We make keeping your books and understanding your accounts as easy and straightforward as possible.
We help you meet your deadlines - Companies House, HMRC, the Charity Commission, funders.
We understand the needs of all types of organisations, from charities and not-to-profits to commercial businesses.
We take the fear out of accounting and managing your finances.

WHAT DO YOU NEED ?

  • Do you need some straightforward suggestions on your book-keeping, accounting and financial management without jargon, fixed opinions, or a hard sell?
  • Are you starting up, going strong or running into trouble? Whatever stage you're at, some friendly advice on where to go next with your organisation and its finances could be helpful.
  • Bank reconciliation, credit control... do you really know where your organisation stands financially? Would you like to be able to have reliable information at your fingertips?
  • Will simple spreadsheet accounts using Excel meet your needs or should you go for accounting software such as Quickbooks on Windows, Accounting Edge Plus on Mac ... or Sage, the industry standard?
  • Help! Can you cope with PAYE, VAT, self assessment or company tax returns, Companies House or the Charity Commission? We can guide you through.
  • Drafting a business plan, setting up a new company or registering as a charity, looking at financial forecasts for loan or grant applications.
  •  Understanding the practicalities and the formalities: limited companies, charities, co-operatives, self-employment... we've been there and done it ourselves, so let our experience help you along.

HOW WE CAN HELP YOU

  • Advice from our own hands-on experience of running businesses and social enterprises.
  • We can help you with financial management: setting up systems, reviewing weaknesses, creating a business plan and financial forecasts.
  • Training: keep your books on user-friendly spreadsheet templates tailored for your own organisation... or on accounting software such as Quickbooks and Sage.
  • We can show you how to run your payroll using free HMRC software for PAYE.
  • Dealing with the minefield of VAT: how, when and whether to register for VAT, how to charge VAT and claim it back, special arrangments like cash accounting, flat rate scheme and partial exemption.
  • Helping you deal with HMRC (Revenue & Customs): making sure you get accounts and returns in on time, pay the right tax, or none at all! We can act as your agent and submit returns on your behalf.
  • We will draft your year end accounts, discuss them with you and advise you of areas of concern... when you have signed off the final accounts we will file them with HMRC and Companies House.
  • We will remind you of your deadlines to avoid the risk of incurring late filing penalties.
  • And always with the needs and budget limitations of your organisation, large or small, as the priority.

WHAT OTHERS SAY

Our clients speak for themselves
I appreciate knowing that I will always be dealing with one person (Simon) that I can always ask for general advice or clarification informally and get a comprehensive answer. This is something I suspect the big accountancy firms that service dozens of contract engineers are unable to do.

JUA contract engineer

Co-opportunity are down to earth, approachable, and deliver what you say you’ll deliver! www.rhizome.coop

Rhizome

Co-opportunity are co-op friendly, understand our aims and objectives so support given is appropriate – we would absolutely recommend Co-opportunity. The relationship with Co-opportunity developed over many years which initially helped us develop systems needed to make the rest work smoothly. The accounting system has helped us save time, stress and money!

Jigsaw Catering Co-op

Your accountancy service is quick, personal and helpful. What more could we want!

Streets Alive

Always friendly and approachable, but a highly efficient service. Would certainly recommend. Your help during our funded time was brilliant! Always know you are there if we need you.

Dorset Coppice Group