Professional services

Our specialist team understand the issues facing professional services firms - lawyers, surveyors, architects, estate agents, consultancies, IFAs and smaller firms of accountants and business advisers.

From assisting our clients with the industry reporting and regulatory requirements to tax compliance for the practice and the individual partners/directors, to the issues practices face around succession planning, capital and share structures and employer pension schemes.

We provide professional firms with a complete range of business, accountancy and personal financial services. We also provide individual partners/directors with a tailored Partners/Directors taxation service >more.   professional services

We also are regularly called upon to assisting with cash flow management, forecasting and managing working capital, including advising on improving lock-up. As well as providing professional firms with benchmarking performance reports which enables our clients to compare and contract their performance with other similar practices.

Our services include:


Our team has the specialist knowledge of the Solicitors (Scotland) Account Rules 2001 to assist legal firms:

  • We can help with the design of systems to monitor your clients’ monies.
  • We can provide audit checks to assure the firm that existing systems are compliant.
  • We can assist with the compilation of the twice yearly certificate to the Law Society of Scotland.
  • We can also give the partners assurance that all necessary reconciliations are being adequately undertaken.
  • Preparation and audit of trusts – we provide a complete end to end service.