Business Details
16 Years
experience
Trusted Accounting & Tax Services in Rugby
Established in 2010, Willow Edge Accountancy & Taxation provides tailored accountancy and tax advisory services to owner-managed businesses, self-employed individuals, high earners, landlords, and startups across Warwickshire and Northamptonshire. Our approach combines technical expertise with a personal touch, offering fixed-fee services to eliminate unexpected costs. We specialise in year-end accounts, tax returns, bookkeeping, VAT compliance, payroll, and management reporting, ensuring clients receive clear, actionable advice. With over 15 years of professional experience, including qualifications from ACCA and CTA, our lead accountant Caroline Overton prioritises long-term client relationships and proactive support.We utilise modern accounting software to streamline processes and provide timely financial insights. Clients consistently praise our reliability, accessibility, and ability to simplify complex financial matters. Our commitment to transparency and client education empowers businesses to focus on growth while maintaining compliance. Based between Rugby and Daventry, we serve diverse industries with a focus on start-ups and small businesses. Our fixed-fee model ensures cost predictability, and our flexible availability accommodates busy schedules. We pride ourselves on delivering value through expert tax planning, efficient record-keeping guidance, and seamless transitions from sole trader to limited company structures.
Services
Tax Returns
Bookkeeping
Management Accounts
VAT Services
Payroll Processing
Details
- Year established: 2010
Highlights and features
- We offer fixed-fee services with no hidden charges
- Our team holds dual qualifications from ACCA and CTA
- We specialise in supporting start-up businesses
- We provide 24/7 accessibility for urgent queries
- We implement cloud-based accounting software solutions
Associations and certifications
- Association of Chartered Certified Accountants (ACCA)
- Chartered Institute of Taxation (CTA)
What people say
Invaluable support
Patient and communicative
Saved us money
Seamless business transition
Highly recommended
Services
Tax Returns
We prepare and submit self-assessment tax returns for individuals and corporation tax returns for businesses. Our service covers higher rate taxpayers, rental income declarations, and capital gains reporting. We ensure compliance with HMRC requirements while optimising tax efficiency through strategic planning.
Bookkeeping
Remote bookkeeping services using Sage, FreeAgent, or spreadsheets maintain accurate financial records. We track income, expenses, and mileage while providing cashflow insights and creditor/debtor management. Our digital solutions ensure real-time financial visibility for informed decision-making.
Management Accounts
Monthly or quarterly management accounts provide financial performance insights. We analyse key metrics, offer budgeting guidance, and prepare cashflow forecasts. This service helps businesses monitor profitability and plan for tax obligations with expert interpretation of financial data.
VAT Services
Comprehensive VAT support includes registration, return preparation, and Making Tax Digital compliance. We handle VAT scheme selection, submission deadlines, and advisory services to ensure businesses remain HMRC-compliant while optimising VAT recovery opportunities.
Payroll Processing
Full payroll administration covers employee onboarding, RTI reporting, and pension auto-enrolment. We calculate wages, deductions, and statutory payments while maintaining compliance with employment tax regulations. Our service ensures accurate, timely payroll processing for businesses of all sizes.
People
Caroline Overton
Chartered Certified Accountant & Chartered Tax Adviser
Qualified in 2006 with ACCA and 2011 with CTA, Caroline specialises in supporting start-ups and small businesses. With over 15 years' experience, she provides expert tax planning and accounting advice while maintaining a client-focused approach that prioritises accessibility and transparency.
Questions
What accounting software do you support?
We work with Sage, FreeAgent, and spreadsheet-based systems to accommodate different business needs and preferences.
Do you offer fixed-fee pricing?
Yes, we provide transparent fixed-fee services with no hidden charges or unexpected costs.
Can you help with business start-ups?
We specialise in supporting new businesses with record-keeping, tax planning, and transition to limited company status.
How do you handle VAT compliance?
We manage VAT registration, return preparation, and Making Tax Digital compliance for businesses of all sizes.
Are you accessible outside regular hours?
We offer flexible appointment times including evenings and weekends to accommodate client schedules.
What areas do you cover?
We primarily serve Warwickshire and Northamptonshire businesses from our Rugby-based office.
