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Leveraging Financial Benchmarking to Optimise GP Surgery Performance

Understanding the Fundamentals of Financial Benchmarking. At its core, financial benchmarking involves the systematic comparison of your surgery's financial metrics against a set of predefined ...
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McCloud Remedy – Key Dates and Potential Action Required

McCloud Remedy is ruling a case which stems from the 2015 public sector reforms which transitioned many public sector pension members into the new pension ...
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What is The Best LMS?

In today's dynamic business environment, digital transformation is no longer optional – it's the key to survival and growth. A core aspect of this transformation ...
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How Technology Has Ignited the Digital Transformation Revolution

In today's rapidly evolving business landscape, digital transformation isn't optional – it's essential for survival and growth. But this transformation journey isn't driven by sheer ...
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Benefits of Fractional CIO Services for Your Business

Fractional CIOs bring a wealth of experience and knowledge to the table. They have typically worked in a variety of industries and have a deep ...
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Property Watch – March 2024 UK residential property transactions

Property Watch – March 2024. Have a look at the UK residential property transactions for UK housing market for the year to 31 March 2024 ...
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How to Prepare for an Audit: A Guide for Businesses

At Ballards LLP, we understand that receiving an audit notification can cause a sense of apprehension for businesses of all sizes. However, with a proactive ...
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How Accountants Add Value to Business: Beyond the Numbers

In today's competitive business environment, every decision can have a ripple effect on your company's success. As a business owner, you juggle a multitude of ...
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What is the Best ERP for Business?

In today's era of digital transformation, where businesses are rapidly adopting technology to stay competitive and agile, selecting the right Enterprise Resource Planning (ERP) system ...
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A Personal Tax Account: An Essential Tool for Doctors

As a doctor, managing your finances and ensuring accurate tax payments can be a daunting task. Fortunately, HM Revenue and Customs (HMRC) has introduced a ...
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Crafting a Successful System Implementation: A Comprehensive Guide

Establish a solid successful system implementation for the project and ensure that the implementation aligns with the organisation's overall strategic goals. The first and perhaps ...
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How to Start Digital Transformation: A Comprehensive Guide

In today's dynamic business environment, digital transformation is no longer optional – it's essential for survival. Businesses of all sizes, from established enterprises to innovative ...
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PCSE Seniority Payment Adjustments: A Heads Up for Upcoming GMS Statements

Attention GP practices: A reminder about the PCSE seniority payment adjustments first communicated in October 2023. Most practices should now have received communication from PCSE ...
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Optimising Profitability: The Importance of Effective Systems and Processes

Where margins are constantly being squeezed and competition is fierce, the ability to optimising profitability is a critical factor for success. One of the key ...
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Entering a New Market: Key Considerations for Businesses

Expanding into a new market can be an exciting, yet daunting, prospect for any business. Whether you're looking to grow your customer base, diversify your ...
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The Enterprise Management Incentive (EMI) Scheme: Empowering Start-ups and Small Businesses

For start-ups and small businesses looking to attract, retain, and incentivise top talent, the Enterprise Management Incentive (EMI) scheme can be a powerful tool. Introduced ...
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What’s The Difference Between An MBO And An MBI?

What's the Difference Between an MBO and an MBI? When it comes to business transitions and ownership changes, two commonly used terms are MBO (management ...
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Benefits Of Using A CRM (Customer Relationship Management) System

Benefits of using a CRM (Customer Relationship Management) system is a powerful tool designed to help businesses manage and streamline their interactions and relationships with ...
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Property Watch – February 2024 UK residential property transactions

Property Watch – February 2024. Have a look at the UK residential property transactions for UK housing market for the year to 29 February 2024 ...
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Demystifying Wealth Management: Building a Roadmap to Your Financial Future

Building and preserving wealth is a lifelong journey, demanding careful planning, informed decisions, and a comprehensive strategy.
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Protecting Your Wealth: Smart Inheritance Tax Strategies for 2024-25

Protecting your wealth is levied on the total value of an individual's estate, encompassing property, money, and possessions, upon their passing. For the 2024-25 tax ...
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Changes to the GP Contract 2024/25: Implications for Primary Care Networks – Budgeting, Forecasting, and Financial Planning

