Accounting

Business Advisory · Yorkshire

Business advisory in Batley

Whether the question in Batley is whether to hire, how to price, how to fund growth or why the business is busy but not profitable, we bring the accountant's view to it for a fixed fee. Businesses across Yorkshire use the single session for one decision and the quarterly retainer for a standing conversation. Everything online.

from £149 · fixed, per session

Next deadlines

  • VAT return and payment for the quarter that ended last month
  • VAT return and payment for the quarter that ended last month
  • VAT return and payment for the quarter that ended last month
  • Tax year ends: last day for pension, ISA and dividend timing decisions

Who this is for

Business Advisory for Batley

Owner-managers in Batley facing a decision or a recurring problem: businesses that are busy but not profitable, owners considering a first or next hire, companies choosing between loan, invoice finance and investment, founders preparing to scale or to sell, franchisees and partnerships needing an independent view, and anyone who wants a quarterly conversation about the numbers with someone who has read them.

What is included

Everything inside the fixed fee

  • A structured 90-minute session on the question you bring, with preparation from your numbers beforehand
  • A written summary within three working days: what we discussed, what we recommend, what to do next
  • Pricing and margin review: unit economics, price points, discounting and the gross margin you actually make
  • Growth readiness review: hiring plans, funding options, systems, controls and what breaks at the next size
  • Quarterly advisory retainer: a session each quarter with your management figures and a standing agenda
  • Introductions to lenders, grant bodies and specialists where the question needs them

How it works

Business Advisory from Batley, step by step

  1. Tell us your situation

    A short message or call about what you do and what needs filing. We ask the questions that determine the right package and nothing more.

  2. Fixed fee in writing

    You receive one price for the work, confirmed by email before anything starts. It does not change if the job takes longer than we expected.

  3. Send records, review the draft

    Records come by WhatsApp or email. We prepare the draft, explain the figures in plain English and answer your questions.

  4. We file, you get the receipts

    Once you approve and the fee is settled, we submit electronically and forward the HMRC or Companies House acknowledgement the same day.

Why IGI

Why Batley businesses file with IGI

No hourly rate and no surprise invoice. Batley clients know the fee for business advisory before they send a single document, and it stays fixed.

We work to the HMRC and Companies House calendar, not an appointment diary. Clients in Batley get reminders at 60, 30 and 7 days before each date that applies to business advisory.

We serve Batley remotely by design: records by WhatsApp or email, drafts back for approval, filing electronic. The saving on premises is passed to you in the fee for business advisory.

A named person handles your business advisory from Batley and knows the file, so you are not re-explaining your business to a different helpdesk each time.

We explain business advisory in the words Batley business owners use, not in accountant's shorthand, and we show our working so you can check it.

Nothing is filed for Batley until you have reviewed and approved it. You see the draft, you ask questions, you sign off, then we submit and send you the receipt.

Local facts

About Batley

Batley is in Yorkshire, in the WF17 postcode district, England. Income tax in England follows the UK rates: 20% basic to £50,270, 40% higher to £125,140 and 45% additional, with the personal allowance of £12,570 tapered away above £100,000. National Insurance, VAT and Corporation Tax are UK-wide, and Stamp Duty Land Tax applies to property purchases.

Nearby places we also serve for business advisory
PlaceDistanceDirection
Bank Foot, Kirklees0.3 miE
Lamplands0.3 miE
Cross Bank0.4 miW
Clerk Green0.4 miSW
Upper Batley0.6 miN
Carlinghow0.7 miNW
Mount Pleasant, Kirklees0.7 miS
Low Grantley0.7 miNW

Worth knowing

Rules that come up in this work

Employer National Insurance

Since April 2025 employer National Insurance has been 15% on earnings above a £5,000 secondary threshold, a substantial increase for small employers. The Employment Allowance rose to £10,500 at the same time to soften it for the smallest businesses. Directors deciding their own salary weigh this cost against the Corporation Tax deduction a salary provides.

Workplace pensions and auto-enrolment

Workplace pension compliance is part of payroll, not separate from it. Each pay period the payroll assesses who is eligible, calculates employer and employee contributions on qualifying earnings between the lower and upper thresholds, and sends the contribution file to the scheme. The minimum total is 8%, and many employers choose to contribute more as a recruitment advantage.

