Business Details
Trusted Accounting and Tax Services in Birkenhead
Jan McDermott has established itself as a trusted partner for businesses and individuals seeking expert financial guidance. Our firm combines technical proficiency with a client-centric approach, delivering tailored accountancy solutions that empower clients to focus on growth. With decades of collective experience, we specialise in statutory accounts, tax compliance, and strategic financial management for diverse entities including property landlords, start-ups, and high-net-worth individuals. Our Xero-certified team leverages cloud accounting technology to provide real-time financial insights, ensuring transparency and accessibility. We prioritise proactive advisory services, offering year-round support rather than periodic compliance checks.Our fixed-fee structure eliminates financial uncertainty while maintaining service quality. Recognised for our work with construction firms and property developers, we extend our expertise nationwide through digital platforms. Client testimonials highlight our responsiveness, sector-specific knowledge, and ability to transform accounting from a burden into a strategic asset. We maintain rigorous professional standards while fostering approachable relationships, ensuring complex financial matters are communicated clearly. Our commitment to continuous improvement drives us to refine processes and adopt innovative solutions that benefit client operations.
Services
Bookkeeping
Payroll Services
VAT Returns
Company Incorporation
Tax Planning
Management Accounts
Xero Integration
Audit Support
R&D Tax Credits
Business Succession Planning
Highlights and features
- We offer 15+ years of proven expertise with chartered accountants handling complex financial matters
- Our Xero-certified team provides real-time financial data access through cloud accounting systems
- Tailored service packages address specific business needs across multiple industry sectors
- Proactive tax planning minimises liabilities while ensuring full HMRC compliance
- Fixed-fee structure guarantees cost certainty with no hidden charges
Associations and certifications
- Xero Certified Advisors
What people say
Outstanding professionalism
Xero integration revolutionised business
Responsive and reliable team
Expert tax planning advice
Tailored service packages
Services
Bookkeeping Services
Our comprehensive bookkeeping maintains accurate financial records using cloud-based systems. We track income, expenses, and transactions while ensuring compliance with accounting standards. Clients receive regular updates and can access real-time financial data through secure portals.
Payroll Processing
We handle full payroll administration including salary calculations, tax deductions, and HMRC submissions. Our services cover PAYE schemes, auto-enrolment pensions, and real-time reporting. Clients benefit from error-free processing and regulatory compliance assurance.
Tax Planning
Our chartered accountants provide expert tax advice covering corporation tax, VAT, and personal tax planning. We identify legitimate opportunities to reduce liabilities while maintaining full compliance. Services include tax return preparation and HMRC representation.
Xero Integration
As certified Xero advisors, we implement cloud accounting systems tailored to business needs. Our services include software setup, data migration, and staff training. Clients gain real-time financial insights and automated reporting capabilities.
Company Incorporation
We assist with forming limited companies and LLPs, handling Companies House registrations and tax office notifications. Our package includes constitutional document preparation and initial compliance guidance to establish proper corporate governance.
People
Jan McArd
Managing Director
FCA-qualified with 15+ years' experience, Jan leads our team with expertise in corporate tax strategy and business growth planning. She specialises in construction and property sectors, delivering strategic financial guidance to high-net-worth clients.
Carl Banks
Client Manager
As dedicated client manager, Carl oversees accounting packages for SMEs and start-ups. He provides practical financial advice on cashflow management and tax-efficient structures, leveraging his experience with early-stage businesses.
Nicky Barber
Client Manager
Nicky manages accounting services for property landlords and developers. Her expertise covers property tax implications, capital gains planning, and portfolio financial reporting to maximise investment returns.
Andrea Branscombe
Office Manager
Andrea coordinates day-to-day operations, ensuring seamless client service delivery. With 10 years in practice management, she maintains quality standards across all administrative and financial processes.
Nicky Webster
Client Manager
Specialising in cloud accounting solutions, Nicky helps businesses transition to digital financial management. She provides Xero implementation support and training to improve clients' financial processes and reporting accuracy.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll, VAT returns, corporation tax, management accounts, company incorporation, and Xero training. Our services cover full financial management for businesses and individuals.
Do you provide tax advice?
Yes, our chartered accountants offer expert tax planning to ensure HMRC compliance while minimising liabilities. This includes corporation tax, personal tax, and VAT strategies.
Can you support business start-ups?
We specialise in helping new businesses with incorporation, accounting systems setup, and tax registration. Our packages include ongoing financial guidance tailored to early-stage companies.
Are you Xero accounting specialists?
As Xero Certified Advisors, we implement cloud accounting systems, provide software training, and offer ongoing support to help businesses maximise Xero's capabilities for financial management.
How do you charge for services?
We use transparent fixed-fee pricing based on required services. Clients receive clear cost breakdowns with no hidden charges or unexpected price changes during the engagement.
Do you work with remote clients?
While based in Wirral, we support clients nationwide through secure cloud accounting platforms. Our digital capabilities enable us to serve businesses anywhere in the UK effectively.
