Business Details
Trusted Accountancy Services in Cottenham
Dragonfly Accounting & Financial Management was founded to provide expert tax, accountancy, and financial management support tailored to individuals, businesses, and charities. With over two decades of experience as a Chartered Certified Accountant and Finance Director across diverse sectors, our lead professional combines technical expertise with commercial insight to address complex financial challenges. We prioritise long-term relationships, offering clear, actionable advice to help clients optimise their finances while focusing on their core priorities. Our services span tax planning, compliance, financial reporting, and strategic advisory, delivered with a commitment to transparency and value. Based in Cottenham, we provide an alternative to large accountancy firms by combining sector-specific knowledge with a personalised approach.Clients benefit from proactive guidance on regulatory changes, tailored solutions for business structures, and specialist support for charities navigating evolving compliance requirements. Our experience with organisations ranging from start-ups to PLCs ensures practical, scalable advice aligned with client goals. We aim to demystify financial processes, ensuring clarity in tax obligations and opportunities for growth. By maintaining a patient, approachable, and professional demeanour, we foster trust and confidence in our clients' financial decision-making. Dragonfly Accounting & Financial Management's focus remains on empowering clients through expertise, ensuring they achieve both immediate compliance and long-term financial objectives.
Services
Tax & Accountancy
Financial Management
Business Advisory
Charity Services
Tax Compliance
Highlights and features
- Chartered Certified Accountant with 20+ years' experience as Finance Director
- Specialist support for charities and businesses navigating compliance challenges
- Commercial focus combining technical expertise with practical business insight
- Personalised service offering value without compromising quality
- Proven track record advising organisations from start-ups to PLCs
Associations and certifications
- Association of Chartered Certified Accountants (ACCA)
Services
Tax Compliance
We prepare and submit self-assessment tax returns (SA100) while advising on tax liabilities and planning strategies. Our clients receive proactive updates about regulatory changes affecting their finances. This service ensures compliance with HMRC requirements while optimising tax efficiency for individuals and businesses.
Charity Services
Specialist accountancy services for charities include annual financial statements and compliance with evolving regulatory frameworks. We address challenges around sustainability and income diversification. Our experience as former Finance Director for Cambridgeshire charities informs practical, sector-specific solutions tailored to nonprofit organisations.
Business Advisory
We advise on optimal legal structures for businesses and prepare accounts and tax returns. Our support covers compliance deadlines with HMRC and Companies House. This service helps business owners focus on operations while ensuring financial processes meet regulatory requirements and growth objectives.
Financial Management
Comprehensive financial management includes estate planning and tax liability calculations. We help clients maximise financial resources through strategic planning. Our approach combines technical expertise with commercial insight to deliver actionable, long-term financial strategies for individuals and organisations.
Tax Advisory
We provide tailored advice on tax-efficient structures and compliance strategies for individuals and businesses. Our services address both immediate obligations and long-term planning. Clients benefit from clear explanations of complex tax matters and proactive guidance on legislative changes affecting their finances.
People
Paul O'Brien
Chartered Certified Accountant
Paul O'Brien is a Chartered Certified Accountant with over 20 years' experience as Finance Director for businesses and charities. He specialises in tax, accountancy, and financial strategy, offering clear, practical advice tailored to client needs.
Questions
What services does Dragonfly Accounting & Financial Management offer?
We provide tax compliance, financial management, business advisory, and charity-specific accountancy services, including tax returns, compliance support, and strategic financial planning.
Who do you work with?
We support individuals with additional income, business owners, and charities across Cambridgeshire and surrounding areas, offering tailored financial solutions for diverse client needs.
What makes Dragonfly Accounting & Financial Management different?
Our combination of Chartered Certified expertise, commercial experience as Finance Directors, and personalised service distinguishes us from larger accountancy practices while maintaining professional standards.
How do you handle regulatory changes?
We proactively inform clients about tax and regulatory updates affecting their finances, ensuring compliance while identifying opportunities to optimise financial outcomes through timely strategic adjustments.
What experience do you have with charities?
Having served as Finance Director for multiple Cambridgeshire charities, we understand sector-specific challenges including compliance, sustainability, and income diversification, providing targeted solutions informed by practical experience.
Where are you based?
We operate from Cottenham, Cambridgeshire, providing services to clients across the county and surrounding regions through a combination of local knowledge and national regulatory expertise.
