Equation Accounting

Business Details

Trusted Accountants for Creatives in Poole

Equation Accounting was founded to provide tailored financial solutions specifically for creative professionals and freelancers. Our team of qualified accountants combines technical expertise with a deep understanding of the unique challenges faced by creatives in managing their finances. We utilise cutting-edge cloud-based accounting software to deliver real-time financial insights, regular reporting, and proactive tax planning. Our dedicated accountants offer one-to-one training and ongoing support to ensure clients maintain financial clarity. With over a decade of experience serving creatives, we have developed a streamlined approach that integrates bookkeeping, tax compliance, and strategic financial guidance.

Our commitment to simplicity, transparency, and client-centric service has earned us strong industry recognition. We differentiate ourselves through our sector-specific knowledge, responsive communication, and innovative Genesis Tracking Reports that provide actionable business intelligence. Our team maintains professional qualifications and stays current with evolving tax regulations to deliver reliable, accurate financial management. Clients benefit from our proven track record in optimizing tax efficiency, reducing administrative burdens, and enabling creative entrepreneurs to focus on their core business activities.

Services

Bookkeeping Tax Planning Financial Reporting VAT Returns Software Training Payroll Services Self Assessment Corporation Tax Accounting Software Business Advice

Highlights and features

We specialise in accounting for creative professionals and freelancers
Dedicated accountants provide personalized support and one-to-one training
Transparent pricing with no hidden fees across all service packages
Proactive tax planning and financial reporting throughout the year
Genesis Tracking Reports deliver actionable business insights in 15 seconds

What people say

Quick, helpful, clear Personalised support Expert knowledge Time-saving solutions Confidence-building training

Website

Update Listing

Services

Bookkeeping Service

Our professional bookkeeping service manages all your financial transactions, invoices, and expense tracking. We use cloud-based software to maintain accurate records and provide regular updates. This service ensures timely processing of financial documents while maintaining compliance with HMRC requirements.

Tax Planning

We offer comprehensive tax planning services to optimize your financial position throughout the year. Our experts provide guidance on tax allowances, deductions, and efficient structuring. This proactive approach helps minimize liabilities while ensuring compliance with current tax legislation for creative businesses.

Financial Reporting

Our Genesis Tracking Reports deliver real-time financial insights tailored for creative professionals. These reports include profit analysis, tax projections, and cash flow management tools. The system provides clear, jargon-free information to support informed business decision-making for freelancers and studios.

Accounting Software

We implement leading cloud accounting platforms like FreeAgent, ClearBooks, and Xero to streamline financial management. Our one-to-one training ensures clients can effectively use these tools for invoicing, expense tracking, and financial reporting from any location.

VAT Returns

Our VAT service handles quarterly submissions to HMRC using the cash accounting scheme. We verify calculations, ensure compliance, and manage deadlines for registered businesses. This service simplifies VAT obligations while maintaining accurate records for creative enterprises.

People

Stephanie Pettitt

Founder & Director

Qualified accountant and business coach with specialist expertise in creative industry finance. Combines photography experience with financial management to develop tailored solutions for creative professionals.

Questions

What accounting services do you offer for creatives?

We provide bookkeeping, tax planning, financial reporting, VAT returns, payroll, and software training specifically tailored for creative professionals and freelancers.

How do your monthly accounting packages work?

Our packages include set-up, data entry, financial reports, dedicated accountant support, and tax guidance at fixed monthly rates from £30 plus VAT.

Can you help with accounting software selection?

Yes, we provide training and support for FreeAgent, ClearBooks, and Xero, helping you choose the best platform for your creative business needs.

Do you offer one-to-one accounting training?

Yes, we include personalized software training to help creative professionals understand and manage their financial records effectively.

How do you support creative businesses with tax planning?

We provide year-round tax planning, regular financial reports, and strategic advice to optimize tax efficiency for creative entrepreneurs and studios.

What are your office hours for client support?

Our Poole office provides support Monday to Friday 9am-5pm with dedicated accountants available for evening appointments when needed.

Reviews (4)

Write a Review

Nick Fuller

Nov 12, 2020 Report

Stephanie has been my accountant for over 4 years and I could not have successfully run my business in that time without her advice and financial services. Stephanie made it seem effortless to set up my company, my financial reporting was explained in a way that made it very easy for me to understand and my taxes were always paid correctlyand on time. I would highly recommend Stephanie and Equation Accounting for anyone looking to go into business, her guidance was invaluable.

Rachel Kitcat

Oct 14, 2020 Report

Only signed up recently with Equation Accounting and they have made everything so easy and simple already. I used to overcomplicate anything to do with accounting but Equation Accounting has made me feel so much more at ease. Thank you!

Lee Dominey Dolphin Dental

Aug 06, 2020 Report

If anyone needs a new accountant we can really recommend these guys. They send me a tracker report every month with all the information about how the business is doing and what my liabilities are. It takes less than a minute to read and makes tax planning really easy. Linked with Xero accounts software, it just works!

Marco Perotti

Jul 02, 2020 Report

I wish Id found the team at Equation when opening my Ltd, 2 years ago! Prior to them I had a terrible accounting experience, which made me extremely frustrated and lose focus on strategic aspects of the business. With Equations outstanding service, I have gained back control of my business finances. They are professional, punctual, helpful and willing to share their knowledge in great detail. Thank you Equation! Can not recommend you enough!