Business Details
50+ Years
experience
Trusted Chartered Accountants in Salisbury & Southampton
Numeric Accounting has been serving businesses in Salisbury and Southampton since 1929, combining a rich heritage with a forward-thinking approach to accountancy. Our team of chartered accountants provides tailored financial solutions, leveraging digital innovation to streamline processes and enhance client experience. With over 25 years of experience in audit and tax services, we prioritise understanding client needs to deliver strategic advice that drives growth. Our commitment to excellence is reflected in our 5.0 Google rating, earned through consistent, proactive support and a focus on reducing client compliance burdens.We work closely with businesses across sectors, offering bespoke consultancy, tax planning, and Xero accounting integration to optimise financial efficiency. Our client-centric ethos ensures transparency, with fee protection insurance and fixed monthly packages designed to build trust and long-term partnerships.
Services
Audit Services
Accounting Services
Tax Investigation
Xero Accounting
Payroll Services
VAT Returns
Company Audit
Succession Planning
IR35 Reviews
Details
- Year established: 1929
Highlights and features
- We have over 25 years of experience in accountancy and audit services
- Our team offers tailored accounting consultancy and business advice
- We implement cloud-based Xero accounting for real-time financial management
- Our proactive tax planning reduces liabilities and improves cash flow
- We provide fee protection insurance against HMRC investigation costs
What people say
Excellent service
Efficient and effective
Super and friendly help
Highly recommend
Proactive and prompt
Services
Audit Services
Our regulated audit services provide strategic insights into financial health, uncovering inefficiencies and improving operational performance. We deliver compliance assurance while identifying growth opportunities through detailed analysis of financial systems and processes. Clients benefit from direct auditor access and a streamlined approach that minimises business disruption.
Xero Accounting
We implement Xero-based digital accounting solutions tailored to business needs, enabling real-time financial management. Our services include automated bank reconciliation, remote access, and seamless invoicing systems to improve cash flow efficiency. We provide training and ongoing support to ensure optimal use of cloud-based accounting tools.
Tax Investigation
This service covers accountancy fees incurred during HMRC investigations, with expert representation and fee protection insurance. We handle compliance reviews and tax discrepancy resolutions while safeguarding clients against unexpected costs from regulatory scrutiny. Our team has extensive experience managing complex tax investigations.
Business Advisory
We offer strategic guidance for business development, including succession planning, funding acquisition, and tax-efficient profit extraction. Our advisory services focus on improving margins through financial analysis and operational optimisation tailored to both start-ups and established enterprises.
Payroll Services
Our comprehensive payroll bureau manages PAYE obligations, wage calculations, and compliance reporting for businesses in Salisbury and Southampton. We ensure accurate, timely payroll processing while maintaining adherence to evolving employment tax regulations and statutory requirements.
People
Jon Baggot
Managing Director
Jon oversees client portfolios and audit services while driving technological innovation. With expertise in advanced tax planning and business development, he combines strategic leadership with hands-on client support across both office locations.
Rob Charlton
Director
Rob specialises in tax strategy and business growth, bringing over a decade of director-level experience. He contributes to firm development while maintaining a practical focus on client financial optimisation and compliance.
Andrea Blake
Accounts Manager
Andrea offers decade-long expertise in bookkeeping and tax compliance. Her background in small business financial management informs practical solutions for clients, complemented by her enthusiasm for motorsport and local football.
David Nelson
Accounts Manager
David transitioned from retail to accountancy, gaining diverse experience in payroll and corporate tax. He combines technical proficiency with a passion for chess and Liverpool FC, delivering reliable financial management solutions.
Chris Morris
Accounts Manager
Chris provides expert accounting support with ACCA accreditation, specialising in motorsport industry financial solutions. He maintains technical excellence while offering approachable client service grounded in seven years of practice experience.
Questions
What accounting services do you offer for start-up businesses?
We provide tailored start-up accounting services including company formation, cash flow management, and tax planning. Our Xero integration helps new businesses establish efficient financial systems from launch.
Do you offer audit services for regulated industries?
Yes, we deliver regulated audit services with a focus on understanding business operations. Our audits provide strategic insights while ensuring compliance with statutory requirements and industry standards.
How do you handle tax investigations?
Our Tax Investigation Service covers professional fees during HMRC enquiries. We provide expert representation and fee protection insurance to safeguard against unexpected investigation costs.
Are your accounting services available in Southampton?
We have offices in both Salisbury and Southampton, offering in-person and remote accounting support across the South of England with tailored solutions for local businesses.
What digital accounting tools do you use?
We specialise in Xero cloud accounting software, providing implementation, training, and ongoing support to enable real-time financial management and seamless business operations.
