Business Details
45 Years
experience
Trusted Chartered Accountants in Carlisle & Penrith
Established in 1981, we are a Cumbrian-based chartered accountancy firm with two primary offices in Carlisle and Penrith. Our team comprises qualified accountants, tax specialists, payroll professionals, and business advisors who serve clients nationwide. We combine local expertise with national reach, offering tailored financial solutions to diverse industries. Our multidisciplinary team includes dedicated specialists in tax, audit, payroll, and industry-specific sectors such as healthcare, hospitality, and farming. We prioritise client relationships, delivering proactive advice and practical support to help businesses grow sustainably.With over four decades of experience, we remain committed to professional excellence and continuous staff development. Our services extend beyond traditional accountancy, encompassing strategic business advisory and sector-specific insights. We actively engage with clients through regular updates on regulatory changes and industry developments. Our approach blends technical expertise with a deep understanding of clients' operational challenges. We maintain strong community ties while supporting businesses across the UK through our comprehensive service portfolio.
Services
Accountancy Services
Tax Advisory
Payroll Management
Business Advisory
Industry-Specific Solutions
Details
- Year established: 1981
Highlights and features
- We have over 40 years of experience in accountancy and business advisory services
- Our multidisciplinary team includes specialists in tax, payroll, and industry-specific sectors
- We provide tailored financial solutions for diverse industries including healthcare and farming
- Our client-focused approach combines technical expertise with practical business understanding
- We offer continuous staff development and regular client updates on regulatory changes
Associations and certifications
- Chartered Accountants
Services
Accountancy Services
We provide comprehensive accountancy services including statutory accounts preparation and financial reporting. Our qualified team ensures compliance with regulatory requirements while offering strategic financial insights. Clients benefit from accurate, timely reporting that supports informed business decisions across all sectors we serve.
Tax Advisory
Our tax specialists deliver tailored advisory services covering corporation tax, personal tax, and VAT. We help businesses optimise tax positions while maintaining compliance. Services include tax-efficient structuring, HMRC representation, and regular updates on legislative changes affecting clients' tax obligations.
Payroll Management
We offer complete payroll processing solutions with statutory compliance assurance. Services include salary calculations, PAYE submissions, and year-end returns. Clients receive expert guidance on employment tax issues and real-time support for payroll-related queries.
Business Advisory
Our business advisors provide growth strategies and operational improvements. We offer cashflow management, financial forecasting, and merger/acquisition support. Clients gain access to sector-specific insights and practical solutions tailored to their business lifecycle stage.
Industry-Specific Solutions
We deliver targeted solutions for healthcare, hospitality, farming, and other specialist sectors. Our team understands unique industry challenges and regulatory requirements. Clients benefit from tailored advice that addresses sector-specific financial and operational considerations.
People
Claire Phillips
Accountant
Experienced accountant specialising in business advisory services with particular expertise in supporting professional practices and academies across Cumbria and beyond.
Stuart Bell
Partner
Chartered accountant with extensive experience in audit and assurance services, providing strategic financial guidance to businesses in the hospitality and construction sectors.
Faye Armstrong
Tax Adviser
Specialist tax adviser focusing on VAT compliance and planning, supporting businesses across healthcare and not-for-profit sectors with complex tax matters.
Joanne Thomlinson
Industry Specialist
Sector expert with deep knowledge of academy finances and farming estate accounting, delivering tailored solutions that address specific regulatory and operational challenges.
Robert Wharton
Consultant
Senior consultant specialising in charity governance and financial resilience, providing strategic advice to social enterprises and not-for-profit organisations nationwide.
Questions
What accounting services do you offer?
We provide full accountancy services including statutory accounts, financial reporting, bookkeeping, and management accounts for businesses of all sizes.
Do you specialise in specific industries?
Yes, we have dedicated teams for healthcare, hospitality, farming, academies, and not-for-profit sectors, alongside general business advisory services.
What tax services are available?
We offer tax planning, compliance services, VAT registration, and specialist advice on corporation tax, personal tax, and PAYE schemes.
Do you provide payroll services?
Yes, we manage full payroll processing including salary calculations, HMRC submissions, and year-end returns with real-time compliance support.
How do you keep clients informed?
We send regular updates on tax changes, accounting standards, and industry-specific news through our Dodd & Co & Co & Co Updates service.
