Due Diligence & Business Planning Services
Due Diligence is a critical step in the investment, acquisition or sale process. It provides an independent assessment of the business from which a potential investor or funder can make an informed decision.
The Due Diligence investigation is conducted by our experienced team who have extensive experience in a variety of transactions across diverse sectors. Our reports address your requirements in a clear concise format, highlighting any fundamental concerns.
We appreciate the importance of working to a tight timetable which is why we ensure regular two-way communication and agree the scope of the review at the outset.
We take great care to deliver reports that reflect our client’s needs but at the same time remain objective. If we uncover sensitive or critical issues, we bring these to your attention immediately and work with you to evaluate the implications and assess how best to proceed.
Daphne Hemingway
Daphne has more than 27 years experience of specialist VAT litigation and dispute resolution skills.
She has an excellent success rate based on her thorough assessment of the cases. Other accountancy firms also refer their clients for these specialised services. VAT and property transactions are another specialist area for Daphne. A thorough understanding of land law, Daphne advises both property developers and house builders on means of saving VAT on transactions. She also works with law firms and provides bespoke, tailored training.
Our team combines strong technical capability with practical knowledge of day-to-day business operations. This enables us to offer advice that’s both compliant and commercially relevant.
Our Experts
More Than Just Year-End Accounts
We don’t just tick boxes, we add value. Our team uses your accounting data to provide actionable insights that support your business growth.
From spotting trends and opportunities to highlighting potential risks, we work in partnership with you to drive long-term success.
Cutting-Edge Accounting Software
We partner with a number of cloud accounting providers, including QuickBooks, Xero and Sage One, and also desktop providers such as Sage Line 50, to help you choose the software with the functionality that most suits your needs.
Advances in technology have revolutionised sales and marketing for today’s businesses. As business moves at a faster pace, it is so important that your accounting function is able to work at your speed and provide you with real-time information about your company finances.
What our clients Say
Provides a good all round service in an efficient, friendly and professional manner.
- Client
anonymous5
Good service in a general sense, commitments kept, easy to get hold of people.
- Client
anonymous4
Keeps you informed and is always there to advise.
- Client
anonymous3
Personal service. All round excellent provider of accountancy.
- Client
anonymous2
Offers a friendly efficient informative service.
- Client
anonymous1
Having left a multinational company in mid-2023, I started my own business providing consultancy services. Having worked with Jerroms previously I asked their advice on my new venture, and we have continued working together. Although only a relatively small business, they were proactive in helping me to ensure the company was structured efficiently, all regulatory matters were dealt with completed and also a tax efficient structure for both the company and me was put into place. If I ever have any queries or concerns, I know that I can contact Jerroms, and they will provide me with a prompt and constructive response. They also have a strong local network of professional contacts who they can refer me to, if required.
- Dr E G Truchanovicz – Director Egrat Ltd
Dr E G Truchanovicz – Director Egrat Ltd
"I have worked with the Jerroms payroll team for two years and what I am impressed by is the team’s proactive approach to dealing with payroll questions raised by employees or pay discrepancies as these are always of paramount importance to employees. The team is also excellent at implementing updates to payroll to ensure payroll is not only accurate but also available in good time."
hawkins-hatton
Our Audit Approach
We take a risk-focused, client-centred approach to every audit. Our process is designed to identify key risks and ensure compliance while adding value through practical recommendations. Our audits follow International Standard Quality Management (ISQM) procedures, guaranteeing a consistent, high-quality service.
- Pre-audit planning communication
- Assessment of internal controls and risk
- Audit fieldwork with regular client updates
- Transparent reporting and actionable recommendations
- Final review and feedback process
Secure and Technology-Driven Audit Services
We use secure technologies to streamline audit delivery, maintain secure document transfer, and boost collaboration. Our paperless, cloud-based approach ensures efficient audits and the highest standards of data protection, backed by Cyber Essentials certification.
