How we can help >

An overview of our outsourced accounting services

Accounting ServicesTaxation

Corporate FinanceAudit & Assurance

Strategic Talent

OutsourcedAccounting Partner

We help aspirational businesses of all sizes, charities and not-for-profit entities as well as many individuals.

Through our highly collaborative and constructive approach, we engage with our clients to help them meet their challenges head on.

We aspire to be the very best at what we do and are committed to challenging ourselves, both individually and collectively. A willingness to invest, be it our time, in our people, in services or technology, is a defining characteristic of UNW.

UNW is a leading independent firm of chartered accountants that delivers a wide range of accountancy and business advisory services to its clients.

T E W+44 (0)191 243 6000 enquiries@unw.co.uk www.unw.co.uk

Outsourced Accounting Services

‘Inspire Your Business’ is an innovative accounting service tailored specifically to your needs.

As your business moves through its life-cycle, we understand that the level of support you need from your accountant will inevitably change as you develop.

Aspirational small and medium sized businesses may not be in the position to, or may not wish to, support themselves with their own finance function. Having a rounded, outsourced service that covers all areas of the finance function is not only potentially cost beneficial, but also ensures you get reliable, relevant management information on a timely basis.

The support we provide is tailored to the individual needs of your business; ranging from a specific requirement, such as payroll or bookkeeping, to an entire outsourced finance function and from an interim to a permanent solution.

We’ve got a plan for you

Ignite Invigorate Illuminate

Bookkeeping Company Secretarial Corporation tax Personal Tax Returns Payroll VAT Returns Annual Accounts preparation Summary of any VAT errors found Filing of accounts at companies House Annual meeting with Partner/Manager Year end journals to align with software Tax planning and remuneration strategy Dividend review Software support SAGE/Xero Annual Management Pack Quarter End management procedures, stock, accruals, PIA etc Quarterly management accounts N/A

VAT compliance support Employment taxes compliance support Two Partner/Manager Meetings Assistance with Forecast/budget preparation Monthly Management accounts Month End management procedures, stock, accruals, PIA etc. Meaningful reporting and KPIs Strategic business advice/free strategic talent consultation Regular contact /support by the team

Provides our clients with

quality assistance to kick-start and move

their business forward.

Provides our clients with

the necessary financial tools

to develop and grow.

Our specialists will collaborate with you on a monthly basis allowing your

business to move to the next level.

We understand that all businesses are different and can tailor our plans to suit your individual needs.

UNW offers a flexible approach delivered through three inspired service levels...

Some of our clients

Calysta

Bank Payments processing, Bookkeeping, VAT returns, Payroll, Annual Accounts,

Company Secretarial, Taxation

Nirvana Europe

Annual Accounts, Payroll,P11d, Systems, ATOL, Personal

and Corporate Tax

Eaga Trust

Bank Payments Processing, Bookkeeping, Payroll,

Annual Accounts, Company Secretarial, Taxation

Children’s Heart Unit Fund (CHUF)

Xero set up and assistance, payroll assistance,

bookkeeping

Brinkburn St. Brewery

Xero set up and assistance, annual account, VAT

assistance, Corporation Taxation

Ramsdens Financial

Payroll

HVPD

Payroll, Annual Accounts, R&D Tax Relief, Corporation

Tax, Quasi FC/FD role

Orchid Software

Annual Accounts, Payroll, P11d, Taxation, R&D

Metec

Annual Accounts, payroll and payroll assistance, VAT

returns assistance

“I approached UNW after they were recommended to me by a mutual contact. In moving some of our target markets outside of the UK as part of our growth strategy, UNW’s support and advice surrounding foreign billing and currency has been invaluable. UNW also identified at an early stage in our discussions that some of the accounting processes we had in place were not suitable for our future needs. By doing this, they have allowed us to nip potential future issues in the bud at an early stage, giving us a sounder platform for future growth.”

Raman SehgalManaging Director at Ramarketing

What our clients say about us

“UNW organise our monthly and annual management accounts, daily bookkeeping, annual audit and have supported CHUF with recruitment of Trustees. The UNW team have taken the time to understand our personal needs and tailor their service accordingly. Their support is prompt and delivered in a way that the CHUF team and Trustees are able to understand which is very important to our organisation. Having the support from UNW has provided me with the time I require to focus on our additional business needs.”

Chris GrayChief Exective Officer at CHUF

“UNW provide a very efficient outsourced service to the trust and the trust’s companies. They deal with all our accounting administration requirements including invoice and payment processing, bookkeeping, preparation of monthly management accounts, year-end accounts and tax returns. Additionally, we also use UNW for advice in relation to a wide range of matters, and they have been very proactive in helping us to save money by highlighting opportunities from the day to day work.”

Ken TempleChairman at The Eaga Trust

“We came to work with UNW after they were recommended to us. We receive a wide array of business services from them, including annual accounts and tax advice. We have also felt the benefit of UNW’s unique Strategic Talent service, who helped us to recruit a commercial director. We have found the service received so far to be excellent.”

Jonathan BulmerManaging Director at Cleveland Containers Ltd

The biotechnological company, which was founded in 2011, develops and produces proteins for commercial aquaculture and livestock feed, provides nutritional feeds and animal health products for fish and livestock, and offers chemicals used in end products such as fibres, plastics and building materials.

