Business Details
7 Years
experience
Trusted Accountants in Edinburgh
Based in Edinburgh, we specialise in delivering modern accounting and bookkeeping solutions tailored to small businesses. Our cloud-based approach enables clients to access financial data anytime, anywhere, while our team combines cutting-edge technology with traditional accountancy expertise. With Chartered Accountants qualified at KPMG, we focus on streamlining business processes, reducing costs, and enhancing profitability through bespoke systems. Our services include bookkeeping, tax management, payroll administration, and Xero support, all designed to improve operational efficiency. We prioritise client relationships, offering personalised guidance and training to ensure businesses can manage finances effectively.Our proven track record includes helping clients reclaim overpayments, implement automated systems, and achieve seamless compliance. Backed by the Institute of Chartered Accountants of Scotland, we provide reliable, transparent support that adapts to evolving business needs. Testimonials highlight our professionalism, attention to detail, and ability to simplify complex financial processes. Whether you're a startup or established enterprise, our goal is to empower you with the tools and insights needed to thrive in a competitive landscape.
Services
Bookkeeping
Tax Management
Payroll Services
Xero Support
Management Reporting
Details
- Year established: 2019
Highlights and features
- We utilise cloud technology for real-time financial insights
- Our team includes Chartered Accountants with KPMG experience
- We implement tailored systems to reduce operational costs
- Proven success in reclaiming overpayments for clients
- Xero-certified support with personalised training
Associations and certifications
- Institute of Chartered Accountants of Scotland
What people say
Phenomenal response
Improved internal processes
Calming and friendly nature
Reclaimed overpayments
Seamless compliance
Services
Bookkeeping
Maintain accurate, up-to-date financial records using cloud technology for real-time visibility. Our bookkeeping services ensure compliance with tax regulations while providing actionable insights into cash flow and business performance. Ideal for small businesses seeking efficient financial management.
Tax Management
Comprehensive support for VAT, PAYE, and Corporation Tax obligations. We prepare and submit statutory returns while identifying legitimate opportunities to reduce tax liabilities. Our proactive approach helps businesses avoid penalties and maintain HMRC compliance through accurate reporting.
Payroll Services
End-to-end payroll processing including salary calculations, pension contributions, and auto-enrolment compliance. We ensure timely, accurate payments while handling all statutory reporting requirements. Our services reduce administrative burdens and maintain adherence to employment regulations.
Xero Support
Expert implementation and ongoing support for Xero accounting software. We provide system setup, staff training, and certified technical assistance to maximise efficiency. Our Xero integration enables seamless financial management, automated workflows, and real-time business performance tracking.
Management Reporting
Customised reporting packages with key performance indicators and dashboards. We transform financial data into actionable insights, helping businesses monitor profitability, cash flow, and operational efficiency. Our reports support informed decision-making and strategic planning for growth.
People
Rod Petrie
Chartered Accountant
Qualified Chartered Accountant with KPMG background, specialising in business process improvement. Focuses on eliminating inefficiencies and enhancing profitability through tailored financial systems. Brings strategic expertise in cloud accounting solutions and operational effectiveness.
Brodie Petrie
Chartered Accountant
KPMG-trained Chartered Accountant with meticulous attention to detail. Delivers customised accounting solutions and exceptional client service. Expertise in implementing streamlined processes that simplify financial management while maintaining rigorous compliance standards.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax compliance, payroll management, Xero implementation, and financial reporting tailored to small business needs.
How does cloud accounting benefit my business?
Cloud accounting enables real-time financial tracking, automated processes, and secure access to data from anywhere, improving decision-making and operational efficiency.
Are you qualified to handle tax compliance?
Yes, our Chartered Accountants manage VAT, PAYE, and Corporation Tax filings while ensuring HMRC compliance and identifying tax-saving opportunities.
Can you help with Xero accounting software?
We offer Xero setup, staff training, and ongoing certified support to optimise your cloud accounting processes and integrations.
How do you ensure data security?
We use encrypted cloud platforms with strict access controls and comply with data protection regulations to safeguard client information.
What areas do you serve?
While based in Edinburgh, we provide accounting services to businesses throughout the UK via cloud technology.
