Business Details
Trusted Accountants in Penrith Providing Proactive Financial Advice
Robinson Udale is a proactive accountancy firm based in Penrith, delivering tailored financial advice and support to businesses and individuals. Our team combines local expertise with a commitment to environmental sustainability through our membership of 1% for the Planet. We specialise in accounts and audit, tax compliance, strategic business planning, and HR consultancy, ensuring clients receive clear, actionable guidance. With decades of combined experience, our partners provide personalised service, leveraging advanced software solutions to streamline financial processes.We prioritise transparency, client education, and long-term relationships, helping businesses navigate complex regulatory landscapes while achieving growth objectives. Our dedication to quality is reflected in our certifications with leading accounting platforms and our track record of client retention spanning over 20 years. We actively support environmental causes by donating 1% of annual sales to climate advocacy and conservation initiatives.
Services
Accounts & Audit
Tax Compliance
Strategic Business Advice
Wealth Planning
IT Software Support
Forensic Accounting
Payroll Services
HR Consultancy
Highlights and features
- We offer proactive accountancy advice with 20+ years of client relationships
- Our team holds certifications with Sage, Xero, and QuickBooks software
- We are members of 1% for the Planet environmental initiative
- We provide tailored financial solutions for local businesses and taxpayers
- Our partners deliver hands-on support with clear, jargon-free explanations
Associations and certifications
- 1% for the Planet
What people say
Extremely professional team
Responsive and proactive support
Reliable and approachable advisors
Invaluable business guidance
Knowledgeable and efficient service
Services
Accounts & Audit
We prepare comprehensive accounts and audit services tailored to business needs. Our approach combines statutory compliance with strategic financial review, helping clients understand performance metrics and make informed decisions. Partners provide plain-English explanations and ongoing advisory support to ensure financial statements drive business growth.
Tax Compliance
Our tax compliance services cover corporation tax, income tax, VAT, and inheritance tax planning. We help businesses minimise liabilities while maintaining full regulatory compliance. Expert advisors handle complex calculations, dispute resolution, and strategic tax planning to optimise financial outcomes for businesses and individuals.
Strategic Business Advice
We provide tailored business planning, cashflow forecasting, and growth strategy services. Our advisors help clients develop financial projections, evaluate expansion opportunities, and navigate business transitions. This includes support for mergers, acquisitions, and succession planning to ensure sustainable business development.
IT Software Support
Certified advisors support Sage, Xero, QuickBooks, and FreeAgent platforms. We offer software implementation, training, and troubleshooting services aligned with Making Tax Digital requirements. Our team provides remote access support and tailored solutions to streamline accounting processes for businesses of all sizes.
Human Resource Consultancy
We deliver employment law compliance, payroll management, and staff development services. This includes auto-enrolment pension support, statutory payment calculations, and access to legal helplines for employment matters. Our approach helps businesses maintain compliant, productive workplace environments.
People
Rob Udale
Founding Partner
With over 20 years of experience, Rob established Robinson Udale to provide accessible accountancy services. He specialises in business advisory and tax planning, combining technical expertise with practical commercial understanding to support local enterprises.
Danny Roper
Managing Partner
Danny leads client relationships with a focus on strategic business growth. His expertise in audit and financial reporting ensures clients receive actionable insights. He maintains strong connections with local business networks to enhance service delivery.
Julie Osborn
Partner
Julie specialises in tax compliance and wealth planning. With 15+ years in accountancy, she provides tailored solutions for individuals and businesses, particularly in inheritance tax mitigation and financial succession planning.
George Udale
Partner
George focuses on forensic accounting and litigation support. His expertise includes business valuations and fraud investigations. He provides expert witness testimony and clear financial analysis for complex commercial disputes.
Lisa Fleming
Tax Senior
Lisa manages corporate tax compliance for SMEs. She specialises in MTD implementation and VAT strategies, ensuring businesses maintain compliance while optimising tax positions through proactive planning.
Questions
What accountancy services do you offer?
We provide accounts and audit, tax compliance, strategic business advice, payroll services, and HR consultancy tailored to business needs.
How can you help with tax planning?
Our tax specialists offer corporation tax, VAT, and inheritance tax planning to minimise liabilities while ensuring full regulatory compliance.
Are you qualified to advise on Making Tax Digital?
Yes, we are certified advisors for MTD-compliant software including Xero and QuickBooks, with hands-on implementation support.
What environmental initiatives do you support?
As 1% for the Planet members, we donate 1% of annual sales to environmental causes focusing on climate action and conservation.
What makes your firm different?
We combine local expertise with software certifications and environmental commitment, delivering proactive advice through long-term client relationships.
Reviews (1)
Jonathan Roebuck
Feb 20, 2019
Report
We have used Robinson Udale for the last 17 years and have found all the staff give excellent and friendly advice at all times. I would strongly advise anyone requiring accountancy or tax advice to look no further.
