01923 771010

“We are a professional firm of accountants, a people business which embraces the opportunities technology offers.”

If you are here, it is likely you are considering outsourcing your finance functions. We can offer you a cost effective, timely, reliable, insightful and flexible service. With professional accounting expertise partnered with QuickBooks, Xero and Sage, we are well placed to help you achieve the ambitions you have for your business. Read on to find out how we can help you.

Benefits

We can meet the needs of small medium sized businesses looking to outsource their finance functions. Our aim is to offer a cost effective, timely, reliable, insightful and flexible service.

Cost effective

We offer three ‘off-the-shelf’ packages to minimise the cost of managing your finance functions. These are Gold, Silver and Bronze.

Timely

We use the latest cloud based accounting software technology to provide you with an efficient service.

Reliable

We are proud of our professional reputation and have been providing accounting and tax advice to businesses since 1905.

Insightful

We use our professional expertise to provide you with advice as well as meeting your compliance requirements.

Flexible

 We offer a wide range of specialist accounting, tax and financial planning services and are able to tailor our offering to meet the needs of your business, now and as it develops

Packages

We offer three different ‘off-the-shelf’ packages. However, we appreciate that this approach may not suit everyone and we are willing to tailor the services we provide to suit the needs of our clients.

  • Cloud software subscription
  • Multi currency transactions
  • Posting bank transactions
  • Bank reconciliation
  • Posting sales invoices 
  • Posting purchase invoices, expenses and cash transactions 
  • Credit card transactions and reconciliations
  • Monthly sales ledger and purchase ledger reconciliation
  • Monthly VAT reconciliation
  • Quarterly VAT return
  • Completion of EU sales listing/ Intrastat reports
  • Payroll for employees
  • Payroll journals
  • Accruals and prepayments
  • Maintaining fixed asset register
  • Debtor monitoring
  • Completion of annual accounts
  • Full management reporting every month

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  • Cloud software subscription
  • Posting bank transactions 
  • Bank reconciliation
  • Posting sales invoices 
  • Posting purchase invoices, expenses and cash transactions 
  • Credit card transactions and reconciliation 
  • Monthly sales ledger and purchase ledger reconciliation
  • Monthly VAT reconciliation
  • Quarterly VAT return
  • Payroll for employees
  • Payroll journals
  • Accruals and prepayments
  • Maintaining fixed asset register
  • Debtor monitoring
  • Basic management report every quarter
  • Completion of annual accounts

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  • Cloud software subscription
  • Basic book-keeping work
  • Posting bank transactions 
  • Bank reconciliation
  • Posting sales invoices 
  • Posting purchase invoices, expenses and cash transactions 
  • Monthly sales ledger and purchase ledger reconciliation
  • Monthly VAT reconciliation
  • Quarterly VAT return
  • Payroll for employees
  • Payroll journals

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Contact Us

We also offer a bespoke ‘Platinum’ package which would include the Gold package along with further tailored services required. Other services we can offer include but are not limited to:

• Setting up Bank payments

• Setting up BACS reports for wages

• Cash flow monitoring

• Budgeting

• Cost centre analysis

• Stock reports

• Further bespoke monthly management reporting

• Quarterly board meeting

• Unlimited telephone and email support

Basic management report would include:

• Profit and Loss • Balance sheet • Aged debtors • Aged creditors • Commentary

Advanced management report would include

• Profit and Loss • Balance sheet • Aged debtors • Aged creditors • Sales analysis by customer • Key performance indicators • Detailed commentary

Fees

Our packages are competitively priced and are tailored to your requirements. We believe that our packages will offer value for money for your business no matter where you are in your company lifecycle.

Meet The Team

Our highly professional Outsourcing team offers experience and technical expertise, combined with a friendly and helpful approach.

Mark
Cassidy

Email
T. +44 (0)1923 771010

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General Practice Partner

Mark is a General Practice Partner based at Mercer & Hole’s Rickmansworth office. He manages a portfolio of business clients, operating across a range of industries in the SME sector, providing them with audit, accountancy, tax planning, and business strategy and structuring advice. Specifically, Mark has a great deal of experience in the construction, property and retail sectors.

Ross
Lane

Email

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General Practice Partner

Ross is a General Practice Partner and provides the core services of audit, accounting and tax advice to SMEs. Ross also has strong corporate finance experience and handles M&A deals, financial due diligence and valuations assignments. Additionally, Ross is the partner responsible for Mercer & Hole’s Outsourcing offering and leads a team which specialises in providing cloud accounting services. 

 Ross’ client base varies considerably; ranging from farmers to market leaders in disruptive industries, such as e-sports clients. With experience in the agricultural, leisure and hospitality, media, property development, and transport and logistics sectors, Ross advises SMEs, privately owned companies, UK subsidiaries of overseas companies and growing businesses. Regardless of industry or structure, Ross has the common aim of helping his clients overcome problems, whether real or perceived to enable them to get on with running their business. 

Daniel McCloskey

Email
T. +44 (0)1727 869141

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Senior Audit and Accounts Manager

Daniel is based at Mercer & Hole’s St Albans office, where he heads up the firm’s Outsourcing team working closely with General Practice Partner, Ross Lane. Predominantly using cloud based accounting software, Daniel provides tailored bookkeeping and accounting services to owner-managed business, subsidiaries of overseas companies, and to branches of a listed company based overseas. He provides advice on matters such as cashflow management, VAT returns, PAYE and payroll, as well as overseeing the work of the team to ensure quality of client service and timely completion.

Daniel
McCabe

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Team Leader

Dan is a Team Leader in Mercer & Hole’s Outsourcing Team. The team provides a range of services to meet the needs of their clients including, bookkeeping services, management accounts and VAT compliance.  Ultimately, the team strives to help companies run their businesses by providing reports structured and customised to their individual needs. The Outsourcing team works with a range of clients, many of whom are SME’s and subsidiaries of overseas parent companies including those in the retail, property and technology sectors. Dan enjoys the variety that this work provides as well as the pressure of tight deadlines. 

Prior to joining Mercer & Hole at the start of 2016, Dan worked in a bookkeeping practice in Rickmansworth for five years. 

Fleet Place House
2 Fleet Place
London
EC4M 7RF

Tel: +44 (0)20 7236 2601
Fax: +44 (0)20 7236 2629
london@mercerhole.co.uk
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72 London Road
St Albans
Hertfordshire
AL1 1NS

Tel: +44 (0)1727 869141
Fax: +44 (0)1727 869149
stalbans@mercerhole.co.uk
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Batchworth House, Batchworth Place
Church Street, Rickmansworth
Hertfordshire
WD3 1JE

Tel: +44 (0) 1923 771010
Fax: +44 (0) 1923 718823
rickmansworth@mercerhole.co.uk
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420 Silbury Boulevard
Milton Keynes
Buckinghamshire
MK9 2AF

Tel: +44 (0)1908 605552
Fax: +44 (0)1908 677433
miltonkeynes@mercerhole.co.uk
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