Business Details
Your Trusted Chartered Accountants in Liverpool
Established by Clair Coburn and Mark McKenna, our practice delivers expert accountancy and taxation services tailored to local businesses and individuals. We prioritise understanding the unique drivers behind each client's operations, combining this insight with a commitment to technological innovation that streamlines processes and reduces costs. Our approach balances technical expertise with accessibility, avoiding unnecessary jargon while maintaining rigorous compliance standards. With over 45 years of combined experience across key disciplines, we provide proactive support ranging from day-to-day bookkeeping to complex tax planning. Our Xero-certified team ensures clients receive forward-thinking solutions aligned with evolving regulatory requirements, including Making Tax Digital compliance.We maintain transparency through fixed-fee structures and offer free initial consultations to demonstrate our value proposition. Client relationships are managed by dedicated professionals who combine sector-specific knowledge with personalised service delivery. Our ICAEW membership underscores our adherence to professional standards, while our practice insurance through QBE UK Limited provides additional assurance. We focus on transforming financial data into actionable business intelligence, enabling clients to concentrate on core operations while we handle compliance complexities. This client-centric philosophy has fostered long-term partnerships built on trust, expertise, and demonstrable results.
Services
Accountancy Services
Bookkeeping
Tax Planning
Payroll Services
HMRC Investigations
Highlights and features
- Over 15 years' experience in advising owner-managed businesses
- Ethical tax planning with Chartered Tax Advisor status
- Fully Xero-certified chartered accountants
- Free no-obligation initial consultation available
- Proactive approach to compliance and business advisory
Associations and certifications
- ICAEW
What people say
Proactive way
Great business advocates
Expertise and support
Unparalleled support
Reliable and knowledgeable
Services
Accountancy Services
We provide comprehensive accountancy solutions for small businesses, including year-end accounts and management reporting. Our services cover sole traders, partnerships, and limited companies. We enhance accounting systems' reliability and timeliness while offering telephone and email support without unexpected fees.
Tax Planning
Our Chartered Tax Advisors deliver ethical tax planning strategies that reduce liabilities through legitimate means. Services include personal and corporate tax planning, capital gains tax optimisation, and employee share scheme advice. We avoid avoidance schemes, focusing on sustainable compliance and practical solutions for businesses.
Bookkeeping
With 25+ years' experience, we manage bookkeeping tasks from basic record-keeping to VAT returns and management reports. Our cloud-based solutions integrate with modern accounting systems, providing cost-effective support that allows business owners to focus on growth rather than administrative burdens.
Payroll Services
We handle payroll requirements including auto-enrolment and BACS payments. Our paperless e-payslip system simplifies staff remuneration while ensuring compliance with changing regulations. Services scale to accommodate businesses of all sizes, from small enterprises to larger operations.
HMRC Investigations
We provide expert representation during HMRC enquiries, offering both advisory and full-service support. Our approach addresses business and personal implications of tax investigations, combining technical expertise with strategic negotiation to protect client interests throughout the audit process.
People
Mark McKenna
Director
FCA and CTA qualified with 15+ years' experience advising owner-managed businesses. Specialises in UK tax legislation and liability reduction strategies. Leads accountancy and tax departments while maintaining direct client relationships.
Clair Coburn
Director
Over 30 years' experience in bookkeeping, payroll, and auto-enrolment. Expert in cloud software integration and system optimisation. Manages operational departments while providing strategic support for hundreds of small business clients.
Questions
What accounting services do you offer for small businesses?
We provide complete accountancy solutions including year-end accounts, management reporting, and compliance services for sole traders, partnerships, and limited companies.
How do you help with Making Tax Digital compliance?
We offer system design, data migration, and software testing services to ensure VAT-registered businesses meet HMRC's digital submission requirements by April 2019 deadlines.
Can you assist with payroll and auto-enrolment requirements?
Yes, we manage full payroll services including auto-enrolment compliance, BACS payments, and paperless payslips tailored to businesses of all sizes.
What tax planning services do you provide?
Our Chartered Tax Advisors offer personal and corporate tax planning, capital gains optimisation, and employee share scheme advice while maintaining strict ethical standards.
Do you handle HMRC investigations?
We provide comprehensive support during tax enquiries, including advisory services and full representation throughout HMRC's investigation process.
