Business Details
23 Years
experience
Trusted Accounting & Tax Advisory Services in Bristol
Perpetual Business & Tax Advisors has been delivering exceptional client care for over two decades. Our approach prioritises understanding each client's unique business goals, financial needs, and future aspirations through personal engagement. We specialise in demystifying complex accounting and tax matters, enabling informed financial decisions while optimising cash flow and minimising tax liabilities. With four South West offices and cloud-based capabilities serving clients nationwide, we combine comprehensive service provision with prompt responsiveness.Our team's expertise spans business start-ups, payroll management, cloud accounting, and strategic tax planning. Client testimonials consistently highlight our ability to simplify financial complexities, provide timely expert guidance, and maintain proactive communication. We operate with transparent fixed-fee pricing structures and maintain professional accreditations that underscore our commitment to excellence. Our growth through client referrals reflects our dedication to building long-term advisory relationships based on trust and demonstrable value.
Services
Personal Taxation
Business Advice
Business Start-Ups
Payroll Services
Bookkeeping
Cloud Accounting
Fixed Fees
Details
- Year established: 2003
Highlights and features
- 20+ years of experience delivering tailored accounting solutions
- Fixed fee pricing structure with no unexpected charges
- Cloud accounting expertise with Xero certified professionals
- Personalised service with direct access to dedicated advisors
- Proactive tax planning to maximise cash flow and minimise liabilities
What people say
Excellent service
Highly recommend
Stress-free process
Expert advice
Prompt and efficient
Services
Personal Taxation
Our personal taxation service provides comprehensive support for individual tax needs. We specialise in annual tax returns, inheritance tax planning, and capital gains calculations, offering clear explanations of complex tax matters. Clients benefit from strategic advice to optimise tax efficiency while ensuring full compliance with HMRC requirements. Our team maintains technical excellence through continuous professional development.
Business Start-Ups
We provide complete business start-up guidance from legal structure selection to compliance requirements. Our service includes business plan development, cashflow forecasting, and HMRC registration. We help new businesses establish effective accounting systems and understand their tax obligations. Clients receive ongoing support tailored to their growth stage and industry requirements.
Payroll Services
Our payroll service handles all aspects of employee payment processing and compliance. We manage RTI submissions, auto-enrolment pensions, and tax calculations while ensuring adherence to changing legislation. Clients receive timely payslips with clear payment breakdowns and benefit from expert support for complex payroll queries.
Cloud Accounting
We implement and support cloud accounting solutions using Xero and other platforms. Our service includes system setup, data migration, and ongoing technical support. Clients gain real-time financial insights and improved collaboration through secure cloud technology. Our certified experts provide training to maximise software benefits.
Fixed Fee Structure
Our fixed fee pricing model provides complete cost certainty for accounting services. Fees are agreed upfront covering all anticipated work, with no hidden charges. This approach enables better budgeting for clients while maintaining access to comprehensive accounting support through regular monthly payments.
People
Duane Shield
Partner
Fellow of ACCA and Chartered Tax Adviser with 30 years' experience. Founded PBTA in 2003 after qualifying at 24. Specialises in business advisory and tax planning. Recognised for technical expertise and client-focused approach.
Paul Grant
Partner
Business consultancy specialist with banking sector experience. Provides strategic advice to businesses at all growth stages. Known for combining financial expertise with practical business insights. Maintains focus on client trust and timely delivery.
Faye Barrett
Director
ACCA Fellow with specialist knowledge in company accounts and VAT compliance. Manages client portfolios from the Hanham office. Combines technical excellence with practical business advice. Holds multiple professional qualifications.
Mark Barrett
Payroll Manager
18 years' payroll expertise managing complex schemes and workplace pensions. Provides tailored payroll solutions for businesses of all sizes. Recognised for clear communication and regulatory compliance knowledge.
Helen Coles
Xero Expert
Certified cloud accounting specialist with extensive experience implementing digital solutions. Supports clients transitioning to cloud platforms. Maintains technical proficiency through continuous training and certification programs.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, payroll, VAT returns, company accounts, and business advisory services tailored to small businesses.
Do you offer fixed fee accounting services?
Yes, we operate a transparent fixed fee structure agreed upfront with monthly payments, covering all anticipated accounting requirements without unexpected charges.
Can you help with business start-up requirements?
We provide comprehensive start-up support including business structure advice, company formation, business planning, and HMRC registration for new businesses.
Do you support cloud accounting software?
Yes, we are Xero certified advisors and can implement, support, and train clients on cloud accounting platforms for improved financial management.
How do you handle tax compliance for individuals?
We manage personal tax returns, inheritance tax planning, and capital gains calculations while providing strategic advice to optimise tax efficiency.
What areas do you serve?
Based in Bristol with four offices, we serve clients across the South West and support businesses nationwide through cloud accounting solutions.
