Business Details
11 Years
experience
Trusted Accountants in Appleby-in-Westmorland
Westmorland Accountants was founded in 2015 by Kevin, a Chartered Accountant with extensive experience in providing tailored financial solutions. Our firm specialises in accountancy, tax planning, payroll management, and VAT compliance, serving businesses across agriculture, construction, property, tourism, and transport sectors. We prioritise commercial, practical, and approachable advice, leveraging the latest technology to deliver timely and cost-effective services. Our values of being supportive, challenging, and forward-thinking guide our approach to client relationships. With a background in farm business management, Kevin brings specialist expertise to family businesses and companies, ensuring proactive tax-saving strategies and cash flow management.We offer flexible reporting schedules, including monthly or quarterly profit and loss statements, to help clients monitor performance and plan strategically. Our payroll service utilises advanced software to streamline processing, while our VAT solutions ensure compliance and optimise savings. As registered partners with Xero and Wave, we provide cloud accounting services that enhance accessibility and real-time collaboration. Our commitment to transparency and client education ensures businesses meet regulatory deadlines without penalties. With offices in Appleby-in-Westmorland, we combine local knowledge with national expertise to drive business growth.
Services
Accountancy
Tax Planning
Payroll Management
VAT Compliance
Online Accounting
Details
- Year established: 2015
Highlights and features
- We offer 9 years of specialist accountancy experience since 2015
- Our team utilises the latest cloud accounting technology
- We provide tailored tax-saving strategies for businesses
- Our payroll service includes real-time HMRC submissions
- We combine agricultural expertise with commercial accounting
Services
Accountancy
We provide monthly, quarterly, or annual accountancy services tailored to business needs. Our approach includes profit and loss reporting, cash flow projections, and end-of-year accounts preparation. This ensures compliance with HMRC and Companies House requirements while enabling proactive business planning through ongoing financial insights.
Tax Planning
Our proactive tax planning minimises liabilities through strategic advice on capital gains, inheritance, and allowances. We handle self-assessment, corporation tax returns, and pension planning while ensuring compliance with evolving legislation to prevent penalties and maximise savings opportunities for businesses and individuals.
Payroll Management
We manage payroll processing with RTI submissions, payslip generation, and year-end returns. Our service includes tax calculations, pension administration, and regulatory updates. Competitive pricing tiers accommodate businesses of all sizes, with dedicated support for HMRC compliance and employee queries.
VAT Compliance
We handle VAT registration, return submissions, and scheme selection (standard, flat rate, cash accounting). Our service includes compliance reviews, relief applications, and management reports to monitor sales and costs. This ensures accurate filings while optimising VAT efficiency for businesses.
Online Accounting
As Xero and Wave partners, we offer cloud-based accounting solutions with real-time data sharing. Our service provides instant financial reports, secure software access from any location, and collaborative tools for transaction recording and decision-making. This modern approach enhances business flexibility and growth potential.
People
Kevin
Chartered Accountant
Founder Kevin, a Chartered Accountant since 2015, graduated in farm business management from Harper Adams. He specialises in accountancy and tax advice for family businesses, combining agricultural expertise with commercial accounting. Outside work, he assists on the family farm and supports Middlesbrough F.C.
Questions
What accounting services do you offer?
We provide monthly, quarterly, or annual accountancy services including profit and loss reporting, cash flow projections, and end-of-year accounts preparation for HMRC compliance.
How do you handle tax planning?
We proactively identify tax-saving opportunities through capital gains planning, inheritance strategies, and allowance optimisation while ensuring compliance with current legislation to minimise liabilities.
What payroll solutions are available?
Our scalable payroll service handles RTI submissions, payslips, and year-end returns with competitive pricing tiers for businesses with 1-10, 11-50, or over 50 employees.
Do you offer cloud accounting?
Yes, as registered Xero and Wave partners, we provide cloud accounting solutions with real-time data sharing, instant reporting, and remote access to financial information.
How do you manage VAT compliance?
We handle VAT registration, return submissions, and scheme selection while providing compliance reviews and management reports to optimise VAT efficiency and ensure regulatory adherence.
What sectors do you specialise in?
We specialise in agriculture, construction, property rentals, tourism, and transport sectors, offering tailored financial solutions that address industry-specific challenges and opportunities.
