Jon Davies Accountants

Business Details

14 Years

experience

Your Strategic Accounting Partner in Liverpool

At Jon Davies Accountants, we redefine what it means to be a modern accounting partner. Established with a vision to provide more than just compliance services, our firm acts as a strategic Non-Executive Director for your business, offering proactive advice and tailored financial solutions. With over a decade of experience in cloud-based accounting systems like Xero and QuickBooks, we empower entrepreneurs across Liverpool, the North West, and the UK to maintain real-time control of their financial operations. Our team specialises in tax-saving diagnostics, management accounts, and business growth strategies, ensuring clients benefit from both technical expertise and forward-thinking consultancy.

Recognised as Xero's first Gold Partner in Liverpool and a QuickBooks Platinum ProAdvisor, we combine industry-leading software with personalised service. Client testimonials highlight our responsiveness, strategic insights, and commitment to understanding business goals, making us a trusted advisor for ambitious entrepreneurs seeking to optimise their financial performance and long-term success.

Services

Cloud Accounting Tax-Saving Diagnostic Payroll Management Management Accounts Business Advisory Xero Integration QuickBooks Support VAT Returns Company Formation Financial Forecasting

Details

Year established: 2012

Highlights and features

We act as your Non-Executive Director, providing strategic business advice
Specialise in cloud accounting software integration with real-time financial access
Offer tax-saving diagnostics to legally minimise business tax liabilities
Provide regular management accounts and proactive financial consultancy
Recognised expertise in Making Tax Digital compliance and implementation

Associations and certifications

Xero Gold Partner
QuickBooks Platinum ProAdvisor

What people say

Exceptional financial analysis Proactive business support Exceptional payroll services Strategic growth guidance Timely expert advice

Website

Update Listing

Services

Cloud Accounting

Our cloud accounting services enable real-time financial management through platforms like Xero and QuickBooks. Business owners gain 24/7 access to up-to-date financial data across devices, with automated bank feeds and secure collaboration. This modern approach reduces manual data entry by 80% while improving financial visibility for better decision-making.

Tax-Saving Diagnostic

Using advanced diagnostic tools, we identify tax efficiency opportunities tailored to your business structure. Our proactive approach helps legally minimise tax liabilities through strategic profit extraction methods and HMRC-compliant planning strategies, often saving clients thousands annually.

Management Accounts

We produce detailed management accounts that track key performance indicators and cash flow metrics. These reports provide actionable insights into business performance, supporting strategic decisions and helping identify growth opportunities through variance analysis and financial benchmarking.

Payroll Services

Our comprehensive payroll service handles salary calculations, tax deductions, and HMRC compliance requirements. We ensure accurate, timely payments while managing pension contributions and statutory reporting obligations, allowing businesses to focus on core operations.

Business Advisory

Acting as virtual financial directors, we offer strategic guidance on cash flow management, business planning, and growth strategies. Our advisory service includes budget forecasting, performance analysis, and tailored recommendations to enhance business profitability and sustainability.

People

Jon Davies

Founder & Director

With over 15 years' experience in accounting and business growth, Jon established the firm to provide strategic financial partnership beyond traditional accountancy. Recognised as Xero's first Gold Partner in Liverpool, he specialises in cloud accounting implementation and business transformation strategies.

Questions

Do you offer Payroll Management services for businesses?

Yes, we provide comprehensive payroll management services for small to medium-sized businesses. Our payroll team can handle all aspects of payroll processing, including payslip generation, tax calculations, national insurance contributions, pension administration, and compliance with HMRC regulations.

What are Management Accounts and how can they help my business?

Management accounts are financial statements specifically prepared for internal use by businesses to assess their performance, make informed decisions, and track financial health. We specialise in preparing management accounts tailored to your business needs with expert analysis and insights.

What Business Advisory services do you offer?

We offer financial planning, budgeting, cash flow management, and performance analysis. We can also provide guidance on business structuring, strategic planning, and expansion opportunities to help you make informed decisions.

Can you help me set up my business?

Yes, we can guide you through company formation, choosing the right business structure, registering with HMRC, and setting up accounting systems to ensure a smooth and compliant start to your entrepreneurial journey.

Can you help with Cashflow Management?

Yes, we provide cash flow forecasting, analysis of cash flow trends, and recommendations to improve cash flow efficiency through our Cashflow Improvement Meetings to ensure business stability.

Are you Making Tax Digital compliant?

Yes, we are Liverpool's Making Tax Digital experts. We've worked with cloud software for years and can help you transition smoothly to HMRC-compliant digital accounting systems for VAT and future tax requirements.

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Reviews (7)

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Julia

Apr 17, 2021 Report

Having received wonderfully profession service in the past from Jon Davies Accountants, my husband and I recently returned to Jon and the team for help completing a tax return. Once again the team were incredibly supportive, professional and provided a wealth of knowledge on a subject we knew nothing about. A 5 start service once again for a great team. Highley recommended!

Mica Giles

Nov 16, 2019 Report

Jon has been my accountant for a number of years now. His firm regularly prepare all submissions for both my corporate and personal accounting and tax matters. I value Jon's support, not only in the consistent and accurate delivery of submissions, but also in the ad hoc advice that is always readily provided across a wide range of subject matter. One would be hard pressed to find a safer pair of hands.

Nicky Dunning

Sep 27, 2019 Report

I have worked in professional services for many years and liaised with a variety of accountants along the way; but none compare to Jon Davies Accountants. Their proactive approach helps businesses plan for the future unlike most other accountants. Second to none and highly recommended.

Alex Neary

Sep 21, 2019 Report

My experience with Jon Davies Accountants has always been exceptional. Jon and his employees are so welcoming and instantly make you feel at ease. They are professionals and great at what they do. The prosecco fridge is always an added bonus too when visiting!

Alex Barnes

Aug 18, 2019 Report

Jon and all his team at Jon Davies Accountants are exceptional. My firm has worked with accountancy firms before but Jon Davies Accountants are technologically ahead of the game whilst at the same time offering a friendly and approachable service where you are kept regularly informed of the ongoing in your business accounts.
Jon and Claire has set us up with cloud accounting meaning no more carrying around books of receipts with almost no time or effort for me! The best part was that I could completely trust their team to represent our company professionally.

Pearson Surveyors

Aug 04, 2019 Report

Jon and his team provide expert advice and are always looking forward to new changes. His information and talks always prove informative. Looking forward to the next one

Chris Barnes

Jul 31, 2019 Report

Jon and his team are a step ahead of any other accountants I have come across. This is based on their excellence in knowledge, customer services, digital capabilities or simply just to pop into their offices and be given a drinks list, at any time, and enjoy their company!