Dragonfly Accounting & Financial Management

Dedicated Tax, Accountancy & Financial Management Solutions

Dragonfly is a boutique firm offering tailored tax, accountancy, and financial management services to individuals, businesses, and charities across diverse sectors. Founded by experienced Chartered Certified Accountant Paul O'Brien, we are committed to empowering our clients by simplifying taxation, streamlining finances, and assisting you in achieving your goals.

Supporting Individuals

For individuals, we offer comprehensive tax planning and compliance services, including:

• Tax and estate planning guidance
• Self-assessment tax return preparation and submission
• Representation and assistance with HMRC inquiries

Empowering Businesses

We assist businesses in navigating the complexities of financial management by:

• Advising on optimal legal structures
• Accounting services and financial statement preparation
• Tax planning and compliance support
• Business valuations and financial analysis

Supporting Charities and Non-Profits

We understand the unique challenges faced by charities and non-profit organizations. Our expertise includes:

• Annual financial statement preparation
• Tax compliance advice
• Guidance on fundraising and sustainability
• Support with grant applications

Our Approach

At Dragonfly, we believe in building strong relationships with our clients. We take the time to understand your individual circumstances, goals, and challenges to tailor our approach accordingly. We provide clear, concise explanations and proactive guidance, ensuring you feel empowered and informed every step of the way.

Experience and Expertise

Paul O'Brien brings extensive experience and deep understanding to Dragonfly. Having held senior leadership roles in various sectors, he has a proven track record of success in:

• Financial planning and management
• Tax compliance and advisory services
• Business development and operations

Join us on your journey to financial success!