Oakes Accounting

Business Details

16 Years

experience

Trusted Accountants in Wirral

Oakes Accounting specialises in providing tailored accounting and bookkeeping solutions for small businesses and self-employed individuals across the UK. Founded in 2010 by Chris Oakes, a qualified accountant with over two decades of experience in firms like KPMG and PwC, the business combines deep industry expertise with a client-centric approach. Our services are designed to alleviate financial stress, offering fixed monthly packages, unlimited expert advice, and compliance support for sole traders, limited companies, and start-ups. We prioritise transparency, efficiency, and adaptability, ensuring our clients receive cost-effective solutions tailored to their unique needs. With a focus on accuracy and professionalism, we handle tax returns, payroll, VAT, and management accounts, allowing business owners to concentrate on growth.

Our team, including Client Services Director Fiona Oakes, brings extensive experience in financial services and small business operations, ensuring a comprehensive understanding of our clients' challenges. We utilise cutting-edge accounting software and virtual communication tools to deliver seamless, accessible support, whether clients require full-service accounting or supplementary bookkeeping assistance. Our commitment to excellence is reflected in our AAT licensing, professional indemnity cover, and a track record of positive client testimonials highlighting reliability and exceptional service quality.

Services

Accountancy Bookkeeping Payroll Start-Ups Taxation

Details

Year established: 2010

Highlights and features

Tailor-made cost plans to match individual business needs
Personal, efficient, and professional service from experienced accountants
Licensed and regulated by the Association of Accounting Technicians (AAT)
Flexible working hours, including out-of-hours availability
Professional indemnity cover for added client security

Associations and certifications

What people say

Friendly and professional service Competitive costs and tax deductible Streamlined accounting systems Patient and clear explanations Reliable and trustworthy support

Website

Update Listing

Services

Accountancy

Oakes Accounting provides comprehensive accountancy services for sole traders, partnerships, and limited companies. We prepare annual accounts, management reports, and tax computations in accordance with accounting standards. Our expertise ensures accurate financial records, compliance with HMRC requirements, and strategic advice to optimise tax efficiency while reducing administrative burdens for business owners.

Bookkeeping

Our bookkeeping services include transaction recording, VAT return preparation, and management account production. We support businesses using manual records, spreadsheets, or online software like Xero and Sage. By maintaining accurate financial data and offering system setup guidance, we help clients streamline processes and improve cash flow visibility for informed decision-making.

Payroll

We handle payroll processing, Real Time Information submissions, and CIS return preparation for employers. Our services ensure compliance with HMRC regulations, accurate tax deductions, and timely filing of starter/leaver forms. We also manage employee benefits reporting and provide payslips, reducing administrative burdens and penalties associated with late or incorrect submissions.

Start-Ups

Oakes Accounting supports new businesses with company registration, budgeting, and accounting system setup. We advise on VAT registration, tax schemes, and software selection to establish strong financial foundations. Our tailored guidance helps start-ups navigate compliance requirements and implement efficient processes from inception.

Taxation

We offer full taxation services including self-assessment returns, corporation tax filings, and VAT scheme advisory. Our team monitors clients' tax positions, manages registrations/deregistrations, and maximises allowable claims. By ensuring timely submissions and compliance with HMRC deadlines, we help businesses avoid penalties while optimising tax efficiency.

People

Chris Oakes

Founder & Accountant

Chris Oakes, a qualified accountant with over 20 years' experience in firms like KPMG and PwC, founded Oakes Accounting in 2010. He specialises in small business accounting, offering tailored solutions to streamline financial processes and ensure compliance.

Fiona Oakes

Client Services Director

Fiona Oakes, with 22 years in financial services and AAT qualifications, manages client relations at Oakes Accounting. Her expertise in customer service and small business operations ensures clients receive accessible, efficient support tailored to their needs.

Questions

What accounting services do you offer for small businesses?

We provide annual accounts, tax returns, VAT filings, payroll processing, and management accounts tailored to sole traders, partnerships, and limited companies.

Do you offer fixed monthly pricing?

Yes, our packages start from £21/month for sole traders and £39/month for limited companies, with no hidden fees or additional charges.

Can you help with accounting software setup?

We assist with selecting, implementing, and training on systems like Xero, Sage, and ClearBooks, often passing on provider discounts to clients.

Are you regulated by professional bodies?

Yes, we are licensed and regulated by the Association of Accounting Technicians (AAT) under license number 1001414.

How do you support start-up businesses?

We offer company formation, budgeting advice, and accounting system setup to help new businesses establish strong financial foundations.

What are your client communication methods?

We use phone, email, WhatsApp, and virtual meetings via Zoom, ensuring flexible and timely communication for all clients.