Business Details
23 Years
experience
Your Trusted Accounting Partner in Bristol
Perpetual Business & Tax Advisors (PBTA) has been delivering exceptional client care for over 20 years, established in 2003 by Duane Shield, a Chartered Tax Adviser with 30 years of industry experience. Our practice is built on understanding each client's unique business goals, financial needs, and future aspirations, with a commitment to simplifying complex accounting and tax matters while maximizing cash flow and minimizing liabilities. Our team provides timely, expert guidance across personal taxation, business strategy, payroll management, and cloud accounting solutions, supported by a fixed-fee structure that ensures transparency and budget certainty for clients.With four offices across Bristol and cloud-based services accessible nationally, we combine the comprehensive capabilities of a large firm with the responsiveness of a dedicated partner, evidenced by decades-long client relationships and numerous testimonials praising our approachability, technical expertise, and pandemic-era support.
Services
Personal Taxation
Business Advisory
Payroll Management
Cloud Accounting
Fixed Fee Accounting
Business Start-Ups
Bookkeeping Services
Details
- Year established: 2003
Highlights and features
- 20+ years delivering tailored tax and accounting solutions
- Fixed-fee structures ensure complete cost transparency
- Cloud accounting integration with Xero certification
- Prompt, approachable support from ACCA-qualified professionals
- Proven crisis management expertise during the coronavirus pandemic
Associations and certifications
- Association of Chartered Certified Accountants (ACCA)
- Chartered Tax Adviser
What people say
Exceptional client care
Prompt professional help
Stress-free process
Expertise second to none
Value for money prices
Services
Personal Taxation
Comprehensive personal tax compliance and advisory services covering annual returns, inheritance tax, capital gains calculations, and HMRC correspondence. Our ACCA-qualified team provides clear explanations of complex tax matters and strategic planning to legally minimize liabilities. Clients receive personalized support through regular consultations and timely submission of all necessary documentation.
Business Start-Ups
Specialised guidance for new ventures including entity structuring, business plan development, funding advice, and HMRC/company registration. We assist with bookkeeping system implementation and ongoing compliance requirements. Our team provides cashflow projections and budget planning to help new businesses establish financial stability while focusing on growth initiatives.
Cloud Accounting
Implementation and support for cloud-based accounting platforms with Xero certification. Services include system setup, data migration, training, and ongoing software management. Our cloud solutions enable real-time financial tracking, collaborative workflows, and secure document sharing while maintaining compliance with HMRC's Making Tax Digital requirements.
Payroll Management
Full-service payroll processing including RTI submissions, auto-enrolment pension calculations, payslip generation, and tax compliance. We handle furlough claims, salary sacrifice schemes, and year-end reporting while ensuring accurate PAYE and NIC calculations. Clients benefit from timely submissions and detailed payment explanations.
Bookkeeping Services
Comprehensive bookkeeping support covering accounts payable/receivable management, bank reconciliation, VAT return preparation, and CIS compliance. Services are tailored to business needs with options for on-site or remote processing. Our team ensures accurate financial records that support informed business decision-making.
People
Duane Shield
Partner
ACCA Fellow and Chartered Tax Adviser with 30 years' experience, founded PBTA in 2003. Specialises in strategic business advisory and tax planning while maintaining hands-on client relationships. Recognised for technical expertise and client-focused approach.
Paul Grant
Partner
Business consultancy specialist with banking sector experience, providing strategic growth advice and management coaching. Known for combining financial expertise with practical business solutions to support client development across various industries.
Faye Barrett
Director
ACCA-qualified expert in company accounts, VAT returns, and personal tax matters. Manages client portfolios while balancing family life with three children and multiple pets. Recognised for exceptional client communication skills.
Mark Barrett
Payroll Manager
18-year payroll specialist handling complex payroll schemes and pension administration. Provides strategic remuneration advice while maintaining strong client relationships. Active in local football coaching and community activities.
Helen Coles
Xero Expert
Cloud accounting specialist with extensive experience implementing digital solutions for businesses. Prepares management accounts and VAT returns while supporting clients' transition to modern accounting platforms.
Questions
What accounting services do you offer?
We provide personal taxation, business advisory, payroll management, cloud accounting, bookkeeping, and fixed-fee accounting services tailored to business needs.
How do your fixed fee structures work?
We agree transparent fixed fees covering all expected work, billed monthly via standing order without surprise charges or additional invoices.
Do you support businesses during tax crises?
Yes, we provided critical pandemic support including furlough claims, government grant applications, and emergency tax guidance for clients.
Can you help with cloud accounting implementation?
Our Xero-certified experts assist with system setup, data migration, training, and ongoing cloud accounting support for businesses of all sizes.
Are you available for urgent queries?
Clients receive prompt support through direct phone access to their dedicated accountant and guaranteed response within one business day.
How do you handle business start-up requirements?
We guide new businesses through entity selection, HMRC registration, bookkeeping setup, and compliance requirements with strategic growth planning.
Reviews (4)
S. Akbulut
Sep 22, 2021
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I have been working with this team for over ten years and I am very happy with their professional, friendly and responsive services. Mine is a small business and PBTA Hanham offered me a very affordable price for their services. And I have always found them approachable and quick to help. I can't recommend them highly enough. Suleyman Akbulut, Akbulut Stainless Consultancy.
Chloe Cann
Jul 28, 2021
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Positive:Professionalism,Value
Im very happy with the service i receive from PBTA. We have our accounts and payroll processed. Being an employment agency it gives us peace of mind that everything is being processed correctly and on time.
Im very happy with the service i receive from PBTA. We have our accounts and payroll processed. Being an employment agency it gives us peace of mind that everything is being processed correctly and on time.
Rich Abram
Sep 18, 2020
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Absolutely brilliant service. Very professional. Started my own business last year and from the start, Faye and Helen have pointed me in the right direction. A very personal service. Always there at the end of the phone and email to answer any questions, even through this Covid 19 turmoil. Would highly recommend to anyone. Thank you Flower & Co. 10/10
Stephen Binfield
Nov 20, 2019
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I have used Flower & Co Bristol for over two years, and they have always gone above and beyond for me and my company. All the staff there are very approachable and can't do enough for you. I would highly recommend them.
