Business Details
33 Years
experience
Chartered Accountants in Trowbridge & Bristol
Established in 1993, Oakensen Chartered Accountants combines decades of commercial experience with modern accounting practices to deliver tailored financial solutions. Our team of Chartered Accountants specialises in tax compliance, audit services, and strategic business advisory, ensuring clients remain compliant while optimising financial performance. We prioritise proactive guidance, leveraging cutting-edge technology to streamline accounting processes and reduce administrative burdens. With offices in Trowbridge and Bristol, we serve businesses and individuals nationwide, offering personalised support from initial consultations through to complex regulatory requirements.Our ICAEW accreditation underscores our commitment to the highest professional standards, while our data-driven audit approach provides actionable insights to enhance business sustainability. We differentiate ourselves through year-round advisory services, tax-efficient planning, and a client-centric ethos that transforms accounting from a compliance task into a strategic asset.
Services
Year End Accounts
VAT Return Preparation
Self-Assessment Tax Returns
Statutory Audits
Business Strategy Advice
Payroll Services
Cloud Accounting Implementation
Inheritance Tax Planning
Company Formations
Corporate Tax Calculations
Details
- Year established: 1993
Highlights and features
- Our tax-trained accountants ensure compliance and identify tax-saving opportunities.
- We implement cloud accounting systems to streamline financial processes.
- Proactive year-round advisory services support business growth and decision-making.
- ICAEW membership guarantees adherence to the highest professional standards.
- Data-driven audit approach provides actionable insights for business improvement.
Associations and certifications
- ICAEW
Services
Year End Accounts
We prepare comprehensive year-end accounts ensuring compliance with accounting standards. Our service includes financial statement preparation, tax adjustments, and statutory reporting. Clients receive clear, timely documentation to support informed business decisions.
Statutory Audits
Our ICAEW-accredited team conducts statutory audits with minimal disruption to operations. Using data analytics, we identify risks and provide detailed reports with actionable recommendations to enhance financial transparency and business performance.
Tax Planning
Specialist tax services cover corporation tax, capital gains, and inheritance tax planning. We ensure compliance while identifying allowances to reduce liabilities, supported by ongoing advisory services for individuals and businesses.
Cloud Accounting
Implementation of cloud-based accounting systems to automate processes and improve efficiency. We train clients on AI-driven tools that save time, reduce errors, and provide real-time financial insights for better decision-making.
Payroll Services
Comprehensive payroll processing including salary calculations, tax deductions, and HMRC submissions. Our system ensures compliance with evolving regulations while providing employees with accurate, timely payments and documentation.
People
David Oakensen
Director and Audit Engagement Partner
Qualified as a Chartered Accountant at 21, David studied Social Anthropology at LSE and worked in Jersey and the Middle East before founding Oakensen Chartered Accountants in 1993.
Ethan Edwards
Practice Operations Manager
With 14 years in accountancy and prior sales leadership experience, Ethan oversees daily operations after joining Oakensen Chartered Accountants in 2018 following roles at Mondelez International.
Becky Grist
Tax Department Manager
First-class Accounting graduate from Exeter, Becky qualified as an ACA and now leads our Trowbridge office and tax team since joining in 2018.
Helen Hall
Head of Accounts and Audit
With 30 years at William Price & Co before its acquisition by Oakensen Chartered Accountants, Helen leads audit teams in Bristol, specialising in resolving complex financial challenges for businesses.
Angelique Avery
Trowbridge Office Manager
After a Mathematics Masters at Bath, Angelique qualified as a Chartered Accountant and now manages the Trowbridge team, combining analytical expertise with operational leadership.
Questions
What accounting services do you offer for businesses?
We provide year-end accounts, VAT returns, payroll, cloud accounting implementation, business strategy advice, and tax planning tailored to business needs.
Do you handle personal tax returns for individuals?
Yes, we prepare Self-Assessment Tax Returns, offer inheritance tax planning, and provide compliance support to ensure timely HMRC submissions.
Are your audit services ICAEW accredited?
All audit services are conducted under ICAEW accreditation, ensuring adherence to rigorous professional standards and regulatory compliance.
How do you support business growth through advisory services?
We deliver strategic business plans, cash flow forecasting, and proactive tax advice to help businesses optimise operations and achieve long-term goals.
What technology do you use for accounting processes?
We implement cloud-based accounting systems with AI automation to streamline workflows, reduce errors, and provide real-time financial insights.
Can you assist with complex tax scenarios?
Our specialist tax team handles SEIS/EIS applications, trust estates, capital gains tax, and international tax compliance for individuals and corporations.
Reviews (4)
Catherine Grose
Jan 14, 2021
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Had an easy and highly informative discussion on the phone about capital gains tax and filing as non resident. Very please I called them and I will certainly use their services if the need arises.
Fari Nejad
Dec 30, 2019
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For the last 9 years, I have found Oakensen an incredibly professional,helpful and knowledgeable firm, who have helped me in financial matters by providing the best accounting services,I have ever been provided in my 35 years of running a business.
Ann Stewart
Nov 02, 2019
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Been using Oakensen (formerly Munros) since 1992. I have found them helpful, constructive and empathetic. Would certainly recommend them to my friends. and have done so.
Chaz Barnes
Jun 28, 2019
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I've worked with Oakensens since setting up my business, they've taken away the stress and given me peace of mind with my accounting. Thoroughly recommended their service!
