Business Details
Your Trusted Chartered Accountants in Cheltenham
Established in the late 1980s, Smith Heath is a partner-led accountancy firm dedicated to providing high-quality, proactive financial advice tailored to businesses and individuals at every stage of their lifecycle. Our expertise spans accounting, auditing, tax compliance, and strategic business planning, serving a diverse client base from sole traders to corporate groups. With a focus on clarity and efficiency, we specialise in supporting new businesses through structuring and tax planning while offering comprehensive services for established enterprises. Our team combines over 30 years of collective experience with ACCA accreditation, ensuring compliance with regulatory standards and a commitment to client-centric solutions.We prioritise transparency, delivering tailored financial strategies that enhance business performance and personal tax efficiency. Our services extend to payroll, VAT submissions, capital allowances, and inheritance tax planning, supported by cloud-based accounting technologies. Headquartered in Cheltenham, we serve Gloucestershire and surrounding areas, maintaining a reputation for reliability and expertise. Our partners, including Paul Smith, Sam Smith, Rob Wallace, and Timothy Heath, bring decades of industry-specific knowledge to every client engagement. By integrating audit, management accounting, and compliance services, we empower clients to navigate financial complexities with confidence.
Services
Accounting
Auditing
Business Tax
VAT Services
PAYE
Personal Tax
Business Planning
Company Formation
Outsourcing
Capital Allowances
Highlights and features
- We combine over 30 years of collective experience with ACCA accreditation.
- Our tailored services cater specifically to SMEs and individual taxpayers.
- Proactive tax planning minimises liabilities while ensuring HMRC compliance.
- We utilise cloud-based technologies like Xero and QuickBooks for real-time accounting.
- Our partners maintain full audit practice certificates for regulatory assurance.
Associations and certifications
- Association of Chartered Certified Accountants
What people say
Expert tax advice
Responsive service
Deep SME understanding
Proactive planning
Audit expertise
Services
Business Tax
We prepare corporation tax and income tax returns for businesses, ensuring compliance with HMRC deadlines while maximising available allowances. Our team identifies tax-saving opportunities through capital allowances and strategic planning. Clients benefit from expert handling of HMRC correspondence and audits.
Personal Tax
Specialising in self-assessment returns, we manage complex personal tax affairs including capital gains and inheritance tax planning. Our services include forecasting liabilities, filing returns, and advising on tax-efficient asset disposal. We ensure compliance while minimising long-term tax exposure for individuals.
Business Planning
We assist with business start-ups, exit strategies, and financial forecasting. Our services include cash flow analysis, funding negotiations, and structuring for tax efficiency. Clients receive tailored advice on entity selection, compliance, and strategic growth planning to enhance business sustainability.
Auditing
As registered auditors, we conduct statutory audits with minimal business disruption. Our approach identifies operational efficiencies while providing assurance to stakeholders. We specialise in auditing SMEs, offering insights into financial controls and compliance with regulatory standards.
Outsourcing
We provide cloud-based bookkeeping and payroll services using Sage, Xero, and QuickBooks. Our team manages VAT submissions, payroll processing, and financial reporting. Clients gain access to real-time financial data while reducing administrative burdens through our tailored outsourcing solutions.
People
Paul Smith
Partner
FCCA-qualified with extensive experience in business advisory, Paul specialises in supporting Gloucestershire-based SMEs. He focuses on audit services and financial strategy, leveraging over two decades of local market knowledge to deliver client-centric solutions.
Sam Smith
Partner
With expertise in small-to-medium enterprise accounting, Sam strengthens our audit department through rigorous financial analysis. Her client-focused approach ensures tailored compliance strategies while maintaining adherence to ACCA standards for audit integrity.
Rob Wallace
Partner
Qualified in 2010, Rob specialises in growth-phase business advisory. His strengths include problem-solving for expanding companies, implementing efficient accounting systems, and providing strategic financial guidance to clients navigating business development challenges.
Timothy Heath
Partner
With over 30 years of experience, Timothy provides expert tax and financial advice to businesses and individuals. His career spans founding Heath Oliver and establishing Smith Heath as a leading Cheltenham practice, combining technical expertise with strategic oversight.
Questions
What accounting software does Smith Heath support?
We support Sage, Xero, and QuickBooks, including cloud-based solutions for real-time financial management and Making Tax Digital compliance.
Do you offer business start-up advice?
Yes, we provide comprehensive start-up guidance including entity selection, cash flow forecasting, and compliance requirements for new businesses in Gloucestershire.
How do you handle HMRC audits?
Our ACCA-qualified team represents clients during HMRC audits, ensuring compliance while minimising business disruption through proactive documentation and communication.
What tax planning services are available for individuals?
We offer inheritance tax planning, capital gains tax strategies, and self-assessment return preparation with a focus on long-term tax efficiency.
Can you assist with business exit strategies?
Yes, we provide tax-efficient exit planning, including sale structuring and succession planning for family businesses and retiring entrepreneurs.
Are you registered for statutory audits?
Yes, we are ACCA-registered auditors qualified to perform statutory audits for companies requiring independent financial reporting assurance.
