Business Details
Trusted Accountants in Wells, Somerset
Based in Wells, Somerset, we are a small, friendly team offering professional accounting and tax advisory services. With extensive experience catering to over 200 small business owners and personal tax clients, we specialise in delivering tailored financial solutions. Our expertise spans business structure advice, self-assessment, capital gains tax calculations, payroll management, and compliance with AE pension legislation. We support leading accounting software platforms including Xero, QuickBooks, and Sage, providing services ranging from basic bookkeeping to comprehensive management reporting.Our directors bring decades of combined experience from roles in audit, financial analysis, and specialist tax advisory work. We prioritise clarity and simplicity, helping clients understand their finances while alleviating the stress of compliance. Whether you're a day-one startup or an established SME, we adapt our services to meet your evolving needs across diverse sectors including farming, construction, retail, and property management. Our fixed-fee subscription models ensure transparency and predictability in pricing.
Services
Tax Advice
Payroll Services
Account Preparation
Management Accounts
Bookkeeping Support
Cleanup Work
Highlights and features
- We have over 20 years of experience in UK tax advisory
- Our team consists of certified experts with extensive experience
- We offer tailored services from 1 hour/month to comprehensive reports
- We support major accounting software including Xero, QuickBooks, and Sage
- We provide fixed fee monthly or annual subscription plans
Services
Tax Advice
We provide comprehensive tax advisory services covering business structures, self-assessment, capital gains calculations, and compliance. Our specialists help clients optimise tax efficiency through strategic planning and allowance claims. With expertise in IR35, VAT, and corporate reorganisations, we ensure compliance while minimising liabilities.
Payroll Services
Our payroll solutions ensure accurate wage calculations and compliance with pension legislation. We generate digital payslips via secure portals and handle statutory reporting requirements. Clients benefit from error-free processing and timely submissions to HMRC, with tailored support for businesses using MTD-compatible software.
Account Preparation
We prepare statutory accounts and tax returns for all business structures, including companies, partnerships, and sole traders. Our services include tax-efficient salary recommendations, refund claims, and structure optimisation. We ensure compliance with accounting standards and regulatory requirements while providing actionable financial insights.
Management Accounts
We produce custom management accounts and KPI reports to enhance business decision-making. These reports help clients monitor performance, cash flow, and profitability. Our services integrate with accounting software to deliver timely, relevant financial data for strategic planning and operational improvements.
Bookkeeping Support
We assist clients with setting up efficient bookkeeping systems, chart of accounts configuration, and software training. Our team provides VAT return verification and cleanup services for disorganised records. We ensure accurate transaction categorisation and system optimisation for businesses using Xero, QuickBooks, or Sage.
People
Nicky Huzal
Chartered Accountant, Director
FCA-qualified with audit experience in London and financial analysis background in retail. Specialises in simplifying financial management for small businesses since 2007. Partner at Sutcliffe & Co & Co since relocation to South West.
Janet Ann Coward
Chartered Accountant, Director
FCA member with extensive experience in personal tax and capital gains tax for Dorset-based clients. Focuses on delivering specialist tax compliance solutions while maintaining long-term client relationships through clear communication and expertise.
Annette
Payroll Clerk
Specialist in payroll administration with proven reliability in meeting deadlines. Manages wage calculations, statutory filings, and compliance documentation. Provides technical support for pension auto-enrolment requirements and HMRC submissions.
Questions
What accounting software do you support?
We support Xero, QuickBooks, and Sage platforms. Our team provides setup assistance, chart of accounts configuration, and training to maximise software effectiveness for your business needs.
How do your fixed-fee plans work?
Our subscription plans offer predictable pricing from 1 hour monthly support to comprehensive quarterly reporting. Fees are agreed upfront with no hidden charges, covering core services tailored to your business requirements.
Can you help with tax-efficient business structures?
Yes, we advise on optimal structures for tax efficiency, including salary/dividend strategies, allowance claims, and compliance planning. Our recommendations consider both current obligations and future growth objectives.
Do you support startup businesses?
We specialise in supporting new businesses from day one, providing complete accounting, tax, and payroll services. Our expertise covers initial setup, compliance requirements, and growth-oriented financial management solutions.
What cleanup services do you offer?
We reconcile disorganised accounts, correct transaction allocations, and implement user-friendly systems. Our cleanup service includes software optimisation recommendations to prevent future data integrity issues in Xero, QuickBooks, or Sage.
