Business Details
16 Years
experience
Expert Accountancy Services in Barby, Warwickshire
Established in 2010, Willow Edge Accountancy & Taxation has built a reputation for delivering expert financial guidance with a personal touch. Our team combines Chartered Certified Accountant and Chartered Tax Adviser qualifications to provide tailored solutions for businesses and individuals across Warwickshire and Northamptonshire. With over 15 years of combined experience in accountancy and tax advisory, we specialise in transforming complex financial matters into straightforward, actionable strategies.Our fixed-fee structure ensures transparency while our proactive approach to tax planning and compliance helps clients maximise savings and minimise risks. We prioritise accessibility, offering flexible appointment times and ongoing support to maintain strong, long-term client relationships.
Services
Tax Returns
Bookkeeping
Payroll Services
VAT Compliance
Management Accounts
Details
- Year established: 2010
Highlights and features
- We offer a bespoke service with a personal touch
- Chartered professionals with 15+ years of combined experience
- Fixed-fee pricing with no unexpected charges
- Specialists in supporting start-ups and small businesses
- Available for support any time of day
Associations and certifications
- ACCA
- CTA
What people say
Invaluable support
Patient and communicative
Saved me money
Seamless business transition
Excellent professional advice
Services
Tax Returns
We prepare and submit accurate tax returns for individuals and businesses. Our service covers self-assessment, corporation tax, and capital gains declarations. Clients benefit from expert guidance to ensure full HMRC compliance while optimising tax efficiency.
Bookkeeping
Our remote bookkeeping service maintains precise financial records using Sage, FreeAgent, or spreadsheets. We track income, expenses, and cashflow while providing regular updates on outstanding invoices and payables to support business decision-making.
VAT Services
We manage VAT registration, return preparation, and Making Tax Digital compliance. Our proactive approach ensures businesses stay updated with changing regulations while optimising VAT recovery opportunities to improve cashflow.
Payroll Services
From initial setup to ongoing management, we handle payroll processing, pension auto-enrolment, and RTI reporting. Our service ensures compliance with employment tax regulations while maintaining accurate employee payment records.
Management Accounts
We produce monthly or quarterly management accounts with clear financial analysis. Our reports help business owners understand performance trends, plan budgets, and make informed strategic decisions throughout the tax year.
People
Caroline Overton
Chartered Certified Accountant & Tax Adviser
FCCA CTA qualified accountant with 15+ years' experience. Specialises in supporting start-ups and small businesses through tax planning, compliance, and financial strategy. Former AAT and ACCA examiner.
Questions
What accounting services do you offer?
We provide year-end accounts, tax returns, bookkeeping, VAT compliance, payroll, and management reporting for businesses and individuals.
Do you specialise in any particular business sectors?
We work with owner-managed businesses, self-employed professionals, landlords, and high earners across all industries.
How are your fees structured?
Our fixed-fee pricing model ensures complete transparency with no unexpected charges for agreed services.
Can you help with tax planning?
Yes, we offer proactive tax planning strategies to help clients legally minimise liabilities and maximise savings.
What areas do you cover?
We operate between Rugby and Daventry, serving clients throughout Warwickshire and Northamptonshire.
How accessible are your accountants?
We offer flexible appointment times including evenings and weekends for client convenience.
