Business Details
Your Trusted Accountants in Edinburgh
Based in Edinburgh, we provide modern accountancy solutions tailored to small businesses. Our firm combines cloud-based technology with traditional bookkeeping and tax management services, enabling clients to access financial data anytime, anywhere. With a focus on process improvement and cost efficiency, we help businesses capitalise on the flexibility of cloud accounting. Our team of Chartered Accountants, including professionals with KPMG backgrounds, delivers bespoke support, from payroll administration to Xero-certified training.We prioritise meticulous attention to detail and client-centric service, ensuring compliance and streamlined financial operations. Our clients benefit from award-winning reporting packages, real-time dashboards, and pragmatic advice designed to enhance profitability and operational effectiveness.
Services
Bookkeeping
Accounts & Tax Management
Payroll Services
Xero Support
Management Reporting
VAT Reporting
Self Assessment Preparation
Payroll Administration
Auto-enrolment Guidance
Receipt Bank Integration
Highlights and features
- We are Chartered Accountants with experience from KPMG.
- Our cloud-based solutions provide real-time financial data access.
- Award-winning reporting packages tailored to your business needs.
- Flexible services designed to improve your operational efficiency.
- Xero-certified support and training for seamless accounting processes.
Associations and certifications
- Institute of Chartered Accountants of Scotland
- Xero Certified Advisor
What people say
Phenomenal response
Meticulous attention to detail
Pain-free accounts filing
Bespoke service
Highly recommend
Services
Bookkeeping
Our bookkeeping services ensure accurate, up-to-date financial records using cloud technology for real-time access. We handle daily transactions, bank reconciliations, and reporting, allowing businesses to focus on growth. Clients benefit from improved efficiency and compliance with statutory requirements.
Xero Support
We offer Xero-certified support, including account setup, training, and ongoing assistance. Our team ensures seamless integration of Xero's features, such as automated invoicing and dashboards, to enhance financial management. Clients receive tailored guidance to maximise productivity and data accuracy.
Payroll Services
Our payroll services cover salary processing, pension auto-enrolment, and tax compliance. We streamline payroll workflows to reduce administrative burdens, ensuring timely and accurate payments. Clients gain peace of mind with expert handling of legislative changes and employee queries.
Management Reporting
We provide concise management reports and KPI dashboards to track business performance. These tools offer actionable insights into profitability, cash flow, and operational efficiency. Reports are customised to align with strategic goals and decision-making needs.
Tax Management
Our tax services include VAT, PAYE, and Corporation Tax filings, alongside Self Assessment preparation. We ensure compliance with HMRC regulations while identifying opportunities for tax efficiency. Clients receive proactive advice to minimise liabilities and avoid penalties.
People
Rod Petrie
Chartered Accountant
Rod qualified as a Chartered Accountant with KPMG in 2011. He specialises in improving business processes to reduce costs and enhance profitability, offering tailored solutions to meet client needs.
Brodie Petrie
Chartered Accountant
Brodie, a KPMG-trained Chartered Accountant, delivers meticulous and client-focused services. Her expertise ensures accurate financial reporting and bespoke support to streamline business operations.
Questions
What accounting services do you offer?
We provide bookkeeping, tax management, payroll, Xero support, and management reporting tailored to small businesses.
Are your services cloud-based?
Yes, all our services use cloud technology for real-time financial data access and remote collaboration.
Do you work with businesses outside Edinburgh?
We serve clients nationwide across the UK, supporting businesses regardless of location.
How do you handle payroll compliance?
We manage payroll processing, tax filings, and auto-enrolment pensions, ensuring adherence to current legislation.
Are you Xero-certified?
Yes, we are Xero-certified advisors offering setup, training, and ongoing support for Xero users.
Reviews (2)
Texaport
Nov 11, 2020
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Brodie and Rod are the best! Modern and responsive, Sense is far superior to most of the big accountancy firms in Edinburgh.
Jamie Conway
Nov 06, 2019
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Couldnt recommend Sense enough. Rod and the team have been amazing the last 6 months. They always take the time to explain everything and their advice has been invaluable!
