Business Details
Trusted Accountants in Teignmouth | Synergy Accounting
Synergy Accounting is a client-focused accountancy firm dedicated to providing tailored financial solutions for businesses of all sizes. With over 30 years of combined experience, Koreen James and Sheree Ager bring a wealth of expertise from working with large corporations and managing their own enterprises. We specialise in bookkeeping, payroll, tax returns, VAT management, and business advisory services, prioritising clear communication and jargon-free advice.Our approach ensures clients receive accurate, timely financial information to support informed decision-making. Recognising the unique needs of SMEs and micro-businesses, we offer flexible support that adapts to individual requirements. Client testimonials highlight our professionalism, responsiveness, and ability to demystify complex financial processes. Our commitment to transparency and long-term client relationships underpins every service we deliver.
Services
Bookkeeping
Accountancy
Payroll Services
Taxation and Tax Returns
VAT Management
Management Accounting
Training
Highlights and features
- 30+ years of combined accountancy experience
- Tailored services for SMEs and micro-businesses
- Jargon-free financial advice and transparent communication
- Proven track record with diverse business sectors
- Flexible support adapting to client requirements
Associations and certifications
- Association of Accounting Technicians (AAT)
What people say
Honest and transparent
Invaluable guidance
Excellent value for money
Approachable professionals
Reliable support
Services
Bookkeeping
We maintain accurate financial records through regular bookkeeping, ensuring compliance with Making Tax Digital requirements. Our service includes data input, bank reconciliation, and producing timely accounts to help businesses avoid penalties. This enables informed decision-making and reduces financial stress for SMEs.
Payroll Services
Our comprehensive payroll service handles tax deductions, payslip generation, and HMRC filings. We manage CIS administration, auto-enrolment pensions, and statutory payments while ensuring compliance with employment regulations. This allows businesses to focus on operations without payroll-related concerns.
Tax Returns
We prepare and submit tax returns for sole traders, partnerships, and limited companies. Our service includes calculating liabilities, explaining deadlines, and minimising penalties through timely submissions. This ensures compliance with HMRC requirements while optimising tax positions.
VAT Management
We assist with VAT registration, scheme selection, and return preparation. Our service clarifies complex VAT classifications and ensures accurate quarterly filings. This helps businesses maintain compliance while optimising cash flow through strategic VAT planning.
Management Accounting
We provide monthly or quarterly financial assessments to identify profit drivers and growth opportunities. Our service includes performance analysis, cash flow forecasting, and strategic recommendations. This empowers businesses to make data-driven decisions for sustainable growth.
People
Koreen James
Accountant
Fellow AAT member with 30+ years of experience, Koreen specialises in tax and business advisory services. She combines corporate expertise from roles at Philips and Nestle with SME-focused support.
Sheree Ager
Accountant
With 15 years in accountancy, including charity sector experience, Sheree offers payroll expertise and practical business insights. She supports clients with compliance and operational efficiency.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll, tax returns, VAT management, business advisory services, and accounting software training.
Do you work with small businesses?
Yes, we specialise in supporting SMEs and micro-businesses with tailored financial solutions.
How do you handle tax compliance?
We prepare and file tax returns for sole traders, partnerships, and limited companies while explaining deadlines and penalties.
Can you assist with Making Tax Digital?
Yes, we help businesses adapt to MTD requirements through regular bookkeeping and digital record-keeping.
What software do you support?
We offer training and support for QuickBooks, Xero, Sage, and Excel accounting platforms.
