SERVICES

Technical Advice

We believe that our technical advice should complement our debt management and investment advice, and we ensure that the service covers the compliance, strategic and accounting advice necessary to achieve this.

With a wealth of significant financial experience, our CIPFA qualified accountants are well equipped to provide our clients with the best possible service available. Our areas of expertise include capital finance, local government reorganisation and grant commutation.

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Up-to-date with current issues

Due to developing treasury management and capital accounting sectors, we appreciate the importance of staying up-to-date and abreast of current issues. By doing so we are able to publish research papers, market updates and technical bulletins to alert clients to changes specifically related to their interests.

Communication is key

To ensure our advice remains accurate, compliant and relevant, we maintain regular dialogues with established contacts at HM Treasury, the FCA, DLUHC, the devolved UK governments, CIPFA, the ratings agencies and external audit. We hold Accounts Closedown Workshops each year to discuss the issues impacting the Statement of Accounts.

Code of Practice compliance

Helping our clients comply with the financial instrument and capital finance disclosure requirements under the Code of Practice is an important part of our service. We provide fair values for debt and investment portfolios, and advice on accounting treatment for impaired financial assets.

Year-end and beyond

Speak to our CIPFA qualified team about Code-compliant reporting, fair values and capital finance.

CIPFA qualified accountants

Compliant, strategic and accounting advice in one place.