Business Details
8 Years
experience
Expert Accounting Services in Waterlooville
Heelan Associates is a Waterlooville-based accounting firm dedicated to helping small businesses start, grow, and adapt through tailored financial solutions. With a team of qualified professionals holding memberships in chartered accounting bodies (ACCA, AAT, ATT) and certifications in Xero and QuickBooks, we offer fixed-fee services including accounting, payroll, tax returns, and business advisory. Our approach combines digital tools with personalized support to reduce administrative burdens, enabling clients to focus on growth.Established in 2018, we serve businesses nationwide remotely while maintaining a welcoming local office for face-to-face meetings. Our commitment to transparency, expertise, and client-centric service has earned trust from startups to established companies across diverse industries.
Services
Accounting
Book-Keeping
Tax Returns
Payroll
CIS
Auto-enrolment Pension
Business Advisory
Details
- Year established: 2018
Highlights and features
- We offer fixed fees for transparent, predictable pricing
- Our team holds certifications in leading accounting software
- We provide personalized support tailored to business lifecycle stages
- We combine digital tools with hands-on expert guidance
- We have specialist expertise in construction industry (CIS) and payroll
Associations and certifications
- ACCA
- AAT
- ATT
- Xero Certified Advisors
- QuickBooks Online Advisors
What people say
Proactive and approachable
Helped through growth phases
Time-saving solutions
Expertise in tax matters
Reliable support
Services
Accounting
We provide comprehensive accounting services tailored to small businesses, including financial record maintenance, management accounts, and statutory reporting. Our digital-first approach ensures real-time financial visibility while our experts interpret data to improve business performance. Services cover full bookkeeping cycles, bank reconciliation, and financial statement preparation.
Tax Returns
Our tax return service ensures compliance with HMRC requirements for individuals, partnerships, and limited companies. We handle corporation tax, self-assessment, and VAT returns while identifying legitimate tax-saving opportunities. Clients receive proactive reminders and strategic advice to optimise tax positions throughout the year.
Payroll
We manage complete payroll solutions including salary calculations, RTI submissions, CIS compliance, and auto-enrolment pensions. Our services ensure accurate, timely payments while maintaining adherence to evolving employment tax regulations. We also provide payslip generation and year-end reporting.
Business Advisory
Our advisory services focus on business growth through financial strategy, cashflow management, and operational efficiency improvements. We offer regular financial health checks, tax planning, and specialist guidance for business transitions including mergers and acquisitions.
CIS
Specialist Construction Industry Scheme services for contractors and subcontractors, including registration, payment validation, and deduction calculations. We ensure compliance with CIS reporting requirements while optimising tax positions for construction businesses.
People
Dan Heelan
Director
Chartered accountant with specialist construction industry expertise. Leads business development and strategic client advisory services. Holds ACCA qualifications and Xero/QuickBooks certifications.
Anne Heelan
Managing Director
Construction industry specialist with extensive CIS experience. Oversees client relationships and service delivery. Recognised for expertise in contractor tax compliance and business growth strategy.
Alison
Bookkeeping Manager
Qualified bookkeeping professional managing day-to-day financial transactions. Specialises in digital accounting systems implementation and training for small businesses across multiple sectors.
Becki
Accountancy Manager
Construction and property development specialist with focus on financial reporting and tax compliance. Provides strategic advice to contractors and property businesses on regulatory requirements and growth planning.
Charley
Finance and Operations Manager
Qualified tax advisor managing internal operations and client financial processes. Combines technical tax expertise with operational efficiency improvements to deliver value-added accounting solutions.
Questions
What accounting software do you support?
We are certified in Xero and QuickBooks Online, offering expert support for these platforms while accommodating other systems as needed.
Can you help with limited company formation?
Yes, we provide complete limited company setup including Companies House registration, share structure planning, and tax registrations.
Do you offer payroll services?
We provide comprehensive payroll processing, CIS compliance, and auto-enrolment pension services for businesses of all sizes.
How do you handle tax efficiency for directors?
We advise on optimal salary/dividend splits, employment allowance utilisation, and tax-saving strategies tailored to individual circumstances.
What business sectors do you specialise in?
While serving diverse industries, we have particular expertise in construction (CIS), professional services, and owner-managed businesses.
Can you assist with Making Tax Digital (MTD)?
We provide full MTD compliance support, including software selection, digital record-keeping, and submission of VAT and income tax returns.
