Business Details
9 Years
experience
Your Trusted Partner for Accountancy Solutions
Established in 2017, we are a firm of Chartered Certified Accountants based in Bromsgrove, serving businesses across the Midlands and UK. Our practice is built on mutual trust, support, and integrity, offering tailored financial advice and accountancy services to help clients save money and achieve business goals. With expertise in tax planning, business growth strategies, and cloud accounting, we provide unlimited financial advice in a friendly manner.Our team works closely with clients to ensure compliance, deliver strategic insights, and foster long-term partnerships. We pride ourselves on prompt communication, transparency, and a commitment to client satisfaction, ensuring all tasks are completed on time with no jargon and no charge for queries.
Services
Accountancy
Tax Planning
Payroll Services
Cloud Accounting
Audit Services
R&D Tax Credits
Corporate Tax
Personal Tax
Business Exit Planning
Details
- Year established: 2017
Highlights and features
- We offer over 7 years of experience in accountancy and business advisory services.
- Our team provides personalized, jargon-free financial advice tailored to your needs.
- We specialize in tax-efficient strategies, including R&D tax credits and inheritance tax planning.
- Our cloud accounting solutions ensure compliance with HMRC's Making Tax Digital requirements.
- We guarantee prompt communication, with phone calls answered the same day and letters replied to immediately.
Associations and certifications
- ACCA
- Companies House
What people say
Excellent service
Highly recommend
Prompt communication
Tax-efficient strategies
Proactive advice
Services
Accountancy
Our accountancy services provide peace of mind through professional financial management. We handle annual accounts, management accounts, and compliance for sole traders, partnerships, and limited companies. Our team ensures accurate, timely reporting while offering strategic insights to improve profitability and support business growth.
Tax Planning
We specialize in tax planning to protect your wealth and minimize liabilities. Services include corporate tax, personal tax, capital gains tax, and inheritance tax strategies. Our experts combine business planning with tax expertise to help clients achieve financial freedom through compliant, forward-thinking solutions.
Cloud Accounting
Our cloud accounting solutions streamline financial management with real-time data access. Services include digital record-keeping, VAT returns, and MTD compliance. Clients benefit from secure, scalable software integration that simplifies tax submissions and enhances financial transparency for businesses of all sizes.
R&D Tax Credits
We help businesses claim R&D tax credits for innovative projects. Our team identifies qualifying activities, prepares documentation, and submits claims to HMRC. This service enables companies to recover costs through tax reductions or cash payments, supporting further investment in research and development.
Business Advisory
Our business advisory services focus on growth, improvement, and exit planning. We offer strategic guidance on funding, cash flow management, and tax-efficient structures. From startups to established firms, we provide tailored advice to enhance operational efficiency and achieve long-term business objectives.
People
Mark Warman
Managing Director
Mark Warman, FCCA, FCA, leads Cognitor Accountancy with over 25 years of experience. He specializes in strategic tax planning and business growth, combining technical expertise with a client-focused approach to deliver tailored financial solutions for businesses and individuals.
Lindsay Modley
Client Manager
Lindsay Modley manages client relationships, ensuring personalized support and compliance. With extensive experience in accountancy, she provides expert guidance on payroll, VAT, and financial reporting, maintaining a strong focus on client satisfaction and operational efficiency.
Jack Jones
Client Manager
Jack Jones oversees client portfolios, specializing in tax compliance and business advisory services. He brings practical expertise in cloud accounting and MTD implementation, helping businesses transition to digital systems while ensuring regulatory adherence and financial clarity.
Samantha Evans
Client Manager
Samantha Evans provides dedicated client support, focusing on annual accounts and corporate tax. Her approach emphasizes clear communication and proactive advice, assisting businesses in optimizing financial performance while maintaining compliance with evolving tax regulations.
Amelia Shephard
Payroll & Bookkeeping Manager
Amelia Shephard manages payroll and bookkeeping operations, ensuring accuracy and timeliness. She specializes in payroll compliance, VAT returns, and financial record-keeping, delivering efficient administrative support that allows clients to focus on core business activities.
Questions
What accountancy services do you offer for small businesses?
We provide annual accounts, management accounts, bookkeeping, payroll, and tax compliance services tailored to small businesses, ensuring accurate financial reporting and regulatory adherence.
How can R&D tax credits benefit my business?
R&D tax credits allow businesses to claim cash refunds or tax reductions for innovative projects, supporting investment in new products, services, or processes while reducing financial risk.
Are you compliant with Making Tax Digital (MTD)?
Yes, we specialize in MTD-compliant cloud accounting solutions, ensuring seamless digital record-keeping and submissions for VAT and income tax as required by HMRC.
What business advisory services do you provide?
We offer startup guidance, growth strategies, business improvement plans, and exit strategies, combining financial expertise with practical advice to enhance operational efficiency and long-term success.
How do you handle tax investigations?
We represent clients during HMRC investigations, providing expert support to resolve disputes efficiently. Our fee protection covers all costs associated with defending your tax position.
Reviews (3)
Calum Mackenzie
Aug 21, 2021
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Positive:Professionalism,Quality
Since being taken over by Mark, Cognitor have become my go to choice for accountants, not only for myself but my clients too. The team are professional, responsive and efficient. What more could you ask for?
Since being taken over by Mark, Cognitor have become my go to choice for accountants, not only for myself but my clients too. The team are professional, responsive and efficient. What more could you ask for?
Neil Whelan
Oct 09, 2018
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I was in a rush to do my R&D tax credits on the very last afternoon of our financial year and only got it done thanks to the very swift assistance I got from Mark Warman to pull together the right details and re-file the CT600 in time. It was worth thousands so a huge thank you!
Steve Lewis
Oct 06, 2013
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Not the best of firms to deal with. Was looked after by somebody called Matthew, I would not recommend this gentleman to look after your file. very abrupt and never gets backs to you.
