Business Details
22 Years
experience
Expert Accountancy Services in Leicestershire
Charnwood Accountants was established in 2004 by David Barnett and David McKeon, with a vision to redefine accountancy through proactive, client-centric service. Our team of chartered tax advisors and qualified professionals specialises in delivering tailored financial strategies for small to medium-sized businesses, solicitors, and sports sector clients. We prioritise fixed-fee structures, pre-agreed service plans, and free telephone support to eliminate financial surprises while ensuring tax efficiency and business growth. With a low staff turnover, we maintain continuity of care, building deep expertise in each client's operations.Our proactive approach includes annual legislative reviews, year-end performance discussions, and tax-saving opportunities identified through meticulous planning. Recognised for our expertise in capital allowances, succession planning, and grant audits, we combine technical excellence with a commitment to understanding clients' personal and business goals. Our 2017 management buyout by Anna Brocklehurst, Chris Hutton, and Steve Lathwood reinforced our dedication to quality-driven growth, serving both local Leicestershire businesses and national clients.
Services
Business Accounting
Tax Compliance
Grant Audits
Solicitors Accounts
Capital Allowances
Succession Planning
Group Restructuring
Corporate Finance
Research Tax Credits
IHT Planning
Details
- Year established: 2004
Highlights and features
- Fixed fees with no unexpected charges
- Pre-agreed service plans for transparency
- Free telephone support for urgent queries
- Team includes 3 chartered tax advisors
- Proactive tax planning and legislative updates
What people say
Proactive tax planning
Significant annual savings
Exceptional business advice
Fixed fee transparency
Deep business understanding
Services
Business Accounting
Our business accounting services encompass financial reporting, tax compliance, and strategic advisory for SMEs. We ensure accurate statutory filings while providing proactive guidance on cashflow management and growth strategies. Our fixed-fee model guarantees transparency, with dedicated client managers maintaining continuity of care across all compliance requirements.
Tax Planning
Specialist tax planning leverages expertise from three chartered tax advisors. We focus on capital allowances, business succession, and property portfolio optimisation. Our proactive approach identifies tax savings through legislative reviews and personalised strategies, ensuring compliance while maximising financial efficiency for businesses and high-net-worth individuals.
Grant Audits
We conduct independent grant audits for UK Innovate and Horizon 2020 funding recipients. Our dedicated team ensures compliance with funding body rules, verifying expenditure against project requirements. With experience across sectors, we streamline audit processes for businesses ranging from family-owned firms to listed PLCs.
Solicitors Accounts
Tailored accountancy for solicitors includes SRA-compliant audits, client account management, and business development benchmarking. Our specialist team understands legal practice software systems, providing compliance support alongside strategic advice to improve firm profitability through sector-specific insights.
Corporate Finance
Corporate finance services cover business valuations, M&A support, and shareholder dispute resolution. With hands-on experience from our 2017 management buyout, we advise on transaction structuring, due diligence, and financing options. Our team provides expert witness testimony for complex financial disputes involving businesses and partnerships.
People
Anna Brocklehurst
Partner and Tax Specialist
Chartered Tax Advisor specialising in tax-efficient exit strategies and company restructures. Qualified CTA in 2011, with expertise in advising diverse industries from agriculture to manufacturing. Leads proactive tax planning initiatives.
Chris Hutton
Partner
Co-founder with 20+ years' experience advising owner-managed businesses. Chartered Certified Accountant focusing on business strategy and tax compliance. Known for proactive client engagement and long-term relationship building.
Steve Lathwood
Partner
Co-founder specialising in tax-efficient business strategies. Provides commercial insights across sectors, balancing technical expertise with practical business solutions. Key figure in the 2017 management buyout.
Paula Wheatley
Partner
Solicitor sector specialist with benchmarking tool development expertise. Former mid-tier firm experience, focusing on practice profitability improvements and compliance for legal practices nationwide.
Chris Tadman
Partner
Business advisory expert with focus on owner-managed growth strategies. ACCA qualified with audit senior experience, delivering tailored solutions for SMEs across manufacturing, technology, and service sectors.
Questions
What accounting services do you offer for SMEs?
We provide business accounting, tax compliance, grant audits, succession planning, and corporate finance services tailored to SME needs.
Do you specialise in any industry sectors?
Yes, we specialise in accountancy for solicitors, sports sector businesses, and grant-funded organisations.
How do your fixed fees work?
All fees are pre-agreed with no surprises. We create service plans outlining exactly what you'll receive.
Can you help with tax-saving strategies?
Our chartered tax advisors specialise in capital allowances, IHT planning, and tax-efficient business restructuring.
What audit services do you provide?
We conduct statutory audits, grant audits for Innovate UK/Horizon 2020, and SRA-compliant audits for solicitors.
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