Business Details
20 Years
experience
Expert Accountants in Exeter
Merlin Accountancy Services was founded in 2006 to provide tailored financial solutions for small and medium-sized businesses in Exeter and surrounding areas. Our approach combines technical expertise with a deep understanding of clients' personal and professional goals, offering more than standard accounting services. We specialise in transforming financial data into actionable insights that help businesses optimise profits, reduce tax liabilities, and achieve work-life balance improvements. With over 15 years of experience, our team delivers fixed-fee packages that include unlimited advice, ensuring transparency and predictability for clients.Our commitment to continuous improvement is demonstrated through regular benchmarking reports and innovative tools like BoardView meetings. We maintain strong ethical standards, evidenced by our ICAEW membership and client testimonials highlighting exceptional service reliability. Our local knowledge and focus on long-term client relationships distinguish us in the accounting sector, with a track record of helping businesses navigate complex financial challenges while maintaining compliance.
Services
Account Preparation
Tax Planning
Bookkeeping Support
Payroll Services
Business Strategy
VAT Returns
Company Secretarial
Cashflow Forecasting
Benchmarking Reports
BoardView Meetings
Details
- Year established: 2006
Highlights and features
- We offer fixed-fee accounting packages with unlimited advice
- Our team holds ICAEW professional accreditation
- We provide tailored business strategy alongside financial services
- We focus on Exeter and Devon's local business community
- We combine 15+ years of experience with innovative financial tools
Associations and certifications
- ICAEW
What people say
Fixed price package
Friendly and accessible
Exceptionally great professionals
Always ready to help
No hidden fees
Services
Account Preparation
We prepare comprehensive annual accounts that meet statutory requirements while providing valuable business insights. Our service includes balance sheet preparation, profit and loss statements, and detailed financial analysis. Clients receive clear explanations of their financial position and actionable recommendations for improvement.
Tax Planning
Our proactive tax planning service identifies legitimate opportunities to minimise tax liabilities. We specialise in corporation tax, personal tax, and VAT planning while ensuring full compliance with HMRC regulations. Regular reviews help businesses adapt to changing tax legislation and business circumstances.
Bookkeeping Support
We maintain accurate, up-to-date financial records that form the foundation for sound business decisions. Our bookkeeping service includes transaction recording, bank reconciliation, and management reporting. We use modern accounting software to ensure efficiency and accuracy.
Business Strategy
We provide strategic financial guidance to help businesses achieve growth objectives. Our service includes cashflow forecasting, benchmarking analysis, and performance improvement recommendations. We focus on aligning financial strategies with clients' personal and business goals.
Payroll Services
Our payroll service ensures accurate and timely employee payments while maintaining compliance with tax and employment regulations. We handle PAYE calculations, pension contributions, and statutory reporting requirements. Regular updates keep businesses informed about payroll-related obligations.
People
Giles Corby
Founder
Giles founded Merlin Accountancy in 2006 after working in local practice. He specialises in helping SMEs achieve business and personal goals through strategic financial management. With extensive experience in business taxation and growth planning, he brings practical insights to client challenges.
Karen
Senior Accountant
Karen joined Merlin in 2007 with prior experience in charity and corporate accounting. She focuses on bookkeeping systems and client advisory services, helping businesses improve financial processes. Her background in both commercial and non-profit sectors provides valuable perspective.
Niki
Apprentice Accountant
Niki joined the team in 2022 as an accountancy apprentice. She supports clients with day-to-day financial administration while studying for professional qualifications. Her bilingual skills and customer service background enhance client interactions.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, financial reporting, tax compliance, payroll, and business advisory services tailored to SME needs.
Do you offer fixed-fee accounting packages?
Yes, we offer transparent fixed-fee packages with unlimited advice, including Growth, Potential, and Essentials options to suit different business requirements.
How do you help businesses with tax planning?
We identify legitimate tax-saving opportunities through proactive planning, including corporation tax, personal tax, and VAT strategies while ensuring full compliance.
What areas do you serve?
We primarily serve businesses in Exeter and Devon, with clients across the South West region benefiting from our remote advisory capabilities.
How experienced is your team?
Our team combines 15+ years of experience through Giles' leadership and Karen's practical expertise, supported by Niki's emerging talent in accountancy.
Are you regulated accountants?
Yes, we maintain ICAEW membership (number 8951512) and adhere to strict professional standards in all our accounting services.
