Business Details
Trusted Chartered Accountants in Liverpool
Established as a respected firm of chartered accountants, we provide expert, proactive financial advice to businesses and individuals across the North West. Our ICAEW Chartered status ensures clients receive services meeting the highest professional standards, with a focus on tailored solutions rather than generic offerings. With over two decades of experience supporting SMEs, we combine regulatory compliance with a flexible, client-centric approach. Our team prioritises understanding each client's unique goals to deliver strategic tax planning, R&D claims, and compliance services. Trusted by organisations from construction and IT sectors to sole traders, we maintain long-term relationships through transparent communication and value-driven expertise.Unlike larger firms, we offer direct access to senior accountants without hierarchical barriers. Our commitment to quality is evidenced by 90% of our work originating from referrals and repeat business. We operate from Liverpool's business district, serving clients in Liverpool, Wirral, Cheshire, Lancashire and beyond. New clients benefit from a complimentary consultation to establish their specific requirements before service commencement.
Services
Bookkeeping
Tax Planning
Payroll Services
VAT Returns
Company Formation
R&D Claims
Self Assessment
Financial Projections
CIS Compliance
Highlights and features
- ICAEW Chartered status ensuring professional excellence
- Proactive tax planning and compliance advice
- Free initial consultation for new clients
- Specialists in SME accounting and R&D claims
- 90% of work comes from client referrals
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
What people say
First rate service
Proactive advice
Excellent service
Highly recommend
Easy to understand advice
Services
Bookkeeping Services
Maintain fully compliant financial records with regular reporting. We ensure accurate transaction recording, account reconciliation, and preparation of management accounts. Our system provides intuitive, up-to-date financial insights for business decision-making.
Tax Planning
Minimise tax liabilities through strategic planning. Our experts advise on corporation tax, capital gains tax, and R&D tax credits while ensuring full HMRC compliance. We proactively identify tax-saving opportunities specific to your business activities.
Payroll Services
Comprehensive payroll management including CIS compliance. We handle employee registrations, real-time reporting, payslip production, and tax deductions through integrated BACS systems, ensuring complete regulatory adherence.
VAT Returns
Simplify VAT management with our complete compliance service. We prepare and submit returns, advise on VAT schemes, and handle HMRC correspondence to reduce administrative burdens while maintaining full regulatory compliance.
Company Formation
Expert guidance for new business establishment. We handle company registration, legal structure advice, and initial compliance requirements, providing a complete start-up solution tailored to your specific business needs.
People
Dane Fennelly
Managing Director
E2E Technologies' Managing Director who has used Phil Owen & Co & Co.'s services for several years, praising their prompt service and proactive approach to accounting requirements.
Kevin Collins
C.B. Transport Refrigeration Ltd
Represents a multimillion-pound business that has benefited from significant tax savings through R&D claims advised by Phil Owen & Co & Co. over many years.
Ian Johnson
Company Director
Private individual client who has received excellent accounting services since being introduced to Phil Owen & Co & Co. through personal recommendation several years ago.
Paul McHale
Contractor
Sole trader who was referred to Phil Owen & Co & Co. for financial advice, finding their guidance easy to understand and instrumental in business success.
Questions
What accounting services do you offer businesses?
We provide bookkeeping, VAT returns, payroll, corporation tax, R&D claims, CIS compliance, and financial projections tailored to SME needs.
Do you specialise in any particular business sectors?
While serving all sectors, we have particular expertise in construction, IT, engineering, and professional services industries across the North West.
How do you support new business start-ups?
Our start-up package includes company formation, legal requirement guidance, and tailored financial planning to establish strong accounting foundations.
What areas do you cover beyond Liverpool?
We serve clients throughout Wirral, Cheshire, Lancashire and the wider North West region from our Liverpool city centre base.
How are fees structured for your accounting services?
We provide transparent pricing tailored to each client's requirements during initial consultation, with no hidden charges or unexpected costs.
