Business Details
34 Years
experience
Trusted Chartered Accountants in Bournemouth
Established in 1992, Alan W Simons has built a reputation as a trusted partner for owner-managed businesses and their families. Our expertise spans accountancy, tax, and strategic business advice, delivered through a dedicated team of professionals committed to client success. With a focus on exceeding expectations, we provide tailored solutions that address both immediate needs and long-term growth objectives. Our team includes five fully qualified accountants, a qualified accounting technician, and a graduate trainee, ensuring a blend of experience and emerging talent. We prioritise first-class service, fostering relationships that have driven organic growth through client referrals.Our approach combines technical excellence with a deep understanding of the challenges faced by owner-managed businesses, enabling us to deliver actionable insights and robust financial controls. By maintaining a client-centric ethos, we ensure that every decision we make aligns with the success of our clients. Our commitment to continuous improvement and adaptability allows us to navigate evolving regulatory landscapes while maintaining personal service standards. This philosophy has solidified our position as a reliable advisor in the Bournemouth area, supporting businesses at every stage of their lifecycle.
Services
Management Accounts
Tax Returns
Business Start Ups
Annual Accounts
Payroll
Personal Tax
Audit Services
Bookkeeping
Budgets and Cash-flows
Details
- Year established: 1992
Highlights and features
- We offer over 30 years of experience advising owner-managed businesses.
- Our team includes five fully qualified chartered accountants and specialists.
- We provide tailored financial solutions aligned with client growth objectives.
- Our service is built on client referrals and long-term relationships.
- We combine technical expertise with hands-on support for practical outcomes.
Associations and certifications
- ICAEW
What people say
Team we can trust
Saved considerable time
Highly recommend
Personal tax simplified
Excellent start-up guidance
Services
Management Accounts
We prepare detailed management accounts to help businesses monitor financial performance through monthly or quarterly reports. These accounts provide actionable insights into profitability, cash flow, and operational efficiency. Our approach ensures timely, accurate data to support strategic decision-making for growing businesses.
Tax Returns
Our team handles corporate tax and VAT returns with precision, ensuring compliance with HMRC requirements. We simplify complex tax obligations for businesses and individuals, minimising errors and optimising legitimate deductions. Clients benefit from proactive advice to maintain compliance while maximising tax efficiency.
Business Start Ups
We guide new businesses through formation, tax structuring, and financial planning to establish a solid foundation. Our services include feasibility reviews, funding strategies, and accounting system implementation. This comprehensive support helps entrepreneurs navigate initial challenges and focus on sustainable growth from day one.
Annual Accounts
We produce professional annual accounts for businesses of all sizes, ensuring compliance with accounting standards and regulatory requirements. Our service includes audit preparation and financial statement analysis to provide clear insights. Clients receive accurate, timely reports that reflect their business performance and support future planning.
Payroll Services
Our payroll services manage all aspects of employee payments, tax deductions, and regulatory reporting. We ensure compliance with PAYE, National Insurance, and pension auto-enrolment requirements. Businesses benefit from streamlined payroll processes, reducing administrative burdens and minimising compliance risks through our expert handling.
People
Alan Simons
Founder & Chartered Accountant
FCA qualified with over 40 years' experience, including roles at Deloitte and Grant Thornton. Specialises in corporate finance and business strategy for owner-managed companies.
Bradley Webb
Accountant
ACCA qualified with 12 years' practice experience. Expertise in accounts preparation, tax compliance, and accounting software solutions for diverse business sectors.
Roxanne McDonald-Maskell
Trainee Accountant
Currently studying ACA/CTA qualifications. Handles accounts, tax, and payroll while supporting clients with QuickBooks and Xero software implementation.
Callum Keeley
Chartered Accountant
Qualified ICAEW accountant with audit and assurance expertise. Provides comprehensive financial reporting and compliance services to growing businesses.
Victoria Luker
Accounting Technician
AAT Level 3 qualified with specialist knowledge in bookkeeping and tax compliance. Supports clients with day-to-day accounting processes and system training.
Questions
What services do you offer for new businesses?
We provide business formation advice, tax structuring, funding strategies, and accounting system implementation to establish a solid financial foundation.
How do you support ongoing business management?
Through management accounts, payroll services, tax compliance, and financial controls to optimise operational efficiency and growth.
What accounting software expertise do you have?
Our team are Advanced QuickBooks ProAdvisors and Xero Certified professionals, offering implementation and training support.
How are your audit services regulated?
We are registered by ICAEW to provide audit services, ensuring compliance with the highest professional standards.
What are your office hours?
We are available Monday-Thursday 8:30am-5pm and Friday 8:30am-2:30pm for consultations and support.
