Francis & Co

Business Details

Trusted Chartered Accountants in Cheltenham

Francis & Co & Co are Chartered Accountants dedicated to providing a proactive, client-focused service that extends beyond routine accountancy functions. With expertise in accounting, tax, payroll, and business strategy, we prioritise understanding our clients' unique needs to deliver tailored advice. Our team combines technical proficiency with practical, jargon-free guidance, ensuring businesses and individuals achieve financial clarity and growth. We specialise in working with owner-managed businesses, offering fixed-fee arrangements and flexible payment options to support cash flow.

By maintaining ongoing relationships, we provide pre-year-end tax planning, management accounts, and compliance services that align with evolving regulatory requirements. Our commitment to accessibility includes alternative meeting arrangements for clients requiring physical accommodations. With offices in Cheltenham, we serve clients across diverse industries, combining local knowledge with professional excellence.

Services

Accounting Bookkeeping and VAT Tax Payroll Business Start-Up

Highlights and features

Personalised accountancy service delivered by experienced Chartered Accountants
Proactive tax planning and compliance advice tailored to business needs
Fixed-fee arrangements and flexible payment options available
Specialist support for owner-managed businesses and start-ups
No accountancy jargon - clear, practical financial guidance

Associations and certifications

Institute of Chartered Accountants in England and Wales (ICAEW)

Website

Update Listing

Services

Accounting

We provide accounts preparation services for sole traders, partnerships, limited companies and LLPs. Our proactive year-end service includes pre-year-end meetings for tax planning, management accounts preparation, and draft accounts review. We ensure compliance with statutory requirements while providing business-focused financial insights to support growth strategies.

Bookkeeping and VAT

Our bookkeeping services maintain accurate financial records while managing VAT obligations. We handle VAT registration, return preparation, and submission to HMRC, ensuring compliance with current rates and regulations. We also offer software training and automation solutions to streamline financial processes for businesses with turnover exceeding 90,000.

Tax

We provide comprehensive tax services including corporation tax filings, personal tax planning, and capital gains tax advice. Our team helps businesses and individuals legally minimise tax liabilities through strategic planning, while maintaining compliance with HMRC requirements and offering optional Tax Fee Protection Service.

Payroll

Our payroll service handles PAYE calculations, National Insurance contributions, pension submissions, and digital payslip distribution. We process weekly, 4-weekly or monthly payrolls, produce official documents like P60s, and manage CIS returns. No additional charges apply for form processing or reasonable amendments.

Business Start-Up

We guide new businesses through company formation decisions, helping choose appropriate structures (sole trader, partnership or limited company). Our support includes HMRC registration, company secretarial duties, director appointments, share issuance, and office address registration to ensure proper business establishment.

Questions

What accounting services do you offer?

We provide accounts preparation for sole traders, partnerships, limited companies and LLPs, including year-end accounts, management accounts, and pre-year-end tax planning meetings.

How do you help businesses with VAT?

We handle VAT registration, return preparation and submission, rate change guidance, and software training to ensure compliance for businesses with turnover over £90,000.

What support do you offer for new businesses?

We assist with company formation decisions, business structure selection, HMRC registration, and company secretarial duties to establish new ventures correctly.

Are you qualified to perform audits?

Yes, we are registered with ICAEW to conduct audit assignments and provide assurance services that verify financial accuracy and legislative compliance.

How do you approach tax planning?

We offer proactive tax planning through regular reviews, identifying legitimate opportunities to minimise liabilities while maintaining full compliance with current tax regulations.

Reviews (2)

Write a Review

Piers D.

Aug 09, 2017 Report

Absolutely outstanding service and have no trouble in recommending Warren and the team to any business who needs help with their accounts. Thanks very much.

J. Spencer

Aug 07, 2012 Report

AVOID AT ALL COSTS. Not proactive at all - will miss your company returns etc. Awful experience with Warren Francis and Francis & Co. In short they missed a bunch of my company's returns and caused me to get fined by HMRC on multiple occasions. I am currently seeking legal action against their company. And also complaining to the relevant industry bodies to question their license. I've had to chase up a refund from them over 10 times. It takes 2 weeks to respond to an email.
Warren seems like a decent Guy - but the reality of the service is awful.
Caused me all sorts of problems with HMRC