Business Details
33 Years
experience
Trusted Chartered Accountants in Trowbridge & Bristol
We are a firm of Chartered Accountants dedicated to providing high-quality accounting, audit, taxation, and business advisory services. Our team combines extensive commercial experience with a modern approach to deliver tailored solutions for businesses and individuals. Founded in 1993, we have built a reputation for excellence, supported by our membership in the Institute of Chartered Accountants in England and Wales (ICAEW).Our expertise spans year-end accounts, tax planning, VAT compliance, statutory audits, and strategic business advice. We prioritise proactive support, leveraging technology to streamline accounting processes and reduce client tax liabilities. Our commitment to ongoing professional development ensures we remain at the forefront of industry standards, offering data-driven insights to help clients achieve long-term success.
Services
Year End Accounts
Tax Planning
VAT Returns
Statutory Audits
Business Advisory
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of combined experience in accounting and audit services.
- Our team holds ICAEW accreditation, ensuring adherence to the highest professional standards.
- We provide tailored, proactive advice to reduce tax liabilities and improve business efficiency.
- Our modern approach utilises AI and automation to streamline accounting processes.
- We guarantee timely compliance with HMRC deadlines and regulatory requirements.
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
Services
Year End Accounts
We prepare accurate year-end accounts, ensuring compliance with accounting standards and regulatory requirements. Our service includes financial statement preparation, tax adjustments, and detailed reporting. Clients benefit from clear insights into financial performance, enabling informed decision-making for business growth.
Tax Planning
Our tax planning services focus on minimising liabilities through strategic allowances and compliance. We offer corporation tax, inheritance tax, and capital gains tax planning, supported by specialist expertise. Clients receive proactive advice to optimise tax efficiency while avoiding penalties.
Statutory Audits
We conduct statutory audits with a tailored approach, combining data analytics and risk assessment to ensure accuracy. Our audits provide robust reports with actionable insights, helping businesses improve processes and meet regulatory obligations efficiently and transparently.
Business Advisory
Our advisory services cover business strategy, cash flow forecasting, and restructuring. We identify growth opportunities, implement systems for efficiency, and provide data-driven recommendations. Clients gain a reliable partner to navigate challenges and achieve long-term objectives.
VAT Returns
We manage VAT return preparation and submissions, ensuring compliance with HMRC regulations. Our team handles complex VAT scenarios, including SEIS/EIS schemes and cross-border transactions. Clients benefit from timely filings and strategies to reduce VAT liabilities.
People
David Oakensen
Director and Audit Engagement Partner
Qualified as a Chartered Accountant at 21, David studied at the London School of Economics and worked in Jersey and the Middle East before founding Oakensen Chartered Accountants in 1993. He leads audit engagements and strategic direction.
Ethan Edwards
Practice Operations Manager
With 14 years in accountancy and prior experience in sales management, Ethan oversees daily operations at Oakensen Chartered Accountants. He joined in 2018 after working with Mondelez International, bringing a commercial perspective to client services.
Becky Grist
Tax Department Head
Becky joined Oakensen Chartered Accountants in 2018 after graduating with a first in Accounting and Finance. She qualified as an ACA and now manages the Trowbridge office and tax team, specialising in compliance and client advisory.
Helen Hall
Head of Accounts and Audit
Helen leads accounts and audit teams in Bristol with 30 years of experience from William Price & Co. Acquired by Oakensen Chartered Accountants in 2018, she focuses on resolving complex client issues and audit excellence.
Angelique Avery
Trowbridge Office Manager
After completing a Mathematics masters at Bath, Angelique qualified as an ACA and now manages the Trowbridge team. She specialises in client accounting solutions and process optimisation using modern technology.
Questions
What accounting services do you offer for businesses?
We provide year-end accounts, tax planning, VAT returns, management accounts, cash flow forecasting, and business strategy advice tailored to your needs.
Do you handle audits for companies across different industries?
Yes, we conduct statutory audits and assurance services for businesses in logistics, manufacturing, software, charities, and more, with a tailored approach.
How do you help reduce tax liabilities for individuals?
Our tax-trained accountants ensure you utilise all allowances and provide strategic advice to minimise liabilities while maintaining HMRC compliance.
What technology do you use to streamline accounting processes?
We implement cloud accounting systems, AI, and automation tools to enhance efficiency, reduce errors, and save time for businesses and individuals.
Are your services available for startups and established businesses?
Yes, we support businesses at all stages, from company formation to complex restructuring, with scalable advisory and compliance solutions.