More Than Just an Audit
Beyond statutory compliance, we work with you to enhance financial management and identify future opportunities. As part of the wider Jerroms Group, we can also support your organisation with additional services such as raising finance, financial planning, and business advisory solutions.
We offer flexible, personalised solutions designed to meet your needs. Our dedicated audit team manages every aspect of the process, providing reliable and efficient support to ensure a smooth and compliant audit experience.
Our Experts
What our clients Say
Provides a good all round service in an efficient, friendly and professional manner.
- Client
anonymous5
Good service in a general sense, commitments kept, easy to get hold of people.
- Client
anonymous4
Keeps you informed and is always there to advise.
- Client
anonymous3
Personal service. All round excellent provider of accountancy.
- Client
anonymous2
Offers a friendly efficient informative service.
- Client
anonymous1
Having left a multinational company in mid-2023, I started my own business providing consultancy services. Having worked with Jerroms previously I asked their advice on my new venture, and we have continued working together. Although only a relatively small business, they were proactive in helping me to ensure the company was structured efficiently, all regulatory matters were dealt with completed and also a tax efficient structure for both the company and me was put into place. If I ever have any queries or concerns, I know that I can contact Jerroms, and they will provide me with a prompt and constructive response. They also have a strong local network of professional contacts who they can refer me to, if required.
- Dr E G Truchanovicz – Director Egrat Ltd
Dr E G Truchanovicz – Director Egrat Ltd
"I have worked with the Jerroms payroll team for two years and what I am impressed by is the team’s proactive approach to dealing with payroll questions raised by employees or pay discrepancies as these are always of paramount importance to employees. The team is also excellent at implementing updates to payroll to ensure payroll is not only accurate but also available in good time."
hawkins-hatton
Our Payroll Expertise
Our confidential payroll service is fully compliant with HMRC regulations and covers all aspects of employee pay, including:
- Weekly, fortnightly, or monthly payroll processing
- PAYE, National Insurance, and statutory payments (SSP, SMP etc.)
- Auto-enrolment pension administration and full pension correspondence
- RTI submissions, P45s, P60s, and customised payslips
- Bonuses, termination payments, student loans, and Court Orders
- Direct payments to employees and HMRC
Our Bookkeeping Expertise
Our bookkeeping solutions help you maintain clear, accurate records, ensuring that all transactions are logged correctly and are accessible for reporting, forecasting, and year-end preparation. Services include:
- Cloud-based bookkeeping using platforms like Xero, QuickBooks, and Sage
- Bank reconciliations and ledger maintenance
- Sales and purchase invoice processing
- VAT return preparation and MTD compliance
- Management of expense claims and petty cash
- Support with cashflow visibility and financial planning
Whether you need a fully outsourced service or support for your in-house finance team, we offer flexible solutions personalised to your operations, systems, and internal resources. Our team works seamlessly with yours to deliver reliable day-to-day support.
Our Experts
What our clients Say
I have worked with the Jerroms payroll team for two years and what I am impressed by is the team’s proactive approach to dealing with payroll questions raised by employees or pay discrepancies as these are always of paramount importance to employees. The team is also excellent at implementing updates to payroll to ensure payroll is not only accurate but also available in good time.
- Harminder, Hawkins Hatton Corporate Lawyers Ltd
Harminder, Hawkins Hatton Corporate Lawyers Ltd
We have found Jerroms' payroll team to be efficient and prompt at all times, whilst still maintaining a reassuringly personal availability to any queries.
- Sarah Bowron, Director, Aesthetics, based in Solihull
Sarah Bowron, Director, Aesthetics, based in Solihull
Business Tax Services
Our corporate tax specialists work closely with businesses of all sizes to minimise tax liabilities, remain compliant with HMRC requirements, and plan for the future.
