Business Details
Your Trusted Online Accountants in Poole, Dorset
We are a small firm of qualified accountants and tax advisers dedicated to providing efficient, high-quality services to small businesses, contractors, and e-commerce enterprises. With expertise in Xero and FreeAgent software, we deliver year-round support through online tools, ensuring clients across the UK and overseas can focus on growth without administrative burdens. Our team combines decades of experience, including ex-HMRC and FTSE company backgrounds, to offer clear, compliant solutions tailored to modern business needs. Client testimonials highlight our proactive approach, cost-saving strategies, and exceptional support, which have resolved complex tax issues and streamlined financial operations. We prioritize transparency, fixed fees, and accessible communication via phone, email, or remote support, ensuring clients receive personalized guidance without hidden costs.Our services include compliance management, time-saving administrative solutions, and value-added programs like ProfitSAFE for tax optimization and FutureSAFE for long-term business planning. We emphasize professional accountability through membership in recognized accounting bodies, maintaining ethical standards and professional indemnity insurance. By leveraging technology and avoiding traditional 'stuffiness', we provide scalable services that adapt to evolving business requirements. Our commitment to continuous learning ensures clients benefit from up-to-date regulatory knowledge, while our free resources and client hub empower informed decision-making. With a 5/5 rating from 120+ reviews, we remain focused on building lasting partnerships through reliability, expertise, and a client-first philosophy.
Services
Compliance Services
Time-Saving Services
Value-Added Services
Xero Accountants
FreeAgent Accountants
Highlights and features
- We have qualified accountants with over 25 years' experience in tax and financial director roles
- We use Xero and FreeAgent software to provide year-round digital support
- Our fixed-fee packages include unlimited client support with no hidden charges
- We resolved a client's tax issue saving 100,000 through expert HMRC negotiation
- We offer free accounting guides and the 'Friendly Hub' resource platform for clients
What people say
Exceeded expectations
Highly supportive
Saved 100,000
Proactive problem-solving
User-friendly systems
Services
Compliance Services
We manage all regulatory requirements including personal tax returns, company accounts, and VAT submissions. Our team ensures timely submission of Companies House returns and corporation tax filings while maintaining full HMRC compliance. Clients receive proactive deadline tracking and document preparation services to prevent penalties. This service suits businesses seeking complete regulatory coverage with fixed-fee predictability.
Time-Saving Services
Our RTI payroll management, bookkeeping, and expense tracking solutions eliminate routine financial tasks. We handle credit control processes and certificate management while providing unlimited support for daily operations. This service benefits growing businesses needing efficient back-office solutions without additional HR overhead. Clients maintain full financial visibility through digital platforms.
Value-Added Services
ProfitSAFE optimizes tax positions while FutureSAFE creates exit strategies for business owners. Our BusinessBUILDER program structures growth financing and DecisionMAKER provides financial forecasting tools. These services target businesses seeking strategic advantages through expert planning and resource optimization, with measurable outcomes tracked through performance dashboards.
Xero Accountants
We implement Xero accounting systems with tailored training and ongoing support. Our packages include software subscriptions and customized setup for businesses needing scalable cloud-based solutions. Clients receive system optimization advice and integration with existing workflows, particularly benefiting companies requiring advanced functionality beyond basic accounting tools.
FreeAgent Accountants
Specialist support for contractors and freelancers using FreeAgent software. We provide system configuration, transaction coding, and real-time financial reporting services. This solution suits self-employed professionals needing intuitive platforms with HMRC-compliant VAT and tax return management capabilities integrated into their daily operations.
People
Richard Baldwyn
Tax Adviser
Former HMRC inspector with 25+ years' tax expertise. Specializes in resolving complex compliance issues and optimizing tax positions for small businesses. Holds professional accounting qualifications and maintains up-to-date regulatory knowledge.
Lesley Ward
Chartered Accountant
Ex-FD of FTSE company with quarter-century experience. Focuses on financial strategy and business performance optimization. Provides expert guidance on company structure and growth planning while maintaining strict professional standards.
Questions
What accounting software do you support?
We specialize in Xero and FreeAgent platforms, providing full implementation, training, and ongoing support for both systems.
Are your accountants qualified?
Yes, our team includes qualified chartered accountants and former HMRC inspectors with 25+ years' experience.
Do you offer fixed-fee pricing?
All services include fixed fees with no hidden charges, rolled into convenient monthly payments.
How do you provide remote support?
We use secure online software, video calls, and phone support to assist clients across the UK and overseas.
What compliance services do you cover?
We handle tax returns, company accounts, VAT filings, payroll, and Companies House submissions for all business types.
Reviews (6)
Anthony Victor
Dec 05, 2021
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I contacted The Friendly Accountants as I specifically wanted insight into taxes relating to Crypto Trading.
Fortunately I found the right people as they are specialists in Crypto with a wide range of clients in the Crypto field. They are really friendly too, Richard gave me a consultation and has informed me with all the relevant information I need as well as providing me with tools to help log my trades. Many thanks to Richard and the team at The Friendly Accountants. All the best
Anthony
Fortunately I found the right people as they are specialists in Crypto with a wide range of clients in the Crypto field. They are really friendly too, Richard gave me a consultation and has informed me with all the relevant information I need as well as providing me with tools to help log my trades. Many thanks to Richard and the team at The Friendly Accountants. All the best
Anthony
Shane Lightowler
Nov 26, 2021
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Very professional advice re: tax affairs and had good knowledge of how taxes should be reconciled for cryptocurrency transactions. Impressed with the service and would definitely recommend.
Matias Campolo
Nov 02, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I contacted Richard around a potential self-assessment report presentation related to cryptocurrency. I cannot stress enough how useful our conversation was and how knowledgeable he is. In addition, the process to book our call was very sleek. I would recommend his services to anyone.
I contacted Richard around a potential self-assessment report presentation related to cryptocurrency. I cannot stress enough how useful our conversation was and how knowledgeable he is. In addition, the process to book our call was very sleek. I would recommend his services to anyone.
Tom Chapman
Oct 15, 2021
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I was introduced to Richard and the team earlier this year during my search for a accountant with good crypto experience. I'm super happy with the experience. The team are first class and have given me peace of mind that I'm minimising my tax liabilities while staying on the right side of HMRC. I'd definitely recommend them to anyone searching for a crypto accountant - first class.
Hayden Quin
Aug 25, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
What an incredible outfit! They provided a professional, efficient solution to a complex scenario and saw it through to the end. To say I am over the moon is an understatement.
What an incredible outfit! They provided a professional, efficient solution to a complex scenario and saw it through to the end. To say I am over the moon is an understatement.
Stephen Allsop
Aug 18, 2021
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I've used the friendly accountants for over 2 years now since I started working self employed. I have always found them to be very competent and accommodating whenever I need their help, I'm probably not the easiest customer they have with me being kind of new to using accounting services. I have needed extra clarification for certain things that I know other clients would probably not need and they have always gone above and beyond expectations to make sure that I fully understand the complex nature of my taxes and accounts. I don't really have much to compare my experience to, I just know that