Helping you see the wood from the trees


Specialising in working with owner managed businesses to run and grow their business. Including assistance with maintaining records, management accounts, year end accounts preparation and Tax Planning.

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About Me


I am a Chartered Accountant and Chartered Tax Advisor with over 10 years experience, based in Formby near Southport and Liverpool.

I work mainly with owner managed businesses, offering services such as:

- Assisting businesses with their initial start up
- Preparation of VAT Returns and initial registration
- Preparation of Management accounts
- Preparation of Sole Trader accounts and Preparation of Tax Returns
- Preparation of Company accounts and Corporation Tax Returns
- Tax planning for both individuals and Companies

I believe in this day and age that the time of the once a year accountant has long passed and that businesses need an advisor to work with them throughout the year, becoming a trusted member of their team. It is for this reason that I offer clients a full range of services including assistance with bookkeeping and implementation of online bookkeeping software.

If you are a start up business looking for initial support and advice or an existing business looking for an approachable local accountant who offers all year support then call me.

Initial consultation is always free of charge

Services

Managing Your Accounts


Year End Company accounts

Company Tax Return

Personal Tax Return

VAT Returns

Saving you Tax / Specialist Tax Advice


Personal and Corporation tax planning

Advice on Mergers and Acquisition

Advice regarding Business re-organisations

Growing your
business


Company Incorporation

Assistance with Management Accounts and Bookkeeping

Assistant with Cash flow Forecasts

Making Tax Digital

FreeAgent online accounting software


Approved FreeAgent Accountant

Complete packages available

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