Potter Finnegan

Introduction

Potter Finnegan Limited is a trusted team of chartered accountants serving individuals and businesses in Ballymena and beyond. We are passionate about providing high-quality, personalized financial advice and support to empower clients to achieve their financial goals. With a commitment to accessibility and clear communication, we have built strong relationships with clients over many years.

Our Vision and Values

Our vision is to be your trusted partner throughout your business journey, offering comprehensive financial guidance and exceeding expectations. We are driven by core values of:

• Approachability: We believe in open communication and building strong, personal relationships with clients.
• Accessibility: We prioritize clear and transparent communication, ensuring clients understand their financial situation and have complete visibility of their accounts.
• Accountability: We take ownership of your financial well-being and are committed to delivering accurate, timely services.

Our Services

We offer a comprehensive suite of services designed to meet your individual needs at every stage of your financial and business journey. Our services include:

Planning

• Business planning and feasibility assessments
• Tax planning and optimization strategies
• Financial planning and budgeting
• Succession planning

Growth

• Corporate finance advice
• Funding and investment opportunities
• Business valuation and strategic planning
• IT assistance and staffing guidance

Maturity

• Tax compliance and reporting
• Financial reporting and analysis
• Company secretarial services
• Retirement planning and estate management

Annual Accounts & Tax Services

• Annual accounts preparation
• Tax return preparation and filing
• VAT registration and compliance
• Payroll services and compliance
• Bookkeeping assistance and MTD conversion

Additional Offerings

• Audit and assurance services
• Specialised audits for charities and other organizations
• Personal tax planning and wealth management
• Business valuation and consultancy

Get in Touch

We invite you to contact us to discuss your financial goals and explore how we can support your business journey. We are confident that our expertise and personalized approach will be invaluable to your success.