advisory.

Lead individual

Julie has particular expertise in helping care homes and domiciliary care and she fronts the Albert Goodman care offering. She takes a lead in the firm’s membership of the Registered Care Providers Association (RCPA).

She has a huge depth of knowledge in this area and acts as an adviser on business strategy in a changing marketplace and has helped many care businesses ensure ongoing success.

Company information

As well as a full range of accounting and audit services Albert Goodman offers:

• Advisory/business consultancy.
• Improving operational efficiency.
• Funding models.
• Capital allowances.
• Charities – Albert Goodman Partner, Paul Hake is a specialist on requirements for charities in the sector.
• Benchmarking performance.
• Inheritance Tax planning.
• Payroll and auto-enrolment.
• Family business planning.

We pride ourselves on regular updates for clients on topical financial issues for the sector.

Julie Hopkins Partner
Tel: 01935 423667
Email: [email protected]

Dua & Co. Ltd

Tel: 0208 421 3555
Email: [email protected]
Website: www.dua.co.uk

Sectors

• Care homes.
• Extra care.
• Homecare.
• Healthcare.

Services

• Business advisory.
• Cloud accounting.
• VAT returns.
• Accounting and Tax solutions.
• Business Plans for property purchase, loans and funding.
• Cashflow and profit improvement.
• Probate services.
• Exit strategies.

Hawsons Chartered Accountants

Tel: 0114 266 7141
Email: [email protected]
Website: www.hawsons.co.uk

Sectors

• Care homes for older people.
• Care homes with nursing.
• Care homes for younger adults.
• Domiciliary care
• Private hospitals.
• Mental health.
• Children’s homes and private schools.
• Professional practices, dentists, GP surgeries, vets.
• Pharmacies.
• Day nurseries.

Services

• Preparation of annual accounts.
• Preparation of monthly management accounts.
• Statutory audit services.
• Care home performance benchmarking.
• Financial forecasting and budgeting.
• Property issues.
• Capital allowances claims.
• Company structures.
• Capital gains tax planning.
• Buying/selling a care home.
• Exit strategies.
• IT consultancy.
• VAT advice.
• Financing of new homes and developments.
• Payroll services.
• Bookkeeping and accountancy services.

Hazlewoods

Tel: 01242 237661
Email: [email protected]
Website: www.hazlewoods.co.uk

Sectors

• Care homes for older people.
• Care homes with nursing for older people.
• Learning disability.
• Challenging behaviour provision.
• Specialist colleges.
• Assisted living.
• Close care.
• Extra care.
• Independent hospitals specialising in drug, alcohol and eating disorders.
• Domiciliary care.
• Supported living.
• Children’s services.
• Secure units.
• Foster care agencies.
• Primary healthcare.

Services

• Accounts preparation.
• Audit.
• Tax advisory services.
• Benchmarking.
• Estate planning.
• Corporate finance.
• Sales/disposal advice.
• Acquisitions advice.
• Preparing the business for sale.
• Valuations.
• Minimising the effects of income tax, capital taxes, VAT and Stamp Duty Land Tax.
• Financial due diligence.
• Tax due diligence.
• Raising finance.
• Estate planning.
• Valuations and disputes.
• Commercial valuations.

Morris Lane

Tel: 01202 715950
Email: [email protected]
Website: www.morrislane.co.uk

Sectors

• Care homes.
• Care homes with nursing.
• Domiciliary care agencies.
• Charities.
• Property Development.

Services

• Acquisitions and disposals.
• Accounts and auditing.
• Business plans, support and advice.
• Company secretarial.
• Corporate finance.
• Payroll services.
• Tax advice and services.
• Management accounting.

Lead individual

Roger Morris heads up the Morris Lane team of specialists working with their healthcare focused clients. Roger is an award-winning member of the Chartered Institute of Taxation and has over 30 years’ experience in the sector.

Roger is ably supported by their lead accountants specialising in the sector, Michelle Cordy, Dan Baker, Jon Hoyle, Michelle Pettifer and Sam Turner in providing a proactive service to enable clients to achieve their ambitions, to maximise their profitability, and to increase and protect their wealth.

Company information

Whilst based in Dorset, the firm has clients located throughout England and Wales and are believed to advise more care home operators than any other accountants in the UK.

Their strength lies in listening to their clients about their business and personal goals, and providing timely advice through the business cycle on how to achieve these, so they can fund their preferred lifestyle and ultimate exit from the business.

This includes preparation of budgets and forecasts, regular and timely advice on any changes in tax and accounting law, as well as keeping them up to date on financial matters relating to the sector.

The firm ensures clients are compliant in terms of producing their annual accounts and tax returns, as well as providing management accounts if required by lenders in accordance with specific loan covenants.

They pride themselves on providing bespoke advice, including the structuring of acquisitions and disposals in order to maximise value and minimise the effects of income tax, corporation tax, capital taxes, VAT and Stamp Duty Land Tax.

Morris Lane also works closely with other professional advisers in the sector, including finance and capital allowance specialists together with their client’s legal teams.

The firm is a proud supporter of its local care association and a lead sponsor of the Pinders Healthcare Awards.

Roger Morris Partner
Tel: 01202 715950
Email: [email protected]

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