Business Details
16 Years
experience
Trusted Accountants in Wirral | Oakes Accounting
Oakes Accounting specialises in providing tailored accountancy and bookkeeping solutions for small businesses and self-employed individuals. With over two decades of experience in the industry, our team combines technical expertise with a client-centric approach to deliver efficient financial management services. We offer fixed monthly packages and UK-wide online support, ensuring clients receive transparent pricing and personalised advice. Our services include tax returns, payroll processing, VAT registration, and business start-up guidance, all underpinned by AAT accreditation and professional indemnity cover.We prioritise clear communication and flexible working arrangements, including virtual consultations via Zoom or telephone. Our proven track record in streamlining financial processes has earned us a reputation for reliability, with long-standing clients attesting to our commitment to simplifying complex accounting challenges. By focusing on continuous tax efficiency monitoring and proactive HMRC representation, we help businesses maintain compliance while concentrating on growth.
Services
Accountancy
Bookkeeping
Payroll
Start-ups
Taxation
Details
- Year established: 2010
Highlights and features
- Tailor-made cost plans to match individual business needs
- AAT licensed and regulated accounting professionals
- Flexible working arrangements including out-of-hours support
- Proven expertise in small business financial management
- Comprehensive HMRC representation and tax efficiency monitoring
Associations and certifications
- AAT
What people say
Friendly, efficient, professional
Fantastic value
Highly recommend
Tax deductible costs
Reliable outsourced professionals
Services
Accountancy
Oakes Accounting provides comprehensive accountancy services including year-end accounts preparation, management accounts, and corporation tax returns. Our AAT-qualified professionals ensure compliance with accounting standards while offering strategic financial advice. Clients benefit from accurate record-keeping that supports mortgage applications, business financing, and cash flow management. We handle all aspects of financial reporting for sole traders, partnerships, and limited companies.
Bookkeeping
Our bookkeeping services cover quarterly, monthly, or weekly transaction processing, VAT return preparation, and online system implementation. We specialise in Xero, Clearbooks, Sage, and Kashflow platforms, offering training and system selection guidance. By maintaining precise financial records and reconciliations, we help businesses improve stock management, debtor tracking, and overall financial visibility through tailored bookkeeping solutions.
Payroll
Oakes Accounting manages payroll processing, Real Time Information submissions, and CIS return preparation. We calculate employee deductions, generate payslips, and handle year-end P60 distributions. Our service ensures compliance with HMRC requirements while providing guidance on complex areas like benefits reporting and national insurance calculations. Employers receive proactive support for starters/leavers administration and payroll tax obligations.
Start-ups
We support new businesses with company registration, budget planning, and accounting system implementation. Our start-up service includes VAT registration guidance, selection of appropriate tax schemes, and ongoing financial strategy advice. By establishing robust financial foundations and monitoring tax positions, we help new ventures achieve compliance while focusing on growth through informed financial decision-making.
Taxation
Our taxation experts handle self-assessment returns, corporation tax calculations, and VAT scheme optimisation. We provide HMRC investigation representation, tax efficiency monitoring, and strategic advice on registration/deregistration. Clients benefit from proactive tax planning that maximises allowable claims while ensuring compliance with submission deadlines and regulatory requirements across all business structures.
People
Christopher E. Oakes
Director
Qualified AAT accountant with over 20 years' experience in small business finance. Former KPMG and PwC professional specialising in insolvency, now focused on providing tailored accountancy solutions for local businesses.
Fiona Oakes
Client Services Director
AAT qualified accounting professional with 22 years' financial services experience. Former business owner specialising in client relations, now managing day-to-day client interactions and service delivery at Oakes Accounting.
Questions
What accounting services do you offer for limited companies?
We provide annual accounts preparation, confirmation statements, corporation tax returns, directors' self-assessments, and management accounts specifically tailored for limited companies.
Can you help with VAT registration and scheme selection?
Yes, we advise on VAT registration requirements, manage the registration process, and recommend optimal VAT schemes to maximise tax efficiency for your business.
Do you offer payroll services for small businesses?
We provide comprehensive payroll processing including RTI submissions, payslip generation, and year-end P60 distribution for small business employers.
How do your fixed monthly pricing packages work?
Our packages start from £21/month for sole traders and £39/month for limited companies, covering core accounting services with transparent pricing and no hidden fees.
Can you assist with business start-up requirements?
We support new businesses with company formation, budget planning, accounting system setup, and ongoing financial strategy advice tailored to start-up needs.
What accounting software do you work with?
We specialise in Xero, Clearbooks, Sage, and Kashflow platforms, offering system selection guidance, implementation support, and training to suit your business needs.
