The reason we do what we do

We’re dedicated to going the extra mile so that our
clients can move forward in their businesses


Working with Ray at Caplan Associates

Mr A’s story – Caplan changed my opinion of Accountants

Mr A, a professional in the IT industry, was getting increasingly frustrated that he was and changed our view of Accountants receiving very little personal attention from his accountant. He’d been given junior level advice on IR35 and the pitfalls he might encounter, but this small amount of guidance wasn’t enough to build a trusted relationship. His unhappiness led him to seek a second opinion and he found Caplan.

We listened and reviewed the advice Mr A been given, suggesting a tweak or two, which resulted in an immediate increase in post-tax funds. The attention to detail, and explanation all the way through finally reassured him that he was being looked after.

“I’ve been delighted with his creative approach to solving any problems we come up against. A real partner for a small business.”

– Dan Watson


The story of an ill-advised hospitality client

Our client, the owner of a successful business in the hospitality industry, came to us on a recommendation after the death of her partner. Some years earlier, her partner had advised her that the business would be better off being incorporated, and run through an offshore company. She took his advice, believing him to be a successful businessman.

On his death, it became clear that things hadn’t been as they seemed – her partner wasn’t a successful businessman at all, had incurred some serious debt, and had had set up her business so that he was the only recognised owner. When we came into the situation, we helped to piece together the history in order to handle her finances, doing everything we could to give our client the peace of mind and reassurance she so needed at a difficult time.

The story of Carol changing accountants

““He is always willing to answer an email or pick up the phone to help his clients.”

– Sital Kotecha


How Susi uses software

A couple with a new focus

A husband and wife partnership in the design field had been with the same firm of accountants for a number of years, but felt they weren’t valued and decided to look for a new firm.

When we joined together, we reviewed the business and their personal finances from top to bottom, and focused on what it was they wanted to achieve in the future. We helped to implement changes in their bookkeeping system, to increase efficiency and free up time to focus on financial forecasting and business direction. This change of focus made for very happy partners, and a much improved system!

“Philip has been a real asset to the team at ‘Ome design.”

– Jilly Topping


A story about a hesitant Director

We met the MD of a successful family business via a close and client of ours, who had suggested Caplan for a second opinion on some financial matters. This was turned down initially, as the MD was happy with his existing firm of Accountants, but some months later, they both visited us to discuss a joint venture they were planning.

During the meeting we discussed the Director’s company, and discovered that we could make some substantial tax savings. After some great tax planning sessions, he became our client, and hasn’t looked back!

Philip’s story of working with Caplan

“Philip Caplan is the ideal accountant for a small business. His expertise is second to none.”

– Philip Appleby

“A real partner to small businesses”

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