Business Details
34 Years
experience
Trusted Chartered Accountants in Bournemouth
Established in 1992, Alan W Simons has built a reputation as a trusted partner for owner-managed businesses and their families in Bournemouth. Our expertise spans accountancy, tax, and strategic business advice, delivered by a team of seven professionals including five fully qualified chartered accountants. We prioritise client success through tailored solutions, leveraging decades of collective experience from leading firms like Deloitte and Grant Thornton.Our growth through referrals underscores our commitment to exceeding expectations with a first-class service. We combine technical excellence with advanced software tools to streamline financial management, enabling clients to focus on business growth while ensuring compliance and efficiency.
Services
Management Accounts
Tax Returns
Business Start Ups
Budgets and Cash-flows
Annual Accounts
Payroll
Personal Tax
Audit Services
Bookkeeping
Details
- Year established: 1992
Highlights and features
- We offer over 30 years of experience in advising owner-managed businesses.
- Our team includes five fully qualified chartered accountants with expertise from top firms.
- We utilise advanced accounting software for accurate, efficient financial management.
- Personalised service tailored to the unique needs of each client.
- Proven track record of growth through client referrals and satisfaction.
Associations and certifications
- ICAEW
What people say
Team we can trust
Saved considerable time
Highly recommend
Excellent support
Personalised approach
Services
Management Accounts
We prepare detailed monthly or quarterly management accounts to help businesses monitor financial performance. Our reports provide actionable insights into profitability, cash flow, and operational efficiency. This service enables informed decision-making for sustained growth.
Tax Returns
Our team handles corporate tax and VAT returns with precision, ensuring compliance with HMRC regulations. We simplify complex tax obligations for businesses and individuals, minimising errors and maximising allowable deductions.
Business Start Ups
We guide new businesses through formation, tax structuring, and financial planning. Our support includes feasibility reviews, funding strategies, and implementation of accounting systems to establish a solid foundation for success.
Payroll Services
We manage payroll processing, including salary calculations, tax deductions, and compliance reporting. This service ensures accurate, timely payments while reducing administrative burdens for business owners.
Audit Services
As ICAEW-registered auditors, we conduct independent financial audits to verify accuracy and compliance. Our audits provide stakeholders with confidence in financial statements and regulatory adherence.
People
Alan Simons
Founder & Chartered Accountant
FCA qualified with experience at Deloitte and Grant Thornton. Founded the practice in 1992 after senior roles in corporate accounting. Specialises in business advisory and audit services.
Bradley Webb
Accountant
ACCA qualified with 12 years' experience. Handles accounts, tax, and payroll. Proficient in QuickBooks and Xero software for efficient financial management solutions.
Roxanne Mcdonald-Maskell
Trainee Accountant
Studying ACA and CTA qualifications. Supports clients with accounts preparation, tax returns, and software implementation. Advanced in QuickBooks ProAdvisor.
Callum Keeley
Chartered Accountant
Qualified ICAEW accountant with audit and assurance expertise. Manages accounts, tax, and payroll services. Certified in QuickBooks and Xero platforms.
Victoria Luker
Accounting Technician
AAT Level 3 qualified. Specialises in bookkeeping, accounts preparation, and tax compliance. Provides software training for QuickBooks and Xero users.
Questions
What services do you offer for new businesses?
We provide business formation advice, tax structuring, financial planning, and accounting system implementation to help startups establish a strong foundation.
How do you support ongoing business financial needs?
We offer management accounts, payroll services, tax compliance, and audit support to ensure efficient financial operations and regulatory compliance.
Can you assist with personal tax planning?
Yes, we prepare personal tax returns, conduct tax reviews, and provide strategies to optimise tax efficiency for individuals and families.
What makes your firm different from other accountants?
Our team combines chartered expertise with personalised service, using advanced software tools to deliver tailored solutions for owner-managed businesses.
Do you offer free initial consultations?
Yes, we provide free initial consultations to discuss your accounting needs and demonstrate how we can support your business goals.
