Business Details
Expert Accountancy Services in Penrith
Robinson Udale is a professional accountancy firm based in Penrith, delivering proactive advice and tailored support to businesses and taxpayers. With a strong focus on local expertise, we combine deep industry knowledge with a commitment to simplifying complex financial matters. Our services span accounts and audit, tax compliance, strategic business advice, and wealth planning, supported by advanced software solutions.We prioritise transparency, client education, and long-term relationships, ensuring clients receive actionable insights in plain English. As a certified 1% for the Planet member, we demonstrate environmental responsibility through annual donations to sustainability initiatives, reflecting our values-driven approach to business.
Services
Accounts & Audit
Tax Compliance
Strategic Business Advice
Wealth Planning
Payroll Services
Forensic Accounting
IT Software Support
Human Resource Consultancy
Highlights and features
- We offer 20+ years of local accountancy expertise in Penrith and Cumbria
- Our team provides proactive tax planning and compliance solutions
- Certified advisors for Sage, QuickBooks, Xero, and FreeAgent software
- We combine audit-quality reporting with actionable business strategy advice
- Committed to environmental impact through 1% for the Planet donations
Associations and certifications
- 1% for the Planet
What people say
Fantastic team
Responsive, proactive, supportive
Reliable, approachable, efficient
Expertise and hard work
Invaluable support
Services
Accounts & Audit
We prepare comprehensive financial statements while reviewing business performance to support decision-making. Our audit services provide assurance for statutory requirements or business transactions. Partners with local knowledge explain results in plain English, ensuring compliance and strategic value.
Tax Compliance
Our experts handle corporation tax, income tax, VAT, and inheritance tax compliance while identifying legal tax minimisation opportunities. We assist with HMRC disputes and Making Tax Digital requirements, ensuring businesses meet obligations while optimising tax positions through proactive planning.
Strategic Business Advice
We provide cashflow forecasting, business planning, and acquisition/sale advisory services. Our team helps clients evaluate projects, cut costs, and stabilise operations through tailored financial insights. Decades of experience support informed decisions for business growth and succession planning.
Wealth Planning
Through our affiliated firm, we offer independent financial advice covering investments, protection, and estate planning. Services include regular portfolio reviews, retirement planning, and flexible strategies that adapt to changing client needs with transparent, fee-based advisory services.
IT Software Support
We support Sage, QuickBooks, Xero, and Moneysoft Payroll software with training and troubleshooting. Partnerships with major platforms ensure MTD compliance, while our team provides implementation guidance and remote assistance to optimise accounting systems for business efficiency.
People
Rob Udale
Founding Partner
With decades of experience in accountancy, Rob established the firm's commitment to client-focused service and environmental responsibility. He specialises in strategic business advice and audit quality assurance.
Danny Roper
Managing Partner
Leading day-to-day operations, Danny combines technical expertise with local business knowledge. He focuses on tax compliance solutions and maintaining the firm's 1% for the Planet environmental commitments.
Julie Osborn
Partner
Specialising in audit and financial reporting, Julie ensures compliance while delivering actionable insights. Her expertise supports clients through complex financial challenges and regulatory requirements.
George Udale
Partner
Focusing on business growth strategies, George advises on cashflow management and expansion opportunities. His local market knowledge helps businesses navigate regional economic conditions.
Lisa Fleming
Tax Senior
Lisa manages corporate tax compliance and inheritance tax planning. She ensures clients benefit from legal tax minimisation strategies while maintaining HMRC compliance through meticulous record-keeping.
Questions
What accounting services do you offer?
We provide accounts preparation, audit, tax compliance, payroll, and strategic business advice. Our services cover all aspects of financial management for businesses and individuals.
Are you qualified to handle tax compliance?
Yes, our team includes certified tax specialists who stay updated with UK legislation changes. We ensure accurate filings and offer tax minimisation strategies.
Do you support cloud accounting software?
We are certified advisors for Sage, QuickBooks, Xero, and FreeAgent. Our team provides implementation support and training for digital accounting solutions.
How do you support environmental causes?
As 1% for the Planet members, we donate 1% of sales annually to environmental charities. This includes organisations focused on climate advocacy and wildlife conservation.
Can you help with business succession planning?
Yes, we offer business sale/acquisition advisory and inheritance tax planning. Our experts help clients transition businesses while minimising tax liabilities.
