Business Details
21 Years
experience
Trusted Chartered Accountants in Bath & Salisbury
Berkeley Bate has been delivering tailored accountancy services in and around Salisbury and Bath for over two decades. Our approach combines technical expertise with a deep commitment to building lasting client relationships, ensuring we understand both financial needs and business aspirations. With offices in Bath and Salisbury, we prioritise proactive communication, offering unsolicited advice to help clients navigate tax complexities and operational challenges. Our team of chartered accountants brings extensive commercial experience and exceptional interpersonal skills, enabling us to provide actionable insights beyond standard compliance work. We specialise in cloud-based accounting solutions like Xero, enabling real-time financial visibility for businesses.Our proactive tax planning strategies have helped clients reduce liabilities across income tax, corporation tax, and VAT while maintaining full compliance. We differentiate ourselves through our willingness to visit clients on-site and our commitment to explaining financial data in accessible terms. With a focus on both individuals and businesses, we handle everything from day-to-day bookkeeping to strategic profitability improvements. Our fee protection services offer crucial coverage against HMRC investigation costs, providing additional peace of mind. Recognised for our client-centric approach, we continue to build trust through transparent communication and consistent delivery of value-added services.
Services
Accounts Preparation
Tax Planning
Management Accounts
VAT Services
Payroll Processing
Profit Improvement
Business Startups
Valuations
Fee Protection
Solicitor Accounting
Details
- Year established: 2005
Highlights and features
- We offer a FREE initial consultation to understand your specific needs
- Our team proactively identifies tax reduction opportunities across all categories
- We implement cloud-based accounting systems for real-time financial visibility
- Our chartered accountants combine technical expertise with exceptional communication skills
- We maintain a 20-year track record of building trusted client relationships
Associations and certifications
- Xero
What people say
Proactive tax advice
Exceptional client service
Valuable business insights
Clear communication
Accessible team
Services
Accounts Preparation
We prepare comprehensive accounts for all business structures, from sole traders to limited companies. Our service includes bookkeeping support and system setup to ensure accurate financial records. By analysing your accounts, we provide actionable insights to improve business performance and support informed decision-making.
Tax Planning
Our proactive tax planning minimises liabilities across income tax, corporation tax, and VAT. We identify legitimate savings opportunities while ensuring full compliance. With expertise in both personal and business taxation, we help clients retain more of their earnings through strategic tax positioning.
Management Accounts
We produce detailed management accounts to track profitability, cash flow, and operational efficiency. These reports enable data-driven decisions by highlighting key financial trends and performance metrics. Our analysis supports strategic planning and helps businesses achieve their short-to-medium-term objectives.
VAT Services
We manage all VAT requirements including registration advice, return preparation, and HMRC negotiations. Our expertise helps businesses optimise cash flow through appropriate scheme selection. We also represent clients during VAT tribunal proceedings and dispute resolutions.
Payroll Processing
Our payroll service handles tax calculations, payslip generation, and statutory reporting requirements. We manage PAYE schemes, statutory sick pay, and end-of-year returns with complete accuracy. Clients benefit from streamlined payroll operations and compliance with evolving employment tax regulations.
People
Chris Bush
Chartered Accountant
With over 20 years of experience in accountancy, Chris Bush leads client advisory services at Berkeley Bate. He specialises in proactive tax planning and business strategy, combining technical expertise with practical commercial advice to help clients achieve their financial goals.
Questions
What accountancy services do you offer for new businesses?
We provide comprehensive support for startups including business structure advice, cashflow forecasting, and HMRC registration. Our services help new businesses establish proper accounting systems and comply with tax obligations from day one.
How do you help reduce tax liabilities?
We identify legitimate tax savings through strategic planning across income tax, corporation tax, and VAT. Our approach includes reviewing past returns for potential refunds and implementing ongoing strategies to minimise future liabilities.
What cloud accounting solutions do you support?
We specialise in Xero cloud accounting software, helping clients implement and utilise this platform for real-time financial management. Our Silver Partner status ensures expert support for cloud-based bookkeeping and reporting.
Do you provide fee protection against tax investigations?
Yes, we offer fee protection insurance covering up to £75,000 in accountancy fees during HMRC investigations. This service provides financial protection against costs associated with tax compliance reviews and audits.
How do you support existing businesses?
We provide management accounts, profitability analysis, and strategic planning services. Our team helps established businesses improve efficiency, reduce costs, and identify growth opportunities through detailed financial analysis.
