Business Details
Trusted Chartered Accountants in West Kirby
We are a dedicated team of chartered accountants committed to providing comprehensive financial solutions tailored to meet the unique needs of our clients. With a focus on building long-term partnerships, we combine technical expertise with a proactive approach to help businesses navigate complex financial landscapes. Our services span audit, tax planning, corporate finance, and business advisory, all delivered with a personal touch that prioritises client success.We pride ourselves on delivering clarity in financial reporting, ensuring compliance while identifying opportunities to enhance profitability and operational efficiency. Our team brings decades of collective experience in accounting, supported by a commitment to continuous professional development and adherence to the highest ethical standards.
Services
Audit & Assurance
Tax Planning
Corporate Finance
VAT Compliance
Payroll Services
Financial Forecasting
Company Secretarial
R&D Tax Relief
Capital Allowances
Highlights and features
- We offer partner-led audit services with senior team continuity for reduced costs
- Our tax planning identifies legitimate opportunities to minimise liabilities
- We provide tailored financial reporting within four weeks of receiving records
- Specialist compliance support for FCA-regulated entities and charities
- Proactive business advisory services focused on client-specific growth strategies
Services
Audit & Assurance
Partner-led audit services ensuring statutory compliance and financial accuracy. We deliver continuity with senior team involvement, reducing costs while maintaining rigorous standards. Our approach combines advanced audit software with hands-on expertise to streamline processes and provide confidence in financial reporting.
Tax Planning
Comprehensive tax advisory services focused on legitimate liability reduction. We specialise in corporate, personal, and employment tax optimisation, including R&D reliefs and capital allowances. Our proactive planning ensures compliance while maximising financial efficiency for businesses and individuals.
Corporate Finance
Strategic financial advisory for business growth and transactions. Services include raising finance, mergers and acquisitions support, and financial modelling. Our experienced team provides tailored solutions to enhance capital structure and achieve long-term business objectives.
Business Advisory
Tailored advisory services covering financial strategy, operational efficiency, and compliance management. We help businesses improve performance through targeted analysis, forecasting, and implementation of best practices in accounting and regulatory compliance.
VAT Compliance
Specialist VAT advisory and compliance solutions for businesses. We manage registration, return preparation, and HMRC negotiations while identifying opportunities for VAT savings. Our services ensure adherence to complex tax regulations while minimising liabilities.
People
Simon Evans
Partner
Simon leads our audit and assurance practice with over 25 years of experience in statutory audits for SMEs and corporate clients. He specialises in delivering cost-effective compliance solutions while maintaining senior team continuity.
Rosie Evans
Partner
Rosie focuses on tax strategy and business advisory services. With expertise in corporate tax and R&D reliefs, she helps clients optimise financial performance while ensuring compliance with evolving tax regulations.
Questions
What accounting standards do you work with?
We specialise in UK GAAP, including FRS 100-102, and ensure compliance with evolving financial reporting standards for all business sizes.
How quickly do you produce year-end accounts?
We commit to delivering year-end accounts within four weeks of receiving complete records, using efficient processes and experienced teams.
Do you offer specialist tax reliefs?
Yes, we identify opportunities for R&D tax relief, capital allowances, and other legitimate tax-saving measures tailored to your business.
Can you help regulated entities with compliance?
We provide compliance support for FCA-regulated businesses, charities, and pension schemes, ensuring adherence to reporting requirements.
What business sectors do you specialise in?
We have particular expertise in property, construction, professional practices, and not-for-profit sectors alongside general SME support.
Reviews (4)
C. Hughes
Dec 22, 2019
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Incredible service - nothing is too much trouble, and they were an indispensable support during the sale of our business. Highly recommend.
Laura Green
Jan 08, 2019
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We have always received a personable service from Rosie, Simon and their Team. Would highly recommed for small business owners and sole traders looking for first-class accountant.
Sheryl Curran
Jan 11, 2017
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These guys have been our accountants for a few years now. They are friendly, approachable and very helpful. We would highly recommend.
Alicia Lawson
Dec 08, 2014
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Simon and Rosie offer an attentive and meticulous accounting service for our otherwise hectic small food business, with real dedication. They have made us realise the value of having great accountants and what a difference it makes to the business- we love working with them.
