Business Details
Trusted Accountancy Services in Southport
At Advance Accountancy, we prioritise building strong, long-term relationships with our clients to deliver tailored advice that drives business growth. Our team goes beyond traditional accountancy services, investing time to understand your unique needs and providing strategic action plans to achieve your goals. With expertise in compliance, taxation, audit, and consultancy, we combine professionalism with a personal touch to ensure your business thrives.Our dedicated professionals are committed to excellence, offering transparent communication and reliable support across all financial matters. For over two decades, we have served businesses in Southport and beyond, earning trust through consistent, high-quality service delivery.
Services
Compliance Services
Audit & Assurance
Taxation
Consultancy & Support
Management Accounts
Payroll Services
Estate Planning
VAT Advisory
HMRC Enquiries
Business Advisory
Highlights and features
- We build long-term relationships to deliver tailored financial advice.
- Our team offers over 20 years of experience in accountancy and consultancy.
- We provide comprehensive services covering compliance, taxation, and audit needs.
- Personalised support ensures alignment with your business's unique requirements.
- Proven track record of client satisfaction and industry trust.
What people say
Professional
Knowledgeable
Personal touch
Timely dealings
First-rate advice
Services
Compliance Services
We manage statutory audits, company secretarial duties, and tax returns to ensure your business meets legal requirements. Our team handles payroll, pensions auto-enrolment, and grant claims, reducing administrative burdens. By maintaining accurate records and timely submissions, we help you avoid penalties and focus on core operations.
Taxation
Our tax services include corporate and personal tax planning, VAT compliance, and HMRC dispute resolution. We minimise liabilities through legal strategies while ensuring adherence to evolving regulations. Specialised support covers inheritance tax, trusts, and self-assessment, with a focus on long-term financial efficiency for businesses and individuals.
Audit & Assurance
We conduct statutory and voluntary audits for SMEs, charities, and pension schemes, adding value beyond compliance. Our audits identify operational efficiencies and risks, with tailored reporting to enhance decision-making. Specialist services include grant application support and solicitors' accounts verification, delivered by Advance Audit Limited.
Consultancy & Support
From management accounts to payroll solutions, we provide strategic guidance to improve profitability and operational efficiency. Our consultancy includes IT integration, credit control, and business forecasting. We tailor financial systems to your needs, ensuring accurate data for informed decision-making and sustainable growth.
Estate Planning
Our discreet estate planning service optimises asset transfers through wills, trusts, and tax exemptions. We advise on agricultural and business property relief, life assurance, and trust management. By addressing complex tax regimes early, we help clients preserve wealth for beneficiaries while complying with legal requirements.
People
Rachael
Accountant
Rachael specialises in audit and compliance, with a focus on SMEs. She completed the Thompson Famathon in 2024, winning her age group. Her expertise ensures clients meet regulatory standards while achieving operational efficiencies.
Rebecca
Tax Advisor
Rebecca leads our personal tax services, offering strategic advice on inheritance tax and trusts. She completed the Thompson Famathon wetsuit category in 2024, demonstrating her commitment to excellence in both professional and personal challenges.
Bob
Senior Consultant
Bob provides consultancy support with a focus on business planning. He participated in the Thompson Famathon, highlighting his dedication to overcoming challenges. His insights help clients navigate complex financial landscapes and achieve long-term goals.
Questions
What accountancy services do you offer?
We provide compliance, audit, taxation, consultancy, payroll, and estate planning services tailored to business and individual needs.
How do you support businesses during audits?
We conduct detailed audits, identify efficiencies, and ensure compliance while offering strategic recommendations to enhance financial performance.
Can you assist with personal tax planning?
Yes, we offer bespoke tax planning for individuals, including inheritance tax, trusts, and self-assessment, minimising liabilities legally.
Do you handle HMRC investigations?
We provide expert support during HMRC enquiries, representing clients and resolving disputes efficiently to reduce stress and financial impact.
