Business Details
24 Years
experience
Your Trusted Accounting Partner in Tees Valley
Established in 2002 by directors Craig Davies and Ian Tracey, we have built a reputation as trusted accountants and business advisers serving clients across the Tees Valley and beyond. Our acquisition of Gilchrist Tash in 2012 combined the dynamism of a young firm with the wisdom of a long-established practice, creating a unique service portfolio. We prioritise personal relationships with clients, offering tailored support that aligns with their specific challenges and goals. Our expertise spans diverse sectors including education, healthcare, construction, and professional services, with a focus on delivering proactive business advice and minimising tax liabilities.We operate with transparency, ensuring clients receive clear communication and predictable billing. Our team combines technical proficiency with a commitment to understanding each client's unique circumstances, positioning us as a strategic partner rather than just a service provider. With offices in Stockton-on-Tees and Stokesley, we provide accessible support through face-to-face meetings, phone consultations, or digital platforms. Our ICAEW membership (C002259618) underscores our adherence to professional standards and continuous development. We offer free initial consultations and fixed-fee options to ensure financial clarity for all clients.
Services
Accounts Preparation
Payroll Outsourcing
Tax Planning
Business Valuations
VAT Returns
Company Formation
Audit Services
Strategic Planning
Financial Advisory
Details
- Year established: 2002
Highlights and features
- We offer free initial consultations with no obligation
- Our ICAEW membership ensures professional standards and expertise
- We provide fixed-fee options for predictable financial planning
- Our team has 20+ years' combined experience in diverse sectors
- We combine proactive advice with transparent communication
Associations and certifications
- ICAEW
What people say
Proactive advice
Transparent billing
Sector expertise
Personalised service
Services
Accounts Preparation
We prepare accurate financial statements and reports tailored to your business needs. Our service ensures compliance with regulatory requirements while providing clear insights into your financial position. Clients benefit from timely submissions and strategic advice to improve financial performance.
Tax Planning
Our tax planning service identifies legitimate opportunities to minimise tax liabilities. We provide forward-looking strategies aligned with your business goals, ensuring compliance with evolving tax regulations while maximising financial efficiency for individuals and corporations.
Payroll Outsourcing
We manage payroll processing, tax deductions, and compliance reporting for businesses of all sizes. This service ensures accurate employee payments and adherence to employment legislation, freeing clients to focus on core operations.
Business Valuations
Our valuation service determines accurate business worth for mergers, acquisitions, or succession planning. We use industry-specific methodologies to provide defensible valuations that support strategic decision-making and financial negotiations.
VAT Returns
We handle VAT registration, return preparation, and dispute resolution for businesses. This service ensures compliance with HMRC requirements while identifying opportunities to optimise VAT recovery and reduce liabilities.
People
Craig Davies
Director
Co-founder with extensive experience in business advisory and tax planning. Specialises in supporting SMEs through growth phases and complex financial decisions.
Ian Tracey
Director
Co-founder offering expertise in audit services and corporate finance. Focuses on delivering strategic financial solutions to professional service firms and construction businesses.
Questions
What accounting services do you offer?
We provide accounts preparation, tax planning, payroll, business valuations, VAT services, and strategic financial advice tailored to business needs.
Do you offer free initial consultations?
Yes, we provide free no-obligation consultations to discuss your specific requirements and how we can support your business.
Which sectors do you specialise in?
We work with clients in education, healthcare, construction, professional services, agriculture, and technology sectors among others.
How do you charge for your services?
We offer fixed-fee options where possible and provide transparent pricing with no hidden charges for all our accounting services.
Are you ICAEW accredited?
Yes, we maintain ICAEW membership (C002259618) demonstrating our commitment to professional standards and continuous development.
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