Business Details
21 Years
experience
Trusted Chartered Accountants in Lichfield
We are an award-winning firm of chartered accountants based in Lichfield, dedicated to providing tailored financial solutions for businesses and individuals. Established in 2005 by Leon Stephens, our practice combines extensive industry experience with a commitment to ethical, client-focused service. As a member firm of the Institute of Chartered Accountants in England & Wales (ICAEW), we uphold the highest professional standards while delivering accessible, jargon-free advice. Our team brings decades of combined experience from roles in industry and top-tier firms, ensuring we understand both sides of the accountancy equation. We specialise in cloud accounting, tax compliance, and business advisory services, with a particular focus on supporting startups and growing businesses.Our clients benefit from regular meetings with senior staff, fixed-fee quotes, and access to a network of trusted professional contacts. With offices in Staffordshire, we serve clients locally, nationally, and beyond, adapting our services to meet diverse needs. Our approach prioritises clear communication, proactive problem-solving, and long-term partnerships built on trust and integrity. We measure success by our clients' growth and satisfaction, demonstrated through testimonials highlighting our responsiveness and expertise. From initial consultations to ongoing support, we strive to make accountancy a stress-free experience while adding tangible value to every engagement.
Services
Cloud Accounting
Startups
Tax Compliance
Personal Services
Details
- Year established: 2005
Highlights and features
- Award-winning chartered accountants with ICAEW accreditation
- Tailored packages designed to meet specific client needs
- Direct access to senior staff with industry experience
- Proven track record supporting businesses since 2005
- Comprehensive service including cloud accounting and tax compliance
Associations and certifications
- Institute of Chartered Accountants in England & Wales (ICAEW)
What people say
Very helpful
Restored our faith
Best interests at heart
Business really mattered
Services
Cloud Accounting
Our cloud accounting solutions provide real-time financial management through secure, accessible platforms. Clients benefit from automated bookkeeping, instant reporting, and seamless collaboration with our team. This service supports businesses in maintaining accurate records while enabling data-driven decision-making.
Tax Compliance
We offer comprehensive tax compliance services covering corporation tax, VAT, and personal tax returns. Our approach combines technical expertise with proactive planning to ensure regulatory compliance while identifying legitimate tax efficiencies for businesses and individuals.
Startups
Specialist support for new businesses including company formation, cashflow forecasting, and compliance setup. We provide practical guidance on financial systems, funding options, and growth strategies tailored to early-stage enterprises across various industries.
Business Services
Tailored business advisory services covering financial strategy, performance improvement, and risk management. Our team works closely with clients to develop custom solutions that address specific challenges and opportunities for growth and operational efficiency.
Personal Services
Comprehensive personal tax services including self-assessment returns, inheritance tax planning, and investment advice. We help individuals navigate complex tax matters while providing practical financial planning solutions aligned with personal goals.
People
Leon Stephens
Director
Founder and Managing Director with 20+ years' experience. Qualified at KPMG, followed by industry roles and five years as financial controller. Specialises in commercial advice and client support.
Julie Stephens
Accountant
Chartered Accountant with experience in multinational audits. Joined Brookes Stephens in 2009 after industry roles. Focuses on delivering accurate financial reporting and client support.
Ann Pearsall
Office Manager
Graduate with administrative and event management experience. Oversees office operations since joining in 2005. Organises community events and manages internal processes efficiently.
Emily Upton
Accounts Assistant
Trainee accountant pursuing chartered status. Handles bookkeeping and VAT returns. Combines financial duties with athletic achievements as a competitive triathlete.
John Stylianou
Tax Supervisor
Tax specialist with 30+ years' experience. Simplifies complex tax matters for clients. Focuses on clear communication and practical solutions for self-assessment requirements.
Questions
What accounting services do you offer?
We provide cloud accounting, tax compliance, business advisory, startup support, and personal tax services tailored to individual client needs.
How are you different from other accountants?
Our approach combines industry experience with ICAEW-accredited standards, offering tailored solutions and direct access to senior staff for all clients.
Which areas do you serve?
Based in Lichfield, we serve clients across Staffordshire, the wider UK, and support businesses operating nationally.
What client support do you offer?
We provide fixed-fee quotes, regular senior staff meetings, and access to our trusted professional network for comprehensive business support.
Do you offer free initial consultations?
Yes, we provide free initial consultations to discuss your specific requirements and demonstrate how we can add value to your business.
