Meaningful Information
Insightful Advice
Integrated Planning

The Genus team reviewed weaknesses in the business and highlighted areas for improvement, leading to a drive of improvements and efficiencies.

Gerry Arcari - Managing Director, Vivid Creative

Genus is a combination of well-developed technology, and smart human intervention, designed to give you a really meaningful view of your business. And because Genus brings together the best of technology with the knowledge of our experienced team, we are able to deliver meaningful information, insightful advice and integrated planning.

We tailor specific solutions for you, crafted together from a range of the world’s leading software packages; and we recognise that as businesses grow and develop, the level of support they need increases.  That’s why we designed four separate tiered packages which provide different levels of support.

Genus allows you to understand all the possibilities, saving you time and resources and improving the efficiency of your back-office.  Bringing power to you, your business and your plans for the future.

With Genus, if you’re ready for tomorrow, the future is yours.

Download Genus Brochure

Package options to suit your business

Genus packages

On a monthly/quarterly basis, we make sure that you are up to date, compliant and not wasting precious cash. We produce a set of reconciled and detailed management accounts which enable you to monitor the performance of your business as well as providing comfort to any lenders/investors you may have.

Because you’re up to date throughout the year, with Enable you receive an early warning in respect of any corporation tax liabilities and the preparation of the year-end accounts and tax returns are completed as easily as possible.

Explore gives you everything included in Enable plus the benefits of more tailored and visual reporting so that you can quickly see how your business is performing and identify any problems early.

Most importantly, Explore includes in-depth and insightful commentary as well as quarterly meetings with our expert team, this ensures that you gain a real understanding of your finances and that tax planning opportunities are identified in an integrated way

Elevate builds on Explore but with the addition of forward-looking forecasts. This provides the ultimate early warning system with regards to business performance and allows you to fully understand the financial impact of any decisions before you make them.

As part of the process, actual results are compared to forecast on a regular basis with any significant variances investigated in great depth, meaning that unexpected costs and poor performance are identified early.

Excel is the package for those who are serious about taking their businesses and finances forward.

It includes everything included in Elevate plus the added benefits of having one of our senior team as an extended part of your management team. They will provide a robust review of your finances, highlight the key drivers of your business, help unlock ways to improve profitability and cash flow and ultimately unlock the potential of your business to really excel.

Experts in system implementation and optimisation

The Genus Projects team

We created our dedicated Genus Projects team, to address the needs of new and existing clients in the fast-changing accountancy and business support systems market.

With the onset of cloud accounting with the likes of Xero and QuickBooks challenging the more established accounting systems providers like Sage, there has been a growing appetite in the SME market to embrace these technologies.

As we were already the first firm in the region to become Xero Platinum partners, the team builds further upon that lead in the local market.

Regardless of the size of business, our team is able to;

  • assess your business requirements
  • detect current software inefficiencies
  • suggest solutions to the problems
  • make internal processes more efficient and
  • implement the upgraded systems

We will also undertake one to one training sessions to ensure that you are getting the very best from the systems you are using.

We recognise that there is a real appetite to bring together business processes and link them together in a smart way to;

  • get the most from back-office systems
  • obtain better information
  • have more efficient and cost-effective processes
  • lead to accelerated growth

Over the last couple of years, the projects team have invested heavily in research and training and constantly keep up-to-date with developments in the fast and ever-changing marketplace.

This enables them to suggest to clients the best systems for them to use, tailored to our client’s needs.  Many of these add-ons offer massive time savings and very low monthly costs with many charging under £20 per month to use them.

From April 2019, VAT registered businesses, will be required to set up a digital tax account and file quarterly returns online using some form of software.  If you are voluntarily VAT registered, MTD is optional for now. If you are not VAT registered this change will not affect you.  If you currently use the gateway to file returns, you will no longer be able to do this, and you will need to have software that files your return directly.

For most businesses, it will make the process of filing your VAT return as easy as clicking a button. Which will remove the need to log on to the gateway, type in numbers and get submission reports, as the software will do all that for you.

What do you need to do now?

  • You have until April 2019 to get MTD ready, but you need to start thinking about this now.
  • You don’t need to rush into upgrading your software, it’s a big decision and one that you will need to live with for some time and it’s important that you make a well-informed choice.
  • You need to find out if your current software is MTD compliant and if it is then that is it, there is nothing else to do. We can do that for you.

Some of the main pieces of software – Xero, Exact and the latest Sage 50c v24.2 will be compliant, however, you may need to consider how you use them to ensure you fully comply with the new rules, which we can advise upon.

If your current software is not compliant, you need to start to make plans about how you will either upgrade your current systems or have a look what other accounts software is available.  If it’s the first time you have had to consider moving to accounting software, you just need to understand what is on offer and select the best system for you.

MTD may seem like an inconvenience, but there has never been a better time to digitise your business (and you may find yourselves paying less for software), whilst spending less time filing your VAT returns and getting better business information.

Find out more by claiming your free MTD Ready Health Check.  Simply complete the form below and a member of our team will contact you within one working day.

We partner with world leading software packages

Software packages

Award-Winning service

Recognition of success

Finalist for Large Firm of the Year

Xero Awards 2018

Finalist for Mid-Tier Innovation of the Year

British Accountancy Awards 2018

Winner of Advisory Firm of the Year

Yorkshire Accountancy Awards 2018

Working with our clients

Genus success stories

  • Client Case Study

    Vivid Creative

    Shorts identified that my business was running at 50% efficiency and pointed out that we were using an out-dated and inefficient system.  The team steered us down a path of using a bespoke system for agencies and a custom reporting platform, leading to improved efficiencies and profitability.

    Read more
    Accounts Partner Andy Irvine talking to client Vivid
  • Client Case Study

    Abbeydale Brewery

    Shorts helped us restructure how we do our accounts introducing Xero software. They’re helping to organise our workflows more efficiently and to fully modernise the business. It has been a big change but it’s starting to really show benefit.

    Read more
    Malcolm Pope Accounts Partner talking to client Abbeydale Brewery

Since the appointment of Malcolm and his team, we have noticed a big improvement in the advice we have received. This has helped us improve the way in which we process and understand the company’s financial position and results on a regular basis and this allows us to make better business decisions.

He has also helped us identify and concentrate on the areas of the business which can help us grow over the forthcoming years and I’m pleased to say that good progress has been made in this regard since his appointment. We see Malcolm as part of our management team and find his advice to be honest, commercial and delivered in an easy-to-understand manner.

Bob Hutton
Autotecnic Limited

The Genus team have been really helpful; they’ve helped us to switch from our old accounts package onto Xero. That’s meant changing some of our working practices, so they’ve been coming and sitting alongside our bookkeepers and helping them to make those changes, devising new reports for us and new working practices, which has been great.

I would recommend Shorts as a forward-looking accountancy practice - I think they are very up to date, very modern in their approach and very approachable, friendly and very professional.

Sue Morton
Abbeydale Brewery

I would highly recommend the Short’s Project Team, they quickly understood our business and recommended the best fit to fulfil our needs.

Mark Hughes

The Projects Team at Shorts helped us to improve our efficiency and effectiveness by advising us on the best cloud accounting packages to use in our business.

David Cross
Coda Studios


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See how Genus can unlock the potential of your business

COVID-19In line with the most recent Government announcements, both of our offices are now both closed to both clients and all but a few essential members of our team. All members of our team are now working entirely from home. If you would like to speak to one of them, please contact them via their direct email or mobile number. Calls to our office reception numbers will be answered, and a message passed on, for your call to be returned.