Audit and assurance services are often seen as a necessary evil rather than a valuable opportunity to benefit the business. We see things differently.
The analysis work involved in an audit is a great springboard to consider wider business risks and benefits and there’s no doubt that the rigours of an audit process will encourage your team to make sure that everything is recorded and kept up to date.
We perform around 200 annual audits. Our experience and expertise mean your business will be in safe hands.
Our service is bespoke to each client and their specific needs and requirements.
We’ve got all our technical ducks in a row
We’re registered with the ICAEW to carry out audit work
We use the latest auditing tools and systems
Our team have specialist training (updated each year)
Alongside regular company and LLP audits, we’ve also got the expertise to do specialist audits, such as:
- Pension schemes
- Insurance brokers
- ATOL holders
Whilst Audit and assurance involves a lot of historical checks, we believe supporting a business’s future success is important too.
We’ll let you know how the company’s systems and control environment is looking, provide invaluable insights to business owners and make suggestions for improvements where appropriate.
At Sagars, we listen to your plans and help you to consider:
- What “the numbers” actually mean; what’s important to you and your business
- What else you should be thinking about beyond the numbers
- What the possibilities for the future might be
Over recent years the audit exemption criteria have been increasing. The latest increase to the audit exemption criteria has been in place for years that begin on or after 1 January 2016. Other changes announced in September 2012 had an impact on subsidiary companies.
We’ve produced a handy download to highlight the thresholds and provide some further points for consideration to enable you to understand if you meet the exemption criteria and help you to decide how to react.
Key contacts
Audit & Assurance Partner
Kevin is an FCA qualified accountant with lots of experience in dealing with owner-managed businesses. He works with the business client team at Sagars, looking after a portfolio of diverse clients with a focus on larger companies and complex groups.
Kevin’s profile >
Charities & Not-for-Profits Partner
Susan provides audit, accounting, taxation and business advisory services to small and medium-sized limited companies, pension schemes, charities and not for profit organisations.
Susan’s profile >
Professional Practices Partner
A Chartered Accountant, Chartered Tax Adviser and an ICAEW Solicitors’ Special Interest Group committee member, John specialises in advising growing businesses and professional practices.
John’s profile >
Managing Partner
Chris specialises in advising owner-managed businesses and their stakeholders and also advises a significant number of pension schemes, not-for-profit and charitable organisations.
Chris’ profile >
Senior Manager
A Chartered Accountant, Jeremy has many years of experience looking after a broad range of business clients. His current portfolio includes pension schemes, family and owner managed businesses, Limited companies, complex groups and family investment companies.
Director
A Chartered Accountant and Tax Advisor, Helen provides audit, accounting, taxation and business advisory services to small and medium sized companies, solicitors’ practices, charities and not-for-profit organisations. She has considerable experience in preparing monthly management accounts and cashflow forecasts and assists clients with a range of business management issues.
Partner
A qualified Chartered Accountant and Chartered Taxation Adviser, James manages a mixed portfolio of business clients, providing solutions to clients’ challenges and supporting them to achieve their goals across audit, accountancy, taxation and business advisory services.
James’s profile >
Senior Manager
A Chartered Accountant, Claire provides audit, accounting and corporate tax support to small and medium sized limited companies and unincorporated businesses. She is particularly experienced in dealing with the needs of small and medium sized limited companies, sole traders and charities and completes a range of company secretarial duties.
Senior Manager
A qualified Chartered Accountant, Neil supports clients with audit, accounting, corporate tax and business advisory services to help them solve their challenges and achieve their goals.
Senior Manager
Lucy specialises in academies and the education sector as well as providing audit, accounting, taxation and business advisory services to small and medium sized limited companies, pension schemes and flat management companies.
Senior Manager
Alexandra manages a portfolio of clients across a variety of industries and sectors, supporting them to achieve their business and personal goals by providing audit, accounting, tax and bespoke advisory services. A Chartered Accountant, Alexandra is also an experienced member of our cloud accounting team, with certifications for a variety of cloud solutions, and has particular expertise in bookkeeping and management accounting.
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