Business Details
Expert Accounting & Tax Services in Worcester
The Richards Sandy Partnership is a leading accountancy practice based in Worcester, delivering proactive and professional services tailored to businesses and individuals. With a team of Chartered Certified Accountants, we combine technical expertise with a client-focused approach, offering comprehensive accounting, tax, and business advisory solutions. Our experience spans diverse sectors, including construction, charities, and SMEs, supported by specialist services in audit, payroll, and estate planning.We prioritise clear communication, ensuring clients understand their financial position while meeting statutory obligations efficiently. Client testimonials highlight our responsiveness, expertise, and the value we add through strategic guidance and timely support.
Services
Accounting & Audit
Tax & Payroll
Business Advice
Specialist Services
Charities
Highlights and features
- We offer proactive, tailored accounting solutions with over 20 years of local expertise.
- Our Chartered Certified Accountants provide clear, actionable financial advice for businesses and individuals.
- Specialist services in charity accounting, audit compliance, and tax-efficient planning.
- Dedicated support for SMEs, including payroll management and business growth strategies.
- Client testimonials praise our responsiveness, technical knowledge, and personalised service.
Associations and certifications
- ACCA
What people say
Prompt and professional
Expert advice
In a league of their own
Efficient production of accounts
Trusted finance partner
Services
Accounting & Audit
Our experienced team ensures compliance with current accounting standards and timely filing of statutory accounts. We cater to limited companies, sole traders, and partnerships, offering tailored bookkeeping and year-end meetings to clarify financial positions. With expertise in charity sector reporting and SORP compliance, we provide independent audits and assurance services regulated by ACCA.
Tax & Payroll
We manage corporation tax, VAT, and payroll obligations, ensuring accurate filings and strategic tax planning. Our services include CIS support, P11D submissions, and inheritance tax planning. For individuals, we handle self-assessment returns and capital gains tax, alongside offering tax investigation cover to protect against HMRC enquiries.
Business Advice
From start-up guidance to corporate finance solutions, we support business growth with management accounts, forecasting, and funding strategies. Our advisory team assists with company secretarial duties, mergers and acquisitions, and due diligence processes, acting as a trusted partner for strategic decision-making.
Specialist Services
We provide will-writing and inheritance tax planning services, collaborating with legal professionals to ensure valid, future-proof estates. Our probate support helps administer deceased estates efficiently, while our panel of financial advisers offers pensions and investment guidance aligned with personal circumstances.
Charity Accounting
Tailored accounting services for charities, including SORP-compliant financial statements, Charity Commission returns, and governance advice. We alleviate administrative burdens, ensuring compliance with evolving regulations while supporting trustees in achieving organisational objectives through transparent financial management.
People
Rob Richards
Partner
FCA, FCCA, CTA qualified with extensive experience in audit and assurance. Leads the firm's statutory audit practice, specialising in regulatory compliance for professional sectors.
Aimee Davies
Partner
FCCA partner focusing on business advisory services. Expertise in supporting SMEs with financial strategy, tax planning, and operational growth initiatives.
Adam Croad
Partner
FCCA partner managing client relationships and tax compliance. Specialises in personal tax, corporate restructuring, and client-centric financial solutions.
Dan Jackson
Partner
FCCA partner overseeing audit engagements and charity sector clients. Ensures technical excellence in financial reporting and regulatory adherence.
Melissa Godwin
Partner
ACA, ACCA partner leading payroll bureau services and compliance. Focuses on CIS schemes, VAT strategies, and supporting construction industry clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, management accounts, payroll processing, and year-end accounts preparation tailored to SMEs' needs.
How do you support charity sector clients?
Specialist charity accounting, SORP-compliant reporting, governance advice, and compliance with Charity Commission requirements.
Can you assist with tax planning for individuals?
Yes, including self-assessment returns, capital gains tax, inheritance tax planning, and tax investigation cover.
What audit services do you provide?
Statutory audits, Law Society solicitors' accounts rules audits, and grant claim audits regulated by ACCA.
