patrick lane & co (new amended sept 2010)

17

Upload: patlane

Post on 02-Jul-2015

195 views

Category:

Documents


1 download

DESCRIPTION

Patrick Lane & Company brochure file

TRANSCRIPT

Page 1: Patrick Lane & Co (New Amended Sept 2010)
Page 2: Patrick Lane & Co (New Amended Sept 2010)

CHARTERED ACCOUNTANTS

INDEPENDENT REGISTERED AUDITORS

BUSINESS FINANCE ADVISORS

&

IRELAND’S #1 TAX SAVINGS EXPERTS

Page 3: Patrick Lane & Co (New Amended Sept 2010)

Chartered Accountants and Independent Auditors

Annual Report and Financial Statements (from client records – Trial Balance stage)

Annual Audit

Page 4: Patrick Lane & Co (New Amended Sept 2010)

SOUTH QUAY ACCOUNTS LTD

A VENTURE PARTNERSHIP:

Mary Keily

Jonathan Mills

Patrick Lane

Providing Auditing, Financial Reporting and Taxation Compliance to the Financial Services Industry

Website: www.southquayaccounts.ie

Page 5: Patrick Lane & Co (New Amended Sept 2010)

IRELAND’S #1 TAX SAVINGS EXPERTS

We advise, prepare and file your: Personal Income Tax Returns Corporation Tax Returns Capital Gains tax Returns Any other tax return upon request

Page 6: Patrick Lane & Co (New Amended Sept 2010)

CORPORATE SECRETARIES

Maintain the statutory records of the company

File returns with the Companies Registration Office

Page 7: Patrick Lane & Co (New Amended Sept 2010)

BUSINESS FINANCE ADVISORS

The Oracles for:

Profit and loss predictions

Cash Flow predictions

Costing – standard, actual and variances for control and monitoring

Discounted cash flow assessment of future value of investments

Extract the hidden relationships in the financial reports

Unlock the underlying story of the business

Key Performance Indicators

Page 8: Patrick Lane & Co (New Amended Sept 2010)

CASH FLOW

Cash is lost by:

A fatal inability to plan cash flow A failure to control costs and rising taxes A failure to comply with wide ranging legislation

Turnover = vanity

Profit = sanity

Cash flow = reality

ODCE – Office of Director of Corporate Enforcement

Revenue Commissioners – Tax Audits

Oversight Authorities – Licensing obligations

Page 9: Patrick Lane & Co (New Amended Sept 2010)

WHAT IS IT WORTH TO AVOID MEETING THESE GUYS?

ODCE – Office of Director of Corporate Enforcement

Revenue Commissioners – Tax Audits

Oversight Authorities – Licensing obligations

Page 10: Patrick Lane & Co (New Amended Sept 2010)

WE ARE HERE TO KEEP YOU COMPLIANT

WE FILE YOUR TAX RETURNS

WE FILE YOUR COMPANY RETURNS

WE AVOID DEADLINES

WE AVOID INTEREST AND PENALTIES

AND GIVE PEACE OF MIND

Page 11: Patrick Lane & Co (New Amended Sept 2010)

NEED OF A NEW COMPANY?

Name,

Address

Company Objects Clause

2 x Directors, Names, Address and DOBs and other directorships

Share Capital Authorised and Issued

Benefits of incorporation:

Limited Liability protection

Lower Tax liabilities

Page 12: Patrick Lane & Co (New Amended Sept 2010)

DIARY DATESCORPORATION TAX

INCOME TAXPer Hand out notes

Page 13: Patrick Lane & Co (New Amended Sept 2010)

PLANNING SUCCESSION – Retiring from business

Giving shares/assets to family members

Selling a business

Tax efficient cash extraction

Gift Tax exposure estimates

Capital Gains Tax exposure

Tax planning advice

Plan the cash outlays required

CALL US NOW ON LOCALL 1850 211438Email: [email protected]

Page 14: Patrick Lane & Co (New Amended Sept 2010)

WHO IS OUR IDEAL CLIENT?

A company on the move that needs a statutory audit :

Turnover over €7,000,000

Total Assets over €4,000,000

FUNDS wanting to cut costs e.g.

Pension

unit trusts

hedge funds

A company whose shareholders are not in Ireland

A company that is looking for financial planning

We want to meet the Directors / Owners

Page 15: Patrick Lane & Co (New Amended Sept 2010)

WHAT BUSINESS ARE WE LOOKING FOR?

AUDITS – typically over €7m in turnover

Special offer 25% off last auditors’ fee

TAX Planning and Compliance

Business Planning

Page 16: Patrick Lane & Co (New Amended Sept 2010)

What Venture Members could ask their contacts to open up a meaningful introduction…

Do you need to save:

Money? Tax? Cash Flow? Stop the authorities chasing..........?

GIVE THEM OUR NUMBER 1850 211438Email [email protected]

Page 17: Patrick Lane & Co (New Amended Sept 2010)

Thank you for your time;Questions?

Unit 19, Block D, Butlers Court,

77 Sir John Rogerson's Quay,

Dublin 2.

Phone 01-6139880

Email: [email protected]