Dormant companies

Companies formed to protect a name or hold a future business are dormant but not exempt: Companies House still expects dormant accounts within nine months of the year end and a confirmation statement annually with its £50 fee, and HMRC must be told the company is dormant or it will demand Corporation Tax returns. The filings are short, but the penalties for missing them are the same as for a trading company.

The trading and property allowances

The first £1,000 of trading income and, separately, the first £1,000 of property income each year is tax free under the trading and property allowances. Below those figures no return is needed for that income. Above them you can deduct the £1,000 allowance instead of actual expenses if that is better, which suits side businesses and single-room lets with few costs.

Crypto records and reporting

Crypto tax splits into capital gains on disposals and income on rewards, with different rates and different reporting. The £3,000 annual exempt amount and the 18% and 24% rates apply to gains; staking, mining and airdrop income is taxed at marginal income tax rates. HMRC's nudge letters to holders have increased sharply, and a voluntary disclosure before one arrives is treated far more leniently.

The 60-day property CGT return

Selling UK residential property that was not your main home for the whole period of ownership triggers a separate Capital Gains Tax return, due within 60 days of completion along with payment of the tax. This is in addition to the annual Self Assessment. The gain is taxed at 18% or 24% depending on your income band, after the £3,000 annual exempt amount.

Record keeping

Record keeping is a legal obligation with a penalty of up to £3,000 for failure, but its real value is in making every other filing cheaper and more defensible. Keep invoices, receipts, bank statements, mileage logs and any HMRC correspondence, digitally if you like, for five years after the relevant filing deadline for individuals and six years for companies and VAT.

Questions

Business Advisory questions from Batley

What is the growth readiness review?

For £399 we look at what the business would need to operate at the next level: people and roles, funding and cash, systems and controls, pricing capacity and the owner's own role. The report identifies what will break first at the larger size and sets out the fixes in order, with costs. It is often used before a fundraise or a major hire.

How does the quarterly retainer work?

For £129 a quarter you get a session each quarter with your management figures, a standing agenda of the things you are tracking, and a written note afterwards. It is for owners who want a regular, structured conversation about the business rather than one-off help, and it works best alongside our management accounts.

What happens in the £149 session?

You tell us the question when you book and send your recent figures. We prepare, then spend 90 minutes by video working through it: the numbers, the options, the trade-offs. Within three working days you receive a written summary of the discussion, our recommendation and the next steps. One session often resolves the question; some lead to a review product.

What is the pricing and margin review?

For £299 we analyse your sales by product, service or customer against the true cost of delivering each, including the overheads that are usually ignored, to show where the margin is actually made and lost. The report recommends price changes, discount policy and which lines to grow or drop, with the profit effect of each quantified.

Can you help with funding?

We help you decide what kind of funding suits the need, debt, invoice finance, asset finance, grant or equity, and prepare the figures lenders or investors want to see. Our cash-flow forecasting service produces the forecast pack. We introduce you to lenders and grant bodies we know but we are not brokers and take no commission.

My business is busy but there is never any money. Can you tell me why?

Usually, yes, and usually within a session. The common causes are margin erosion through discounting or cost creep, slow-paying customers tying up cash, stock or work in progress absorbing it, overheads that grew with turnover, or the owner's drawings exceeding profit. The pricing and margin review goes deeper where margin is the cause.

Do you have an office in Batley?

No. IGI Accounting is an online-only firm. We serve Batley and every other UK postcode remotely, with records sent by WhatsApp or email and everything filed electronically. The absence of local premises is why the fee for business advisory is the same in Batley as anywhere else in the country, and why there is nothing to visit and nothing to print.

Is business advisory in Batley really the same price as elsewhere?

Yes. The fee published on this page is what a client in Batley pays and what a client in any other part of England pays. It is confirmed in writing before work starts and the invoice matches the quote. Where a higher package applies because your situation is more complex, we say so at the quote stage, never afterwards.

Let us take the deadlines off your plate in Batley

Tell us what you need. You get one fixed fee in writing, and nothing is filed until you approve it.

WhatsApp for a fixed quote