Business Details
Trusted Accountants in Plymouth
Established over 35 years ago, Alan Forrester has built a reputation as a trusted accounting partner for businesses across the Southwest. Our approach combines cutting-edge technology with personalized service, ensuring clients receive real-time financial insights tailored to their unique needs. We specialise in providing comprehensive accountancy solutions, from tax planning and payroll management to strategic business growth support. Our team of qualified professionals, including ICAS members and AAT trainees, prioritises transparency and accessibility, offering fixed pricing and dedicated account managers for ongoing support. By leveraging cloud-based software and proactive financial analysis, we empower businesses to optimise efficiency and profitability.With offices in Plymouth and Bovey Tracey, we serve a diverse client base, blending local expertise with national standards. Our commitment to continuous improvement is reflected in quarterly performance reviews and pre-year-end tax planning services. We pride ourselves on fostering long-term relationships built on trust, communication, and measurable results. Whether supporting startups or established enterprises, our focus remains on delivering value beyond traditional accounting services. This dedication to innovation and client-centric solutions has cemented our position as a leading regional accountancy firm.
Services
Transform my Business
Start Up Accounts
Tax Planning
VAT Returns
Bookkeeping
Payroll Services
Financial Analysis
Tax Compliance
Business Growth Strategy
Highlights and features
- We offer real-time accounting using cloud-based technology
- Our team includes ICAS-qualified professionals and AAT trainees
- We provide quarterly business performance reviews
- We implement pre-year-end tax planning to minimise liabilities
- We have over 35 years of experience serving Southwest businesses
Services
Transform my Business
Our Transform my Business service provides strategic financial analysis and quarterly performance reviews to drive business efficiency. Using key performance indicators and cloud-based technology, we help identify growth opportunities while ensuring tax compliance. Clients receive expert guidance to maximise profitability and long-term sustainability.
Start Up Accounts
We offer tailored accounting solutions for new businesses, including company formation, cashflow management, and compliance setup. Our cloud-based systems simplify financial tracking while our advisors provide practical guidance to establish strong financial foundations for emerging enterprises.
Tax Planning
Our proactive tax planning service includes pre-year-end reviews to optimise tax positions. We help businesses and individuals navigate complex tax regulations, implement tax-efficient strategies, and ensure compliance with HMRC requirements through expert, personalised advice.
Bookkeeping
We provide comprehensive bookkeeping services using cloud technology for accurate, real-time financial records. Our paperless systems streamline transactions management, VAT returns, and payroll processing while maintaining complete audit trails for regulatory compliance.
Payroll Services
Our payroll service handles all aspects of employee payments, tax deductions, and compliance reporting. Using automated systems, we ensure accurate, timely processing while maintaining adherence to HMRC regulations and providing year-end documentation.
People
Alan Forrester
Founder
With over 35 years' experience, Alan established the firm to provide proactive accounting solutions. He specialises in strategic business growth and financial planning for owner-managed companies.
Sadie Rogers
Practice Manager
ICAS-qualified since 1997, Sadie manages year-end accounts and tax returns. She specialises in supporting small businesses with compliance and financial reporting requirements.
Lisa Sword
Client Manager
Lisa oversees bookkeeping and year-end accounts, providing tailored financial management solutions. She works closely with clients to ensure accurate record-keeping and regulatory compliance.
Vicki Barry
Client Manager
Vicki manages payroll services and front-of-office operations. She ensures smooth client interactions while maintaining accurate payroll records and HMRC compliance.
Sarah Zebedee
Finance Manager
Sarah handles bookkeeping and credit control. Currently completing her AAT qualification, she provides expert support for VAT returns and year-end accounting processes.
Questions
What accounting services do you offer?
We provide real-time accounting, tax planning, VAT returns, bookkeeping, payroll, and business growth strategies tailored to your needs.
How does your real-time accounting work?
Using cloud-based technology, we offer live financial insights and paperless processes for seamless, up-to-date account management.
Do you help with tax planning?
Yes, we conduct pre-year-end tax reviews to help minimise liabilities and ensure compliance with HMRC requirements.
What areas do you serve?
We primarily serve businesses across the Southwest, with offices in Plymouth and Bovey Tracey.
How are your pricing structures?
We offer clear, fixed pricing with no hidden fees, ensuring complete transparency from the outset.
