Business Details
Trusted Accountancy Services in Liverpool
Sue Matthews & Co & Co is a family-run accountancy practice established in Liverpool, delivering tailored financial solutions through personalized services. With over 40 years of experience since Sue Matthews & Co & Co' qualification in 1981, and supported by her son Tom since 2012, we combine deep expertise with a contemporary approach. Our services cater to sole traders, partnerships, and small businesses across the UK and internationally, focusing on understanding client needs to drive business success.We emphasize professionalism, reliability, and client-centric strategies, supported by membership in ICAEW and professional indemnity insurance. Our commitment to excellence ensures clients receive accurate, compliant, and strategic financial guidance tailored to their unique circumstances.
Services
Accountancy
Taxation
Payroll
Wealth Management
Company Secretarial
VAT Returns
Highlights and features
- We offer over 40 years of accounting expertise tailored to regional and international clients.
- Our family-run team combines traditional values with modern financial practices.
- We provide personalized solutions through direct client consultation and analysis.
- As ICAEW members, we adhere to rigorous professional standards and ethics.
- Our free initial consultation offers no-obligation expert financial guidance.
Associations and certifications
- ICAEW
Services
Accountancy Services
We provide comprehensive accountancy services for sole traders, partnerships, and small businesses. Our specialists prepare annual accounts, management accounts, tax returns, and bookkeeping records with meticulous accuracy. By leveraging software like Sage and Xero, we ensure efficient financial management tailored to each client's operational needs while maintaining compliance with statutory requirements.
Taxation Services
Our taxation experts assist with self-assessment and corporation tax affairs through precise income calculations, return submissions, and liability optimization. We specialize in navigating complex tax regulations to minimize obligations while ensuring full HMRC compliance. Clients receive strategic advice on tax-efficient structures and rebates applicable to their specific business circumstances.
Payroll Services
We manage payroll administration and auto-enrolment compliance for businesses of all sizes. Our services include calculating deductions, processing pension contributions, preparing statutory forms, and handling CIS returns. By maintaining complete legislative adherence, we protect employers from penalties while ensuring accurate employee payments and benefit management.
Wealth Management
Our personalized wealth management approach safeguards and grows personal financial assets through tax optimization and investment strategies. We provide retirement planning, estate structuring, and portfolio management supported by specialist referrals. Clients benefit from bespoke solutions aligned with individual financial goals and risk profiles.
VAT Services
We handle VAT registration, return preparation, and cash-flow optimization strategies for businesses. Our specialists provide HMRC investigation support and advisory services on VAT-efficient trading structures. Regular compliance checks ensure clients maintain accurate records and avoid penalties through proactive tax position management.
People
Sue Matthews
Founder & Chartered Accountant
With over 40 years of experience since qualifying in 1981, Sue established our Liverpool practice to deliver expert accounting solutions. Her leadership combines traditional values with modern strategic approaches, mentoring trainees while maintaining ICAEW membership standards.
Tom Matthews
Accountant
Tom joined the firm in 2012, bringing contemporary perspectives to our services. With 12 years of experience, he specializes in business advisory and digital accounting systems, ensuring our practice maintains modern relevance while upholding family values.
Questions
What VAT issues should I consider for Christmas goods?
Ensure correct VAT classification of seasonal items and maintain records for accurate return submissions by the December deadline.
How do I handle weekend PAYE deadlines?
Submit electronic payments by the preceding Friday to meet HMRC requirements for weekend deadlines.
How does HMRC's compliance check tool help?
The updated tool provides tailored guidance to resolve specific compliance issues identified during HMRC checks.
Can I get free accounting advice?
Book our free non-obligation consultation to receive personalized financial guidance from our specialists.
How do you support international clients?
We provide cross-border accounting solutions tailored to different jurisdictions through our global compliance expertise.
