Business Details
Trusted Accountants in Chippenham
We are a highly-qualified team of professional chartered management and tax accountants serving businesses in Chippenham, Bath, and surrounding areas. Our approach prioritises clarity, simplicity, and proactive financial guidance, leveraging cloud-based technologies like Xero and QuickBooks to deliver real-time insights into business performance. With over a decade of combined experience, our team specialises in bookkeeping, payroll, tax planning, and compliance, ensuring clients receive accurate, timely advice without industry jargon. We pride ourselves on fostering long-term relationships through transparency, reliability, and a commitment to understanding each client's unique needs.Our services extend beyond traditional accounting, offering strategic support to help businesses thrive in competitive markets. Client testimonials highlight our precision, responsiveness, and ability to resolve complex financial challenges efficiently. By integrating technology with personalised service, we empower business owners to focus on growth while we manage their financial health.
Services
Bookkeeping
Annual Accounts
Payroll Services
VAT Returns
Tax Advice
Management Accounts
Auto-enrolment
Self Assessment
Financial Planning
Highlights and features
- We provide proactive financial advice using cloud-based tools for real-time insights.
- Our team holds chartered qualifications and specialises in complex tax issues.
- We deliver jargon-free explanations to simplify financial decision-making.
- We guarantee accurate, timely submissions for tax and compliance requirements.
- Our client testimonials highlight exceptional problem-solving and reliability.
Associations and certifications
- Chartered Institute of Management Accountants (CIMA)
What people say
Friendly, accurate, on time
Sorted all my problems
Very satisfied
Safe to call anytime
Exceptional problem-solving
Services
Bookkeeping
Our bookkeeping service ensures accurate, real-time financial tracking using cloud-based platforms like Xero and QuickBooks. We manage balance sheet reconciliations, digital data integration, and weekly/monthly reporting to maintain compliance and support informed decision-making. This foundational service underpins all tax and financial obligations, enabling businesses to focus on growth while we handle data integrity and regulatory deadlines.
Payroll
We streamline payroll processing with automated calculations for salaries, holiday pay, and tax deductions. Our proactive approach includes managing auto-enrolment pensions, statutory maternity pay, and HMRC compliance. By handling employee queries and software challenges, we reduce administrative burdens, ensuring timely and error-free payments while keeping businesses aligned with evolving legislation.
Tax Advice
Our chartered tax advisers provide strategic guidance on income tax, VAT, and corporation tax. We identify legal savings opportunities, manage compliance deadlines, and offer tailored advice for business purchases or shareholder disputes. By maintaining up-to-date records and leveraging cloud technology, we ensure clients minimise liabilities while avoiding penalties through accurate, forward-looking planning.
Annual Accounts
We prepare comprehensive annual accounts, including tax planning and compliance filings. Our process begins with meticulous bookkeeping to ensure data accuracy, followed by detailed reporting on financial performance. Clients receive clear, jargon-free insights and video summaries to understand their year-end position, enabling strategic decisions for future growth and regulatory compliance.
VAT Returns
We handle VAT return submissions with precision, ensuring adherence to deadlines and eligibility criteria. Using cloud technology, we track income and expenditure in real time, advising on reclaimable expenses and optimal payment strategies. Our proactive communication with clients prevents errors, reduces liability, and ensures alignment with HMRC requirements for hassle-free compliance.
People
Phil Clark
Chartered Management Accountant (CIMA)
Phil has over a decade of experience in complex tax issues for small businesses, including mergers and shareholder disputes. He specialises in business process efficiency and leads payroll-heavy operations with expertise.
Lucy Key
Accountant
Lucy supports clients with bookkeeping and tax compliance, leveraging cloud accounting tools to deliver accurate, timely financial insights tailored to business needs.
Natasha Webber
Accountant
Natasha focuses on payroll and auto-enrolment services, ensuring clients meet legislative requirements while optimising operational efficiency through digital solutions.
Amy Harland
Accountant
Amy provides management accounting support, delivering cashflow forecasts and profitability analysis to help businesses make data-driven strategic decisions.
Shona Penfold
Accountant
Shona specialises in VAT and self-assessment returns, ensuring compliance while identifying tax-saving opportunities for clients across diverse industries.
Questions
What accounting software do you use?
We use Xero, QuickBooks, and Dext for cloud-based accounting, ensuring real-time financial insights and seamless integration with client operations.
Do you offer fixed-fee services?
Yes, we provide transparent pricing for core services like bookkeeping and annual accounts, with custom quotes for complex requirements.
How do you handle tax compliance?
We proactively manage deadlines, submit accurate returns, and identify legal tax-saving opportunities using up-to-date records and cloud technology.
Can you assist with HMRC disputes?
Yes, we represent clients in HMRC negotiations, resolve backdated tax issues, and ensure compliance with current legislation.
What industries do you specialise in?
We work with construction firms, consultants, sole traders, and SMEs across diverse sectors, tailoring solutions to industry-specific challenges.
Do you provide business growth advice?
Yes, our management accounts and cashflow forecasts help clients identify profitability drivers and strategic expansion opportunities.
