Business Details
41 Years
experience
Your Trusted Chartered Accountants in Bath & Bristol
Established in 1985, we have dedicated ourselves to delivering tailored accountancy solutions for businesses and individuals across Bath and beyond. Our approach prioritises personal service, ensuring clients receive fixed-fee structures and bespoke financial guidance. With a team of experienced professionals, we combine technical expertise with a commitment to understanding each client's unique needs. Our services span accounts preparation, tax planning, payroll management, and audit support, all underpinned by a philosophy of transparency and client empowerment.We leverage cloud-based technology to streamline processes while maintaining the human touch that has defined our practice for decades. Our long-serving team ensures continuity, with directors and managers bringing decades of combined experience in audit, tax, and corporate finance. We pride ourselves on demystifying complex financial regulations, enabling clients to focus on growth and compliance with confidence.
Services
Accounts preparation
Bookkeeping
Business tax planning
Payroll management
VAT compliance
Audit services
Personal tax planning
Capital gains tax advice
Retirement planning
Details
- Year established: 1985
Highlights and features
- We offer over 30 years of local and international accountancy experience.
- Our fixed-fee pricing ensures budget certainty with no hidden costs.
- We provide tailored services for businesses from start-up to growth.
- Our team maintains continuity with dedicated audit and tax specialists.
- We combine cloud technology with a personal, client-focused approach.
Associations and certifications
- Chartered Accountants
- Chartered Tax Advisers
Services
Accounts preparation
We prepare accurate financial statements for sole traders, partnerships, and limited companies. Our service ensures compliance with regulatory standards while providing insights for business decisions. Clients benefit from timely, tailored reporting that simplifies compliance.
Business tax planning
Our experts navigate complex tax regulations to minimise liabilities and ensure compliance. We offer strategic planning for corporation tax, VAT, and payroll obligations. Businesses gain clarity on tax positions and optimise financial efficiency through proactive advice.
Audit services
We conduct remote and on-site audits using cloud technology for efficiency. Our team identifies process improvements while ensuring statutory compliance. Clients receive consistent audit teams, reducing disruption and building sector-specific expertise across international and owner-managed businesses.
Personal tax planning
We manage self-assessment returns and capital gains tax planning for individuals. Our service identifies allowances to reduce tax liabilities while ensuring HMRC compliance. Clients receive ongoing reviews to adapt to legislative or lifestyle changes.
Payroll management
We handle payroll processing, tax calculations, and statutory reporting. Our service covers payslips, P45s, and P60s with accuracy and timeliness. Businesses outsource payroll burdens to focus on core operations while maintaining compliance.
People
Simon Roper
Director
Fellow of the ICAEW with over 25 years' practice experience. Specialises in audit and tax compliance. Leads client relationships and strategic direction for the firm.
Ben Curtis
Director
Fellow of the ACCA with 15+ years' audit and tax expertise. Focuses on corporate compliance and financial reporting. Became director in 2022 to drive service expansion.
Kelly Roper
Tax Manager
Chartered Tax Adviser with 15 years' experience. Manages personal and corporate tax returns. Combines technical knowledge with client-focused communication to simplify tax obligations.
Ashley Davis
Audit & Accounts Manager
Fellow of the ACCA with 13 years' practice experience. Oversees audit engagements and financial reporting. Provides technical expertise across statutory and management accounting requirements.
Kayleigh Briggs
Payroll & Bookkeeping Manager
Qualified payroll specialist with AAT training. Manages VAT returns and bookkeeping services. Implements efficient processes for compliance while supporting account preparation workflows.
Questions
What accounting services do you offer for small businesses?
We provide accounts preparation, bookkeeping, tax planning, payroll, and VAT compliance services tailored to small businesses. Our fixed-fee model ensures cost predictability.
How do your audit services differ from larger firms?
We offer consistent audit teams and remote cloud-based processes while maintaining personal service. Our approach minimises disruption and builds business-specific knowledge across international clients.
Can you assist with personal tax matters?
Yes, we handle self-assessment returns, capital gains tax planning, and retirement tax strategies. Our chartered tax advisers ensure compliance while optimising individual tax positions.
What areas do you cover?
Primarily Bath and Bristol, with international audit clients. Our cloud-based systems enable remote service delivery across the UK and overseas jurisdictions.
How are your fees structured?
We agree fixed annual fees for core services. Additional work incurs agreed charges. Transparent pricing ensures no unexpected costs beyond mutually approved changes.
