Business Details
17 Years
experience
Trusted Accountants in Evesham
The Accountancy Office is a female-led team of experienced accountants based in Evesham, Worcestershire, dedicated to simplifying business finances for family-run companies and sole traders. With over 30 years of combined experience, we specialise in year-round bookkeeping, payroll, tax compliance, and strategic business advice. Our proactive approach ensures clients avoid financial surprises, while our use of Xero cloud accounting software streamlines processes and provides real-time financial insights. We prioritise clear communication, accuracy, and a personal touch, offering tailored support to help businesses grow sustainably. As a Xero Silver Partner, we combine technological expertise with hands-on guidance, including training for clients new to digital accounting.Our mission is to reduce administrative burdens, allowing clients to focus on business growth and work-life balance. We serve clients remotely and on-site, leveraging technology to maintain efficiency and accessibility. Our team collaborates with specialists in complex tax, legal matters, and inheritance planning to provide comprehensive solutions. Recognised for exceptional customer service, we build long-term relationships grounded in trust and transparency. Founded in 2009, our firm remains committed to modern, approachable accounting that adapts to evolving business needs.
Services
Bookkeeping & VAT
Payroll Services
Annual Accounts
Tax Compliance
Business Advisory
Xero Software Training
HR Support
Financial Planning
Mortgage Advice
Details
- Year established: 2009
Highlights and features
- Proactive, no-surprises financial management
- Expert advice from Chartered Management Accountants
- Attention to detail in bookkeeping and tax compliance
- Approachable team with deep local business knowledge
- Tech-savvy Xero Silver Partner status
Associations and certifications
- Xero Silver Partner
What people say
Efficient, experienced service
Highly recommend
Nothing too much trouble
Life savers for new businesses
Professional and patient
Services
Bookkeeping & VAT
We manage daily bookkeeping and VAT submissions to ensure year-round compliance. Our cloud-based systems provide real-time financial tracking, reducing errors and administrative burdens. Clients receive monthly summaries to monitor cash flow and make informed decisions.
Payroll Services
Our payroll service handles salary calculations, tax deductions, and HMRC filings. We ensure timely payments and compliance with employment regulations. Clients benefit from automated processes and expert support for employee-related financial queries.
Annual Accounts
We prepare and file annual accounts with Companies House and HMRC. Our service includes corporation tax calculations, financial statements, and compliance checks. Clients receive clear reports to assess business performance and plan strategically.
Xero Software Training
As Xero Silver Partners, we offer tailored training for businesses adopting cloud accounting. Our sessions cover setup, daily use, and advanced features to maximise efficiency. Clients gain confidence in managing finances independently.
Business Advisory
We provide strategic advice on tax planning, cash flow management, and business expansion. Our expertise helps clients navigate regulatory changes and optimise financial performance. Services include scenario planning and access to specialist networks.
People
Sarah Sallis
Director & Chartered Management Accountant
Qualified Chartered Management Accountant with 15+ years' experience supporting SMEs. Founded The Accountancy Office in 2009 to offer personalised, tech-driven accounting solutions for Worcestershire businesses.
Lisa Handford
Admin and Accounts Assistant
AAT-qualified Xero adviser managing day-to-day bookkeeping and payroll. Joined the team in 2019 after career change, bringing client-focused administrative expertise and technical proficiency.
Louise Smith
Client Manager
Experienced accountant specialising in client relationship management. Focuses on delivering efficient solutions while building trust through clear communication and tailored financial guidance for business growth.
Mark Allen
Tax & Business Growth Consultant
Chartered accountant with expertise in complex tax advice and corporate finance. Provides specialist support to high-net-worth individuals and businesses seeking strategic growth opportunities across multiple sectors.
Gavin Johnson
Financial Planning Consultant
Chartered Financial Planner offering expert advice on retirement planning, tax-efficient investments, and business protection strategies. Helps clients achieve long-term financial security through personalised wealth management solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, annual accounts, tax compliance, and business advisory services tailored to Worcestershire SMEs using Xero cloud technology.
Are you qualified Xero accountants?
Yes, we're certified Xero Silver Partners with specialist training to implement and support cloud accounting systems for businesses of all sizes.
How do you help businesses with tax compliance?
We ensure HMRC compliance through accurate tax returns, real-time digital submissions, and proactive advice on tax-saving opportunities and regulatory changes.
Can you assist with payroll administration?
Yes, we manage payroll processing, wage calculations, and statutory filings while ensuring compliance with employment tax regulations and reporting requirements.
What makes your firm different from other accountants?
We combine female-led leadership, 30+ years' local experience, Xero expertise, and proactive support to deliver personalised accounting solutions focused on business growth.
Do you offer flexible payment options?
Yes, we provide customisable service packages with transparent pricing to suit varying business needs and budget requirements.
