Business Details
24 Years
experience
Your Trusted Accountants in Stockton-on-Tees
Established in 2002 by Directors Craig Davies and Ian Tracey, our firm combines the dynamism of a young organisation with the wisdom of a long-established practice. We serve individuals and businesses, from sole traders to multi-million-pound companies, offering tailored financial solutions. Our ethos focuses on delivering expertise while maintaining a personal touch, ensuring clients receive proactive advice aligned with their unique needs.With sector-specific knowledge in healthcare, education, manufacturing, and more, we prioritise transparency, efficiency, and client collaboration. Our team remains accessible for urgent queries, committed to fostering long-term partnerships grounded in trust and mutual growth.
Services
Accounting Software
Accounts Preparation
Audits
Auto Enrolment
Book-Keeping
Business Growth
Payroll Outsourcing
Personal Tax
VAT Returns
Strategic Planning
Details
- Year established: 2002
Highlights and features
- We offer free initial consultations and fixed pricing options.
- Our team provides personalised accounting solutions tailored to your business needs.
- We have over 20 years of experience in diverse sectors including healthcare, education, and manufacturing.
- Our proactive approach ensures timely and innovative financial advice.
- We are members of the Institute of Chartered Accountants in England and Wales (ICAEW).
Associations and certifications
- ICAEW
Services
Accounting Software
We help businesses select and implement accounting software tailored to their operational needs. Our team ensures seamless integration, staff training, and ongoing support to optimise financial management processes. By leveraging technology, we enable clients to maintain accurate records and make data-driven decisions efficiently.
Business Growth
Our advisory services focus on identifying growth opportunities through financial analysis and market insights. We develop custom strategies for scaling operations, improving profitability, and entering new markets. With sector-specific expertise, we guide businesses through sustainable expansion while mitigating financial risks.
Payroll Outsourcing
We manage end-to-end payroll processing, ensuring compliance with tax regulations and employment laws. Our services include salary calculations, HMRC submissions, and real-time reporting. By outsourcing payroll, clients reduce administrative burdens and avoid penalties associated with non-compliance.
VAT Returns
We prepare and submit VAT returns accurately and on time, minimising liability while maximising reclaim opportunities. Our team advises on VAT schemes, handles HMRC correspondence, and ensures compliance with evolving regulations. This service helps businesses maintain financial transparency and avoid costly errors.
Personal Tax
We assist individuals with tax planning, self-assessment returns, and compliance. Our approach focuses on reducing tax burdens through legitimate allowances and reliefs. Clients receive tailored advice on investments, property income, and inheritance tax strategies to protect and grow their wealth.
People
Craig Davies
Director
With over 20 years in accounting, Craig co-founded Davies Tracey in 2002. He specialises in business advisory services, supporting SMEs through growth phases and complex financial decisions.
Ian Tracey
Director
Ian leads audit and compliance services at Davies Tracey. His expertise spans corporate taxation and cross-border financial regulations, gained through advising multinational clients since the firm's inception.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, VAT returns, and financial planning tailored to small businesses. Our services ensure compliance while supporting growth through strategic advice.
Can I get a fixed quote for your services?
Yes, we offer fixed-fee arrangements for most services. Contact us via our website to request a custom quote based on your specific requirements.
Do you work with clients outside the Tees Valley?
While based in Tees Valley, we support clients nationwide through remote consultations and digital tools, ensuring accessibility for businesses across the UK.
Are you qualified accountants?
Our team includes ICAEW Chartered Accountants with decades of combined experience in auditing, taxation, and business advisory services.
How do you handle tax investigations?
We provide full support during HMRC investigations, including documentation preparation, representation, and compliance reviews to resolve issues efficiently.
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