Oakes Accounting

Business Details

16 Years

experience

Trusted Accountancy Services for Small Businesses in Wirral

Oakes Accounting specialises in tailored accountancy and bookkeeping solutions for small businesses and self-employed individuals. Founded in 2010 by Chris Oakes, a seasoned professional with over two decades of experience in finance, including roles at KPMG and PwC, the firm combines deep industry expertise with a client-centric approach. Our team, including Client Services Director Fiona Oakes, delivers fixed-fee services across the UK, prioritising transparency, efficiency, and compliance.

We leverage advanced accounting software and personalised advice to streamline financial processes, allowing clients to focus on business growth while adhering to strict regulatory standards. With professional indemnity cover and AAT accreditation, we ensure reliability and trust in every service provided.

Services

Accountancy Bookkeeping Payroll Start-ups Taxation

Details

Year established: 2010

Highlights and features

Tailor-made cost plans aligned to individual client needs
AAT licensed and regulated accounting expertise
Flexible working hours including out-of-hours support
Professional indemnity insurance for client protection
Proven experience across diverse business sectors

Associations and certifications

What people say

Friendly and professional service Competitive costs and reliability Streamlined accounting procedures Expert VAT and tax advice Personalised support for start-ups

Website

Update Listing

Services

Accountancy

We prepare statutory accounts for sole traders and limited companies, ensuring compliance with HMRC and Companies House requirements. Our services include management accounts, corporation tax returns, and audit preparation. Clients benefit from accurate financial reporting that supports informed business decisions while maintaining adherence to accounting standards.

Bookkeeping

Our bookkeeping solutions cover daily transaction recording, VAT return preparation, and software system implementation. We support cloud-based platforms like Xero and Sage to maintain real-time financial visibility. This service ensures organised records that simplify year-end accounting and improve cash flow management for small businesses.

Payroll

We manage full payroll processing including RTI submissions, payslip generation, and CIS compliance. Our service handles maternity/paternity leave calculations and year-end P60 distribution. Businesses gain confidence in meeting employer obligations while avoiding penalties through our accurate and timely payroll management.

Start-ups

We assist new businesses with company registration, budget planning, and accounting system setup. Our guidance covers VAT registration strategies and selection of appropriate tax schemes. Start-ups receive foundational financial frameworks that support sustainable growth and regulatory compliance from inception.

Taxation

We provide comprehensive tax services including self-assessment returns, corporation tax calculations, and VAT scheme optimisation. Our proactive monitoring ensures timely registrations and deregistrations while maximising allowable claims. Clients receive strategic tax planning to minimise liabilities within legal parameters.

People

Chris Oakes

Director

Qualified AAT accountant with 25+ years' experience in practice and industry. Former KPMG and PwC professional specialising in small business finance. Holds ACCA qualifications and manages all technical accounting aspects for clients.

Fiona Oakes

Client Services Director

AAT-qualified accounting professional with 17 years' experience running her own business. Manages client communications and service delivery. Provides expert bookkeeping support and transitional guidance for new clients implementing accounting software systems.

Questions

What accounting services do you offer for limited companies?

We prepare annual accounts, CT600 corporation tax returns, and confirmation statements for Companies House. Our service includes management accounts and tax efficiency reviews to ensure compliance and financial optimisation.

Do you provide bookkeeping software support?

Yes, we recommend and support Xero, Clearbooks, Sage, and Kashflow. Our team helps select appropriate systems, set them up, and provides training to ensure effective usage for daily financial management.

How do your fixed-fee packages work?

Our packages start from £21/month for sole traders and £39/month for limited companies. Services include core accounting, tax returns, and unlimited advice. We tailor packages to match individual business requirements beyond standard offerings.

Can you assist with HMRC investigations?

Yes, our packages include representation during HMRC investigations. We handle communication, prepare necessary documentation, and ensure proper defence of your tax positions while maintaining compliance with regulatory requirements.

What makes your payroll service different?

We handle complex scenarios including maternity leave pay, CIS returns, and benefits-in-kind reporting. Our real-time information submissions ensure compliance while providing detailed payslips and year-end documentation with no hidden charges.