Business Details
Trusted Accountants in Wells, Somerset
Based in Wells, Somerset, we are a small friendly team offering professional accounting services. With experience serving over 200 small business owners and personal tax clients, we specialise in tax advice, payroll management, and financial reporting. Our services include business structure guidance, self-assessment, capital gains tax calculations, and compliance with pension legislation. We support accounting software including Xero, QuickBooks, and Sage, providing tailored solutions from basic bookkeeping to comprehensive management reports.Our team helps clients optimise tax efficiency through strategic salary and dividend planning while ensuring accurate VAT returns. We offer fixed-fee subscriptions and cleanup services for disorganised accounting records. Directors Nicky Huzal and Janet Coward bring extensive industry experience, combining technical expertise with client-focused support. Our approach prioritises clarity, reliability, and practical financial solutions for businesses at all stages.
Services
Tax Advice
Payroll Services
Accounts Preparation
Management Reporting
Bookkeeping Support
Software Migration
VAT Compliance
Record Cleanup
Highlights and features
- We have 15+ years' experience supporting small businesses in Somerset and Dorset
- Tailored accounting solutions for sole traders, startups, and SMEs
- Fixed-fee pricing structures for predictable budgeting
- Specialist knowledge of construction, farming, and retail sectors
- Proactive tax efficiency planning to maximise client savings
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
Services
Tax Advice
We provide comprehensive tax guidance for individuals and businesses. Our services cover self-assessment, capital gains calculations, IR35 compliance, and business structure optimisation. With expertise in UK tax law, we help clients minimise liabilities while maintaining compliance through strategic planning and allowance utilisation.
Payroll Services
Our payroll solutions ensure accurate employee payments and regulatory compliance. We handle wage calculations, payslip generation via secure portals, and auto-enrolment pension scheme administration. Our services reduce administrative burdens while maintaining precise records and meeting statutory deadlines.
Accounts Preparation
We prepare statutory accounts and tax returns for diverse business structures. Our process includes tax-efficient salary recommendations, allowance claims, and refund identification. We ensure compliance with HMRC requirements while providing clear financial insights to support business decision-making.
Management Reporting
We deliver tailored management accounts with key performance indicators. Our reports help businesses understand financial performance, track KPIs, and make informed decisions. We also provide software training to maximise MTD compliance and financial visibility.
Record Cleanup
Our cleanup service restores order to disorganised accounting records. We reconcile balances, correct errors, and restructure transaction allocations in Xero, QuickBooks, and Sage systems. We implement sustainable processes to maintain accurate financial records for ongoing business clarity.
People
Nicky Huzal
Chartered Accountant, Director
FCA qualified with audit experience in London and financial analysis background in retail. Specialises in simplifying financial management for small businesses since 2007.
Janet Coward
Chartered Accountant, Director
FCA member with extensive Dorset-based tax expertise. Focuses on personal tax clients and capital gains tax solutions for property and business owners.
Annette
Payroll Clerk
Specialises in payroll administration with strong organisational skills. Ensures timely compliance with filing requirements and accurate wage processing for client businesses.
Questions
What accounting software do you support?
We support Xero, QuickBooks, and Sage platforms with tailored integration and training services.
Do you work with startups?
Yes, we specialise in supporting day one startups with complete accounting setup and ongoing advisory.
Can you help with tax-efficient salary planning?
Our experts provide strategic salary and dividend recommendations to optimise tax efficiency for business owners.
What sectors do you specialise in?
We have specific expertise in construction, farming, retail, and property management sectors.
Do you offer fixed-fee pricing?
Yes, we provide agreed fixed-fee subscriptions for predictable accounting costs.
Can you help with existing accounting records?
Our cleanup service restores disorganised records and implements sustainable financial systems.
