Dragonfly Accounting & Financial Management

At Dragonfly, our mission is to provide expert tax, accountancy, and financial management support to individuals, businesses, and charities. We understand that every client is unique, with their own set of circumstances and goals. Therefore, our approach is tailored to meet the specific needs of each client, providing personalized guidance and support to achieve success.

Our Services

As a Chartered Certified Accountant with a commercial focus, our founding director, Paul O'Brien, has extensive experience in finance, having held the role of Finance Director for several organizations across various sectors. With a deep understanding of the challenges faced by individuals, businesses, and charities, Paul is well-equipped to provide expert advice and guidance.

For individuals, our services include providing advice on tax and estate planning, calculating tax liability, and preparing and submitting self-assessment tax returns. We also offer assistance with tax returns, filling in forms, and dealing with HMRC.

For businesses, we provide a comprehensive range of services, including advising on the best legal structure, preparing accounts and tax returns, and offering general financial management support. We understand the complexities of running a business and strive to make the process as seamless and stress-free as possible.

For charities, we recognize the unique challenges faced by this sector, including navigating the ever-changing legal and regulatory framework, securing diverse sources of income, and demonstrating sustainability. We offer tailored support, providing financial guidance and expertise to help charities achieve their goals.

Our Approach

At Dragonfly, we pride ourselves on building long-term relationships with our clients, taking the time to understand their specific circumstances and goals. We believe in providing expert advice, using a patient, approachable, and professional approach. Our services are designed to be flexible, offering a range of options to suit the unique needs of each client.

Why Choose Dragonfly?

Based in Cottenham, Cambridge, we offer a personalized and expert service, providing expertise, advice, and support at great value. Our founding director, Paul O'Brien, has extensive experience in finance, with a commercial focus and a deep understanding of the challenges faced by individuals, businesses, and charities. We pride ourselves on building long-term relationships, providing expert guidance, and delivering exceptional results.