The information you need to supply to your accountant

When it comes to the time your tax return is due and the deadline is fast approaching, it can be a frantic dash to the accountants with bags of receipts. Your accountant will not thank for this! However if you are  filing taxes online for free then you will still need the same documentation. To make life easier for both you and your accountant, here are the records they will need to create your accounts and tax return: 

Accounts – Your accountant will require all business account statements for the entire tax period, which lasts from April 6 the previous year. You most likely have a primary account, but if you also have a backup or a deposit account, they’ll need a statement for them as well, to follow every move between accounts.

Image credit

Statements of any loans you have will also be required. It’s worth getting the balance …


How to become a more effective financial advisor

1. Stay visible

Setting up a system for regular professional communication and social media posts to remain visible to your clients is very important. Consider automated approaches such as software packages to make it easier to do this without spending hours on social media posts and content. For IFA back office software, go to https://www.intelliflo.com/financial-adviser-software

Image credit

2. Knowing your clients and prospective clients

If you have not already done so, link up with your clients and partners on social media sites. When you do this, you’ll have deeper connection and are invited into their daily conversation. The more you know people, the better you will be able to serve them.

3. Concentrate on a niche

Aiming for a niche will provide you with certain clients, such as technology startups, and this can have many advantages for your business. It will make finding new prospects child’s play. You can also


Five steps in the conveyancing process

Purchasing a new home is an exciting time but it can also be rather stressful, as the process can be slow and complicated.

Image Credit

Here we outline the five main steps in the process so that you know exactly how to proceed and what to expect with your property purchase.

Step 1: mortgage

If you are purchasing a property with a mortgage, you are likely to already have spoken to a financial advisor or mortgage broker so that you know what you can afford. Once you have had your offer accepted, you will need to proceed with a formal application for the mortgage. A valuation will be arranged so that the mortgage provider can ensure the property is worth the sale price.

Step 2: instructing a conveyancer

It is important to instruct a conveyancer promptly so that the purchase can proceed as quickly as possible. The conveyancer will handle …


Small Business Checking | Business Startup Tips

5 Tips for Starting a Small Business (H1)

Small businesses are starting to pop up more and more these days. It’s a great way to make an income, do something you love, and provide more options for consumers. But, micro-businesses still take a lot of dedication and planning.

Opening a small business checking account, managing your finances, developing a business plan, and finding the right resources can be challenging and intimidating if you’re new to them. You have to step up and assume many roles for your enterprise to succeed.

So, here are 5 tips to help you get started on your small business:

Start Simple and Grow From There

Every business, no matter how big or small, needs a business plan. This starts with a simple idea that you’re ready to run with and will commit to. While it’s good to have big future plans and dreams for your …


Get Your Home Business On The Road To Success With This Great Advice

No matter the experience that you have in your home business, you are going to benefit from the information that is included in the following article. These tips and tricks are going to help you make the most of the efforts that you have put into opening your very own home business.

Email everyone you know to tell them what your new business does. To get your business off the ground, start with offering a discount or freebie. Encourage word-of-mouth referrals, too. It is no secret that word of mouth advertising is very helpful.

Just because your home-based business affords you the opportunity to work in your pajamas, it doesn’t mean that you should. While it may be tempting to go from bed to desk, you will be more productive if you shower, dress and act as if you need to be ready to meet with an important client at …


Simple Forex Strategies You Can’t Go On Without

Forex trading may look daunting at first, but there is advice available that will help you succeed. As with anything in life, it simply takes practice to become a great trader. It is easier than it appears once you understand how the system works. Learn from experienced forex traders to see how to improve your own trading.

Do not trade unless you’re confident about what you’re doing and can defend your decisions against the critics. Never trade based on rumors, hearsay or remote possibilities. Having a clear confidence and understanding about what you’re doing, is the surest way to long term success in the marketplace.

Having a reliable and capable broker is crucial to your success in forex trading. Make sure that your broker is not fake or unreliable, to avoid losing investment. Ensure that your needs fit the profile of your broker as well, in order for you to …


What Is The American Kratom Association and What Does It Do?

The American Kratom Association (AKA), a consumer-based non-profit organization, is here to line the record straight about kratom. The American Kratom Association was formed in 2014 and officially launched in 2015, to guard the proper of all Americans to use the natural botanical Kratom for improved health and well-being. Kratom (Mitragyna speciosa) may be a natural analgesic which has been used for many years to securely alleviate pain, battle fatigue and help with the consequences of hysteria and depression. Unfortunately, the spread of misinformation, both scientific and anecdotal, about Kratom has created a challenging regulatory environment. The American Kratom Association aka was formed to arrange and represent a community of responsible consumers, provide the overall public with clarification surrounding matters of health and wellness where Kratom could play a crucial role, educate lawmakers and regulators and support research project efforts. They believe that Kratom can play a beneficial role within …


Want To Learn The Secrets Of Forex? These Tips Can Help!

Deciding to trade with Forex (the Foreign Exchange Market) is more of something you do because you hear about the platform, rather than something you aspire to do on your own. That’s because no one really sets out to trade money, but everyone is enticed when they hear that two-trillion dollars changes hands daily via Forex. Read up on these Forex tips and see if this market is right for you.

Understand the various types of markets in Forex before you begin trading. Recognize how these markets act with certain currency pairs. If you are unable to spot trends and upswings and other information, you will definitely put your money on losing trades. Proper market research is a must in this trading platform.

Confidence is important in any trade you’re attempting with Forex, so never let doubt creep in and spoil your trade. Second-guessing yourself will cause you to make …


Helpful Advice On Trading In The Forex Market

If there is one market out there that is able to help new traders learn the ropes and make a profit quickly; it is forex. This is a global market that trades currencies 24/7 and requires very little start-up to begin taking home a little extra. As with any occupation, there are a few simple tips to remember through your journey.

The wise trader has a plan in place before he or she gets into the Forex market. Codifying expectations can help the trader determine whether or not they are getting what they want out of the Forex market. With a pre-set goal, a well-prepared trader can better determine if their efforts on Forex are effective or not.

The first thing you must do if you want to participate in forex trading is to learn the basics. You didn’t learn to ride a bike on the first try. The same …


Sound Ideas To Help You Succeed In Forex

Choosing to enter the Forex market could prove to be a very wise decision for you. However, if you are not sufficiently prepared you stand not just to fail but to quite possibly lose a significant amount of money. Although there is no guarantee in any market, you stand a better chance of success if you heed sensible advice. This article gives you shrewd tips that you won’t want to ignore.

Avoid overloading yourself with information and watching the process constantly. Devote short sessions to both learning and trading in the beginning so as not to blow your sensors with too much input. The market is there and will not be going anywhere and your goal should not be to make a fortune on day one.

When buying currencies to trade in the foreign exchange market, limit the percentage of your account that you use for a single trade. Most …