Specialist accounting & financial reporting for families and private entities
Reliable financial information sits at the heart of good governance and long-term success. Whether you are overseeing a complex family enterprise or a dedicated investment vehicle, timely and accurate reporting is essential for confident decision-making.
At Praxis, we deliver specialist accounting and financial reporting services for private clients, families, trustees and investment structures. Our work provides clarity, supports regulatory compliance and enables you to make informed decisions with complete confidence in the numbers.
Supporting your financial oversight with:
- Bookkeeping & general ledger management:
Day-to-day accounting for trusts, companies and family offices, including multi‑currency and multi‑asset transactions, all reconciled, audit‑ready and rigorously maintained. - Financial statement preparation:
Annual or periodic financials prepared in accordance with IFRS, UK GAAP or other applicable frameworks, delivering clear insight into each entity’s performance and financial health. - Consolidated wealth reporting:
Customised reporting that aggregates data across your entities and accounts, presenting net worth, investment performance, cash flow and asset allocation in your preferred format and metrics. - Management reporting & budgeting:
Interim management accounts, budgets and cash-flow forecasts to support real-time decision-making and long-term strategic planning. - Audit & tax adviser liaison:
Seamless coordination with external auditors and tax advisers, delivering precise income statements, trial balances and schedules to support year-end reporting and tax submissions. - Payroll & expense administration:
Expert handling of payroll and expenses for family office staff and household employees, all documented and categorised to maintain internal control and reporting integrity. - Regulatory & tax compliance reporting:
Full management of entity-level reporting obligations, including regulatory returns, trust accountings and investment disclosures, ensuring prompt and accurate compliance.
