Business Details
22 Years
experience
Your Trusted Accountants in Wokingham
Established in 2004 by Rob Melhuish, AccountWise is a Wokingham-based accountancy firm with over 25 years of combined industry experience. Our team of chartered accountants and accredited financial coaches specialises in integrating technical expertise with a client-centric approach, offering services spanning tax planning, financial coaching, business strategy, and compliance. We prioritise proactive financial management, leveraging cloud accounting technology to streamline processes while maintaining a personal touch.Our mission is to demystify financial complexities, helping clients achieve both business and personal wealth goals through tailored solutions. With a focus on transparency and accessibility, we provide ongoing support to ensure clients understand their financial landscape and make informed decisions. Our commitment to excellence is evidenced by long-standing client relationships and recognition as a trusted advisor in the Wokingham community.
Services
Financial Coaching
Virtual Finance Director
Business Planning
Tax Planning
Accountancy Compliance
Wealth Management
Details
- Year established: 2004
Highlights and features
- We offer over 25 years of combined accountancy experience with a client-first approach
- Our team includes chartered accountants and accredited financial coaches
- We provide tailored financial coaching to address personal and business challenges
- We implement cloud accounting systems for digital compliance and efficiency
- Our virtual finance director service delivers strategic expertise without payroll costs
What people say
Excellent quality and service
Knowledgeable and available
Calm and peaceful manner
Saint-like patience
Outstanding attentive service
Services
Financial Coaching
Our financial coaching service helps individuals and business owners overcome money-related challenges through one-to-one sessions. We identify financial blocks, develop actionable plans, and provide ongoing support to improve financial literacy and decision-making. Clients benefit from tailored strategies that address specific goals while maintaining compliance with regulatory requirements.
Virtual Finance Director
This service delivers strategic financial expertise without full-time employment costs. We provide cash flow analysis, growth planning, and tax-efficient investment strategies to small businesses. Our team offers objective insights on budgeting, risk reduction, and exit planning while ensuring alignment with current compliance standards.
Tax Planning
We specialise in personal and business tax planning to minimise liabilities within legal frameworks. Our services include inheritance tax mitigation, profit extraction strategies, and R&D tax credit claims. Clients receive ongoing updates about regulatory changes and tailored advice to maintain compliance while optimising financial outcomes.
Accountancy Compliance
Our compliance services cover tax returns, payroll management, and statutory reporting requirements. We handle self-assessment, corporation tax, and VAT submissions while providing clear explanations of financial data. Clients receive proactive support to maintain legal compliance and avoid penalties through accurate record-keeping.
Business Planning
We assist businesses with growth strategies, organisational restructuring, and exit planning. Our services include cash flow forecasting, profit maximisation analysis, and succession planning. Clients benefit from industry-specific insights to enhance operational efficiency while maintaining compliance with accounting standards.
People
Rob Melhuish
Founder & Chartered Accountant
With over 25 years of experience, Rob founded AccountWise in 2004 to provide accessible accountancy services. As a chartered accountant and accredited financial coach, he specialises in integrating technical expertise with client-focused solutions for business and personal financial planning.
Diana Lovegrove
Experienced Accountant
Diana brings extensive problem-solving expertise to her role as client-focused accountant. She manages complex financial challenges while maintaining a commitment to delivering high-quality service through dedicated account management and proactive communication with clients.
Laura Hart
Client Manager
As client manager, Laura combines accounting expertise with exceptional customer service. She ensures timely responses to client needs while maintaining a focus on achieving optimal financial outcomes through collaborative working relationships.
Sam Rush
Accounting Specialist
Sam provides operational support across accounting functions, ensuring smooth delivery of services. His role focuses on maintaining accurate financial records and supporting the team's commitment to reliable, client-centred service delivery.
Questions
What accounting services do you offer?
We provide comprehensive accountancy compliance, tax planning, business strategy, financial coaching, and virtual finance director services tailored to individual and business needs.
How can financial coaching help me?
Our financial coaching addresses money-related challenges through personalised sessions that identify financial blocks and develop actionable plans for improved financial management.
Do you work with small businesses?
Yes, we specialise in supporting small businesses with virtual finance director services, tax planning, and compliance solutions without full-time employment costs.
How do you handle tax planning?
We provide tailored tax planning strategies including inheritance tax mitigation, profit extraction, and R&D tax credits while ensuring compliance with current regulations.
What makes you different from other accountants?
We combine technical expertise with a client-first approach, offering financial coaching and strategic planning alongside traditional accountancy services.