Our services include:
- Pre-year-end tax planning meetings
- Preparation and submission of corporation tax returns
- Business tax planning and advice
- VAT advice, VAT return preparation, and support during HMRC inspections
- Review of VAT scheme options for optimal benefits
- Assistance with HMRC enquiries and investigations
Personal Tax Services
We offer proactive personal tax advice for directors, business owners, and individuals, helping you optimise your financial position and ensure compliance.
Our services include:
- Preparation and filing of Self-Assessment tax returns
- Capital Gains Tax planning and reporting
- Inheritance Tax advice and planning
- Personal tax planning strategies to minimise liabilities
- Cashflow forecasting and profit & loss reporting for better financial management
We offer a fully outsourced tax service, providing expert advice and hands-on support across all areas of business and personal taxation. Our team ensures your compliance obligations are met, while identifying opportunities to improve tax efficiency and support your wider financial goals.
Our Experts
What our clients Say
Firstly, can I just record how informative & helpful we have found Daphne undertaking a VAT review.
- Insurance Client
Insurance Client
Thankfully, we followed your spot on advice in respect of detailed invoicing of our prepaid fee amounts thus protecting them from future VAT being applied.
- Private School Client
Private School Client
Jerroms Mortgage & Finance Ltd is registered in England and Wales. Registered number 11459888. Registered Office address as above. Authorised and regulated by the Financial Conduct Authority (reference number: 829252). Mortgages Together, Stratford Corporate Finance and Business Finance Quote are trading names of Jerroms Mortgage & Finance Ltd. VAT No. 326 4715 04.
Jerroms Financial Planning is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 300784. Registered in England and Wales under reference 4710626. Registered office address: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands B90 8AH.
Client Directors of the firm are not directors of Jerroms and are not subject to the obligations and responsibilities of directors within Part 10 of the Companies Act 2006.
Jerroms is a trading style of both Jerroms Business Solutions Limited (08923059) and Jerroms GCN Limited (08433008). Registered Office for each of these Companies is: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH. A list of directors is open for inspection at the Registered Office.
This electronic transmission and its contents are confidential to the intended recipient only. If you are not the intended recipient you must not disclose, copy or distribute its contents to any other person nor use its contents in any way. Jerroms Group does not accept or assume responsibility for any use of or reliance on this email by anyone, other than the intended addressee. If you have received this transmission in error, please notify us as soon as possible and then delete it from your system. Please remember that email is not a 100% secure communications medium. Although we have taken steps to ensure that this email and attachments are free from any virus, we advise that in keeping with good computing practice the recipient should ensure they are actually virus free. Any views or opinions presented are solely those of the author and do not necessarily represent those of Jerroms Group unless explicitly stated otherwise. Jerroms Group monitor the contents of e-mails sent and received via its network.
Jerroms Mortgage & Finance Limited is authorised and regulated by the Financial Conduct Authority. Our FCA registration number is 829252. You can check this via www.register.fca.org. We are a credit broker, not a lender, and work with a range of lenders in the marketplace. Some lenders may pay us a commission which can vary. Stratford Corporate Finance, BusinessFinanceQuote.com& Mortgages Together are trading styles of Jerroms Mortgage & Finance Limited.
Jerroms Mortgage & Finance Limited is authorised and regulated by the Financial Conduct Authority. Our FCA registration number is 829252. You can check this via www.register.fca.org. We are a credit broker, not a lender, and work with a range of lenders in the marketplace. Some lenders may pay us a commission which can vary. Stratford Corporate Finance, BusinessFinanceQuote.com& Mortgages Together are trading styles of Jerroms Mortgage & Finance Limited.
Jerroms Mortgage & Finance Limited is authorised and regulated by the Financial Conduct Authority. Our FCA registration number is 829252. You can check this via www.register.fca.org. We are a credit broker, not a lender, and work with a range of lenders in the marketplace. Some lenders may pay us a commission which can vary. Stratford Corporate Finance, BusinessFinanceQuote.com& Mortgages Together are trading styles of Jerroms Mortgage & Finance Limited.