Formerly known as Calysta Energy until May 2014, its headquarters is situated in Menlo Park, California, with a 37-acre feed production plant in Memphis, Tennessee currently under construction. From here, they will produce their FeedKind™ protein; a natural, safe and sustainable fish feed ingredient which aims to reduce the industry’s reliance on fishmeal.

As part of their international expansion plans, Calysta now also operate from sites in the UK and Singapore. It was when securing funding for their UK base in December 2015 that Calysta first came to work with UNW.

Recommended to them by The Government Department for Business, Innovation & Skills (BIS), UNW’s corporate finance team supported the company throughout the grant application process, for which they received a conditional award of £2.8 million from the Exceptional Regional Growth Fund (eRGF). The funding paved the way to develop the R&D and market introduction facility located at The Centre for Process Innovation (CPI), Teesside, which has enabled Calysta to commercialise the FeedKind™ product, and develop technology for further products.

The project is estimated to have either safeguarded or created 39 science, research and engineering jobs in the region.

With funding secured and work on the Redcar facility underway, Calysta were also looking for assistance with the entire financial set-up of their UK subsidiary, and consolidated their working

relationship with UNW by choosing them to carry out their outsourced accounting and tax requirements.

Graham Aylen, Managing Director at Calysta UK Limited, said: “The support we received from UNW throughout the grant application process was fantastic, so when the time came that we needed help with every aspect of our financial operations, we didn’t hesitate in choosing them. The wide range of business advisory services UNW provides means we can get all the services we require from the same trusted advisor.

“They do everything for us, from payroll and completion of annual accounts, to tax compliance and help with our Research and Development (R&D) claim. We have found UNW to be professional and flexible at all times, and they represent superb value for the services we receive.”

Calysta receive a fully outsourced accounting service from UNW, with a key benefit to the arrangement being cloud accounting tool Xero, which ensures Calysta representatives in the US always have access to their UK financials.

Hazel Smith, Accounting Services Partner at UNW, said: “Our outsourced accounting offering is tailored specifically to the needs of the individual client, and with Calysta newly established in the UK, they receive all aspects of this service.

“We work closely with their finance team in the US, enabling them to provide their investors with the UK and group consolidated figures. By providing them with all the services they require across our departments, there is no need for Calysta to employ a specific finance team in the UK.

“We are delighted to have contributed to Calysta’s successful transition to the UK, and look forward to our future working relationship with them.”

Recent case study

With an array of innovative concepts and ideas, Calysta Inc. continues to shape the future of nutrition with the help of UNW.

Calysta making wavesin the aquaculture industry

UNW LLP, Citygate, St James’ Boulevard, Newcastle upon Tyne, NE1 4JE

T E W+44 (0)191 243 6000 enquiries@unw.co.uk www.unw.co.uk

An independent member of BKR International

A leading global association of independent accounting and business advisory firms representing the expertise of more than 160 member firms with over 500 offices in over 80 countries around the world.

UNW LLP is a Limited Liability Partnership which is registered in England & Wales with the number OC301800 and is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Our registered office is Citygate, St James Boulevard, Newcastle upon Tyne, NE1 4JE. A list of members is available for inspection at this address.

This publication has been prepared for general guidance on matters of interest only, and does not constitute professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is given as to the accuracy or completeness of the information contained in this publication, and to the extent permitted by law, UNW LLP, its members, employees and agents do not accept or assume any liability, responsibility or duty of care for any consequences of you/or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.

In this document ‘UNW’ refers to UNW LLP, a limited liability partnership in the United Kingdom.

Meettheteam.

Hazel Smith +44 (0)191 243 6278Accounting Services Partner hazelsmith@unw.co.uk

After 11 years with Graves West & Ayre, five of which were spent as a partner, Hazel joined UNW as accounting services partner in 2015. She works predominantly with owner-managed businesses, ensuring they understand the key financials and provides support and advice to those looking to grow their business.

Hazel also helps with various tax matters, such as remuneration planning, and structures business development so businesses can obtain as many tax advantages as possible.

Carol Reed +44 (0)191 243 6016Accounting Services Senior Manager carolreed@unw.co.uk

One of UNW’s longest serving members of staff, Carol has over 30 years’ experience advising local businesses. She provides a wide range of accounting services and expertise across owner-managed and high-tech companies.

T

E

T

E

Richard Dey +44 (0)191 243 6018Accounting Services Manager richarddey@unw.co.uk

Richard is one of UNW’s longest serving members, having joined back in 2005. With vast experience advising entrepreneurs and local family businesses, he is well placed to assist clients in solving problems with their accounting systems and recommending innovative solutions.

Richard is also involved in assisting UNW’s growing number clients with software such as Xero, Sage and QuickBooks.

T

E

Andrew Wimshurst +44 (0)191 243 6099Accounting Services Manager andrewwimshurst@unw.co.uk

Andrew joined UNW in October 2014 after spending almost 10 years at Rowlands. Initially working in the Audit department, Andrew now works closely with Hazel advising owner managed businesses in the Accounting Services team.

With vast experience advising entrepreneurs and owner-managed businesses, he is well placed to assist clients in solving problems with their accounting systems, recommending innovative solutions and analysing performance.

T

E