Business Details
Your Trusted Chartered Accountants in Malvern
Beacon Accountancy & Tax is a firm of Chartered Certified Accountants based in Malvern, Worcestershire, dedicated to providing tailored accounting and tax solutions for small businesses. Our team of qualified professionals combines technical expertise with a personalised approach to help clients navigate complex financial regulations, ensure compliance, and optimise financial outcomes. Specialising in year-end accounts, bookkeeping, payroll management, and R&D tax credits, we prioritise transparency, integrity, and proactive support.With over a decade of experience using XERO software and partnerships with industry specialists, we deliver efficient, client-focused services designed to minimise tax liabilities and enhance business growth. Regulated by ACCA, we uphold the highest professional standards while maintaining a commitment to exceptional service delivery.
Services
Company Accounts & Tax
Personal Tax
Bookkeeping
Payroll & CIS
Company Formation
R&D Tax Credits
Highlights and features
- We are regulated by ACCA, ensuring professional standards and accountability.
- Our team are XERO certified with over 10 years of practical experience.
- Personalised approach tailored to the unique needs of small businesses.
- Specialist knowledge in R&D tax credits to maximise business incentives.
- Proven track record supporting clients with compliance and financial strategy.
Associations and certifications
- ACCA
Services
Company Accounts & Tax
We prepare year-end accounts and tax returns for sole traders, partnerships, and limited companies. Our service ensures compliance with HMRC and Companies House requirements while minimising tax liabilities. By maintaining accurate records and providing strategic advice, we help businesses avoid penalties and optimise financial performance through proactive tax planning.
R&D Tax Credits
Our R&D tax credit specialists help innovative businesses reclaim eligible costs from HMRC. We assess eligibility, prepare claims, and collaborate with partners to maximise refunds. This service supports companies investing in new products, processes, or services by improving cash flow and funding future development projects through Corporation Tax Relief.
Bookkeeping
We manage bookkeeping using XERO software, including VAT return preparation. As XERO Gold Partners with over 10 years' experience, we ensure accurate transaction recording and regulatory compliance. Our systemised approach provides real-time financial insights to support informed business decisions and maintain orderly accounting records.
Payroll & CIS
We handle monthly payroll processing and CIS returns to ensure correct payments for employees and subcontractors. Our service includes tax deductions, payslip generation, and compliance with HMRC requirements. This ensures businesses meet obligations under construction industry schemes while maintaining accurate payment records for workforce management.
Company Formation
We assist in forming new companies with proper legal structure and compliance foundations. Our service covers registration with Companies House, tax registration, and initial accounting setup. We provide guidance on director responsibilities and financial systems to establish businesses correctly from inception, avoiding common pitfalls for new entities.
People
Kate Hill
Director/Owner
Kate Hill, FCCA, is the founder and director of Beacon Accountancy & Tax. With extensive experience in small business accounting, she specialises in strategic tax planning and compliance. Her leadership ensures clients receive expert, personalised financial guidance aligned with ACCA standards.
Sally Griffin
Practice & Client Manager
Sally Griffin manages client relationships and practice operations at Beacon Accountancy & Tax. She coordinates service delivery and ensures smooth communication between clients and accountants. Her organisational expertise supports the firm's hybrid working model and client-focused service approach.
Lynn Spurrier
Accountant & Tax Adviser
Lynn Spurrier, FCCA, provides specialist tax advice and accounting services. With deep knowledge of small business taxation, she helps clients navigate complex regulations while maintaining compliance. Her expertise covers personal and corporate tax optimisation strategies for diverse business sectors.
Malcolm Robson
Accountant
Malcolm Robson delivers comprehensive accounting services to Beacon's clients. His technical skills cover bookkeeping, payroll, and financial reporting. He works closely with businesses to maintain accurate records and support informed financial decision-making through reliable accounting practices.
Jim Holtom
Associate
Jim Holtom provides specialist support as an associate accountant. His role includes assisting with tax returns, compliance matters, and client advisory services. He contributes technical expertise to ensure clients receive thorough, accurate accounting and tax solutions tailored to their specific needs.
Questions
What accounting services do you offer for small businesses?
We provide company accounts, bookkeeping, payroll, tax returns, and R&D tax credit claims tailored to small business needs.
Are you qualified to handle tax compliance?
As ACCA-regulated Chartered Certified Accountants, we ensure all tax filings meet HMRC requirements with expert accuracy.
Can you help with R&D tax credits?
Yes, we specialise in identifying eligibility and preparing claims for R&D tax relief to benefit innovative businesses.
Do you work with businesses outside Worcestershire?
While based in Malvern, we support clients nationwide through remote collaboration and digital accounting systems.
How do you handle client communication?
We use email, phone, and pre-arranged meetings to ensure clear communication, adapting to hybrid working arrangements as needed.
What XERO services do you provide?
As XERO Gold Partners, we offer software setup, training, and ongoing bookkeeping services with certified expertise.
