Business Details
21 Years
experience
Trusted Chartered Accountants in Bath & Salisbury
Berkeley Bate is a chartered accountancy firm with over two decades of experience serving businesses and individuals in Bath, Salisbury, and surrounding areas. Our approach combines technical expertise with a strong emphasis on building trusted relationships, ensuring clients receive both accurate financial guidance and personalised support. We prioritise proactive communication, regularly engaging with clients to provide timely advice on tax planning, business strategy, and financial management. Our team of qualified professionals leverages cloud-based accounting technology like Xero to deliver real-time insights, helping clients make informed decisions.With a proven track record in accounts preparation, tax compliance, and profitability improvement, we aim to be a strategic partner in our clients' long-term success. Our commitment to transparency, ethical practices, and exceptional service has earned consistent positive feedback from clients who value our accessibility and commercial understanding.
Services
Accounts Preparation
Tax Planning
Management Accounts
VAT Services
Payroll Services
Profit Improvement
Business Valuations
Fee Protection
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of accountancy experience with a client-centric approach
- Our team provides proactive tax planning to minimise liabilities legally
- We utilise Xero cloud accounting for real-time financial insights
- We guarantee transparent communication with no hidden fees
- Our clients praise our accessibility and commercial understanding
Associations and certifications
- Xero Silver Partner
What people say
Very proactive
Great team
Friendly support
Timely advice
Exceptionally well looked after
Services
Accounts Preparation
We prepare comprehensive accounts for limited companies, partnerships, and sole traders using both traditional records and digital systems. Our service includes bookkeeping support, internal system setup, and proactive financial analysis to help businesses understand their performance. Clients receive regular updates and strategic advice based on their accounting data.
Tax Planning
Our tax specialists identify legal opportunities to reduce liabilities across income tax, corporation tax, and capital gains tax. We provide forward-looking strategies while ensuring compliance with HMRC requirements. Clients benefit from proactive reviews and potential tax refunds through retrospective analysis of previous filings.
Management Accounts
We produce detailed management accounts to track profitability, cash flow, and business performance. Our analysis helps clients make informed decisions through trend identification, budget forecasting, and ratio analysis. Regular reporting enables timely strategic adjustments for business growth.
VAT Services
We manage all aspects of VAT including registration advice, return preparation, and HMRC negotiations. Our expertise covers cash flow-optimising schemes and dispute resolution. Clients receive proactive guidance on compliance while minimising administrative burdens associated with VAT regulations.
Payroll Services
Our payroll solution handles tax calculations, payslip generation, and statutory reporting for businesses of all sizes. We ensure compliance with PAYE requirements and manage statutory payments. Clients receive accurate, timely payroll processing with full end-of-year return preparation.
Questions
What accounting services do you offer for small businesses?
We provide complete accounts preparation, bookkeeping, management accounts, and financial reporting tailored to small businesses.
How can you help reduce my tax liabilities?
Our specialists identify legal tax-saving opportunities through strategic planning across income tax, corporation tax, and capital gains tax.
Do you offer cloud accounting solutions?
Yes, we are Xero Silver Partners providing cloud-based accounting systems for real-time financial management.
What support is available for new business owners?
We offer business planning, structure advice, and HMRC registration support for startups and new entrepreneurs.
How do you handle HMRC investigations?
We provide fee protection insurance and expert representation during tax authority investigations and compliance checks.
