
Draft accounts to be prepared for mortgage advisory firm.
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Post a project like this1366
£176(approx. $242)
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- Proposals: 5
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- #3553777
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Description
Experience Level: Expert
I am a Directly Authorised mortgage broker. It is an FCA requirement that I submit my accounts to them bi-annually. I need someone to prepare draft accounts for my company for the past 6 months of trading, with specific requirements and broken down into the following categories:
• Commission from broking regulated mortgages
• Commission from broking non-regulated loans split between:
• Limited company borrowers
• Non-limited company borrowers
• Commission from broking protection policies
• Commission from broking GI policies
• Income from any other non-regulated activities
These accounts do not need to be filed, only prepared and I need to have these back and submitted to my compliance company before 6th May. For the suitable freelancer, this will be an ongoing arrangement every 6 months and for the accounts to be prepared in March, these will need to be filed and attached to companies house etc. Accounts are not my forte, so I had an accountant do all of this for me, however, their charges are excessive for the little work that is required.
I use Xero accounting software, if that is of any significance.
• Commission from broking regulated mortgages
• Commission from broking non-regulated loans split between:
• Limited company borrowers
• Non-limited company borrowers
• Commission from broking protection policies
• Commission from broking GI policies
• Income from any other non-regulated activities
These accounts do not need to be filed, only prepared and I need to have these back and submitted to my compliance company before 6th May. For the suitable freelancer, this will be an ongoing arrangement every 6 months and for the accounts to be prepared in March, these will need to be filed and attached to companies house etc. Accounts are not my forte, so I had an accountant do all of this for me, however, their charges are excessive for the little work that is required.
I use Xero accounting software, if that is of any significance.
Lucy T.
100% (1)Projects Completed
2
Freelancers worked with
2
Projects awarded
67%
Last project
31 Jul 2022
United Kingdom
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