This is clearly insufficient to cover the rise in costs already seen for Primary Care Networks (PCNs) or general practice, as a result we may ...
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Achieve Robust Cyber Security: 10 Essential Steps

How to achieve robust cyber security? Protecting your organisation from cyber threats is paramount. At Ballards LLP, our Cyber Team offers comprehensive guidance to help ...
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A Roadmap to Resilience by the Cyber Security Team at Ballards LLP

Cyber security is no longer just an IT concern – it's a fundamental operational risk. With the advancement of technological innovation and the complexity of ...
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Tax Year End 2023/2024: Essential Reminders

As the 2023/2024 tax year draws to a close on 5 April 2024, it's crucial to review your financial situation and take advantage of any ...
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Why Having a Good Accountant is So Important for Your Business

Running a business requires dedication, expertise, and a keen eye for detail. While you may possess an entrepreneurial spirit and a deep understanding of your ...
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The Customer-Centric Approach: Unlocking the Key to Business Success

In business, one truth remains constant: the customer is king. Successful enterprises understand that being customer-centric approach is not just a buzzword but a fundamental ...
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The Spring Budget: What Could Be in Store for Your Finances?

The Spring Budget is fast approaching on March 6th, and there is intense speculation about what Chancellor Jeremy Hunt has in store. With the general ...
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Tax Efficient Giving In The UK

Tax efficient giving in the UK can be achieved through several methods, allowing donors to maximise their donations while also minimising their tax liabilities.
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Property Watch – January 2024 UK residential property transactions

Property watch insight. Have a look at the UK residential property transactions for UK housing market for the year to 31 January 2024 with comparatives ...
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Sole Trader or Limited Company: How to Pick the Right Structure for Your Small Business

One of the very first big choices you'll need to make is whether to operate as a sole Trader or limited Company. Starting a ...
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Which is better for your business? Xero or Quickbooks

Deciding between Xero or Quickbooks for your business accounting can be a tough choice. Both platforms offer similar core accounting features for small businesses, but ...
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Why You Should Outsource Your Bookkeeping to Your Accountant

There are many advantages to outsource your bookkeeping to your accountant. If you're a small business owner in the UK, you likely handle many financial ...
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Management Buyouts – An Overlooked Option for Business Owners Looking to Sell

When business owners looking to sell their company, one option often overlooked is a management buyout (MBO). An MBO is when the existing management team ...
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Should You Take on a Business Partner? The Pros and Cons

Deciding whether or not to take on a business partner can be a tough call for entrepreneurs. On one hand, having someone to share the ...
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The Risks and Rewards of Using KPIs to Drive Business Growth

KPIs to drive business growth holds tremendous potential benefits but also risks for leaders seeking to spur their organisation's growth. When thoughtfully developed and adaptatively ...
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Understanding the 2023 Changes to National Insurance Contributions

In the 2023 Autumn Statement, the Chancellor announced a reduction in the main rates of National Insurance Contributions (NIC). These changes impact both practice employees ...
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Why Every Small Business Needs a Small Business Accountant

Effectively managing a small business demands adeptness, adaptability, and resilience, akin to navigating a demanding and ever-shifting landscape. Entrepreneurs, often wearing countless hats and juggling ...
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Making Sense of the NHS Pension Remedy: Do I Need an Advisor?

The government has confirmed that compensation will be available where an NHS Pension Scheme member (GP, Consultant, or other NHS member) has suffered "financial loss" ...
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What Expenses Can UK Landlords Deduct From Rental Income?

Allowable expenses help reduce your taxable profit, which in turn cuts your rental income tax bill. However, the rules on deductions depend on your property ...
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How Does Digital Transformation Work? Unlocking Growth for Your Business

The digital landscape is evolving at an unprecedented pace, reshaping industries and fundamentally changing how businesses operate. In this dynamic environment, digital transformation has emerged ...
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Demystifying Employee Ownership Trusts

Across the UK, a dynamic shift is taking place within the business landscape, empowering employees more than ever before. One of the most prominent drivers ...
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Property Watch – December 2023 UK residential property transactions

Property Watch. In this insight, we look at the UK residential property transactions for UK housing market for the year to 31 December 2023 with ...
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How To Implement A New Piece Of Software

Implement A New Piece Of Software. Small and medium-sized companies in Britain eyeing a new technology solution would do well to thoroughly assess business needs ...
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How Do Xero and QuickBooks Compare for UK Small Businesses?

