Business Details
11 Years
experience
Expert Accountants in Appleby-in-Westmorland
Westmorland Accountants was founded in 2015 by Kevin, a Chartered Accountant with over 15 years of experience in business advisory. Our firm combines fresh thinking with practical solutions to simplify financial management for individuals and businesses. We prioritise commercial awareness, supportiveness, and approachability while leveraging cutting-edge technology to deliver efficient accountancy services. Our expertise spans tax planning, payroll management, VAT compliance, and cloud accounting, tailored to meet the unique needs of family businesses and companies. We focus on proactive financial strategies to help clients minimise liabilities, maximise opportunities, and achieve long-term growth.Our commitment to transparency and client education ensures businesses remain compliant and informed throughout the year. With a background in farm business management, Kevin brings sector-specific insights to our services. We pride ourselves on providing timely, accurate advice and fostering lasting relationships built on trust and reliability. Our mission is to untangle complex financial challenges and empower clients to make confident business decisions.
Services
Accountancy
Tax Advisory
Payroll
VAT & Secretarial
Online Accounting
Details
- Year established: 2015
Highlights and features
- We offer cloud accounting expertise with Xero and Wave certified partners
- Our proactive tax planning minimises liabilities while maximising reliefs
- Dedicated payroll advisers handle complex compliance requirements
- We provide sector-specific insights from agricultural business experience
- Real-time financial reporting enables data-driven business decisions
Services
Accountancy
We provide tailored accountancy services with monthly, quarterly, or annual reporting options. Our approach delivers ongoing financial insights through profit and loss statements, balance sheets, and cash flow projections. By combining traditional accounting with modern technology, we help businesses maintain compliance while making informed strategic decisions.
Tax Advisory
Our proactive tax advisory service identifies savings opportunities across corporation tax, capital gains, and inheritance planning. We ensure compliance with HMRC requirements while implementing strategies to reduce liabilities through reliefs and allowances. Expert guidance covers personal and business tax returns, pension planning, and employee share schemes.
Payroll
We handle complete payroll processing for businesses of all sizes, including RTI submissions, payslip generation, and year-end returns. Our service includes tax calculations, pension administration, and regulatory updates. Competitive pricing tiers accommodate businesses with 1-10, 11-50, or over 50 employees with dedicated support.
VAT & Secretarial
Our VAT service manages return submissions, scheme selection, and compliance reviews. We help businesses choose between standard, flat rate, or cash accounting methods while providing performance reports. Secretarial support includes company registration, record reviews, and regulatory correspondence with HMRC.
Online Accounting
As Xero and Wave partners, we implement cloud accounting solutions that provide real-time financial access. Services include software setup, transaction recording, VAT return preparation, and management reporting. Cloud technology enables collaborative financial management with secure, anywhere access to business data.
People
Kevin
Founder & Chartered Accountant
Established Westmorland Accountants in 2015 after 8 years in practice. Qualified Chartered Accountant with agricultural business management background. Specialises in tax planning for family businesses and cloud accounting implementation.
Questions
What accounting software do you support?
We are certified partners for Xero and Wave cloud accounting platforms, providing implementation, training, and ongoing support for these systems.
How do you handle tax compliance?
We proactively manage tax compliance through regular reviews, HMRC submissions, and strategic planning to ensure adherence to current legislation while minimising liabilities.
What payroll services do you offer?
We provide full payroll processing including RTI submissions, payslips, year-end returns, and pension administration with tiered pricing based on employee numbers.
Do you work with agricultural businesses?
Yes, our founder's farming background provides sector-specific expertise in farm business accounting and tax planning for agricultural enterprises.
How often do you provide financial reports?
We offer monthly, quarterly, or annual reporting schedules with profit and loss statements, cash flow projections, and VAT management reports.
