Business Details
22 Years
experience
Your Trusted Accountants in Cardiff
Established in 2004, DM Bookkeeping is led by Dorothy Morgan, a Member of the Association of Accounting Technicians (AAT). With seven years of experience at a Financial Chartered Accountant firm, Dorothy brings deep expertise in bookkeeping, VAT, payroll, and tax services. Our focus is on supporting startups, small businesses, and sole traders across Cardiff and surrounding regions, including Hertfordshire, Essex, London, and Suffolk.We offer tailored solutions, from business registration to year-end accounts, using flexible methods to suit client needs. Our commitment to accuracy, integrity, and service has earned us long-term client relationships and industry recognition through AAT licensing. We prioritise transparency, confidentiality, and practical support to help businesses thrive.
Services
Bookkeeping
VAT Returns
Payroll Management
Year End Accounts
CIS Returns
Self-assessment Returns
Corporation Tax Returns
Partnership Returns
Financial Accounting
Business Registration Assistance
Details
- Year established: 2004
Highlights and features
- We have over 20 years of combined experience in accounting and bookkeeping.
- Specialise in supporting startups, small businesses, and sole traders.
- Flexible working methods tailored to client preferences and locations.
- AAT-licensed team ensuring compliance and industry-standard practices.
- Free initial consultation to understand your specific requirements.
Associations and certifications
- Association of Accounting Technicians (AAT)
What people say
Highly professional
Accurate and punctual
Good value for money
Supports in every way
Godsend for business
Services
Bookkeeping
We manage day-to-day financial records, ensuring accurate tracking of income, expenses, and transactions. Our service supports businesses in maintaining compliance and making informed financial decisions. Clients receive regular updates and tailored reporting to streamline operations.
VAT Returns
We prepare and submit VAT returns to HMRC, ensuring adherence to deadlines and regulations. Our process includes reconciling records, calculating liabilities, and advising on VAT schemes to optimise cash flow. Clients benefit from error-free submissions and reduced administrative burdens.
Payroll Management
We handle payroll processing, including salary calculations, tax deductions, and payslip generation. Our service ensures compliance with PAYE and NIC requirements while maintaining confidentiality. Clients receive timely payments and end-of-year documentation for employees.
Year End Accounts
We prepare year-end financial statements, including profit and loss accounts and balance sheets. Our service ensures compliance with Companies House and HMRC requirements. Clients receive clear insights into financial performance to support strategic planning and tax efficiency.
CIS Returns
We manage CIS registration, payment submissions, and monthly returns for contractors and subcontractors. Our service ensures compliance with HMRC regulations, including tax deductions and verification. Clients benefit from accurate reporting and reduced risk of penalties.
People
Dorothy Morgan
Owner/Bookkeeper
Dorothy Morgan, an AAT-licensed professional, founded DM Bookkeeping in 2004 after seven years at a Financial Chartered Accountant firm. She specialises in supporting small businesses with bookkeeping, payroll, and tax compliance.
Questions
What services does DM Bookkeeping offer?
We provide bookkeeping, VAT returns, payroll management, year-end accounts, CIS returns, self-assessment, and corporation tax returns for small businesses and sole traders.
How do you work with remote clients?
Clients send records via email or file-sharing services. We use preferred accounting software and maintain regular communication to ensure seamless collaboration.
Do you serve areas outside Cardiff?
Yes, we serve Hertfordshire, Essex, London, Suffolk, and surrounding regions, supporting both local and remote businesses.
Is there a free initial consultation?
Yes, we offer a free consultation to discuss your requirements and propose tailored solutions for your business needs.
Are you regulated by any professional body?
We are licensed and regulated by the Association of Accounting Technicians (AAT) under licence number 6572.