Business Details
Your Trusted Accountants in Plymouth
Established over 35 years ago, Alan Forrester has built a reputation as a trusted accounting partner for businesses across the Southwest. Our approach combines cutting-edge technology with personalized service, ensuring clients receive real-time financial insights tailored to their unique needs. We specialise in cloud-based accounting solutions, enabling seamless collaboration and paperless efficiency for businesses of all sizes. Our team of qualified professionals provides expert guidance on accounts, tax planning, payroll, and financial strategy, with a focus on proactive support rather than reactive solutions. We offer transparent fixed pricing with no hidden fees, allowing clients to budget confidently while accessing comprehensive accounting services.Our quarterly business reviews help identify growth opportunities and improve operational efficiency through data-driven analysis of key performance indicators. With dedicated Account Managers available via phone or email, we prioritise accessibility and timely support for all our clients. Our Pre-Year End Tax Planning Review ensures businesses can implement tax-saving strategies well in advance of deadlines. Headquartered in Plymouth, we serve clients throughout Devon and beyond from our offices in Mutley Plain and Bovey Tracey. Our commitment to innovation and client-centric service has made us a preferred choice for businesses seeking reliable financial expertise.
Services
Transform my Business
Start Ups
Accounts
Tax Planning
VAT
Bookkeeping
Payroll
Financial Planning
Highlights and features
- We offer over 35 years of experience in accounting and tax services
- Our cloud-based technology enables real-time financial insights
- Transparent fixed pricing with no hidden fees
- Personal Account Managers provide ongoing support and advice
- Proactive tax planning to minimize liabilities
Services
Transform my Business
Our Transform my Business service provides quarterly business reviews using financial and non-financial metrics to identify growth opportunities. We analyse key performance indicators and work with clients to improve operational efficiency. Your dedicated Account Manager offers strategic advice to help achieve long-term business goals through data-driven insights.
Real-Time Accounting
We offer cloud-based accounting solutions that provide real-time financial insights. Using paperless technology, we streamline account management and enable seamless collaboration. Clients benefit from instant access to financial data and automated processes that reduce administrative burdens while maintaining compliance with HMRC requirements.
Tax Planning
Our proactive tax planning service includes Pre-Year End Tax Reviews to identify savings opportunities. We help businesses implement tax-efficient strategies well before deadlines. With expert guidance on corporation tax, personal tax returns, and VAT planning, we ensure compliance while minimizing liabilities through tailored advice.
Payroll Services
We provide comprehensive payroll management services that handle all aspects of employee payments and tax compliance. Our system ensures accurate salary calculations, timely HMRC submissions, and proper record-keeping. Clients receive regular reports and support for PAYE schemes while maintaining full compliance with employment regulations.
Start-Up Support
Our start-up support helps new businesses establish proper accounting systems from inception. We assist with company registration, tax registrations, and setting up cloud accounting platforms. New entrepreneurs receive guidance on financial management, cash flow planning, and regulatory requirements to build a strong foundation for future growth.
People
Sadie Rogers
Practice Manager
Sadie Rogers, Practice Manager, specialises in small owner-managed companies. With ICAS qualification since 1997, she focuses on year-end accounts and tax returns, providing expert guidance to clients.
Lisa Sword
Client Manager
Lisa Sword manages bookkeeping and year-end accounts, offering tailored financial solutions. She works closely with clients to ensure accurate record-keeping and compliance with accounting standards.
Vicki Barry
Client Manager
Vicki Barry oversees payroll operations and supports front-of-office functions. She provides payroll expertise while maintaining excellent client communication and administrative efficiency.
Donna McAllister
Receptionist
Donna McAllister serves as the first point of contact, managing reception duties and front-of-office operations. She ensures smooth client interactions and efficient office management.
Sarah Zebedee
Finance Manager
Sarah Zebedee handles bookkeeping and VAT returns while pursuing her AAT qualification. She provides financial management support and maintains accurate accounting records for clients.
Questions
What accounting services do you offer?
We provide real-time accounting, tax returns, VAT returns, bookkeeping, payroll management, and financial planning services using cloud-based technology.
How do you support business growth?
Our Transform my Business service includes quarterly business reviews, KPI analysis, and strategic advice to help identify growth opportunities and improve efficiency.
Do you offer tax planning services?
Yes, we provide proactive tax planning including Pre-Year End Tax Reviews to help minimize liabilities and implement tax-saving strategies.
What areas do you serve?
We primarily serve businesses in Plymouth, Devon, and the wider Southwest region from our offices in Mutley Plain and Bovey Tracey.
How are your pricing structures?
We use transparent fixed pricing with no hidden fees, ensuring clients know exact costs upfront without unexpected charges.
