Business Details
Your Trusted Accountancy Partner Since 1866
Albert Goodman has been a trusted name in accountancy and financial services for over 150 years. Our team of experienced professionals delivers tailored solutions across accountancy, tax planning, business advisory, and financial services, supporting clients across the South West and beyond. We prioritise long-term relationships, combining sector-specific expertise with a collaborative approach to help businesses and individuals navigate financial challenges and seize opportunities.Our commitment to excellence is reflected in our Xero Platinum Partnership and a client-centric ethos that values transparency, innovation, and integrity. With offices in Taunton, Bristol, Weymouth, Weston-super-Mare, and Yeovil, we serve a diverse client base, from family-owned businesses to large corporations, ensuring our services evolve with the dynamic needs of our clients.
Services
Accountancy
Tax Planning
Payroll Services
Financial Planning
Business Advisory
Highlights and features
- We offer sector-focused expertise with over 150 years of regional experience.
- Our team provides proactive, tax-efficient solutions tailored to client needs.
- We prioritise transparency and long-term relationships with all stakeholders.
- Our collaborative approach ensures clients receive holistic financial guidance.
- We combine innovation with a deep understanding of local market dynamics.
Associations and certifications
- Xero Platinum Partner
What people say
Expert tax advice
Responsive team
Proactive solutions
Long-term support
Clear communication
Services
Accountancy
Our accountancy services provide comprehensive financial reporting and compliance solutions. We support businesses with statutory accounts, bookkeeping, and management reporting, ensuring adherence to regulatory standards. Our Xero Platinum-certified team delivers cloud-based accounting systems for real-time financial oversight, helping clients maintain accuracy and focus on growth.
Tax Planning
Specialist tax planning services cover personal and corporate tax, capital gains, and inheritance tax strategies. Our team of chartered tax advisers identifies efficiencies while ensuring compliance with HMRC regulations. We offer proactive advice on tax-saving opportunities and dispute resolution.
Payroll Services
Full-service payroll administration includes real-time HMRC submissions, pension auto-enrolment, and statutory payment processing. We ensure compliance with employment law while providing secure e-payslip distribution and BACS payment integration for businesses of all sizes.
Financial Planning
Personalised financial planning covers pensions, investments, and retirement strategies. Our Chartered Financial Planners help clients optimise wealth management through tax-efficient structures and long-term investment solutions tailored to individual circumstances.
Business Advisory
Business advisory services focus on growth strategy, cashflow management, and succession planning. We provide sector-specific insights to help businesses navigate challenges, improve profitability, and implement sustainable operational improvements aligned with long-term objectives.
People
Kate Bell
Partner
With extensive experience in personal tax, Kate leads client relationships with a focus on delivering tailored solutions. She specialises in complex tax planning and has over 20 years' experience in accountancy services.
Mike House
Partner
Mike specialises in corporate finance and business advisory, supporting growth-oriented companies. He brings strategic expertise in mergers and acquisitions, with a particular focus on the healthcare sector.
Chris Lewis
Partner
Chris provides expert guidance on business tax and international compliance. His career spans three decades advising SMEs and large corporates on cross-border tax implications and risk management.
Tracey Watts
Partner
Tracey leads audit and assurance services, ensuring rigorous compliance with accounting standards. She has significant experience in statutory audits for charities and public sector organisations.
Fenton Day
Business Services Director
Fenton oversees outsourced finance solutions, helping businesses optimise financial operations. He specialises in process automation and management accounting for mid-sized enterprises.
Questions
What accounting software does Albert Goodman use?
We are Xero Platinum Partners, offering cloud-based accounting solutions tailored to business needs.
Do you offer specialist tax advice for international clients?
Yes, we provide expertise in UK tax residency, domicile status, and cross-border financial planning.
Can you assist with business succession planning?
Our specialists help family businesses develop tax-efficient succession strategies and exit plans.
What payroll services do you provide?
We manage payroll processing, auto-enrolment compliance, and real-time HMRC reporting for businesses of all sizes.
Are you regulated by professional accounting bodies?
We are regulated by the Association of Chartered Certified Accountants (ACCA) and other relevant authorities.
Do you offer trustee and estate planning services?
Yes, our Trust Corporation provides professional trustee services and estate planning solutions.
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