Business Details
7 Years
experience
Your Trusted Partner for Accounting Solutions in Southend
Practical Bookkeeping, Accounting and Taxation Services (PBATS) was founded in 2019 with a vision to deliver superior accounting, tax, and advisory services. Our team combines technical expertise with a proactive, client-centric approach, ensuring tailored solutions for businesses of all sizes. Martin Beales, with 20 years of experience, leads as Managing Director, supported by Kerry Williams, a seasoned professional with expertise in forensic accounting and insolvency. Our services extend beyond traditional accounting, offering outsourced financial director roles, growth planning, and tax dispute resolution. We prioritise innovation, quality, and integrity, ensuring clients receive accurate, timely advice.Our team includes specialists in bookkeeping, payroll, and tax compliance, with a focus on sectors like e-commerce, healthcare, and real estate. We maintain strong relationships with trusted professionals, including auditors and legal experts, to provide comprehensive support. Our client testimonials highlight our responsiveness, technical knowledge, and ability to reduce tax liabilities while streamlining financial operations. We serve businesses in Essex and beyond, with a commitment to fostering long-term partnerships through transparency and exceptional service.
Services
Bookkeeping Services
Tax Compliance
Payroll Processing
Management Accounts
Capital Gains Tax
CIS Returns
Software Training
Outsourced Financial Director
Company Valuations
Tax Dispute Resolution
Details
- Year established: 2019
Highlights and features
- We offer over 20 years of combined experience in accounting and tax advisory.
- Our team provides outsourced financial director services with strategic growth planning.
- We specialise in tax dispute resolution and capital gains tax minimisation.
- Our client-centric approach includes tailored management accounts and forecasting.
- We maintain strong industry partnerships to deliver comprehensive financial solutions.
What people say
Reduced capital gains tax
Exceptional client support
Proactive financial advice
Responsive and knowledgeable
Streamlined accounting processes
Services
Bookkeeping Services
We provide tailored bookkeeping services, including transaction recording, invoice management, and VAT return preparation. Our team ensures accurate financial records, enabling informed business decisions. Clients benefit from clean, organised data and compliance with tax obligations.
Tax Compliance
Our tax compliance services cover self-assessments, corporation tax, and capital gains tax returns. We ensure adherence to HMRC regulations while minimising liabilities. Clients receive expert guidance on tax planning and dispute resolution.
Payroll Processing
We handle payroll processing, including payslip generation, PAYE submissions, and pension auto-enrolment. Our services ensure compliance with real-time HMRC requirements, reducing administrative burdens for businesses.
Management Accounts
We prepare detailed management accounts, including profit and loss statements and cashflow forecasts. These reports support strategic decision-making and help businesses monitor performance against financial goals.
CIS Returns
We manage Construction Industry Scheme (CIS) returns, ensuring compliance with HMRC requirements. Our services include subcontractor verification, deduction calculations, and penalty mitigation for late filings.
People
Martin Beales
Managing Director
Martin has 20 years of accounting experience, specialising in tax planning, financial director roles, and business growth strategies. He founded PBATS to deliver client-focused accounting solutions.
Kerry Williams
Managing Director
Kerry brings over 20 years of expertise in forensic accounting and insolvency, enhancing PBATS' advisory services. She focuses on business growth and client relationship management.
Laura Sutton
Management Accountant
Laura oversees management accounts with 25 years of experience in practice and industry, serving clients from SMEs to PLCs with precision and insight.
Kristen Sadler
Bookkeeping and VAT Manager
Kristen manages bookkeeping operations, leveraging 9 years of experience in tax and compliance. She is AAT qualified and ACA part-qualified, ensuring technical excellence.
Charis Sulman
Tax Manager
Charis specialises in personal tax, with 25 years of experience in CGT planning, estate planning, and tax dispute resolution, supporting clients in maximising profitability.
Questions
What accounting services do you offer?
We provide company accounts, tax returns, bookkeeping, payroll, CIS returns, and management accounts tailored to business needs.
How can you help with tax planning?
We offer strategic tax planning to minimise liabilities, including capital gains tax, corporation tax, and personal tax optimisation.
Do you support business growth?
Yes, we provide outsourced financial director services, growth planning, and funding assistance to support business expansion.
Are your services available outside Essex?
Yes, we serve clients beyond Essex, offering remote and flexible accounting solutions nationwide.
How do you handle tax disputes?
We assist with HMRC enquiries, tax tribunal preparation, and penalty appeals to resolve disputes efficiently.
Reviews (4)
Nathan Kingsbury
May 14, 2021
Report
I would definitely recommend Martin and his team at PBATS. We were looking for a new, more helpful and available accountant and were recommended PBATS by another business. From the off, Martin and his team have been so accommodating, efficient and reliable, going out of their way to assist us in running our business more proficiently. They're friendly, encouraging, accessible and always succinct, which feels really supportive and like a breath of fresh air. They really know their stuff and we're so pleased we moved to them.
Katy Lennon
Feb 01, 2021
Report
Over the past few years our business has moved at a real pace and grown YOY. We have undertaken activities such as an equity raise, government investment via a fund (twice) and setting up other tax related vehicles for our investors. This is on top of the usual day to day accounting and forecasting that goes with running a business. Martin and his team have been pivotal in a lot of what we have done. Not just acting as an accountant with limited touch points to our business but more of a hands on function within our company to allow us to grow and focus on our core jobs. Without their help there
Joy Joses
Jan 17, 2021
Report
Positive:Professionalism,Quality,Responsiveness
I recommend Martin for all your accounting and bookkeeping services. He was extremely helpful, patient and since switching to over to PBATS, I have had excellent service and duty of care.
I recommend Martin for all your accounting and bookkeeping services. He was extremely helpful, patient and since switching to over to PBATS, I have had excellent service and duty of care.
Kim Drake
Jan 07, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Fantastic service, glad we found Rebecca and the team when we did and would not look back. A professional service where nothing is ever a silly question. We have naturally took on additional services over time and would highly recommend.
Fantastic service, glad we found Rebecca and the team when we did and would not look back. A professional service where nothing is ever a silly question. We have naturally took on additional services over time and would highly recommend.
