Our team take the time to understand our clients’ business, industry sector and overall personal and business goals. This enables us to provide a strategic advisory service that helps support our clients’ growth ambitions.
Our focus is on being pro-active advisers, providing an extensive range of business advisory services.
Areas we typically support our clients on include; cashflow and profit projections, strategic planning for business growth, management information reports and systems, reviewing borrowing and funding requirements and buying, selling or restructuring a business.
Many of our clients also come to use for support or guidance on matters including; Directors remuneration and dividends, cloud accounting, pensions and auto enrolment, payroll and company secretarial services.
Our business advisory services include general services such as year end accounts preparation, management accounts reviews and assistance in preparing budgets and financial projections. Accounts preparation from monthly management accounts to year end financial statements and reports for lodgement with statutory bodies.
Our role in preparing accounts for clients goes well beyond presenting information, ensuring that we support our clients with sound business advice for the short, medium and long term based on reliable trading information.
We provide the full range of corporate tax services within our specialist taxation department ranging from compliance based services such as advising on corporation tax payments and the completion of corporation tax returns, international tax matters and advice on remuneration planning as well as bespoke tax planning advice, often at key stages in the development of a business when forward thinking is critical.
Employer Compliance and National Insurance
We can advise on National Insurance compliance for employers, employees and the self employed in relation to state retirement pension forecasts and planning accordingly.
For many of our clients we prepare specific employer returns such as forms P11d (Return of expense payments and benefits). We advise on specific taxes flowing from these returns such as Class 1A National Insurance.
Payroll and Auto Enrolment
Completing payrolls can be an administrative nightmare. As well as being complex and time consuming, they can take you away from your most important role - managing your business.
The legislation constantly changes and innocent errors can lead to hefty fines.
We can help you and your business prosper by taking over these routine functions for you, allowing you to invest additional time in developing your business.
Our payroll services
We are able to organise your entire payroll function with minimal input from you. The payroll services that we provide include:
• Processing of weekly, fortnightly, four weekly, or monthly payrolls
• Preparing monthly PAYE remittances
• Payslip production
• Organising payments by BACS
• Dealing with any enquiries from HM Revenue & Customs (HMRC)
• Preparing year end returns for submission to HMRC
• Dealing with Real Time Information (RTI) returns
• Dealing with joining and leaving employees (P45s, etc)
• Statutory sick pay and statutory maternity pay
Our auto enrolment services
We can provide auto enrolment services in addition to the payroll function which include:
• Liaison with your provider and providing them with relevant data to initiate your scheme set up
• Assessment of your workers, each pay period, and deductions of contributions, where someone is assessed as being eligible
• Updating the payroll each pay cycle to incorporate any workers who wish to opt in or out
• Managing the passage of assessed data to your pension provider (both the maintenance and contribution files)
We also give advice on personnel matters including the potential impact of new government legislation. Our service is professional and bespoke to our clients who benefit from our dedicated staff.
Personal and Capital Gains Tax
We can advise on the completion of self-assessment income tax returns to personal tax planning and wealth management, from preparation of adjusted profit computations for tax to advice on appropriate business structures. We also advise many of our clients on capital gains tax providing projections of likely tax implications on proposed sales and how to best utilise any exemptions or relief currently available.
Andrew Ritchie has a wealth of experience looking after businesses of all sizes and types. He acts for a number of corporate groups based in the East of Scotland. Away from the larger corporates he is accustomed to providing commercial and tax advice to family businesses.
Donald Boyd gained valuable commercial experience in an operational finance role. He now puts this practical industry experience to the benefit of his clients primarily in the owner managed sector.
He has considerable experience in business start up and planning. Donald looks after a portfolio of clients, providing not just accounting and tax advisory but commercial advice. He plays an important role in many of his clients’ businesses, to assist in their growth and wealth creation.
Ian Craig is a General Practice Partner. He looks after a diverse portfolio of owner managed businesses, ranging from groups of companies to family partnerships providing accountancy, business advisory and taxation advice.
Murdoch joined Campbell Dallas with responsibility to control and drive the firm’s Business Development activities.
He provides support across our client base, advising clients on their debt structures, facilities and relevant pricing, ensuring optimum value relevant to our client’s ongoing requirements.
He is an MBA graduate with a track record of delivering commercially focused business solutions and proactively connecting businesses to their mutual benefit.
Neil has over 25 years experience in the audits of large groups of companies as well as transactional work, general taxation, and profit improvement planning. Covering most industry sectors, Neil looks after a portfolio of mainly owner managed businesses, providing not just accounting and tax advisory but commercial advice.
Peter Gallanagh’s experience ranges from the audit of multi-national plc’s to providing strategic advice to SME’s. He heads up the firm’s Business Development Group. Peter works closely with his clients, understanding the issues impacting them, and providing commercial solutions and advice to the daily issues arising in their businesses.
Richard Patterson is a General Practice partner within Campbell Dallas. His experience ranges from the audit of an AIM listed plc to numerous owner managed businesses. He also provides strategic advice to his corporate clients, working with them to understand their aspirations, and helping identify practical solutions to various commercial challenges.
Richard has a broad range of experience over a number of sectors including manufacturing, food & drink, retail and technology.
Roy Hogg manages the firm’s Stirling office and has consistently delivered sound commercial knowledge and has a proven track record of adding value to client businesses. Apart from the provision of compliance services, Roy also has considerable experience of transaction support and corporate finance advisory work.
David has extensive experience in advising a wide range of businesses within the owner managed business and family business sector.
David leads one of our integrated Business Advisory Teams that work closely with their clients to deliver joined up service across all services and disciplines. David routinely assists his clients with varied assignments such as budgeting, business funding, general strategy, systems improvement, tax planning and general financial and commercial advice.