Business Details
28 Years
experience
Trusted Chartered Accountants in Poole Since 1998
Established in 1998, Willow Accounting & Consultancy is an independent firm of Chartered Certified Accountants dedicated to providing comprehensive accounting and consultancy services to businesses and individuals. Our team of highly skilled professionals brings decades of combined experience in accounting, taxation, and financial management, offering practical advice tailored to clients' needs. We specialise in statutory accounts, tax returns, payroll services, and management accounting, ensuring compliance while optimising financial outcomes. With a focus on fixed-fee billing and transparent communication, we prioritise client satisfaction through timely, efficient service delivery. Our expertise spans corporate tax planning, cashflow forecasting, and bespoke financial solutions for sole traders, partnerships, and limited companies.Committed to professional integrity, we maintain affiliations with the Association of Chartered Certified Accountants (ACCA) and adhere to rigorous ethical standards. By combining technical proficiency with a personalised approach, we empower clients to navigate financial challenges and achieve long-term growth. Our practice philosophy centres on active listening, proactive problem-solving, and delivering value-driven insights that align with individual and business objectives. With offices in Poole, we serve clients across Dorset and beyond, leveraging our local market knowledge to enhance service relevance. Through continuous professional development, we stay abreast of regulatory changes to ensure our advice remains current and actionable.
Services
Tax Returns
Payroll Services
Management Accounting
Corporate Tax Planning
Cashflow Forecasting
Statutory Accounts
VAT Returns
Business Advisory
Inheritance Tax Advice
Succession Planning
Details
- Year established: 1998
Highlights and features
- Over 30 years of combined experience in accounting and tax advisory
- Fixed-fee billing with no unexpected additional charges
- Quick response times for urgent accounting requirements
- Customisable service packages for diverse business needs
- Client-focused approach prioritising financial clarity and compliance
Associations and certifications
- Association of Chartered Certified Accountants (ACCA)
What people say
Expert knowledge
Timely responses
Clear explanations
Competitive pricing
Reliable service
Services
Tax Returns
We prepare and submit accurate income tax returns for individuals and businesses. Our service covers self-assessment, corporate tax, and capital gains tax requirements. Clients benefit from expert guidance to maximise allowances and ensure HMRC compliance.
Payroll Services
Comprehensive payroll management including salary calculations, tax deductions, and real-time reporting. We handle PAYE schemes, pension contributions, and statutory payments for businesses of all sizes, ensuring adherence to employment regulations and deadlines.
Management Accounting
Bespoke management accounts with key performance indicators to support business decision-making. Our service includes budget preparation, cashflow forecasting, and performance monitoring to enhance financial control and strategic planning.
Corporate Tax Planning
Strategic tax planning for limited companies, including corporation tax returns and compliance. We identify tax-efficient structures, reliefs, and incentives to optimise tax positions while maintaining full regulatory compliance.
Statutory Accounts
Preparation of statutory financial statements for Companies House and HMRC. Our service covers sole traders, partnerships, and limited companies, ensuring accurate reporting of financial performance and legal compliance with accounting standards.
People
John Juddery
Chartered Certified Accountant
Fellow member of ACCA with over 30 years' experience in tax and statutory accounts. Established Willow Accounting & Consultancy in 1998, specialising in corporate finance and compliance solutions.
Jax Evans
Chartered Certified Accountant
ACCA-qualified accountant providing expert tax and accounting advice. Handles general accounting queries and compliance matters for businesses and individuals across various sectors.
Catherine Ellis
Payroll and HR Specialist
Over 10 years' experience managing payroll and HR services. Specialises in payroll processing, pension schemes, and employment-related financial compliance for Willow's business clients.
David Anderson
Management Accountant
Experienced management accountant with expertise in financial reporting and year-end preparation. Provides strategic financial insights to support business growth and operational efficiency.
Questions
What accounting services do you offer for small businesses?
We provide statutory accounts, tax returns, payroll processing, VAT returns, and management accounting tailored to small businesses' needs.
Do you offer fixed-fee accounting services?
Yes, all our services are offered on a fixed-fee basis with no unexpected additional charges.
Are you compliant with Making Tax Digital requirements?
Yes, we fully support MTD compliance for VAT and income tax, ensuring your business meets HMRC digital reporting obligations.
How do you handle urgent accounting queries?
We prioritise quick responses for urgent matters, typically providing initial guidance within one business day.
What areas do you serve?
Based in Poole, we serve clients across Dorset, South West England, and remotely for UK-wide businesses.
Can you assist with business succession planning?
Yes, we provide inheritance tax advice and succession planning to ensure smooth business transitions and asset protection.