Xero and QuickBooks (QB) stand out as two leading accounting software options suited for small and medium enterprises in the UK. Comparing functionality, ease of ...
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What Are Allowable Business Expenses for Tax Purposes?

What exactly counts as an allowable business expenses for tax. As a business owner in the UK, you likely incur many different expenses related to ...
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How to Create an 18-Month Cash Flow Forecast for Your Business

How Can an 18-Month Cash Flow Forecast Help My Business? Creating an 18-month cash flow forecast serves several useful purposes: Identify future cash shortages - ...
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How to Choose the Best ERP System: 9 Must-Have Buying Considerations

What core functionality should an ERP system include. Assessing ERP against current workflows spanning finance, HR, manufacturing, inventory and more proves essential. Script demos across ...
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How To Choose the Best CRM Software: 8 Key Buying Considerations

8 essential buying criteria to evaluate when determining the best CRM software tailored to your unique workflows and commercial objectives.
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The Side Gig Boom: What You Need to Know About Taxes

Side gigs have exploded in popularity in the UK just as much as elsewhere. With the cost of living rising faster than incomes, more and ...
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James Syree Ballards LLP

James Syree FCA

Partner & CEO

James is responsible for the overall running of the firm and works with a number of corporate clients and individuals across a number of sectors. He has a particular interest in technology and how the firm can automate as much of the compliance function in order to free up time to spend providing business and planning advice to clients. James oversees a number of large corporate audits but is equally comfortable supporting start ups. He has experience working with venture capitalist backed projects and private equity houses and is passionate about providing sensible, practical advice to business owners and leaders.

Mark Skellum Ballards LLP

Mark Skellum FCA

Partner & CFO

Prior to working with the firm, Mark spent time working with a number of national and international accountancy firms managing a portfolio of large audit clients. He soon realised that he wanted to work closer with business owners and provide a more personal service delivering timely strategic advice. Mark is an expert in business structuring for operational and tax efficiencies. Mark is also a Head of our specialist Healthcare offering in which he works with a number of private consultants and GP surgeries as well as larger corporate healthcare entities such as Super Partnerships and federated entities. Mark is widely recognised as one of the region’s leading authorities on accountancy within the medical sector.

Ballards LLP Headshots 2

Ben Allman FCA CTA

Partner & COO

Ben works closely with Owner Manager Businesses across the region. He is known for having a very hands on approach and providing tailored services. He is an expert in cloud accounting using software such as Xero and Quickbooks to provide clients with real time management information to support sound decision making. Ben is both a Chartered Accountant and Chartered Tax Advisor which provides an added dimension to strategic discussions. Ben also heads up the firm’s Agribusiness offering which supports clients varying from rural estates and farming families to large corporate agricultural manufacturers and distributors.

Matthew Watson Ballards LLP

Matthew Watson FCA CTA

Partner

Matthew is a second generation dedicated healthcare accountant. As a Head of our Healthcare offering, there are few if any that have more experience than Matthew in this area from an accounting and strategic advice point of view. He works with a large number of GP surgeries, hundreds of medical consultants and Directors and a number of corporate healthcare entities such as federations and Super Partnerships. Matthew works closely with Practice Managers and is very hands on with his approach. He particularly enjoys getting under then skin of clients and supporting strategic planning and streamlining clients internal processes. Matthew is both a Chartered Accountant and Chartered Tax Advisor.

James Maynell Ballards LLP

James Maynell FCA

Partner

James joined the firm from global accountancy firm Ernst & Young where he worked on operational and transactional projects with large national and international entities as well as private equity houses. He now works with clients on a range of operational objectives including, sales and purchases, KPI monitoring and uplift, efficiencies, cost reduction and structuring. James is comfortable providing these services as a package or stand alone projects to SMEs and large corporates alike.

