Business Details
Chartered Accountants in Yeovil & Sherborne
Established over six decades ago, we have built a reputation as trusted chartered accountants serving businesses across Somerset and Dorset. Our principal and team combine extensive industry experience with continuous professional development to deliver tailored financial solutions. With offices in Yeovil and Sherborne, we maintain strong local connections while offering comprehensive services supported by strategic partnerships with leading financial institutions.Our proactive approach focuses on anticipating challenges through advanced planning and delivering expert advice grounded in practical business experience. We prioritise personal client relationships, ensuring our services evolve with changing legislative landscapes and individual client needs.
Services
Accounting
Taxation
Auditing
Company Formation
Payroll Services
Company Secretarial
Highlights and features
- We offer over 60 years of local accounting expertise
- Our ICAEW-regulated professionals ensure audit compliance
- Tailored services delivered from Yeovil and Sherborne offices
- Proactive financial planning with strategic business partnerships
- Free initial consultation for new clients
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
Services
Accounting
We provide comprehensive accounting services including bookkeeping, financial reporting, and management accounts. Our team ensures accurate record-keeping and timely financial statements to support business decision-making. Clients benefit from tailored reporting formats and ongoing financial monitoring.
Taxation
Our taxation services cover personal and corporate tax planning, compliance, and advisory support. We help businesses navigate complex tax legislation while identifying legitimate opportunities for tax efficiency. Regular updates ensure clients remain informed about legislative changes affecting their financial position.
Auditing
We conduct statutory audits and independent examinations of financial statements for businesses requiring audit assurance. Our ICAEW-regulated audit services meet professional standards while providing constructive insights to improve financial controls and reporting accuracy.
Company Formation
We assist with new company formation including incorporation, constitutional documentation, and initial compliance requirements. Our services ensure proper business structure setup with guidance on ongoing reporting obligations and tax registrations.
Payroll Services
We offer complete payroll management services handling salary calculations, tax deductions, and regulatory reporting. Our systems ensure compliance with PAYE regulations and timely submission of employee payment records to HMRC.
People
Ian Dodds
Principal
Chartered accountant with extensive business advisory experience, leading the practice's strategic direction and client relationships across Somerset and Dorset.
Gary Bishop
Manager
Experienced accounting professional managing client portfolios, specialising in financial reporting and compliance for medium-sized enterprises in the region.
Karen Jones
Manager
Fellow of ICAEW with expertise in tax advisory services, providing strategic guidance to businesses on corporate tax planning and compliance matters.
Peter Williams
Manager
Accounting specialist focusing on audit engagements and financial control systems, ensuring clients meet regulatory requirements with practical solutions.
Questions
What accounting services do you offer?
We provide full accounting services including bookkeeping, financial statements, management accounts, and year-end reporting tailored to business needs.
Do you handle tax compliance for businesses?
Yes, we manage corporate tax returns, VAT registrations, PAYE schemes, and provide tax planning advice to ensure compliance and efficiency.
Are you qualified auditors?
Our practice is ICAEW-regulated to conduct statutory audits for companies requiring independent financial statement examinations.
Can you help with new business setup?
We assist with company formation, constitutional documents, and initial tax registrations to establish your business correctly from the start.
What areas do you cover?
We serve clients across Somerset and Dorset from our offices in Yeovil and Sherborne, with established regional business connections.
