Business Details
Your Trusted Accountants in Plymouth
Established over 35 years ago, Alan Forrester has built a reputation as a trusted accounting partner for businesses across the Southwest. Our approach combines cutting-edge technology with personalized service, ensuring clients receive real-time financial insights tailored to their unique needs. We prioritise transparency through fixed pricing and maintain open communication channels, with dedicated Account Managers available via phone or email. Our expertise spans tax planning, payroll management, and strategic financial analysis, helping businesses optimise efficiency and profitability. By conducting quarterly performance reviews, we provide actionable recommendations to support long-term growth.Our team of qualified professionals adheres to rigorous standards, including ICAS accreditation, while maintaining a client-centric ethos that values trust and collaboration. With offices in Plymouth and Bovey Tracey, we serve diverse industries, blending local market knowledge with national regulatory expertise. Our commitment to innovation ensures seamless cloud-based accounting solutions, reducing administrative burdens for business owners. This combination of experience, technology, and personal service positions us as advisors who act as an extension of our clients' teams.
Services
Transform my Business
Start Ups
Accounts
Tax
VAT
Bookkeeping
Payroll
Financial Planning
Highlights and features
- We offer over 35 years of experience in business accounting.
- We provide real-time cloud-based accounting technology.
- Our fixed transparent pricing ensures no hidden costs.
- We assign a dedicated Account Manager to every client.
- We conduct quarterly performance reviews for business growth.
Associations and certifications
- ICAS
Services
Transform my Business
Our Transform my Business service provides strategic financial analysis and performance reviews. We identify growth opportunities through quarterly KPI assessments and tailored recommendations. Using cloud technology, we deliver real-time insights to enhance business efficiency and profitability.
Tax Planning
Our tax planning service includes pre-year-end reviews to minimise liabilities. We offer expert guidance on tax-efficient strategies for sole traders and businesses. With proactive advice, we ensure compliance while optimising your tax position.
Real-Time Accounting
Real-time accounting uses cloud technology for instant financial updates. We manage paperless accounts through integrated software, ensuring seamless submissions and continuous financial monitoring. This approach reduces administrative burdens and improves accuracy.
Payroll Services
Our payroll services handle all aspects of employee compensation. From salary calculations to HMRC submissions, we ensure compliance with current regulations. We provide accurate, timely processing with dedicated support for payroll queries.
Start-Up Support
Start-Up Support offers tailored guidance for new businesses. We assist with financial setup, regulatory compliance, and growth strategies. Our services include budget planning, tax registration, and ongoing advisory support for new ventures.
People
Sadie Rogers
Practice Manager
ICAS-qualified since 1997, Sadie specialises in small business accounting. She oversees year-end accounts and tax compliance, ensuring clients receive expert financial guidance tailored to their operational needs.
Lisa Sword
Client Manager
Lisa manages bookkeeping and year-end accounts, providing comprehensive financial reporting. She works closely with clients to maintain accurate records and support informed business decisions through detailed financial analysis.
Vicki Barry
Client Manager
Vicki handles payroll operations and front-office coordination. Her expertise ensures accurate payroll processing while maintaining clear communication channels between the firm and its clients for seamless service delivery.
Donna McAllister
Receptionist
Donna manages front-of-office operations and credit control. She ensures smooth administrative processes while maintaining professional client interactions, supporting the firm's commitment to exceptional service delivery.
Sarah Zebedee
Finance Manager
Sarah oversees bookkeeping and VAT returns, working towards AAT qualification. She provides detailed financial management support, ensuring compliance and accuracy in all accounting processes for client businesses.
Questions
What accounting services do you offer?
We provide accounts preparation, tax planning, VAT returns, payroll management, and business growth strategy reviews.
How does your real-time accounting work?
Cloud-based software enables instant financial updates, allowing continuous monitoring and immediate access to your business financial status.
Do you support start-up businesses?
Yes, we offer tailored guidance for new ventures including financial setup, compliance, and growth strategy development.
How do you handle tax planning?
We conduct pre-year-end reviews to identify tax-saving opportunities and provide actionable recommendations for optimising your tax position.
What areas do you serve?
We primarily serve Plymouth, Devon, and the wider Southwest region from our two office locations.
