Business Details
7 Years
experience
Trusted Accountants in Southend-on-Sea
Practical Bookkeeping, Accounting and Taxation Services (PBATS) was founded in 2019 by Martin Beales, who envisioned a practice dedicated to delivering superior accounting, tax, and advisory services. With Kerry Williams joining as a full-time Director in 2024, the firm combines over 40 years of combined experience in public practice and industry. Our team specialises in company accounts, corporation tax, self-assessments, VAT, CIS, bookkeeping, and strategic financial advisory services, including outsourced financial director roles. We pride ourselves on technical expertise, proactive client support, and innovative solutions tailored to businesses across sectors such as technology, healthcare, real estate, and e-commerce. Our commitment to integrity, quality, and client-centric service is reflected in testimonials highlighting our ability to reduce tax liabilities, streamline financial processes, and provide actionable growth strategies.PBATS has grown significantly since its inception, supported by a team of qualified professionals with backgrounds in top-tier firms and niche specialisms, including forensic accounting, insolvency, and tax disputes. We serve clients across the UK, offering services ranging from day-to-day bookkeeping to complex financial system reviews and management accounts. Our core values of innovation, quality, and trust underpin every client interaction, ensuring businesses receive the expertise and support needed to thrive in a competitive landscape.
Services
Accounting Services
Tax Planning
Bookkeeping
Management Accounts
Payroll Services
CIS Returns
Capital Gains Tax
Software Training
Advisory Services
Meeting Room Hire
Details
- Year established: 2019
Highlights and features
- We offer over 20 years of combined experience in accounting and tax advisory.
- Our team provides personalized, client-centric services tailored to individual business needs.
- We deliver innovative solutions and proactive financial strategies to drive business growth.
- We have a proven track record in reducing tax liabilities and resolving HMRC disputes.
- Our directors hold extensive industry experience, including roles in top-tier accounting firms.
What people say
Reduced tax liabilities
Exceptional client support
Proactive financial guidance
Responsive communication
Strategic growth advice
Services
Accounting Services
We provide comprehensive accounting services, including company accounts, corporation tax returns, and annual filings with Companies House. Our team ensures compliance with UK accounting standards while delivering tailored financial reports. Clients benefit from accurate, timely submissions and strategic advice to optimise financial performance.
Tax Planning
Our tax planning services focus on minimising liabilities for individuals and businesses through legitimate strategies. We specialise in capital gains tax, R&D claims, and cross-border tax planning. Clients receive proactive guidance to ensure compliance while maximising after-tax profits.
Bookkeeping
We offer full-cycle bookkeeping, including transaction recording, bank reconciliations, and VAT return preparation. Our services support businesses in maintaining accurate financial records. Clients gain real-time visibility into cashflow and financial health, enabling informed decision-making.
Payroll Services
Our payroll team manages salary processing, pension auto-enrolment, and HMRC submissions. We ensure compliance with real-time information requirements. Businesses benefit from accurate, stress-free payroll processing and expert advice on employee benefits and deductions.
CIS Returns
We handle CIS registration, subcontractor verification, and monthly return submissions for construction firms. Our expertise ensures compliance with HMRC's evolving CIS regulations. Clients receive guidance on gross payment status and penalty avoidance.
People
Martin Beales
Managing Director, Founder
Martin founded PBATS in 2019 with 20 years' experience in top-tier accounting firms. He specialises in outsourced financial director roles, tax disputes, and business growth strategies. His client-centric approach focuses on long-term financial success.
Kerry Williams
Managing Director
Kerry joined PBATS in 2024, bringing over 20 years of experience in forensic accounting and insolvency. She strengthens the firm's advisory capabilities and client network, focusing on business growth and financial restructuring.
Laura Sutton
Management Accountant
Laura oversees management accounts with 25 years' experience in practice and industry. She serves clients from SMEs to PLCs, specialising in financial reporting and strategic analysis to improve business performance.
Kristen Sadler
Bookkeeping and VAT Manager
Kristen manages bookkeeping operations with 9 years' experience in top-tier firms. She supports clients across agriculture, retail, and leisure sectors, leveraging expertise in accounting software to streamline processes.
Charis Sulman
Tax Manager
Charis specialises in personal tax with 25 years' experience, including complex CGT planning and tax disputes. She provides strategic advice on property portfolios, overseas taxation, and estate planning to maximise client profitability.
Questions
What accounting services do you offer?
We provide company accounts, corporation tax returns, bookkeeping, VAT returns, and management accounts tailored to your business needs.
How can you help with tax planning?
Our tax planning services identify legitimate strategies to minimise liabilities, including capital gains tax optimisation and R&D claims.
Do you handle payroll processing?
Yes, we manage payroll, pensions, and HMRC submissions for businesses of all sizes, ensuring compliance with real-time requirements.
What is your approach to advisory services?
We act as outsourced financial directors, offering strategic advice on growth, cashflow forecasting, and business restructuring.
Can you assist with CIS compliance?
We handle CIS registration, monthly returns, and gross payment status applications for construction industry clients.
Do you offer software training?
Yes, we provide bespoke training for QuickBooks, Sage, and Xero to improve your team's financial management skills.
