Business Details
23 Years
experience
Expert Accounting & Tax Services in Bristol
Perpetual Business & Tax Advisors is a Bristol-based accounting firm with over two decades of experience in delivering tailored financial solutions. Established on the principle of exceptional client care, we prioritise understanding each client's unique business goals and personal financial needs. Our team of qualified professionals offers expertise in personal taxation, business advisory, payroll management, and cloud accounting, ensuring clients receive clear, actionable guidance. We combine technical proficiency with a personalised approach, simplifying complex tax and accounting matters to empower informed decision-making.With four offices across the South West and cloud-based services accessible nationwide, we serve small businesses and individuals with the same dedication to responsiveness and transparency. Our long-standing client relationships and numerous testimonials reflect our commitment to reliability, competitive pricing, and proactive support, particularly during critical periods such as the recent pandemic.
Services
Personal Taxation
Business Advice
Payroll Services
Bookkeeping
Cloud Accounting
Details
- Year established: 2003
Highlights and features
- We have over 20 years of experience in accounting and tax advisory services.
- Our team provides personalised support tailored to individual business needs.
- We use a fixed fee structure to ensure transparent and predictable costs.
- Our cloud accounting expertise simplifies financial management for remote clients.
- We offer proactive advice and crisis support, including pandemic-related guidance.
What people say
Second to none
Stress free process
Outstanding service
Expertise and support
Timely and professional
Services
Personal Taxation
We provide comprehensive personal tax services, including annual returns, inheritance tax planning, and capital gains calculations. Our team simplifies complex tax matters, ensuring compliance while minimising liabilities. Clients benefit from clear explanations and proactive advice tailored to their financial circumstances.
Business Advice
Our business advisory services focus on strategic planning, cashflow management, and compliance support. We help clients set realistic goals, create actionable plans, and monitor progress. With industry-specific expertise, we deliver insights that drive sustainable growth for businesses at all stages.
Payroll Services
We handle payroll processing, RTI submissions, and auto-enrolment pensions compliance. Our services reduce administrative burdens, ensuring accurate and timely payments while keeping businesses updated on regulatory changes to avoid penalties.
Bookkeeping
Our bookkeeping services maintain accurate, up-to-date financial records tailored to business needs. We offer cloud-based solutions and traditional methods, ensuring clients have reliable data for decision-making and compliance purposes.
Cloud Accounting
We implement user-friendly cloud accounting systems like Xero, enabling real-time financial management. Our support includes setup, training, and ongoing assistance, helping businesses streamline invoicing, expense tracking, and reporting processes.
People
Duane Shield
Partner
Fellow of the Association of Chartered Certified Accountants with nearly 30 years' experience. Founded PBTA in 2003, combining technical expertise with strategic business advice to support client growth.
Paul Grant
Partner
Specialises in business consultancy, leveraging financial sector experience to provide strategic guidance. Known for friendly, timely advice that empowers clients to focus on core business activities.
Faye Barrett
Director
ACCA-qualified director managing Hanham office. Expertise in company accounts, VAT returns, and personal tax matters, with a focus on client education and financial clarity.
Mark Barrett
Payroll Manager
18 years' payroll experience, specialising in RTI submissions and workplace pensions. Provides tailored support to businesses, ensuring compliance with evolving regulations and efficient payroll processes.
Helen Coles
Xero Expert
In-house cloud accounting specialist with extensive experience implementing digital solutions. Helps clients transition to online systems, offering training and ongoing support for streamlined financial management.
Questions
What accounting services does PBTA offer?
We provide personal tax returns, business advisory services, payroll management, bookkeeping, and cloud accounting solutions tailored to small businesses and individuals.
Do PBTA charge fixed fees?
Yes, we use a transparent fixed-fee structure agreed upfront, covering all expected work without unexpected charges until review.
Can PBTA help with business start-ups?
Yes, we assist with business structure selection, registration, cashflow planning, and compliance setup to ensure new businesses start on solid financial footing.
Are PBTA accessible outside the South West?
Yes, our cloud accounting services allow us to support clients nationwide, though we maintain four local offices in the South West for face-to-face meetings.
How does PBTA handle payroll compliance?
We manage RTI submissions, auto-enrolment pensions, and tax calculations, ensuring businesses meet obligations while minimising administrative burdens.
What makes PBTA different from other accountants?
We combine technical expertise with personalised service, offering fixed fees, proactive advice, and cloud technology to simplify financial management for clients.
