Hollis and Co

The firm started in Sheffield after its founder gave up a partnership in a national chartered accountancy group to work for himself. The firm's own welcome note calls that move uncertain but exciting, and says the experience still shapes how it treats clients, since each of them has also taken a leap at least once. It works as a firm of chartered accountants for owner-managed businesses and for private individuals.

Building a business, then selling it

The firm describes help at several stages of a company's life: starting from scratch, going for growth, making an acquisition and realising the value that has been built. It says it assists with strategic planning and works alongside owners toward their goals, and it supports access to sources of finance. The firm adds that it can advise on the sale as well as the purchase of a business.

Running the numbers every day

It says clients can have as much support with the financial side of the business as they need, leaving owners to concentrate on their goals. For day-to-day finance, bookkeeping, management accounts and payroll are all available. Every client is assigned a client manager who offers personal support, and in one example from its site the manager sits down with a shop owner once a year after the accounts are done to interpret the data and discuss trends.

Tax and compliance

The firm points out that taxes and financial regulations keep growing more complicated and puts weight on helping clients stay on the right side of the law and plan safely. It describes expertise in tax credits for research and development. Personal services are offered to individuals needing tax help.

Approach

Its site is organised around ideas such as working with you, building your business, running your business, staying compliant and personal services. The overall style is described as person-to-person, with advice offered before clients have to ask.

Hollis and Co is a firm of chartered accountants in Sheffield. It began when Peter Hollis left a partnership at a national accountancy firm to set up on his own. Each client is assigned a client manager for personal support.

Products and services

• Business growth support: help with strategic planning, starting up, acquisitions and selling a business.
• Bookkeeping, management accounts and payroll: day-to-day financial administration.
• Tax: compliance and planning for businesses and individuals, including research and development tax credits.
• Audit: the site quotes a client who used the firm as auditor for several businesses.
• Raising finance: help in reaching sources of funding.

Who it works with

Owner-managed businesses in Sheffield and beyond, from new start-ups to established companies, plus private individuals who need personal tax help.

Key facts

• Based in: Sheffield
• Founder: Peter Hollis