Heelan Associates

Business Details

Expert Accounting & Business Advisory Services

At Heelan Associates, we are passionate about empowering businesses to thrive through tailored financial expertise. Our dedicated team of accountants, bookkeepers, and payroll specialists serves small business owners across the UK, offering comprehensive services including accounting, tax compliance, payroll management, and strategic advisory. With decades of combined experience, we prioritize transparency, efficiency, and personalized support, ensuring our clients save time and reduce tax burdens.

Our accreditations with leading professional bodies, including ACCA and AAT, reflect our commitment to excellence. We partner with businesses from inception through growth and transformation, providing flexible solutions that adapt to evolving needs. Whether you're starting out, scaling up, or streamlining processes, our team delivers actionable insights to drive long-term success.

Services

Accounting Payroll Tax Returns Book-Keeping CIS Auto-enrolment Pension Limited Company Setup Business Advisory Construction Industry Services Payroll Services

Highlights and features

We offer over 20 years of experience in business accounting and tax advisory.
Our team holds accreditations with leading professional bodies including ACCA and AAT.
We provide fixed-fee services tailored to your business needs.
Trusted guidance for startups, growth, and process streamlining.
We save clients time and tax through personalized, expert support.

Associations and certifications

ACCA
AAT
ATT
Xero Certified Advisors
QuickBooks Online Advisors

What people say

Proactive and approachable Committed to helping Save time and tax Trusted advice Expert guidance

Website

Update Listing

Services

Accounting

Our accounting services provide accurate financial record-keeping and reporting tailored to your business needs. Using cloud-based tools like Xero and QuickBooks, we ensure real-time visibility into your finances. Our team handles day-to-day transactions, year-end accounts, and tax submissions, ensuring compliance with HMRC and Companies House requirements while giving you actionable insights for informed decisions.

Payroll

We manage payroll processing, CIS returns, and auto-enrolment pensions with precision. Our services include RTI submissions, payslip generation, and compliance with evolving tax regulations. By outsourcing payroll to us, businesses avoid penalties and focus on growth, knowing their employees' financial needs are handled efficiently and confidentially.

Tax Returns

We prepare and submit personal and corporate tax returns, ensuring compliance with HMRC deadlines. Our proactive approach identifies tax-saving opportunities through reliefs, allowances, and strategic planning. From self-assessment to corporation tax, we simplify complex obligations and minimize liabilities for businesses and individuals.

Business Advisory

Our advisory services focus on cashflow management, tax efficiency, and growth strategies. We offer tailored guidance on business structures, expansion plans, and financial forecasting. Regular reviews help clients navigate challenges, optimize operations, and leverage opportunities for sustainable success in competitive markets.

Limited Company Setup

We assist in forming limited companies with end-to-end support, including registration with Companies House, share structure setup, and tax registrations. Our guidance covers legal requirements, accounting systems, and tax-efficient strategies, ensuring businesses launch with a solid financial foundation and clear growth pathways.

People

Dan H

Business Services Director

Dan H specializes in business advisory and tax strategy, with expertise in leveraging technology for financial efficiency. He leads client relationships and oversees service delivery at Heelan Associates.

Anne

Managing Director

Anne leads Heelan Associates' operations, focusing on construction industry clients and ensuring high-quality service delivery. Her leadership drives the firm's growth and client satisfaction.

Alison

Bookkeeping Manager

Alison manages bookkeeping services, utilizing her expertise in cloud accounting to streamline financial processes for clients. She ensures accuracy and compliance in all bookkeeping tasks.

Becki

Accountancy Manager

Becki oversees accountancy services, specializing in construction and property sectors. She provides strategic financial advice to help clients achieve their business goals.

Charley

Finance and Operations Manager

Charley manages financial operations and ensures smooth administrative processes at Heelan Associates. Her dual expertise in tax advisory and office management supports client and team efficiency.

Questions

What accounting software does Heelan Associates recommend?

We recommend Xero and QuickBooks Online, offering discounts to our clients. These platforms integrate seamlessly with HMRC's Making Tax Digital requirements.

How can I reduce my corporation tax bill legally?

We identify tax reliefs, capital allowances, and strategic planning opportunities to minimize liabilities while ensuring compliance with HMRC regulations.

Do I need a business bank account as a sole trader?

While not mandatory, a separate business account simplifies financial management and record-keeping for sole traders.

Can I claim the Employment Allowance?

Most limited companies qualify for the £5,000 Employment Allowance, reducing employers' National Insurance liabilities. We help you claim and apply it correctly.

How often should I submit VAT returns?

VAT returns are typically submitted quarterly, aligning with your chosen accounting period and HMRC deadlines.

What are the benefits of a limited company?

Limited companies offer asset protection, tax efficiency, and enhanced credibility, supported by our expert guidance on formation and compliance.

Reviews (6)

Write a Review

Rachel Clancy

Dec 15, 2021 Report

We've had a great experience with Heelan Associates, our advisor has been tremendously helpful (and patient) in taking us through submitting our return for the first time.

Glazing Store

Oct 17, 2021 Report

Positive:Professionalism
Look no further! Dan, Tricia and all of the team are a breath of fresh air!

Alisha Damani

Oct 01, 2021 Report

Liv has been incredibly powerful for my company. I hold her work to high regard and she is very patient in explaining the numbers for someone who does not have a significant financial background. It allows me to focus on my company more knowing my accounts are in safe hands.

Jay Taylor

Sep 03, 2021 Report

Heelan have been outstanding and I couldnt recommend them more! Ive had a really bad experience with accountants up until now but Heelan are very different. Theyve helped me immensely with the understanding of my businesss financial position. I have the pleasure of working with Tricia who is simply amazing - nothing is too much to ask and the advice she gives is simple, understandable and always professional. My business has recently become a Limited Company and I found the change very intimidating, Heelan have cured this! I never thought Id say this but I actually look forward

Ian Corps

Jul 28, 2021 Report

I have put my business accounts into the hands of Heelan Associates this tax year, I have found them to be very communicative and responsive to any emails I have sent them. My accounts have been processed efficiently and in very quick time. I also like the way they spread their fees over a 12 month period this can ease potential cash flow problems. I have no hesitation in recommending them

Kay Coombs

May 24, 2021 Report

We are thrilled to be working with Heelan Associates. They have that extra sprinkling of magic dust that makes them an absolute pleasure to work with. Dan and his team really care about supporting our business to thrive. It's not just a service to us, they are part of our extended team! Our Accountant Tricia has been absolutely incredible, so patient, super responsive and always makes us feel like nothing is too much trouble! :)