Business Details
20 Years
experience
Your Trusted Accountants in Somerton
Established in 2006 by Heidi Channing, our firm has grown steadily through client trust and word-of-mouth referrals. In 2013, Lindsey Wright joined as a director, bringing extensive experience from managing a regional accounting practice. Our team combines nearly 70 years of collective expertise, delivering tailored accounting solutions to businesses and individuals. We prioritise understanding client needs to simplify financial management while maintaining affordability. Our services span business start-ups, compliance, tax planning, payroll, and cloud accounting software support.We serve diverse sectors including retail, hospitality, construction, and engineering. Our cloud accounting expertise enables real-time financial management for clients. We handle regulatory filings, HMRC compliance, and pension scheme setup for businesses. For individuals, we offer self-assessment, capital gains tax advice, and estate planning. Our team includes qualified professionals with AAT, ACCA, and ICAEW accreditations.
Services
Business Start-Up
Compliance Services
Tax Planning
Payroll Services
Cloud Accounting
Self-Assessment
Capital Gains Tax
Estate Planning
Pension Schemes
HMRC Compliance
Details
- Year established: 2006
Highlights and features
- We have nearly 70 years of combined experience in accounting and tax advisory.
- Our team includes Chartered Accountants and AAT-qualified professionals.
- We offer tailored cloud accounting solutions for real-time financial management.
- We specialise in compliance and regulatory filings for businesses of all sizes.
- Our local expertise serves businesses across Somerset and surrounding areas.
Associations and certifications
- Association of Accounting Technicians (AAT)
- Institute of Chartered Accountants in England and Wales (ICAEW)
Services
Business Start-Up
We guide new businesses through setup, advising on legal structures, tax systems, and documentation. Our support includes business plans, cashflow projections, and registrations with Companies House and HMRC. We provide ongoing bookkeeping and compliance services tailored to emerging businesses.
Compliance Services
Our team manages mandatory filings, annual accounts, management accounts, and payroll/VAT returns. We ensure adherence to HMRC requirements and Making Tax Digital reforms. Services include preparing confirmation statements and handling HMRC investigations for businesses of all sizes.
Tax Planning
We optimise tax efficiency through strategic planning for businesses and individuals. Services include corporate tax, personal tax returns, capital gains tax calculations, and estate planning. We help clients utilise allowances and exemptions to minimise liabilities legally.
Payroll Services
We process PAYE, national insurance, and pension contributions while issuing payslips. Our services cover starter/leaver documentation, P60 statements, and pension scheme setup. We ensure compliance with real-time reporting requirements for employers.
Cloud Accounting
We implement cloud-based solutions like Xero and QuickBooks for real-time financial management. Clients access accounts, generate reports, and manage transactions remotely. Our team integrates cloud systems with bookkeeping, VAT returns, and payroll processes.
People
Lindsey Wright
Director
With 19 years' experience, Lindsey qualified as a Chartered Accountant in 2010. She specialises in advising local owner-managed businesses across retail, hospitality, and construction sectors.
Louise Turner
Client Manager
Qualified ACCA accountant since 2023, Louise manages accounts preparation, compliance, and cloud software support. She provides tax planning and payroll assistance to diverse business clients.
Debbie Shields
Client Manager
Fellow AAT member with 25+ years' experience, Debbie handles accounts, VAT, and management reporting across multiple sectors. She supports directors with client portfolios and compliance.
Michelle Turner
Client Manager
Qualified AAT member since 2001, Michelle prepares accounts for sole traders to limited companies. She specialises in payroll, VAT compliance, and tax matters with 30 years' industry experience.
Alison James
VAT & Accounts Assistant
Alison brings 30 years' retail and commercial accounting experience. She supports clients with Xero and QuickBooks software, handling bookkeeping, VAT returns, and payroll processes.
Questions
What accounting services do you offer?
We provide business start-up support, compliance services, tax planning, payroll management, cloud accounting, self-assessment, and estate planning tailored to businesses and individuals.
Do you support cloud accounting software?
Yes, we implement and support Xero and QuickBooks cloud solutions, enabling real-time financial management and remote access to accounts and reports.
Can you help with business compliance?
We handle annual accounts, HMRC filings, payroll/VAT returns, and Making Tax Digital compliance. Our team prepares documentation for Companies House and manages regulatory requirements.
What tax advisory services are available?
We offer corporate tax, personal tax returns, capital gains tax calculations, and estate planning. Our advice focuses on legal tax minimisation through allowances and strategic planning.
How do you support new businesses?
We advise on business structures, tax systems, and documentation. Services include business plans, cashflow projections, and registrations with Companies House and HMRC.
What payroll services do you provide?
We process PAYE, national insurance, and pension contributions. Our services include payslip generation, starter/leaver documentation, P60 statements, and pension scheme setup.
