Business Details
Trusted Accounting & Tax Solutions
We are accountants, advisors, auditors and tax specialists committed to client success. With over 20 years of trust built through dedicated service, we employ 225 professionals including 48 trainees, reinforcing our position as 100% SME Champions. Our approach extends beyond financial figures, focusing on building long-term relationships that address both professional and personal business needs. We specialise in accounting, tax, audit and succession planning, delivering tailored solutions across diverse sectors including agriculture, healthcare, leisure, technology and charities. Our team combines technical expertise with proactive support, ensuring clients receive strategic advice aligned with their unique challenges and growth objectives.We maintain a client-centric model where each engagement is managed by a dedicated partner, manager and controller, guaranteeing consistent, personalised service. Our reputation for excellence is evidenced by long-standing client relationships, including partnerships spanning over 40 years. We prioritise transparency, ethical standards and continuous innovation, helping businesses navigate complex financial landscapes while maintaining compliance and optimising performance.
Services
Accounting
Tax Advisory
Succession Planning
Payroll Services
Audit & Assurance
Cloud Accounting
Management Accounts
Employee Incentives
Private Client Tax
R&D Tax Credits
Highlights and features
- We offer 40+ years of experience in accounting services for SMEs
- Our team provides tailored tax solutions with sector-specific expertise
- We maintain a client-centric model with dedicated partner oversight
- Our proactive approach identifies tax savings and operational efficiencies
- We combine technical expertise with personal understanding of client needs
What people say
Professional expertise
Proactive support
Personalised solutions
Operational efficiency
Business growth
Services
Accounting
Our accounting services streamline financial processes through accounts preparation, cloud accounting and virtual finance teams. We provide tailored financial reporting systems that enhance decision-making while ensuring compliance with regulatory standards. Our approach combines technical expertise with strategic business advice, enabling clients to focus on core operations while we manage financial complexities.
Tax Advisory
We deliver comprehensive tax services covering computations, returns and complex planning strategies. Our specialists help clients maximise tax efficiencies through EIS/VCT investments, business restructuring and employee incentives. With expertise in corporate and personal tax matters, we ensure compliance while identifying opportunities for tax savings across diverse industry sectors.
Succession Planning
Our succession planning services facilitate smooth business transitions through strategic ownership transfers and family discussions. We address tax implications, create buy-sell agreements and develop estate plans that protect business value. Specialised rural succession support helps agricultural businesses maintain continuity across generations while optimising inheritance tax planning.
Payroll Services
We provide end-to-end payroll solutions including compliance, pension auto-enrolment and management accounting. Our dedicated team ensures accurate, timely payroll processing with tailored reporting systems that improve financial visibility. Services range from basic payroll to complete financial outsourcing, supported by expert guidance on HMRC obligations and pension scheme requirements.
Audit & Assurance
Our audit services combine regulatory compliance with strategic business insights. We conduct professional audits, due diligence reviews and financial system assessments that identify risks while providing actionable recommendations. As chartered accountants, we deliver credible financial reporting that meets investor and lender requirements while supporting long-term business growth through improved controls and operational efficiencies.
People
David Morrison
Partner
Specialising in tax planning and business structuring since 1997, David Morrison combines technical expertise with sector-specific knowledge in leisure and family businesses. He provides strategic advisory services while maintaining active involvement in dementia charity work.
Angela Haig
Partner
Tax specialist Angela Haig delivers tailored solutions for high net worth individuals and agricultural partnerships. With expertise in international tax matters, she combines technical proficiency with a client-focused approach that values dynamic professional relationships.
Gordon Buist
Partner
Gordon Buist specialises in corporate restructuring and succession planning, representing client interests in tax policy matters. His approach combines family business experience with technical expertise in mergers, acquisitions and employee ownership trusts.
Rachel Bell
Partner
Rachel Bell provides business tax solutions and transaction advisory services, with particular expertise in R&D tax credits and healthcare sector taxation. She combines technical knowledge with practical business restructuring advice for diverse client portfolios.
Victoria Ivinson
Partner
Victoria Ivinson specialises in family succession planning and agricultural taxation. With farming sector expertise, she advises on IHT, CGT and capital allowances while contributing to Scottish Land & Estates Tax Committee policy discussions.
Questions
What accounting services do you offer for SMEs?
We provide complete accounting services including accounts preparation, cloud accounting, management accounts and virtual finance teams tailored to SME requirements across Scotland.
How do you support agricultural businesses?
Our rural sector specialists offer tailored accounting, tax and succession planning services specifically designed for farming and agricultural enterprises, combining industry knowledge with practical experience.
Can you assist with R&D tax credit claims?
Yes, our tax experts help technology and innovation-focused businesses identify and claim R&D tax credits, ensuring compliance while maximising available incentives.
What succession planning services do you provide?
We offer comprehensive succession planning including ownership transfers, buy-sell agreements and family business discussions, with specialist support for agricultural and owner-managed businesses.
Do you offer payroll outsourcing?
Yes, we provide complete payroll services from basic processing to full financial outsourcing, supported by dedicated contacts and compliance expertise for multiple company structures.
How do your audit services add value?
Our audits combine regulatory compliance with strategic business advice, identifying operational improvements and risk mitigation opportunities while ensuring credible financial reporting for investors and lenders.
