Business Details
Trusted Accountants in Gloucester for SMEs
At Cashtrac Accountancy Services Accountancy Services, we specialise in delivering tailored accountancy and bookkeeping solutions designed to meet the unique needs of small to medium-sized businesses and individuals. Our commitment to affordability and clarity ensures clients receive expert support without unexpected costs, with fees guaranteed not to increase for 12 months. We leverage cutting-edge tools like Xero Accounting Software to streamline financial processes, enabling clients to focus on growth.Our team prioritises transparency, offering jargon-free communication and proactive advice on tax efficiencies, VAT compliance, and payroll management. With a focus on local expertise across Gloucestershire, Forest of Dean, and Herefordshire, we combine technical proficiency with a personalised approach to build long-term partnerships grounded in trust and reliability.
Services
Tax Returns
Year End Service
VAT Returns
Company Secretarial
Payroll Management
Digital Tax Accounts
Bookkeeping Catch-Up
Xero Software Support
Highlights and features
- AAT licensed professionals ensuring regulatory compliance
- Fixed fees guaranteed for 12 months with no hidden costs
- Integrated Xero Accounting Software for streamlined financial management
- Tailored packages addressing specific business requirements
- Free support materials and proactive tax efficiency advice
Associations and certifications
- Association of Accounting Technicians (AAT)
What people say
Strongly recommend
Refreshing approach
Prompt responses
Impressed with service
Friendly staff
Services
Tax Returns
We prepare and submit personal and corporate tax returns with HMRC, ensuring compliance while identifying tax-saving opportunities tailored to your circumstances. Our process includes reviewing financial records, maximising tax-free allowances, and providing clear explanations of obligations. Clients receive timely submissions and strategic advice to reduce liabilities.
VAT Returns
Our VAT services cover return preparation, submission, and advisory support for businesses under Making Tax Digital regulations. We offer full filing or a 'remind, check, and send' option, ensuring accuracy and compliance. Monthly or quarterly reporting is available with fixed-price options integrated into accountancy packages.
Payroll Management
We handle payroll processing, including payslips, tax deductions, and HMRC reporting for businesses of all sizes. Services include maternity/sick pay calculations, pension enrolments, and year-end returns. Direct submissions to HMRC and pension providers ensure compliance, with optional monthly reporting.
Xero Software Support
As Xero Business Partners, we provide tailored software solutions to automate bookkeeping tasks. Features include bank reconciliation, invoice management, and expense tracking via mobile apps. Our support ensures seamless implementation and training to optimise financial workflows for small businesses.
Company Secretarial
We assist with company formation, shareholder communications, and regulatory filings with Companies House. Services include maintaining company registers, preparing confirmation statements, and managing share issuance. Our support ensures adherence to corporate governance requirements while reducing administrative burdens.
People
Karen King
Licensed Accountant
Karen King, an AAT-licensed professional with over 15 years of experience, specialises in SME accountancy solutions. She focuses on simplifying financial compliance through technology-driven approaches while maintaining a client-centric ethos.
Questions
What accounting software do you integrate with?
We are certified Xero Business Partners offering tailored software packages to automate bookkeeping, invoicing, and financial reporting for small businesses.
Can you assist with Making Tax Digital compliance?
Yes, we provide full VAT return services and advisory support for HMRC's digital tax account requirements, including quarterly reporting.
Do you offer fixed-price packages?
All our accountancy packages have fixed fees guaranteed not to increase for 12 months, with optional add-ons like payroll and VAT services.
How do you support businesses changing accountants?
We handle all transition processes, including obtaining records from previous advisors and ensuring seamless service continuity without disruption.
What areas do you serve?
We operate across Gloucestershire, Forest of Dean, Herefordshire, and surrounding regions, providing both remote and in-person consultations.
Are you AAT accredited?
Yes, we hold active AAT licensing (No. 1000687) and maintain professional indemnity insurance for client protection.
