Making Accountancy Simple
for Dental Associates
Welcome to
PFM Dental
Accountancy
We provide a comprehensive dental accountancy service for hundreds of associate dentists across the UK. As trusted speakers for multiple Dental Foundation Training schemes many of our clients have been with us from the beginning of their self-employment.
Some associates join us later in their career to take advantage of our friendly but professional service, combined with expert knowledge on technical issues related dentistry.
Modern Record and Receipt Keeping
With PFM’s Making Tax Digital approach the traditional cashbook is no longer required!
Instead, once you have signed up with us, we will give you access to Xero software. You can link this to your business bank account and all the book-keeping will be done electronically. Xero can be used on your mobile, tablet or laptop ensuring you can keep on top of your accounts at a time that suits you.
MTD Associate
Packages
| Annual fee of |
Standard
£600 + VAT
|
MTD
£1,000 + VAT
|
MTD +
£1,400 + VAT
|
|---|---|---|---|
| Preparation of annual tax return | |||
| Preparation of annual accounts | |||
| Tax advice during the year | |||
| HMRC fee investigation service | |||
| NPE assistance | |||
| Personal tax reminders | |||
| Duplicate copies of calculations when requested | |||
| Xero’s ‘simple’ subscription, tailored to associate dentists | |||
| Year to date profit figures to assist tax planning | |||
| Telephone consultation (or office meeting) with our financial advisers | |||
| Review of MTD submissions | |||
| Quarterly MTD reminders | |||
| Reconciliation of business bank account on Xero | |||
| Reconciliation of multiple/mixed bank accounts on Xero | |||
| Quarterly analysis of associate payslips (when provided) |
– Please note that after selecting your annual plan, changing package type will only be available at the start of the next tax year.
– If you are unsure of what level of support you will need, please speak to your accountant.
Plus Access To
Independent Financial Advice
We offer an initial discussion at no cost. The financial advice service is fully independent, so we will ensure that you receive impartial advice. As with all professional services from PFM Dental our advisers deal exclusively with dentists.
Proactive Tax Planning
As a dentist, you can structure your finances in a variety of ways, depending on what works best for you. We ensure you utilise the best structures to minimise your tax liabilities.
NHS pension help
Your future pension relies on you getting your submissions right every year and sending them in on time. We can help with questions, calculations and submissions, guide you through your lifetime and annual pension limits and help you with your annual declaration on Compass.
Practice Purchase Advice
When the time comes to take the plunge and buy your own practice, our unique blend of in-house services means we can offer you unbeatable expertise. From finding a practice, financing the purchase, and legal support, we can help with it all.
FAQs
Can you help with NHS pension?
No need to wrestle with the complexities of the NHS pension and HMRC pension legislation by yourself – our friendly, knowledgeable team are here to talk you through it all.
Do you provide an app to help with my accounts?
Yes, we provide Xero, a market leader in online accounting. This makes it easy for you to keep all your records in one place, and we can give you advice based on your up to date information.
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