Business Details
Trusted Accountancy Services in Gloucestershire
At PBT Accountancy, we combine over 30 years of collective experience to deliver tailored accountancy, bookkeeping, payroll, and HR solutions across Gloucestershire. Our team operates as an outsourced finance department, offering flexibility to support businesses from basic bookkeeping to full financial management. We are certified Profit First professionals, embedding profitability into business operations through strategic cash flow planning.Our services cater to both corporate and personal needs, including tax compliance, company formation, and commercial finance partnerships. With expertise in Xero, Sage, and other accounting software, we prioritise transparency, client education, and proactive financial guidance. Our commitment to continuous professional development ensures clients benefit from up-to-date regulatory knowledge and industry best practices.
Services
Accountancy Services
Bookkeeping
Payroll Management
Tax Compliance
Company Formation
Commercial Finance
Profit First Coaching
Business Valuations
HR Advisory
Vehicle Leasing
Highlights and features
- Certified Profit First professionals with strategic financial expertise
- Tailored solutions for businesses of all sizes and sectors
- 30+ years combined experience in accounting and tax compliance
- Integrated HR and payroll services with auto-enrolment expertise
- Local knowledge with nationwide service capabilities
What people say
Excellent service
Proactive financial guidance
Reliable support
Helped grow business
Clear communication
Services
Accountancy Services
We provide comprehensive accountancy services including statutory accounts, tax returns, and financial reporting. Our team ensures compliance with HMRC and Companies House requirements while offering strategic financial advice. Clients benefit from tailored support for both corporate and personal financial needs.
Profit First Coaching
As certified Profit First professionals, we implement systems to prioritise profitability through strategic cash flow management. This approach builds profit into business operations, reduces financial stress, and improves long-term sustainability through structured money allocation.
Payroll Management
Our payroll services include salary processing, auto-enrolment pensions, and tax compliance. We handle PAYE submissions, NI calculations, and year-end reporting while ensuring adherence to employment legislation and real-time information requirements.
Company Formation
We guide clients through establishing limited companies, preparing incorporation documents and advising on legal structures. Services include Companies House registration, tax registration, and ongoing compliance support to ensure businesses start with proper financial foundations.
Commercial Finance
Through partnerships, we source tailored commercial finance solutions including asset finance, business loans, and commercial mortgages. Our approach matches clients with suitable lenders while providing guidance on funding applications and financial structuring.
People
Vicki
Xero Expert & Tax Adviser
AAT-qualified accountant with expertise in Xero and Sage software. Specialises in tax compliance, audit processes, and payroll management while leading social media strategy for the firm.
Millie
Accounting Specialist
Experienced in company accounts and self-assessment tax returns. Proficient in multiple accounting platforms including Xero and Kashflow, with particular strength in financial reconciliations.
Sophie
Business Systems Analyst
Specialises in business process optimisation and data analysis. Combines finance expertise with technology solutions to improve operational efficiency while managing team organisation systems.
Sue
Payroll Specialist
Seasoned payroll professional with extensive experience in bureau services and complex payroll problem-solving. Expert in navigating furlough schemes and employment tax regulations.
Emily
Bookkeeping Team Member
Newest addition to the bookkeeping team with strong organisational skills. Applies technical proficiency to financial record-keeping while supporting community initiatives through volunteer work.
Questions
What accounting software do you support?
We specialise in Xero and Sage software, with team members holding advanced certifications. Our experts also work with Kashflow and Microsoft Great Plains systems.
Do you offer payroll services for small businesses?
Yes, we provide comprehensive payroll management including auto-enrolment pensions, tax calculations, and compliance reporting for businesses of all sizes.
What is Profit First accounting?
Profit First is a cash flow methodology that prioritises profitability by allocating funds strategically. We are certified professionals who implement systems to build sustainable profit habits.
Can you help with company formation?
We assist with limited company setup including incorporation, tax registration, and compliance planning. Our services cover legal structure advice and ongoing reporting requirements.
Do you provide business valuation services?
Yes, through our partnership with The Valuation Team, we offer independent business valuations for exit planning, shareholder changes, or funding applications.
Are your services available outside Gloucestershire?
While based in Gloucestershire, we serve clients nationwide through remote collaboration tools and digital accounting platforms.
