Business Details
7 Years
experience
Your Trusted Accountants in Tamworth
Excel Accounts is a family-run accounting practice established in 2019, specialising in supporting small self-employed businesses and partnerships in and around Tamworth. Our team, led by Sally Foster (Fellow Member of the Association of Accounting Technicians since 2004), brings over 25 years of experience in accountancy, offering tailored solutions for bookkeeping, tax returns, VAT compliance, and HMRC penalty appeals. We prioritise simplicity, affordability, and transparency, avoiding corporate jargon to provide accessible services for sole traders and partnerships. Our fixed-fee pricing includes year-round support, and we offer a free one-hour consultation to discuss client needs without obligation.As licensed AAT professionals, we combine technical expertise with a personal touch, ensuring clients meet regulatory requirements while minimising stress. Our partnership with QuickBooks as Pro Advisors allows us to offer discounted software and training, further empowering clients to manage their finances efficiently. We are committed to client satisfaction, evidenced by our Maltings insurance coverage and a referral discount scheme that rewards loyal clients.
Services
Bookkeeping
Tax Returns
VAT Returns
QuickBooks Support
Penalty Appeals
Details
- Year established: 2019
Highlights and features
- 25+ years of accountancy experience with AAT accreditation
- Fixed-fee pricing with no hidden costs
- Jargon-free, accessible financial advice
- Free one-hour consultation with no obligation
- QuickBooks Pro Advisors offering discounted software
Associations and certifications
- Association of Accounting Technicians (AAT)
- Maltings Insurance
Services
Bookkeeping
We provide tailored bookkeeping solutions for sole traders and partnerships, including online spreadsheets and QuickBooks integration. Our services ensure accurate financial tracking, compliance with HMRC requirements, and time-saving efficiency for busy business owners.
Tax Returns
Our tax return service handles personal and business tax filings, ensuring timely submissions and maximising potential refunds. We specialise in straightforward, jargon-free support for self-employed individuals and partnerships.
VAT Returns
We manage VAT registration, deregistration, and quarterly return submissions using MTD-compliant software. Our service simplifies VAT compliance while ensuring adherence to HMRC regulations for small businesses.
Penalty Appeals
We assist clients with HMRC penalty disputes through a 'no win no fee' process. Our expertise helps reduce or eliminate penalties for late tax submissions, providing financial relief and peace of mind.
QuickBooks Support
As certified QuickBooks Pro Advisors, we offer discounted software access, setup assistance, and ongoing training. Our support helps clients leverage digital tools for efficient financial management.
People
Sally Foster
Accountant & Business Advisor
Fellow AAT member with 25+ years of experience, specialising in small business accounting. Licensed by AAT (licence 2197) and committed to accessible, jargon-free financial solutions.
Joel Foster
Operations & Marketing
Manages administrative and marketing operations, ensuring smooth service delivery and client communication for Excel Accounts' growing client base.
Questions
Do you work with limited companies?
No, we specialise exclusively in sole traders and partnerships.
Can I get help with QuickBooks software?
Yes, as certified Pro Advisors, we offer discounted software and tailored training sessions.
Are your fees fixed or hourly?
All services operate on a fixed-fee basis, including year-round support.
Do you offer free initial consultations?
Yes, we provide a free one-hour telephone consultation with no obligation to join.
How do you handle HMRC penalty appeals?
We use a 'no win no fee' approach to negotiate penalty reductions or cancellations with HMRC.
Are you regulated by any professional body?
Sally is licensed and regulated by the Association of Accounting Technicians (AAT).
