Excel Accounts

Business Details

7 Years

experience

Trusted Accountants for Small Businesses in Tamworth

We are Excel Accounts, a family-run accounting practice established in 2019, dedicated to supporting small self-employed businesses and partnerships in Tamworth and surrounding areas. Our mission is to alleviate the stress of financial management by offering accessible, jargon-free services tailored to the unique needs of sole traders. With over 25 years of combined experience in accountancy, our team prioritises affordability without compromising on quality, ensuring clients receive expert guidance at transparent fixed fees.

We specialise in bookkeeping, tax returns, VAT compliance, and HMRC penalty appeals, leveraging certified QuickBooks ProAdvisor expertise to streamline financial processes. Our commitment to client-centric service includes a free one-hour consultation, ongoing support, and a referral discount scheme, reflecting our dedication to building long-term trust and simplifying financial obligations for busy professionals.

Services

Bookkeeping Tax Returns VAT Returns QuickBooks Support Penalty Appeals Startup Advice Financial Statements

Details

Year established: 2019

Highlights and features

Specialise in small self-employed sole traders & partnerships
Fixed fee structure ensures no hidden costs
Free one-hour consultation with no obligation
AAT accredited professionals with over 25 years experience
Discounted QuickBooks software and certified ProAdvisor support

Associations and certifications

AAT
Maltings Insurance

Website

Update Listing

Services

Bookkeeping

We offer tailored bookkeeping solutions including cloud-based spreadsheets and QuickBooks integration. Our services ensure accurate transaction tracking, expense categorisation, and real-time financial reporting. Clients benefit from time-saving automation while maintaining full control over their financial data through user-friendly platforms.

Tax Returns

Specialising in personal and partnership tax returns, we handle HMRC submissions for sole traders. Our process includes income/expenses analysis, allowable deduction identification, and timely filing. Clients typically receive tax refunds within 7-10 days of submission, with full compliance assurance.

VAT Returns

Full VAT registration, return preparation, and MTD-compliant software support. We manage quarterly submissions, reclaim overpaid taxes, and provide cashflow-optimised VAT schemes advice. QuickBooks integration ensures seamless HMRC reporting and deadline compliance.

Penalty Appeals

Our HMRC negotiation service addresses late filing penalties through a 'no win no fee' approach. We prepare evidence-based appeals, demonstrate reasonable cause, and secure penalty reductions or cancellations while restoring clients' tax compliance status.

QuickBooks Support

As certified ProAdvisors, we provide discounted QuickBooks access with implementation support. Services include software setup, transaction coding guidance, report generation, and integration with HMRC systems, ensuring efficient digital financial management for small businesses.

People

Sally Foster

Accountant & Business Advisor

Fellow AAT member since 2004 with 25+ years of accountancy experience. Licensed by AAT (licence 2197) and insured by Maltings Insurance, Sally specialises in small business financial compliance and advisory services.

Joel Foster

Operations Manager

Handles administrative operations and marketing strategy. Works closely with clients to ensure smooth service delivery and manages the practice's digital accounting systems implementation.

Questions

Do you work with limited companies?

No, we exclusively serve sole traders and partnerships. Limited company accounts require different expertise which we don't currently offer.

Can you help with HMRC debt issues?

Yes, our penalty appeal service negotiates with HMRC to reduce or cancel tax penalties through evidence-based representations using our 'no win no fee' approach.

What accounting software do you use?

We primarily use QuickBooks as certified ProAdvisors, offering clients discounted rates and full implementation support alongside our proprietary spreadsheet tools.

How are fees structured?

All services operate on fixed-fee pricing with no hidden charges. Packages include annual support, with referral discounts available for client referrals.

Is there a free initial consultation?

Yes, we provide a free one-hour telephone consultation to discuss your requirements with no obligation to proceed with our services.

Reviews (4)

Write a Review

Roger Wallace

Oct 15, 2020 Report

Positive:Professionalism,Responsiveness,Value
I have used Excel Accounts for some years now. Their service is second to none! Sally has kept everyone updated with the latest Gov't information on what can be claimed & what can be accessed over these last 'pamdemic' months.Nothing is too much trouble & their fees are brilliant. I cannot recomend them highly enough.

Steve George

Jul 08, 2020 Report

I have just become a client of Excel Accounts and found Sally and Joel absolutely fantastic professional and very friendly. First time self employed and yes it’s daunting but Sally and Joel were amazing which put my mind at rest and l found them very informative. Would recommend them to anyone who needs a friendly professional service. Thankyou guys you are amazing.

Brandon Paskin

Jun 04, 2020 Report

Incredibly helpful, professional, reliable. Perfect service!
Edit: A year on I could not be happier with Excel for the help they have given me, my personal accounts have been mess but luckily I have Sally on my team to smooth everything out!
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Charlie Baxter

Oct 27, 2019 Report

Excel Accounts offers a lovely personal service. They answer all the questions you may have and are always quick to respond to emails and calls. Thank you for completing my first years tax return and I look forward to working with you on many more!