Steve Jones Ballards LLP

Steven Jones MCIM

Business Development Partner & CMO

Steven is a partner with the firm and oversees all sales and marketing activities. He is a member of the Chartered Institute of Marketing and also deals with new client engagement and onboarding. He has a particular interest in digital marketing and often supports clients with their own marketing plans and strategies. Steven also oversees new product development within the firm, diversification, commercial partnerships and client communications.

Ben Powell Ballards LLP

Ben Powell ACA CTA

Partner & CTO

Ben is a partner and Chief Technical Officer for the firm. He is recognised across the region as one of the sector’s most technical accountants gaining prizes from both the Institute of Chartered Accountants in England & Wales and the Chartered Institute of Taxation (and is also qualified in both disciplines). Ben works with a varied range of clients including Owner Managed Businesses, large corporates and private clients. He is also one of our leads within the Healthcare team working with GPs, surgeries and corporate healthcare businesses. Ben has advanced experience of systems implementation and is one of the firm’s leads on cloud accounting.

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Krista Woodman ATT CTA

Tax Partner - Head of Private Client

Having qualified with the Association of Taxation Technicians (ATT) in 1996 and the Chartered Institute of Tax (CTA) in 1998, Krista has approaching 25 years post qualification experience in advising in tax. This experience has been attained in a variety of firms including Big 4, trust companies and wealth management firms. Her unusual and varied background, both inside and outside of the tax world, helps her to bring a different perspective and understanding to challenges faced by her clients.

Phil Waller Ballards LLP

Phil Waller FCA CTA

Tax Partner

Phil specialises in taxation matters and his experience covers all aspects of the tax spectrum with the possible exception of VAT! He has worked in the area of taxation since 1986 and has developed specialisms in advising owner managers with strategic taxation issues, including group reorganisations and succession/retirement matters. He also has great experience in dealing with the government’s innovative tax reliefs for research and development and patent box, and also shareholder investment decisions involving the many venture capital reliefs, particularly the enterprise investment schemes.

Phil takes pride in helping clients with their business/commercial decisions and how best to take advantage of taxation reliefs which may be available in carrying through those decisions.

Martin Adams Ballards LLP

Martin Adams FCA CTA

Tax Partner

Both a chartered accountant and chartered tax advisor, Martin operates as a mixed tax practitioner who also works closely with our corporate finance team to deliver transactional tax advice for both corporate and property transactions. Such advice includes EIS/SEIS tax relief and EMI management incentives considerations.

As well as tax advice Martin provides valuation services for taxation and commercial purposes, he also takes appointments for contentious valuations in an expert witness/advisor capacity.

Martin is able to advise and help plan for all aspects of a transaction and he regularly provides capital gains tax and inheritance tax advice as part of wider advisory projects. He also enjoys working on R&D tax relief claims.

Sean Devlin Ballards LLP 170321 0147

Sean Devlin

IT & Digital Transformation Partner

Sean has over 20 years IT experience across a number of sectors including Retail, Logistics, Insurance, Local Government and Professional Services. He has helped a number of organisations to define and implement their IT strategy, aligning this to achieve the business goals. Sean has also successfully reviewed, defined and implemented project methodologies and setup PMO for several organisations. Sean is a qualified Prince2 project manager, has successfully delivered numerous complex IT system projects and is an expert at managing 3rd Party IT and system providers.

Andy Bewick web Final Co

Andy Bewick

Partner - Corporate & International

Andy has over 25 years of practice experience delivering business advisory services to a wide range of clients, from start-up companies to multinational groups, supporting them throughout all phases of the business life cycle.

Andy prides himself on being friendly and approachable, resulting in a high standard of service delivery for all the clients that he acts for.

Prior to working for Ballards, Andy worked at an international top 10 firm for 10 years and following that was the international services lead for a firm based in the midlands.

Andy plays a leading role in delivering business services to owner managed businesses, SME’s and businesses with an international footprint within the Midlands, London and throughout the UK.