Business Details
20 Years
experience
Expert Accountants in Exeter for Business Growth
Merlin Accountancy Services has been providing tailored accounting solutions to small and medium-sized businesses in Exeter since 2006. Our team combines decades of local expertise with a client-centric approach, focusing on strategic financial management to help businesses achieve their goals. We specialise in transforming complex financial data into actionable insights, enabling clients to optimise profits, reduce tax liabilities, and improve work-life balance.Our fixed-fee packages ensure transparency, while our deep understanding of regional market dynamics allows us to deliver bespoke advice that drives sustainable growth. With a proven track record of building long-term relationships, we prioritise clear communication and proactive support to empower business owners with financial clarity.
Services
Annual Accounts
Tax Planning
Bookkeeping Support
Payroll Services
Business Valuation
Details
- Year established: 2006
Highlights and features
- We have 18 years of experience delivering tailored accounting solutions in Exeter
- Our fixed-fee packages include unlimited expert advice with no hidden charges
- We provide strategic financial insights to help businesses achieve specific goals
- Our team holds professional qualifications with the Institute of Chartered Accountants in England and Wales
- We combine technical expertise with a deep understanding of local business dynamics
Associations and certifications
- ICAEW
What people say
Fixed price package
Monthly payments
Friendly and accessible
Exceptionally great professionals
Always ready to help
Services
Annual Accounts
We prepare comprehensive annual accounts that provide clear insights into your business's financial health. Our service includes detailed profit and loss statements, balance sheets, and cash flow analysis tailored to your specific needs. By transforming complex financial data into actionable reports, we help business owners make informed decisions while ensuring compliance with regulatory requirements.
Tax Planning
Our strategic tax planning service identifies legitimate opportunities to minimise tax liabilities while maintaining compliance. We analyse your business structure, income streams, and expenses to develop customised tax strategies. From corporation tax to personal tax affairs, our proactive approach helps clients retain more of their hard-earned profits through year-round tax management.
Bookkeeping Support
We maintain accurate and up-to-date bookkeeping records to ensure financial clarity for your business. Our service includes transaction allocation, ledger maintenance, and regular financial reporting. By implementing robust accounting systems, we help businesses improve financial visibility, streamline processes, and prepare for audits or tax submissions with confidence.
Payroll Services
Our comprehensive payroll service handles all aspects of employee payment processing and compliance. We manage salary calculations, tax deductions, and statutory reporting requirements while ensuring adherence to HMRC regulations. From PAYE schemes to pension auto-enrolment, our solution saves businesses time while maintaining complete accuracy in payroll administration.
Business Valuation
We provide professional business valuations to support strategic decision-making and exit planning. Our analysis considers financial performance, market position, and growth potential to determine accurate business valuations. Whether preparing for sale, seeking investment, or planning succession, our valuations deliver actionable insights that help owners maximise their company's market value.
People
Giles Corby
Founder
Established Merlin Accountancy in 2006 after local education at Exeter School. Combines 18 years of accounting experience with community involvement, focusing on helping businesses achieve strategic goals through financial insights. Passionate about rugby and health improvement initiatives.
Karen
Accountant
Joined Merlin in 2007 with prior experience in charity accounting and corporate administration. Specialises in making complex financial matters accessible to clients while maintaining a focus on practical business solutions. Complements technical expertise with strong client relationship management skills.
Niki
Apprentice Accountant
Joined the team in 2023 to pursue professional accountancy qualifications. Brings diverse sector experience from hospitality and administration roles. Focuses on client support while developing expertise in business accounting processes and financial advisory services.
Questions
What accounting services do you offer for small businesses?
We provide annual accounts preparation, tax planning, bookkeeping support, payroll services, and business valuation. Our fixed-fee packages include unlimited advice tailored to small business needs.
How do your fixed-fee accounting packages work?
Our packages spread costs over monthly payments with no extra charges for advice or time. We offer three tiers - Essentials, Potential, and Growth - to match different business requirements.
Do you specialise in any particular industries?
While we work with various sectors, our expertise lies in supporting Exeter-based SMEs. We particularly understand the financial challenges faced by local businesses in the region.
How can you help improve my business finances?
We analyse financial data to identify growth opportunities, tax savings, and efficiency improvements. Our approach combines technical expertise with strategic business advice to enhance profitability.
What qualifications do your accountants hold?
Our team includes members of the Institute of Chartered Accountants in England and Wales (ICAEW). We maintain professional standards through ongoing training and development.
