Business Details
Trusted Chartered Accountants & Business Advisors
M H A Monahans is a leading chartered accountancy and advisory firm serving businesses across the South West of England for over 120 years. Established in the 1890s, we combine deep regional expertise with national scale through our membership in the Sumer Group, one of the UK's top 15 mid-market accountancy firms. Our team of qualified professionals delivers specialized services including Corporate Finance, Tax Consultancy, Audit, Business Recovery & Insolvency, Digital Cloud Accounting, Payroll, HR Services, and Probate. With offices in Swindon, Bath, Bristol, and eight other key locations, we provide tailored support to clients ranging from owner-managed businesses to subsidiaries of multinationals.Our commitment to understanding client needs, coupled with our technical expertise and investment in technology, enables us to deliver strategic advice that drives business growth. As part of the Sumer Group, we maintain the personal service ethos of a regional practice while offering the breadth of resources and innovation typically associated with larger firms. Our collaborative approach ensures clients benefit from both local market knowledge and access to national specialists when required.
Services
Corporate Finance
Tax Consultancy
Audit Services
Business Recovery
Digital Accounting
Payroll Services
Probate Support
Inheritance Tax
Personal Tax
HR Solutions
Highlights and features
- We offer over 120 years of experience in chartered accountancy services.
- Our team includes specialists in Corporate Finance, Tax, and Business Recovery.
- We provide tailored advice combining local knowledge with national expertise.
- Our Sumer Group membership offers access to 40+ UK offices and 1,000+ professionals.
- We maintain a client-centric approach with personalized service delivery.
Associations and certifications
- ICAEW
- GGI
What people say
Excellent service
Trusted advisers
Positive experience
Professional and efficient
Timely support
Services
Corporate Finance
Our Corporate Finance team provides strategic financial advice to businesses seeking growth opportunities. We offer expertise in mergers and acquisitions, business valuations, and capital structuring. With decades of experience, we help clients navigate complex financial decisions while maintaining compliance with regulatory requirements. Our approach combines technical knowledge with practical insights to deliver solutions that align with business objectives.
Tax Consultancy
We provide comprehensive tax consultancy services covering corporate and personal tax matters. Our specialists help clients optimize tax positions through strategic planning and compliance with HMRC regulations. We offer support with tax investigations, R&D tax credits, and international tax considerations. Our team stays updated on legislative changes to ensure clients receive current and accurate advice.
Audit and Assurance
Our audit services cover statutory requirements and value-added business insights. We work with owner-managed businesses, SMEs, and multinational subsidiaries to ensure financial transparency. The team provides risk assessments, internal control evaluations, and compliance reporting. Our approach focuses on year-round communication to maintain accurate financial records and identify improvement opportunities.
Payroll Services
We manage payroll processing for over 550 clients, ranging from small businesses to companies with 350+ employees. Our services include salary calculations, tax deductions, and compliance reporting. We ensure adherence to auto-enrolment requirements and provide support for workplace pension schemes. Our payroll specialists help businesses reduce administrative burdens while maintaining regulatory compliance.
Probate Support
Through Sumer Probate Limited, we offer expert probate services licensed by ICAEW. Our team assists with estate administration, tax calculations, and asset distribution. We provide support for executors and handle complex tax matters during probate. Our approach focuses on minimizing tax liabilities while ensuring compliance with legal requirements throughout the estate settlement process.
People
Becky Young
Director
Becky Young advises businesses on financial matters, supported by specialist teams to address diverse client needs.
Stephanie Hurst
Tax Director
Stephanie Hurst leads tax advisory services, focusing on client-specific solutions and professional development.
Sophie Austin
Operations Partner
Sophie Austin oversees operations, emphasizing staff development and work-life balance within the firm.
Katy Tovey
Partner
Katy Tovey specializes in compliance matters, including Making Tax Digital requirements and business advisory.
Zoe Alder
Head of HR
Zoe Alder manages HR services, providing expertise on payroll benefits and employment regulations.
Questions
What accounting services does Monahans offer?
We provide accounts preparation, audit, tax consultancy, payroll, business recovery, and HR solutions for businesses of all sizes.
How does Monahans support business growth?
Our business improvement services include strategic planning, financial forecasting, performance optimization, and leadership development tailored to client needs.
What tax services are available?
We offer personal and corporate tax consultancy, inheritance tax planning, R&D tax credits, and support during HMRC investigations.
Is Monahans part of a larger network?
Yes, we are part of the Sumer Group, a top 15 UK accountancy firm with 40+ offices and 1,000+ professionals.
What probate services do you provide?
We offer licensed probate services including estate administration, tax calculations, and executor support through Sumer Probate Limited.
