Business Details
Your Trusted Chartered Accountants in Liverpool
Established as a respected firm of chartered accountants, we have built a reputation for delivering expert, impartial financial advice to businesses and individuals across the North West. Our ICAEW Chartered status ensures clients receive services that meet rigorous professional standards, with a focus on proactive support tailored to individual needs. With over two decades of experience advising SMEs, we specialise in bookkeeping, tax compliance, payroll management, and strategic financial planning. Our approach combines regulatory compliance with a commitment to understanding each client's unique goals, enabling us to provide actionable insights that drive business growth.We prioritise accessibility and transparency, offering free initial consultations and maintaining open communication throughout our client relationships. Trusted by organisations ranging from sole traders to national construction firms, our success stems from long-term partnerships and referrals based on consistent service quality. Unlike many competitors, we focus on building personal connections rather than mass marketing, ensuring every client receives dedicated attention from our experienced team.
Services
Bookkeeping
Tax Returns
Payroll Services
VAT Returns
Company Formation
Tax Savings Advice
R&D Claims
Cash Flow Projections
Highlights and features
- We are chartered members of the Institute of Chartered Accountants in England and Wales
- Our team provides proactive financial advice tailored to individual business needs
- We offer free initial consultations for all new clients
- We serve diverse sectors including construction, IT, and professional services
- Our clients consistently recommend us based on long-term service quality
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
What people say
First rate service
Proactive advice
Excellent service
Highly recommend
Services
Bookkeeping
Maintaining accurate financial records with regular reporting to ensure compliance and informed decision-making. Our system provides intuitive, up-to-date financial insights tailored to business requirements. Clients receive expert guidance on record-keeping obligations and best practices.
VAT Returns
Comprehensive VAT management services that simplify complex compliance requirements. We handle submissions, provide strategic advice on VAT efficiency, and ensure timely filings while minimising administrative burdens for businesses.
Payroll Services
Full payroll administration including CIS compliance, payslip production, and real-time HMRC reporting. Our integrated system ensures accurate employee payments and statutory compliance for businesses of all sizes.
Tax Savings Advice
Strategic tax reduction services covering capital gains, R&D claims, and personal tax planning. We identify legitimate savings opportunities while maintaining full compliance with current tax legislation for businesses and individuals.
Company Formation
Complete company registration services with guidance on legal structures and compliance requirements. We handle the entire formation process from incorporation to HMRC registration, ensuring smooth business establishment.
People
Dane Fennelly
Managing Director
E2E Technologies' Managing Director who has used Phil Owen & Co & Co.'s accounting services for several years, praising their prompt service and proactive approach.
Kevin Collins
C.B. Transport Refrigeration Ltd
Representative of a multimillion-pound business that has benefited from significant tax savings through R&D claims advised by Phil Owen & Co & Co.
Ian Johnson
Company Director
Private individual client who has received excellent accounting services from Phil Owen & Co & Co. since being referred by a friend several years ago.
Paul McHale
Contractor
Sole trader who received accessible financial advice from Phil Owen & Co & Co. when establishing his business, enabling better financial management alongside work commitments.
Questions
What accounting services do you offer for businesses?
We provide bookkeeping, VAT returns, payroll management, corporation tax returns, and cash flow projections tailored to business needs.
Do you specialise in any particular industry sectors?
We work with construction, IT, professional services, and SMEs across the North West region.
Can you help with tax savings strategies?
Yes, we offer capital gains tax planning, R&D tax credits, and general tax efficiency advice for businesses and individuals.
What support do you provide for new businesses?
Our start-up package includes company formation, compliance guidance, and strategic financial planning for new ventures.
Are you regulated by any professional bodies?
We are chartered members of the Institute of Chartered Accountants in England and Wales (ICAEW).
