Business Details
50+ Years
experience
Trusted Chartered Accountants in Salisbury & Southampton
Numeric Accounting has been serving businesses and individuals since 1929, establishing itself as a trusted partner in financial management. Our practice combines decades of experience with cutting-edge digital solutions, offering tailored accounting, audit, and tax advisory services. With offices in Salisbury and Southampton, we serve clients across the South of England, prioritising proactive support and technological innovation. Our team of qualified professionals delivers personalised service, focusing on reducing clients' tax liabilities, streamlining financial processes, and enabling business growth.We maintain strong relationships with clients through transparent communication, regular reviews, and a commitment to understanding each business's unique needs. Our adoption of Xero accounting software demonstrates our dedication to modern, efficient financial management solutions.
Services
Audit Services
Accounting Services
Tax Investigation
Xero Accounting
Business Advisory
Payroll Services
VAT Returns
Self-Assessment Tax
Company Formation
Details
- Year established: 1929
Highlights and features
- We have over 25 years of experience in accounting and audit services
- We implement Xero accounting software for real-time financial management
- Our team provides proactive tax planning and business development support
- We offer tailored solutions for both established businesses and start-ups
- We maintain transparent communication with regular client reviews
What people say
Excellent service
Highly recommend
Efficient and effective
Super and friendly help
Outstanding company
Services
Audit Services
Our regulated audit services provide comprehensive financial scrutiny and compliance assurance. We help businesses identify operational inefficiencies, improve financial accuracy, and enhance stakeholder confidence through detailed reporting. Our audit approach combines regulatory compliance with strategic business insights to support long-term growth and risk management.
Xero Accounting
We specialise in cloud-based Xero accounting solutions that streamline financial management processes. Our implementation services include system setup, staff training, and ongoing support to ensure real-time financial visibility. This digital approach enables clients to access their financial data remotely and maintain accurate records with automated bank feeds.
Tax Investigation
This service protects clients against unexpected accountancy fees during HMRC investigations. We provide expert representation and financial safeguards while ensuring compliance with tax regulations. Our proactive approach helps businesses and individuals navigate tax inquiries while maintaining proper documentation to prevent future issues.
Business Advisory
We offer tailored business advisory services focusing on strategic growth and financial optimisation. Our consultants help clients develop business plans, improve profitability, and implement efficient financial systems. This includes succession planning, cash flow management, and technology integration to support sustainable business development.
Payroll Services
Our comprehensive payroll services ensure accurate employee payments and regulatory compliance. We manage payroll processing, tax deductions, and reporting requirements while maintaining up-to-date knowledge of employment legislation. This service helps businesses reduce administrative burdens while ensuring timely and accurate payroll management.
People
Jon Baggot
Managing Director
With over 25 years in accounting, Jon oversees client portfolios and technological advancements. He specialises in business development and advanced tax planning while maintaining audit senior responsibilities. Jon actively participates in professional development and industry networking.
Rob Charlton
Director
A qualified accountant since 2013, Rob manages client relationships and business strategy. He provides expert tax planning advice while maintaining active involvement in professional development initiatives. Rob combines technical expertise with strategic business guidance for client portfolios.
Andrea Blake
Accounts Manager
With over a decade of accounting experience, Andrea manages accounts and tax matters. Her background includes bookkeeping and business tax solutions. She brings practical experience from diverse business sectors to client service delivery.
David Nelson
Accounts Manager
David brings extensive accounting experience across multiple sectors. He specialises in payroll, VAT, and accounts production while maintaining expertise in group accounts management. His background includes both retail and professional services sectors.
Chris Morris
Accounts Manager
With seven years at Numeric, Chris provides expert accounting services while completing his ACCA qualification. He focuses on client account management and financial reporting, combining technical expertise with practical business solutions.
Questions
What accounting services do you offer for start-up businesses?
We provide tailored accounting services for start-ups including business formation, cash flow management, and tax compliance. Our team helps new businesses establish proper financial systems and provides ongoing support for growth.
How do you support established businesses with tax planning?
We offer advanced tax planning services including profit extraction strategies, capital gains tax planning, and inheritance tax advice. Our approach focuses on minimising tax liabilities while supporting business growth objectives.
What makes your audit services different from other firms?
Our audit approach combines regulatory compliance with business improvement insights. We focus on understanding each business's unique needs while providing practical recommendations for operational efficiency and financial accuracy.
How does your Xero accounting implementation work?
We provide complete Xero implementation including system setup, data migration, and staff training. Our team ensures seamless integration with existing business processes and provides ongoing support for digital accounting solutions.
What areas do you cover besides Salisbury and Southampton?
While we have offices in Salisbury and Southampton, we serve clients across the South of England. Our digital accounting capabilities allow us to support businesses throughout the UK through remote services.
How do you handle HMRC investigations for clients?
Our tax investigation service provides protection against additional accountancy fees during HMRC enquiries. We offer expert representation and guidance throughout the process while ensuring proper documentation and compliance.
Reviews (6)
Pete Harrison
Dec 04, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
We approached the team at Numeric when we required as a business to become less reactive and more proactive in our approach to the business and finances. The team are friendly, professional, efficient and effective.
We approached the team at Numeric when we required as a business to become less reactive and more proactive in our approach to the business and finances. The team are friendly, professional, efficient and effective.
Paul Maguire
Nov 29, 2021
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Fantastic service from the entire Team at Numeric Accounting, always on hand to answer any questions & explain fully the best way forward. As a sole trader for 20 plus years i have always been looked after here & asked for advice etc before making decisions. Thank you for fab service !
Mark Kelly
Nov 25, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Took my business to another level, excellent support, totally recommendable.
Took my business to another level, excellent support, totally recommendable.
Terry O'Sullivan
Nov 23, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Andrea at Numeric has been very helpful throughout the whole process
Andrea at Numeric has been very helpful throughout the whole process
Jason Finlay
Oct 14, 2021
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Positive:Professionalism,Quality,Responsiveness
I've been with them a few months and very happy with their service and support.
I've been with them a few months and very happy with their service and support.
Mike Caplin
Sep 22, 2021
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As individuals and as a business we have been a client of Numeric Accounting (previously Stevens and Sheppard) for the past 30+ years. Throughout this time we have when needed received first rate advice from them. They have always been most professional in their approach to us at the same time being easy to talk to. Over the last few months they have guided us with regards to moving our business accounts onto the Xero Accounting Platform in both a professional and informative way. With a steep learning curve on our side it was most re-assuring to know that they were always there to help. We would
