Business Details
Trusted Chartered Accountants in Liverpool
Established by Clair Coburn and Mark McKenna, our practice delivers expert accountancy and taxation services tailored to local businesses and individuals. We prioritise understanding the unique drivers behind each client's operations, combining technical proficiency with a client-centric approach. Our commitment to technological innovation streamlines processes, saving clients time and resources while maintaining clarity over complex financial matters.With decades of combined experience, we specialise in accountancy, tax compliance, and strategic financial planning, ensuring clients receive actionable insights without unnecessary jargon. Our dedication to ethical practices and proactive support has solidified our reputation as trusted advisors in Liverpool and Merseyside.
Services
Accountancy Services
Bookkeeping
Tax Planning
Payroll Support
MTD Compliance
HMRC Investigations
Highlights and features
- We offer free general advice via phone or email with no hidden fees
- Our team has over 25 years' experience in small business financial management
- Ethical tax planning with Chartered Tax Advisor expertise
- Fully Xero-certified for digital accounting solutions
- Dedicated client managers ensure personalised service delivery
Associations and certifications
- ICAEW Practice Assurance Scheme
- Xero-certified
What people say
Knows my business
Proactive way
Experienced knowledge
Services
Accountancy Services
We deliver comprehensive accountancy solutions for small businesses, including statutory accounts preparation, tax compliance reporting, and management accounts. Our services ensure accurate financial records that meet regulatory requirements while providing actionable business insights. Clients benefit from tailored support that adapts to their specific business structure and growth objectives.
Tax Planning
Our Chartered Tax Advisors specialise in legitimate tax reduction strategies, covering personal tax planning, capital gains tax mitigation, and corporate restructuring. We focus on ethical solutions that align with HMRC guidelines, helping clients maximise available reliefs while maintaining full compliance. Services include share scheme structuring and business reorganisation advice.
Payroll Support
We provide end-to-end payroll solutions including auto-enrolment compliance, BACS payments, and digital payslip distribution. Our system ensures accurate salary processing, statutory deductions, and timely submissions to government agencies. Businesses receive tailored support that scales with their workforce requirements and regulatory changes.
MTD Compliance
Our Making Tax Digital specialists help businesses transition to HMRC's digital reporting requirements. Services include software selection, system integration, data migration, and staff training. We ensure VAT-registered businesses meet compliance deadlines while optimising their digital accounting processes for improved efficiency and accuracy.
HMRC Investigations
We offer expert representation during HMRC audits and investigations, providing strategic advice and documentation management. Our approach minimises business disruption while ensuring proper compliance with tax regulations. Clients receive a free initial consultation to assess their situation and develop an appropriate response strategy.
People
Mark McKenna
Director
FCA and CTA qualified accountant with over 15 years' experience advising owner-managed businesses on tax compliance and financial strategy. Specialises in reducing tax liabilities through legitimate planning mechanisms while maintaining regulatory compliance.
Clair Coburn
Director
Accountancy professional with 30 years' experience managing bookkeeping, payroll, and auto-enrolment services. Expert in implementing cloud-based solutions and system integrations to streamline financial processes for small businesses across Merseyside.
Questions
What accounting services do you offer for small businesses?
We provide full accountancy services including year-end accounts, management reporting, and VAT returns tailored to sole traders, partnerships, and limited companies.
How can you help with Making Tax Digital compliance?
We offer MTD readiness assessments, system design, data migration, and software training to ensure seamless HMRC compliance for VAT-registered businesses.
Do you provide tax planning services?
Yes, our Chartered Tax Advisors offer ethical tax planning strategies for personal, capital gains, and corporation tax optimisation.
What payroll solutions are available?
We manage full payroll processing with BACS payments, auto-enrolment compliance, and paperless payslips for businesses of all sizes.
Can you assist with HMRC investigations?
Our team provides expert representation and guidance during HMRC enquiries, with a free initial consultation to discuss your specific situation.
Is there a dedicated client manager assigned?
Every client receives a dedicated client manager to ensure consistent, personalised service and direct access to senior team members.
