Business Details
17 Years
experience
Chartered Accountants Edinburgh | Hollis Accounting
Hollis Accounting is a small firm of Chartered Accountants established in 2009, celebrating its 15th anniversary in 2024. Our expertise spans serving individuals, small and medium-sized businesses, and charities, with a focus on tailored financial solutions. The founding partner, Sarah Hollis, brings 25 years of experience from medium and top-tier UK accounting firms, alongside a decade of involvement in the Institute of Chartered Accountants of Scotland's charity committee. Partner Suzanne Graham, with 20 years in the field, complements our team's depth in tax and financial management. Our approach combines the rigour of large-firm experience with the flexibility and personal service of a boutique practice. We prioritise understanding client needs through free initial scoping meetings, ensuring services align with specific requirements.Our team includes specialists in charity accounting, capital gains tax, and Making Tax Digital compliance. With a client-centric ethos, we deliver transparent, cost-effective solutions grounded in technical excellence. Our Edinburgh-based office serves local and national clients, supported by digital tools for seamless remote collaboration. Continuous professional development ensures our team remains at the forefront of regulatory changes, such as HMRC's evolving CGT and MTD requirements. This combination of experience, adaptability, and client focus underpins our commitment to financial stewardship.
Services
Tax Consultancy
Accounting Support
Charities Specialist
Capital Gains Tax
Making Tax Digital
Payroll Services
VAT Compliance
Company Secretarial
Bookkeeping
Pension Auto-Enrolment
Details
- Year established: 2009
Highlights and features
- 25 years' experience from top-tier UK accounting firms
- Specialists in charity sector accounting and tax compliance
- Personalised service with free initial scoping meetings
- Proven expertise in Making Tax Digital implementation
- Transparent pricing with no hidden fees
Associations and certifications
- Institute of Chartered Accountants of Scotland
- Association of Taxation Technicians
- Chartered Certified Accountants
Services
Tax Consultancy
Our tax consultancy provides comprehensive support for individuals and businesses navigating complex tax obligations. Specialising in proactive tax planning, we help clients optimise their financial positions while ensuring compliance with HMRC regulations. With expertise in self-assessment returns, corporation tax, and tax investigation insurance, our services cater to both routine and specialised tax needs.
Charities Specialist
We offer tailored accounting solutions for charities and not-for-profit organisations, including statutory accounts preparation and independent examinations. Our team's deep sector knowledge covers SCIOs, charitable companies, and community interest companies, ensuring compliance with charity-specific reporting standards and regulatory requirements.
Capital Gains Tax
Our Capital Gains Tax specialists provide expert guidance on property disposals, tax-efficient planning, and compliance with HMRC's 60-day reporting requirements. We assist clients with CGT calculations, real-time return submissions, and strategic advice to minimise tax liabilities under evolving legislation.
Making Tax Digital
We support businesses transitioning to HMRC's Making Tax Digital requirements, offering software integration and submission services. Our certified expertise in Xero and QuickBooks ensures seamless compliance for VAT returns and upcoming income tax digital reporting obligations.
Payroll Services
Our payroll bureau manages all aspects of employee compensation, from payslip generation to RTI submissions. We handle automatic enrolment pension deductions and provide detailed reporting, ensuring compliance with evolving employment tax regulations while maintaining client confidentiality.
People
Sarah Hollis
Founding Partner
With 25 years in accounting, including roles at top UK firms, Sarah established Hollis Accounting in 2009. She specialises in SME and charity sectors, serving on ICAS's charity committee for a decade.
Suzanne Graham
Partner
A Chartered Certified Accountant with 20 years' experience, Suzanne joined in 2010 and became partner in 2016. She focuses on management information and cashflow projections for diverse clients including third-sector organisations.
Anne-Marie MacLellan
Tax Senior
Member of the Association of Taxation Technicians with over 10 years' Edinburgh practice experience. Specialises in personal taxation and rental market complexities, joining Hollis in 2012.
Margaret Leeming
Chartered Accountant
Qualified through Hollis training, Margaret specialises in not-for-profit sector accounting. With prior retail business management experience, she serves small/medium enterprises across various sectors since joining in 2015.
Linda Gibson
Senior Accountant
Bringing over 20 years' accounting experience, Linda joined in 2021. Her expertise spans multiple service areas including bookkeeping and management accounts preparation for diverse client portfolios.
Questions
What accounting services do you offer for charities?
We provide charity-specific accounting, including statutory accounts, independent examinations, and compliance with SORP 2015 and FRS102 standards, leveraging decades of sector experience.
How do you handle Capital Gains Tax reporting?
We prepare CGT calculations, real-time returns, and self-assessment submissions within HMRC's 60-day deadline, with fees starting at £360 for basic calculations.
Are you compliant with Making Tax Digital requirements?
Yes, we're Xero and QuickBooks certified for MTD compliance, offering bridging software solutions for VAT returns since the 2019 implementation.
Do you provide payroll services?
Our payroll bureau handles RTI submissions, payslip generation, and automatic enrolment pension deductions, maintaining strict confidentiality and compliance.
What areas do you serve?
Primarily Edinburgh-based, we serve clients across Central Scotland and nationally through secure digital collaboration tools for remote accounting support.
