Business Details
Your Trusted Partner for Accounting and Financial Advisory Services
Established over sixty years ago, we are a local practice deeply rooted in Somerset and Dorset, offering tailored financial expertise to businesses of all sizes. Our Principal and team bring extensive industry experience, combining advanced planning with proactive problem-solving to meet modern financial challenges. With offices in Yeovil and Sherborne, we maintain strong relationships with allied professionals and institutions, ensuring comprehensive support for our clients.Our focus on continuous staff training guarantees up-to-date knowledge of legislation and practices, delivering reliable, professional service. We prioritise personal client relationships, adapting our advice to individual needs while fostering local economic health through sound financial guidance. Our regulatory compliance and audit registration underscore our commitment to transparency and trustworthiness in all financial matters.
Services
Accounting
Taxation
Auditing
Company Formation
Company Secretarial
Payroll Services
Highlights and features
- We offer over 60 years of local accounting expertise.
- Our services are tailored to each client's unique needs.
- We maintain rigorous staff training for up-to-date compliance knowledge.
- We provide access to financial institutions and venture capital networks.
- We offer a free initial consultation for all new clients.
Associations and certifications
- Institute of Chartered Accountants in England and Wales
Services
Accounting
We provide comprehensive accounting services, including bookkeeping, financial reporting, and management accounts. Our team ensures accurate record-keeping and compliance with regulatory standards. Clients benefit from timely, clear financial insights to support informed business decisions.
Taxation
Our taxation services cover personal and corporate tax planning, compliance, and dispute resolution. We help clients navigate complex tax legislation while minimising liabilities. Expert guidance ensures adherence to HMRC requirements and proactive tax-saving opportunities.
Auditing
We conduct statutory and independent audits for businesses requiring assurance on financial statements. Our audit process verifies accuracy and compliance with accounting standards. Clients receive clear, actionable reports to enhance financial transparency and stakeholder confidence.
Company Formation
We assist with registering new companies, including incorporation documents and regulatory filings. Our service ensures correct legal structure selection and compliance with Companies House requirements. Clients receive ongoing support for post-formation administrative needs.
Payroll Services
We manage payroll processing, including PAYE, NI contributions, and statutory reporting. Our system ensures accurate employee payments and compliance with employment laws. Clients benefit from automated solutions and year-end return preparation.
People
Ian Dodds
Principal
Ian Dodds, a qualified Chartered Accountant, leads the practice with over 30 years of experience in business advisory and financial management. His strategic approach ensures clients receive practical, forward-thinking solutions tailored to their specific needs.
Gary Bishop
Manager
Gary Bishop oversees key client accounts, specialising in tax compliance and corporate finance. With extensive experience in SME support, he provides hands-on expertise in financial planning and regulatory adherence for growing businesses.
Karen Jones
Manager
Karen Jones, a Fellow of the ICAEW, manages audit and assurance services. Her meticulous attention to detail ensures rigorous compliance with auditing standards, delivering reliable financial assessments for clients across diverse industries.
Peter Williams
Manager
Peter Williams specialises in payroll and company secretarial services, ensuring efficient administrative support for businesses. His expertise in HR compliance and statutory reporting helps clients maintain operational efficiency and regulatory compliance.
Questions
What accounting services do you offer?
We provide bookkeeping, financial reporting, and management accounts tailored to business needs.
Do you handle tax compliance for businesses?
Yes, we manage corporate tax returns, VAT filings, and HMRC dispute resolution.
Can you assist with company formation?
We offer full company registration support, including legal structure advice and filings.
Are your audit services regulated?
Our audit work is regulated by the Institute of Chartered Accountants in England and Wales.
Do you provide payroll management?
Yes, we handle PAYE, NI contributions, and statutory reporting for businesses.
