Business Details
Trusted Chartered Accountants in the South West
Monahans has been a trusted name in accountancy and business advisory services since the 1890s, serving clients across the South West and beyond. As part of the Sumer Group, one of the UK's top 15 mid-market accountancy firms, we combine regional expertise with national resources to deliver tailored solutions. Our team of qualified professionals specialises in Corporate Finance, Tax Consultancy, Audit, and Business Recovery, ensuring clients receive strategic guidance aligned with their ambitions. With offices in Swindon, Bath, Bristol, and ten other locations, we prioritise accessibility and local market knowledge.Our commitment to continuous professional development and client-centric service ensures we adapt to evolving business landscapes while maintaining the highest standards of integrity and transparency. By integrating cutting-edge technology with traditional values, we empower businesses to navigate challenges and seize growth opportunities. Our collaborative approach, rooted in over a century of experience, positions us as a reliable partner for organisations seeking sustainable success in a dynamic economy.
Services
Corporate Finance
Tax Consultancy
Audit Services
Business Recovery
Digital Accounting
Payroll Solutions
Probate Support
Inheritance Tax Planning
HR Services
Personal Tax Advice
Highlights and features
- Over 120 years of regional accountancy expertise
- Part of the Sumer Group, a top 15 UK mid-market firm
- Specialist teams in Corporate Finance and Tax Consultancy
- Tailored development plans for client-specific needs
- Flexible approach with 11 local office locations
Associations and certifications
- ICAEW
- GGI (Global Gateway International)
What people say
Excellent service
Timely fashion
Outstanding service levels
Positive experience
Knowledgeable and helpful
Services
Corporate Finance
Our Corporate Finance team provides strategic financial advisory services, including mergers and acquisitions, business valuations, and capital structuring. We help businesses secure funding, optimise financial performance, and navigate complex transactions. With deep sector expertise, we deliver actionable insights to support growth and exit strategies.
Tax Consultancy
Specialist tax consultants offer comprehensive advice on corporate and personal tax matters, including compliance, restructuring, and international tax planning. We focus on minimising liabilities while ensuring regulatory adherence, leveraging our expertise in HMRC negotiations and tax relief schemes.
Audit Services
We conduct statutory audits and assurance reviews for SMEs and subsidiaries of multinationals, providing independent verification of financial statements. Our approach identifies risks, improves governance, and enhances stakeholder confidence through transparent reporting and sector-specific insights.
Payroll Solutions
Our payroll specialists manage end-to-end payroll processing for over 550 clients, ensuring compliance with HMRC regulations and real-time reporting requirements. Services include salary calculations, pension auto-enrolment, and integration with digital accounting systems for seamless financial management.
Probate Support
We provide probate services through Sumer Probate Limited, licensed by ICAEW, to guide executors through estate administration. Our support includes asset valuation, tax liability calculations, and efficient distribution of inheritances while minimising tax burdens for beneficiaries.
People
Becky Young
Director
Becky Young specialises in advising businesses on strategic financial matters, ensuring all clients receive tailored guidance and access to specialist teams for comprehensive support.
Stephanie Hurst
Tax Director
Stephanie Hurst leads the tax advisory team, focusing on delivering expert tax consultancy services while fostering a supportive work environment that values individual career development.
Sophie Austin
Operations Partner
Sophie Austin oversees operational excellence, championing flexible working practices and professional development to maintain Monahans' reputation for exceptional client and employee care.
Martin Longmore
Partner
Martin Longmore provides strategic business improvement advice, leveraging extensive experience to help clients achieve growth objectives through tailored financial and operational solutions.
Steve Elliott
Business Recovery Partner
Steve Elliott specialises in insolvency and business recovery, offering practical advice to companies facing financial challenges, with over 75 years of combined team experience in debt restructuring.
Questions
What accountancy services does Monahans offer?
We provide audit, tax consultancy, payroll, probate, corporate finance, and business advisory services tailored to SMEs and larger organisations.
How can Monahans help with tax investigations?
Our Tax Investigation Service shields clients during HMRC audits, offering expert representation and strategic advice to resolve disputes efficiently.
Do you support businesses outside the South West?
While headquartered in the South West, our national network of 40+ offices enables us to support clients across the UK and internationally.
What payroll services are available?
We process payrolls for 550+ clients, handling everything from single-person businesses to companies with 350+ employees, including auto-enrolment compliance.
How does Monahans approach probate services?
Licensed by ICAEW, we guide executors through estate administration, minimising tax liabilities and ensuring efficient asset distribution for estates of all sizes.
What makes Monahans different from other firms?
We combine regional expertise with national resources through the Sumer Group, offering personalised service backed by cutting-edge technology and sector specialists.
