Business Details
18 Years
experience
Trusted Accounting Services in Newtownards
SJO Accountants offer a personal touch in financial management, combining precision with tailored services that surpass the capabilities of DIY software. Established in 2008, our team delivers comprehensive accounting solutions, including limited company accounts, corporation tax, personal tax returns, and outsourced payroll services. With decades of combined experience, our certified professionals utilise advanced technology like QuickBooks to streamline financial processes for small businesses, growing enterprises, and sole traders.We prioritise compliance with HMRC regulations while maximising tax savings through strategic planning. Our client-centric approach ensures clear, actionable financial reports and 24/7 support, reflected in testimonials praising our reliability and expertise. Headquartered in Newtownards, we serve diverse industries, from construction to healthcare, and maintain a commitment to continuous improvement through mentoring and compliance reviews.
Services
Accounting Services
Tax Compliance
Bookkeeping
Payroll Services
Tax Planning
Details
- Year established: 2008
Highlights and features
- We offer 15+ years of experience in accounting and tax compliance.
- Our team includes certified professionals with expertise in QuickBooks software.
- We provide tailored solutions for small businesses and growing enterprises.
- Client testimonials highlight our reliable, problem-free service.
- We ensure HMRC compliance with proactive tax planning strategies.
What people say
Wonderful staff, great support
Nothing ever seems to be a problem
Highly recommend
Personalised service
Experienced professionals
Services
Accounting Services
We prepare annual accounts for limited companies, including balance sheets, profit/loss statements, and compliance documentation. Our services ensure adherence to statutory requirements while providing actionable insights for business growth. Clients benefit from accurate, timely reporting that simplifies decision-making and regulatory compliance.
Tax Compliance
Our team handles corporation tax returns, personal tax filings, and sales tax compliance. We maximise eligible reliefs while ensuring adherence to HMRC regulations. Services include audit preparation, tax planning, and representation during disputes, minimising penalties and optimising tax efficiency for businesses and individuals.
Bookkeeping
We manage bookkeeping tasks including bank reconciliations, accounts payable/receivable, and financial reporting. Using cloud-based software like QuickBooks, we maintain accurate records for VAT submissions and business analysis. This service ensures real-time financial visibility and regulatory compliance for growing enterprises.
Payroll Services
We process payroll for weekly, bi-weekly, and monthly schedules, including payslip generation and auto-enrolment pensions. Our services ensure accurate employee payments, tax deductions, and compliance with employment legislation. Clients receive timely support for payroll-related queries and regulatory changes.
Tax Planning
Our tax planning services identify savings opportunities through strategic deductions and exemptions. We analyse financial positions to develop long-term plans that reduce liabilities while maintaining compliance. This includes business growth strategies, investment income optimisation, and succession planning for sole traders transitioning to limited companies.
People
Sara Otley
Founder & Managing Director
Qualified CIMA accountant with 20+ years' experience. Founded SJO in 2008 after roles at Almac Pharmaceuticals. Specialises in business growth strategies and corporate tax compliance. Holds BA (Hons) in Accountancy from the University of Ulster.
Jane Hill
Senior Manager
Chartered accountant with 20 years' audit and forensic accounting experience. Joined SJO in 2019, specialising in corporate taxation and compliance. Holds BAcc (Hons) from Scottish university and FCA qualification.
Ricardo Neufuss
Operations Manager
Qualified accountant with expertise in QuickBooks and Xero software. Manages financial reporting for diverse industries including cybersecurity and retail. Graduated from Western Connecticut State University in 2018 with financial accountancy degree.
Jo-Anne Dunn
Payroll Manager
20+ years' payroll experience, including roles at MITIE Facilities Management and University of Dundee. Oversees payroll processing for 100+ clients. Specialises in complex payroll compliance and HMRC reporting requirements.
Lauren Otley
Assistant Accountant
Trainee accountant with A Levels in French, Spanish, and Psychology. Joined SJO in 2022 after part-time experience. Supports corporate tax filings and financial reporting while pursuing professional accountancy qualifications.
Questions
What accounting services do you offer for limited companies?
We provide full accounting services including annual accounts preparation, corporation tax returns, and compliance reporting tailored to limited companies' specific needs.
How do you handle personal tax returns?
We manage all aspects of personal tax returns including investment income, rental income, and self-employment reporting while maximising allowable deductions.
Can you assist with QuickBooks software implementation?
Yes, we offer QuickBooks setup, customisation, and training services to help businesses transition smoothly to cloud-based accounting solutions.
What payroll services do you provide?
We handle payroll processing, auto-enrolment pensions, and compliance reporting for businesses of all sizes, ensuring accurate employee payments and tax deductions.
Do you offer tax compliance consultations?
Our tax compliance services include HMRC reporting, sales tax compliance, and audit representation to ensure businesses meet all regulatory requirements.
