Business Details
20 Years
experience
Trusted Accountancy & Bookkeeping Services in Upper Sheringham
Established in 2006, our practice prioritises client needs through a dedicated small team. With 17 years at an ACCA practice, founder Nicola Stevens leads a team including trainee accountant Bethany, ICB-qualified bookkeeper Clare, and administrator Sam. All staff hold professional qualifications (AAT/ATT) and operate from a relaxed home-based office in Upper Sheringham. We specialise in cloud accounting software (QuickBooks, Xero, Sage) and provide HMRC-compliant online filing.Client referrals form a significant portion of our business, reflecting our commitment to trustworthy, tailored service. Our expertise spans payroll processing (including Auto Enrolment), tax returns, and financial reporting for diverse entities including charities and property management companies.
Services
Accountancy
Bookkeeping
Payroll Services
Tax Preparation
VAT Returns
Details
- Year established: 2006
Highlights and features
- Established practice operating since 2006 with ACCA-trained professionals
- Official Institute of Accountants & Bookkeepers member (No. 500124755)
- Specialists in cloud accounting software integration and training
- Experienced team qualified through AAT, ICB and ATT programmes
- Proven track record with client referrals forming major business source
Associations and certifications
- Institute of Accountants & Bookkeepers
- Association of Accounting Technicians
- International Association of Bookkeepers
Services
Accountancy Services
We provide comprehensive accountancy services including statutory accounts preparation and financial reporting. Our team handles bookkeeping, year-end accounts, and regulatory filings for sole traders, partnerships, and limited companies. All work complies with current HMRC requirements and accounting standards.
Payroll Processing
Specialist payroll services covering salary calculations, PAYE submissions, and Auto Enrolment pension scheme administration. We use Brightpay software to ensure accurate HMRC compliance and timely processing of employee payments and tax deductions.
Tax Preparation
Comprehensive tax return preparation for individuals and businesses, including Self Assessment, Corporation Tax, and Capital Gains Tax. Our team stays updated with annual threshold changes to optimise tax efficiency while maintaining full compliance with HMRC regulations.
Bookkeeping Services
Cloud-based bookkeeping solutions using QuickBooks, Xero, and Sage platforms. Services include daily transaction recording, VAT return preparation, cashflow management, and management accounts. We offer software training and tailored financial reporting to suit business needs.
Software Training
Specialist training for accounting software including QuickBooks, Xero, and Sage. We provide hands-on sessions to improve financial management efficiency, covering core functions, reporting features, and integration with HMRC's Making Tax Digital requirements.
People
Nicola Stevens
Proprietor
ACCA-qualified accountant with 17 years' practice experience. Institute of Accountants & Bookkeepers member (No. 500124755) specialising in small business accountancy solutions since establishing the practice in 2006.
Sam
Practice Administrator
Ensures smooth office operations and client coordination. AAT student with responsibility for administrative systems and client communication processes within the practice.
Bethany
Trainee Accountant
AAT-qualified trainee accountant providing support across bookkeeping, payroll, and tax preparation services. Currently developing expertise in cloud accounting software integration.
Clare
Bookkeeper
Experienced ICB-qualified bookkeeper managing daily financial transactions. Specialises in VAT returns and cashflow management while studying for ATT qualifications.
Questions
What accounting software do you support?
We specialise in QuickBooks, Xero, Sage, KashFlow, and AutoEntry, with capability to advise on other platforms.
Can you handle payroll for small businesses?
Yes, we use Brightpay for payroll processing including Auto Enrolment pension schemes and PAYE submissions.
Are you HMRC compliant for digital filings?
We operate HMRC-approved online filing systems for all tax and accounting submissions.
Do you offer tax planning services?
While we focus on compliance, we provide guidance on current tax thresholds and allowances to optimise financial planning.
What are your office hours?
Monday-Friday 09:00-15:30. Out-of-hours appointments available by prior arrangement.
Do you work with charities?
Yes, we prepare accounts and handle tax compliance for charitable organisations as part of our services.
