Business Details
16 Years
experience
Trusted Chartered Accountants in Rugby
Founded in 2010, Willow Edge Accountancy & Taxation has built a reputation for delivering expert financial guidance with a personal touch. Our team, led by Chartered Certified Accountant and Chartered Tax Adviser Caroline Overton, brings over 15 years of professional experience to support businesses across Warwickshire and Northamptonshire. We specialise in transforming complex accountancy tasks into straightforward solutions, from statutory accounts and tax returns to strategic tax planning and payroll management. Our fixed-fee structure ensures transparency, while our commitment to accessibility means clients can contact us at any time for immediate support.With expertise spanning start-ups, high-net-worth individuals, and established companies with turnovers exceeding 4 million, we combine technical excellence with practical advice tailored to each client's unique needs. Our focus on building long-term relationships has earned us consistent praise for professionalism, reliability, and the ability to demystify financial processes for businesses at every stage of growth.
Services
Year-end Accounts
Tax Returns
Bookkeeping
Management Accounts
VAT Services
Payroll Processing
Details
- Year established: 2010
Highlights and features
- We offer fixed-fee services with no hidden charges
- Our team includes Chartered Certified Accountants and Tax Advisers
- We provide 24/7 accessibility for urgent client needs
- We specialise in supporting start-ups and small businesses
- We combine 15+ years of technical expertise with practical advice
Associations and certifications
- ACCA
- CTA
What people say
Invaluable support
Excellent professional advice
Seamless transition to limited company
Saved me lots of money
Always helpful and patient
Services
Year-end Accounts
We prepare comprehensive year-end accounts for sole traders, partnerships, and limited companies. Our service includes transforming bookkeeping records into HMRC and Companies House compliant filings, calculating tax liabilities, and providing actionable financial insights. Clients receive clear explanations of their obligations and strategic advice for future planning.
Tax Returns
From basic declarations to complex tax scenarios, we handle individual and corporate tax returns. Our expertise covers rental income, capital gains, dividends, and corporation tax calculations. We ensure accurate submissions while identifying legitimate tax-saving opportunities aligned with current legislation.
Bookkeeping
We offer remote bookkeeping using Sage, FreeAgent, or spreadsheet systems to track income, expenses, and cashflow. Our service includes creditor/debtor management, regular financial updates, and integration with other compliance processes to maintain accurate business records.
VAT Services
We manage VAT registration, return preparation, and Making Tax Digital compliance. Our support covers rate changes, scheme selection, and cashflow planning to ensure businesses meet obligations while optimising VAT positions through legitimate recovery opportunities.
Payroll Processing
Our payroll service includes RTI submissions, pension auto-enrolment, and tax code management. We handle new starter processes, leaver procedures, and year-end returns while ensuring compliance with evolving employment tax regulations.
People
Caroline Overton
Chartered Certified Accountant & Tax Adviser
Qualified with ACCA in 2006 and CTA in 2011, Caroline has 15+ years of experience supporting businesses from start-ups to 4m turnover companies. She specialises in tax planning, compliance, and practical financial guidance for business growth.
Questions
What accounting services do you offer for small businesses?
We provide year-end accounts, bookkeeping, VAT returns, payroll, and tax planning tailored to small businesses. Our fixed-fee model ensures cost predictability.
Do you support start-up businesses?
Yes, we specialise in helping start-ups with record-keeping, budgeting, and tax compliance. Our services include transitioning from sole trader to limited company structures.
How do you handle tax planning for high earners?
We offer strategic tax planning for high-income individuals, including rental income, capital gains, and dividend tax optimisation, with clear guidance on liabilities.
What areas do you cover?
We serve clients across Warwickshire and Northamptonshire, with remote bookkeeping services available nationwide through digital platforms.
Can you assist with Making Tax Digital compliance?
Yes, we provide full support for VAT-registered businesses transitioning to HMRC's Making Tax Digital requirements using compatible accounting software.
Reviews (1)
Jade Warren
Nov 01, 2017
Report
I have found Caroline incredibly patient and informative. She has been a great source of information for my small business.
