Business Details
24 Years
experience
Trusted Accountants in Stockton-on-Tees
Established in 2002 by Directors Craig Davies and Ian Tracey, we have built a reputation as trusted accountants and business advisers serving clients across the northern region and beyond. Our acquisition of Gilchrist Tash in 2012 combined the dynamism of a young organisation with the wisdom of a long-established practice, creating a unique service portfolio. We prioritise personalised relationships, offering proactive support tailored to individual and business needs, from day-to-day financial management to strategic growth planning. Our expertise spans sectors including education, healthcare, construction, and technology, with a commitment to transparency, client education, and minimising tax liabilities.With offices in Stockton-on-Tees and Stokesley, we provide accessible, jargon-free advice through face-to-face meetings, phone calls, or online consultations. Our teams experience, combined with a focus on innovation and client-centric service, positions us as partners in our clients success. We adhere to strict professional standards, evidenced by our membership with ICAEW, and offer free initial consultations to understand client needs before delivering fixed-fee solutions.
Services
Accounting Software
Payroll Outsourcing
Tax Planning
VAT Returns
Business Valuations
Company Formation
Audit Services
Inheritance Tax Planning
Management Accounts
Strategic Planning
Details
- Year established: 2002
Highlights and features
- We offer free initial consultations with no obligation.
- Our fixed-fee pricing ensures transparent costs.
- Personalised service tailored to your specific needs.
- Expertise across diverse sectors including healthcare and technology.
- Proactive advice focused on long-term financial growth.
Associations and certifications
- ICAEW
Services
Accounting Software
We help businesses select and implement tailored accounting software, streamlining financial processes and improving accuracy. Our expertise ensures seamless integration with existing systems, reducing administrative burdens. Clients benefit from real-time financial insights and enhanced efficiency in managing budgets and cash flow.
Payroll Outsourcing
Our comprehensive payroll services ensure accurate and timely employee payments while complying with HMRC regulations. We handle tax deductions, pension contributions, and reporting, allowing businesses to focus on core operations. Clients receive customised payroll solutions adaptable to their specific workforce needs.
Tax Planning
We provide strategic tax planning to legally minimise liabilities for individuals and businesses. Services include inheritance tax mitigation, corporation tax reduction, and VAT optimisation strategies. Our proactive approach ensures compliance while maximising financial efficiency through legitimate tax-saving opportunities.
VAT Returns
We manage VAT registration, return preparation, and dispute resolution for businesses of all sizes. Our team ensures compliance with changing HMRC requirements while identifying potential savings. Clients receive expert guidance on VAT schemes and cash flow optimisation strategies.
Business Valuations
We offer accurate business valuations for mergers, acquisitions, or succession planning purposes. Our analysis considers market conditions, financial performance, and growth potential. Clients gain clear insights into their company's worth to support informed decision-making during transactions or strategic reviews.
People
Craig Davies
Director
Co-founder with extensive experience in business advisory and tax strategy. Specialises in supporting SMEs through growth phases and succession planning. Committed to delivering practical financial solutions tailored to client needs.
Ian Tracey
Director
Co-founder offering expertise in audit services and corporate finance. Focuses on helping businesses achieve compliance while optimising financial performance. Brings strategic leadership to complex accounting challenges across diverse industries.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, VAT returns, tax planning, and business advisory services tailored to SMEs across various sectors.
Do you offer fixed-fee accounting packages?
Yes, we create custom fixed-fee packages based on your specific requirements during free initial consultations.
How can you help with tax efficiency?
Our specialists identify legitimate tax-saving opportunities through inheritance tax planning, corporation tax reduction strategies, and VAT optimisation.
What sectors do you specialise in?
We work with clients in healthcare, education, construction, technology, professional services, and retail sectors.
Can you assist with business growth planning?
Yes, we offer strategic planning, management accounts, and business valuation services to support sustainable growth initiatives.
How do you deliver your services?
We provide flexible support through face-to-face meetings, phone consultations, or online platforms to suit your preferences.
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