Business Details
Trusted Accountants in Dorset
Casterbridge Hardy is a dynamic accountancy practice established to deliver tailored financial solutions to individuals and businesses. With a strong presence in Dorset and Hampshire, we serve clients across the UK, Gibraltar, Europe, and globally. Our team combines decades of experience with a commitment to understanding each client's unique goals, offering expert guidance in accountancy, taxation, and business strategy. We prioritise transparency, avoiding marketing hyperbole to focus on delivering the high standards clients rightfully expect. Our services include accounts preparation, tax planning, business valuations, and audit support, all underpinned by a personal approach that helps clients navigate financial challenges and opportunities.We invest in specialist software and HMRC resources to ensure accurate, up-to-date advice, particularly in complex tax areas. Our client-centric philosophy ensures clear communication, proactive support, and a focus on minimising tax liabilities while maximising business growth potential. With a team of qualified professionals, including specialists in payroll systems and audit management, we provide comprehensive services that adapt to evolving regulatory requirements such as Making Tax Digital. Our reputation is built on consistent, reliable service and a dedication to client success, as evidenced by long-standing relationships and positive testimonials from satisfied clients.
Services
Accountancy
Tax Planning
Bookkeeping
Business Valuations
Audit Services
Highlights and features
- We offer over 20 years of experience in accountancy and tax advisory services.
- Our team includes specialists in payroll systems and audit management.
- We provide tailored tax planning strategies to legally minimise liabilities.
- Our client-centric approach ensures clear communication and proactive support.
- We maintain up-to-date expertise in HMRC regulations and digital compliance.
What people say
Wonderful advice
Excellent accountancy knowledge
Best accountant in the area
Highly recommend
Worth every penny
Services
Accountancy
We prepare accurate accounts to meet statutory requirements and business needs. Our services include year-end accounts, Companies House filings, and abridged accounts to protect sensitive financial information. We explain financial statements clearly to help clients understand their business performance and make informed decisions. Our approach ensures compliance while identifying opportunities to improve financial efficiency and strategic planning.
Tax Planning
Our tax planning services cover personal and business taxation, including VAT and inheritance tax strategies. We use specialist software and HMRC resources to develop legal tax-saving solutions tailored to individual circumstances. We advise on profit extraction, employee remuneration, and compliance with IR35 regulations, ensuring clients meet obligations while minimising liabilities through proactive, evidence-based strategies.
Bookkeeping
We manage bookkeeping tasks to maintain accurate financial records, including VAT returns and management accounts. Clients receive regular performance indicators and estimated tax liabilities to avoid year-end surprises. Our services ensure organised records for easy retrieval and compliance with HMRC inspections, using systems like QuickBooks, Sage, and Xero to streamline processes for businesses of all sizes.
Business Valuations
We provide business valuation services for tax purposes, mergers, sales, and dispute resolution. Our expertise covers unquoted companies and unincorporated entities, offering accurate assessments to support strategic decisions. We assist with shareholder disputes, pension planning, and exit strategies, combining technical knowledge with practical insights to deliver valuations that reflect market realities and regulatory requirements.
Audit Services
Our audit specialists supervise statutory audits for limited companies and public sector organisations. We ensure compliance with auditing standards and provide clarity on complex audit matters. Our services include preparing for regulatory inspections, addressing esoteric audit questions, and maintaining rigorous quality controls to deliver reliable, transparent financial assessments that meet both client and stakeholder expectations.
People
Roger B Wilson
Senior Partner
Founder and senior partner with qualifications in accountancy, taxation, and business management. Trained by Grant Thornton and experienced in HMRC engagements, he provides strategic leadership and expert guidance to clients and other accountancy firms.
Khin Thant Sin Wilson
Partner
Accountancy and payroll specialist with expertise in bookkeeping software including QuickBooks, Sage, and Xero. She ensures clients receive efficient payroll management solutions and compliance support tailored to their operational needs.
Rosie Darkin-Miller
Accountant
Audit specialist with extensive experience overseeing audits for large companies and government bodies. She provides expert solutions to complex audit challenges and ensures compliance with regulatory standards.
Lottie G - Durrant
Accountant
Qualified accountant with industry and practice experience, supporting clients with accountancy and bookkeeping services. She specialises in adapting to new digital compliance requirements like Making Tax Digital.
Questions
What accountancy services do you offer?
We provide accounts preparation, tax returns, audit support, business valuations, and compliance services tailored to individual and business needs.
Do you offer tax planning advice?
Yes, we specialise in personal and business tax planning, including VAT, inheritance tax, and profit extraction strategies to legally minimise liabilities.
Can you help with payroll management?
We manage payroll systems using software like QuickBooks and Sage, ensuring compliance with auto-enrolment and HMRC requirements.
Do you work with international clients?
Yes, we serve clients across the UK, Gibraltar, Europe, and globally through our established practice network.
How do you handle audit requirements?
Our audit specialists provide statutory audits and compliance support for companies and public sector organisations using rigorous quality controls.
What makes you different from other accountants?
We combine technical expertise with a personal approach, focusing on long-term client success through transparent, tailored financial solutions.
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