Business Details
23 Years
experience
Trusted Chartered Accountants in Crickhowell
Established in 2003, we provide professional accountancy services with a focus on personalized client relationships and meticulous attention to detail. Our team combines extensive experience in both large and small practice environments to deliver tailored financial solutions. We specialise in working with diverse business structures including sole traders, partnerships, limited companies, and charities, offering comprehensive support from payroll management to strategic tax planning.Our commitment to continuous professional development ensures clients receive up-to-date advice aligned with evolving regulatory requirements. With a client-centric approach, we prioritise clear communication and practical guidance to help businesses achieve sustainable growth.
Services
Payroll Services
VAT Compliance
Bookkeeping
Startups Advisory
Taxation
Company Formation
Management Accounting
Flat Management Accounts
Rental Portfolio Tax
Succession Planning
Details
- Year established: 2003
Highlights and features
- We have over 20 years of experience in chartered accountancy services.
- Our team provides tailored financial solutions for diverse business structures.
- We offer nationwide client support with local market expertise.
- Our practice combines cloud-based technology with traditional accounting methods.
- We specialise in complex tax planning and compliance for rural businesses.
Associations and certifications
- ICAEW
What people say
Professionally managed services
Superb team interactions
Essential business partner
Expert in their field
Confidence-building guidance
Services
Payroll Services
We offer comprehensive payroll solutions for businesses of all sizes. Our services include RTI submissions, payslip generation, and compliance with changing employment legislation. Our experienced team ensures accurate calculation of PAYE, National Insurance, and statutory payments while maintaining pension auto-enrolment compliance. This allows business owners to focus on core operations without payroll administration burdens.
VAT Compliance
Our VAT specialists handle all aspects of VAT compliance for businesses. We prepare and submit returns under various schemes including flat rate, retail, and TOMS. We provide strategic advice on VAT registration, voluntary registration benefits, and turnover monitoring. Our proactive approach helps businesses navigate complex VAT regulations while optimising cash flow through legitimate tax planning opportunities.
Bookkeeping
We provide cloud-based and traditional bookkeeping services tailored to business needs. Our team maintains accurate financial records using Xero and VT Transaction Plus software. We offer monthly, quarterly, or six-monthly reporting cycles with integrated VAT return preparation and tax liability forecasting. This ensures clients maintain up-to-date financial records that support informed business decision-making.
Taxation
We deliver complete tax return services for individuals and businesses. Our expertise covers self-assessment, corporate tax returns, and strategic tax planning. We identify legitimate tax-saving opportunities while ensuring compliance with HMRC requirements. Our proactive approach includes deadline reminders and tailored tax-efficient structuring advice to optimise clients' financial positions.
Company Formation
We provide comprehensive company formation services including Companies House registration and statutory compliance. Our support covers accounting reference date selection, corporate secretary services, and ongoing compliance requirements. We assist with choosing appropriate business structures and transitioning between structures as businesses grow, ensuring optimal tax efficiency and regulatory compliance.
People
Catherine Williams
Director
FCA qualified with PwC in 1998, Catherine established her practice in 2003 after working at Wallace Williams Austin. She specialises in trust management and succession planning, leading the firm's small practitioners group. Her expertise spans audit, business advisory, and client relationship management.
Gemma Indge
Director
ACCA qualified in 2011, Gemma specialises in flat management accounts and UK tax compliance. She provides strategic financial advice to diverse businesses while maintaining a client-focused approach. Her expertise includes tax system navigation and accounting compliance for complex business structures.
Josh Meredith
Chartered Accountant
Qualified in 2020, Josh prepares accounts for complex clients and handles VAT/tax returns. He leverages software expertise across multiple platforms to deliver efficient solutions. His focus includes financial reporting and compliance for sole traders and limited companies.
Susannah McIntosh
Accountant
With 19 years in retail banking, Susannah holds ICAEW finance certification. She supports clients across accounting and tax matters, combining industry experience with technical expertise. Her role includes delivering tailored financial solutions and compliance support.
Aimee Wilsher
Payroll Manager
Joined in 2022 with prior insurance industry experience, Aimee manages payroll for businesses of all sizes. She administers pension auto-enrolment schemes and ensures compliance with evolving payroll legislation. Her expertise covers complex payroll structures and regulatory requirements.
Questions
What accountancy services do you offer?
We provide complete accountancy services including payroll management, VAT compliance, bookkeeping, tax returns, company formation, and business advisory. Our expertise covers sole traders, partnerships, limited companies, and specialist sectors like farming and property management.
How do you support startup businesses?
We guide startups through business structure selection, HMRC registration, accounting system setup, and business plan creation. Our support helps new businesses establish proper financial foundations while focusing on growth opportunities.
Do you handle payroll for different business sizes?
Yes, our payroll services accommodate businesses from single employees to large complex schemes. We ensure compliance with real-time information requirements and manage all aspects including statutory payments and pension auto-enrolment.
How do you assist with tax compliance?
We complete tax returns for individuals and businesses, identify planning opportunities, and provide compliance advice. Our services include deadline reminders, HMRC correspondence handling, and strategic tax-efficient structuring.
What areas do you serve?
Based in Crickhowell, we serve clients across Brecon, Abergavenny, Monmouth, South Wales, and South Herefordshire. Our cloud-based services also support nationwide and international clients.
How do you handle VAT scheme selection?
We advise on appropriate VAT schemes including flat rate, retail, TOMS, and second-hand margin. Our guidance considers business turnover, cash flow, and operational complexity to ensure optimal compliance and financial efficiency.
