Kirkpatrick & Hopes

We are a seasoned firm of accountants, dedicated to providing expert financial services to mature business owners. Our clients trust us to manage their financial matters, allowing them to focus on growing their business. We also prioritise their personal finances and wealth, ensuring a comprehensive and integrated approach to their financial health. Our specialisation lies in working with family-owned businesses, offering advice on succession planning, wider share ownership for team members, and efficient business exit strategies such as share options and management buyouts.

Our extensive referral network enables us to offer guidance in various business areas, including obtaining commercial and personal finance, legal advice, investment advice, commercial insurance, and human resources.

About Us: Our Approach

We carefully select our clients, ensuring that we can provide the best possible service and dedication to their business. Our holistic approach considers both the client's business and personal finances, recognising the interconnected nature of these aspects. Many of our clients are successful family businesses, and we understand the unique nuances, delicate issues, and complex dynamics that can arise in such situations. By looking beyond the numbers, we help family members navigate these challenges and ensure a smooth transition of ownership.

Our clients can easily contact us, as we provide our mobile phone numbers for quick and convenient communication. We pride ourselves on our long-term relationships with our clients, with an average team member tenure of 11 years, ensuring continuity and expertise in our service.

About Us: Our Services

As experts in taxation and succession planning, we are accredited with Xero and work alongside Capium, Dext, and Fluidly. Our service offering includes:

1. Fixed Price Agreements: We provide transparency and peace of mind with our fixed annual fee, which covers all services and includes at least two meetings per year.

2. Monthly Payment Plans: Our fees can be paid through monthly direct debit, making budgeting and cash flow management easier for our clients.

3. Succession Planning and Wider Share Ownership: We specialise in advising family-owned businesses on succession planning, ensuring tax-efficient transfers of ownership to the next generation or team members.

4. Employee Ownership: We help clients implement employee ownership structures, providing greater financial security and allowing for a more enjoyable business experience.

About Us: Our Clients

We work with mature business owners of well-established UK-based companies who meet the following criteria:

1. Annual profits of at least 100,000.

2. The use of up-to-date cloud accounting software, preferably Xero.

3. High-quality record-keeping, with regular updates at least once a month or in real-time.

4. A willingness to attend face-to-face meetings, either in person or by videoconference.

5. A proactive approach to implementing advice in the best interest of their business.

6. A commitment to honesty, integrity, and social conscience in both business and personal affairs.

If this description aligns with your business values and practices, we welcome the opportunity to discuss becoming a client. Please get in touch to learn more about how we can support your financial success.