Business Details
Trusted Chartered Accountants in Yeovil & Sherborne
Established over sixty years ago, we are a local accounting practice rooted in Yeovil and Sherborne, serving clients across Somerset and Dorset. Our principal and team combine extensive industry experience with a commitment to tailored financial solutions, leveraging long-standing relationships with allied professionals and financial institutions. We specialise in proactive financial planning, audit work, and regulatory compliance, ensuring clients receive forward-thinking advice aligned with evolving legislative landscapes.Our staff undergo continuous professional development to maintain expertise in taxation, company secretarial services, and payroll management. As a practice regulated by the Institute of Chartered Accountants in England and Wales, we uphold rigorous standards of professionalism and integrity while contributing to the financial health of our community through personalised service.
Services
Accounting
Taxation
Auditing
Company Formation
Payroll Services
VAT Compliance
Bookkeeping
Accounts Preparation
Revenue Investigations
Company Secretarial
Highlights and features
- We offer over 60 years of local accounting expertise
- Tailored financial advice for individual client needs
- Skilled professionals with continuous regulatory training
- Dual offices serving Somerset and Dorset communities
- Free initial consultation for new clients
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
Services
Accounting
We provide comprehensive accounting services including financial record maintenance, reporting, and analysis. Our team ensures accurate transaction tracking and compliance with regulatory requirements. Clients benefit from timely, transparent financial insights to support informed business decisions.
Taxation
Specialising in UK tax compliance, we offer strategic tax planning and submission services. Our expertise covers corporation tax, VAT, and personal tax returns. We help businesses minimise liabilities while maintaining full adherence to HMRC regulations and deadlines.
Auditing
Our ICAEW-regulated audit services ensure financial statements meet statutory standards. We conduct independent assessments of business accounts, providing assurance to stakeholders. Services include risk evaluation and internal control recommendations for enhanced financial governance.
Company Formation
We assist with establishing limited companies, partnerships, and other business structures. Services include Companies House registration, shareholder agreements, and tax registration. Clients receive expert guidance on legal compliance and optimal entity selection for their commercial goals.
Payroll Services
Comprehensive payroll processing solutions ensure accurate employee payments and regulatory compliance. We manage PAYE submissions, pension contributions, and statutory reporting. Businesses benefit from streamlined payroll operations and real-time HMRC reporting capabilities.
People
Ian Dodds
Principal
Ian Dodds, Principal, leads our practice with over 30 years' experience in accounting and business advisory. He specialises in strategic financial planning and audit services for SMEs across Somerset and Dorset.
Gary Bishop
Manager
Gary Bishop, Manager, oversees taxation and compliance services. With expertise in corporate tax strategy, he provides tailored solutions to optimise financial efficiency while ensuring HMRC compliance for diverse business clients.
Karen Jones
Manager
Karen Jones, Manager, manages company secretarial and payroll services. Her focus on regulatory compliance and client education ensures businesses maintain accurate records and meet statutory obligations efficiently.
Peter Williams
Manager
Peter Williams, Manager, specialises in audit and financial reporting. He delivers expert guidance on financial governance and risk management, supporting clients in achieving long-term stability and growth.
Questions
What accounting services do you offer?
We provide bookkeeping, financial reporting, audit services, tax compliance, company formation, payroll management, and VAT advisory services tailored to business needs.
Do you serve businesses outside Somerset and Dorset?
While our offices are in Yeovil and Sherborne, we primarily serve clients across Somerset and Dorset through in-person and remote consultations.
How are your fees structured?
Fees depend on work complexity, time required, and service level. We discuss fee structures upfront before starting any assignment to ensure transparency.
Are you regulated by professional bodies?
Yes, our audit work is registered with the Institute of Chartered Accountants in England and Wales (ICAEW), ensuring adherence to strict professional standards.
Can you assist with tax investigations?
We provide specialist support for HMRC tax investigations, including preparation, representation, and resolution strategies to protect client interests.
Do you offer initial consultations?
Yes, we provide free initial consultations to understand your requirements and recommend appropriate accounting or advisory services.