Business Details
14 Years
experience
Trusted Chartered Accountants in Plymouth
We are a small firm of friendly and dedicated chartered accountants based in Plymouth, providing business and accountancy services to clients across the South West peninsula and beyond. Our team prioritises building strong, ethical relationships with clients, offering accessible advice in clear, non-technical language. With expertise in family business planning, charity sector compliance, and start-up support, we combine local knowledge with professional standards.Our hands-on approach ensures clients feel confident reaching out for tailored guidance. Established in 2012, we remain committed to demystifying accountancy while delivering reliable, client-focused solutions.
Services
Business Start-Up Advice
Family Business Planning
Charities Sector Support
Tax Compliance Services
Financial Strategy Consultation
Details
- Year established: 2012
Highlights and features
- We offer a free face-to-face initial consultation to understand your specific needs.
- Our team provides specialist expertise in charity and not-for-profit sector compliance.
- We deliver tailored family business planning to maintain harmonious operations.
- We combine 10+ years of local experience with nationwide professional standards.
- Our accessible, jargon-free communication ensures clarity for all clients.
Services
Business Start-Up Advice
We guide new businesses through financial planning, regulatory compliance, and funding options. Our expertise includes accessing grants for entrepreneurs aged 18-24 and structuring sustainable business models. Clients benefit from tailored advice to navigate early-stage challenges confidently.
Family Business Planning
Our specialists address unique family business needs, focusing on conflict prevention and long-term stability. Services include governance frameworks, tax-efficient profit distribution, and intergenerational transition planning. We ensure alignment between family goals and business objectives.
Charities Sector Support
We provide tailored accounting and regulatory guidance for charities and not-for-profits. This includes compliance with Charity Commission requirements, grant management, and financial reporting. Our team helps organisations maintain transparency while maximising their social impact.
Tax Compliance Services
We manage corporate and personal tax obligations across jurisdictions. Services include VAT returns, corporation tax filings, and strategic tax planning. Our approach ensures compliance while identifying legitimate opportunities for tax efficiency.
Financial Strategy Consultation
We offer strategic financial guidance for growth and operational improvements. This includes cash flow analysis, investment planning, and risk management. Our consultations help businesses make informed decisions aligned with their long-term objectives.
People
Guy
Charity Sector Specialist
With over 15 years' experience, Guy specialises in charity accounting and regulatory compliance. He provides expert guidance on funding structures, governance, and reporting requirements for non-profit organisations.
Questions
What accounting services do you offer for start-up businesses?
We provide business structure advice, grant applications, and financial planning tailored to new ventures, including access to government support schemes for young entrepreneurs.
Do you specialise in any particular industry sectors?
We have particular expertise in family businesses, charities, and not-for-profit organisations, alongside general accountancy services for businesses across Devon and Cornwall.
Can you assist with charity compliance requirements?
Yes, we offer specialist support for Charity Commission reporting, grant management, and tax-efficient funding structures to ensure regulatory compliance.
What areas do you cover beyond Plymouth?
We serve clients throughout Devon, Cornwall, and Somerset, with regular meetings conducted in person or via virtual consultations for convenience.
Is there a charge for initial consultations?
No, we provide a free face-to-face initial consultation to understand your needs before proposing any services.
