How we help

Premium accountancy and tax services in Southampton and Fareham

We are proud to provide a proactive and supportive service, effectively becoming part of your team so that you can relax and get on with running and building your business.

Our approach is non-judgemental. We are here to help. We always give you our considered, professional opinion on the best way forward.

Our fixed fees ensure that you won’t get a bill if you ask a question and our attention to detail when looking after your affairs means you will never have an unexpected tax bill once we have been appointed as your accountant and understood your affairs.

We invest in industry-leading accounting and document management software and we are experienced Xero Partners, meaning your accounting records and returns will be optimised.

Online accounting

As a proactive firm of accountants, we are always looking for the latest solutions to your needs. We are also looking for ways to work smarter so we can give you more value for your money.

If you are a small business owner, cloud-based accounting software will provide you with the right set of tools to manage your financial information day to day.

We are up to speed on all the requirements of Making Tax Digital and can advise you on the most cost-effective means to deal with HMRC’s requirements in this evolving area.

Xero

Our focus is on ensuring that your Xero is set up most efficiently for your business, be that a sole trader maintaining the books once a month or a £2m+ turnover business with a dedicated finance resource. We provide a tailored set-up and training service to suit you and the needs of your business.

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MTD

We have the knowledge and tools to help support your business in complying with the latest requirements. We will not enforce a ‘one size fits all’ approach. There are a variety of solutions and it’s important we find one that is user-friendly and cost-effective for you.

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Business

We offer a range of services to help you meet your business objectives. These are tailored to your individual circumstances and we’ll sit down with you to determine exactly what it is you need from us. 

Audits

As a Registered Auditor with decades of experience, we adopt a commercial approach in providing feedback and recommendations. 

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Bookkeeping

We will help you assess your bookkeeping and accounting requirements, before recommending the appropriate solution to maintain your records.

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Business planning

Using our invaluable experience, we will assist you in preparing a consistent and logical business plan for your enterprise. 

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Company formations

We can help you make the right decisions and assist you in forming your new company.

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Company secretarial

We can undertake your company secretarial duties on your behalf or assist you with specific tasks where necessary.

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Corporate finance

From project appraisals to advice on acquisitions, we offer a range of corporate finance services. 

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Corporate tax

Our expertise ensures you only pay the minimum corporation tax within the law.

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Fee protection

Protect yourself from the costs that may arise with a tax investigation from HMRC.

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Payroll

Take advantage of our payroll service so you can concentrate on running your business.

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Individuals

No two individuals are the same and our services are tailored to your needs following an initial consultation with you. We will help you demystify whatever tax matter you’re dealing with. We also provide ‘cradle to grave’ support for you and your family. 

Probate and estate planning

Let us take the burden away during this time of grief and stress.

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Personal tax

From self-assessment tax returns to assisting with personal tax compliance issues, we can help.

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Who we help

Whether you need a self-assessment tax return or a service that’s more complex, such as carrying out an audit, we cater to everybody from individuals and sole traders to charities, solicitors and large companies.

Specialist sectors

Business lifecycle

Individuals

Get in touch

Browse our website for more information on the services we can offer you. Alternatively, get in touch to book a no-obligation initial meeting where David or Lucy will listen to your needs and offer advice on how we can help you further.