Business Details
33 Years
experience
Trusted Chartered Accountants in Staffordshire & Cheshire
Established in 1993, Marshall Accountancy is a trusted firm of chartered accountants and business finance professionals serving clients across Staffordshire, Cheshire, and beyond. Our expertise spans accounting, taxation, estate planning, and financial advisory services, tailored to meet the unique needs of individuals and businesses. With a team of qualified professionals, including members of the ICAEW and the Society of Will Writers, we prioritise integrity, trust, and innovation in all our work. We specialise in providing strategic tax planning, statutory account preparation, and probate services, ensuring compliance while optimising financial outcomes. Our client-centric approach combines technical excellence with a deep understanding of local market dynamics, supported by cutting-edge accounting software and a commitment to transparency.Over three decades, we have built long-lasting relationships with clients, offering fixed-fee structures for straightforward tasks and detailed quotes for complex projects. As a regulated practice, we act as certificate providers for Lasting Powers of Attorney and deliver tailored financial planning solutions through trusted partners. Our dedication to continuous professional development ensures our team remains at the forefront of industry developments, providing clients with reliable, forward-thinking advice.
Services
Accounting
Tax planning
Estate management
Payroll services
Financial advisory
Probate administration
VAT returns
Corporate tax
Bookkeeping
Wills & LPA
Details
- Year established: 1993
Highlights and features
- We have over 30 years of experience in accountancy and estate planning
- Our team includes ICAEW Chartered Accountants and Society of Will Writers members
- We offer a free initial consultation with no obligation
- We provide tailored services for small businesses and individuals
- Our practice is regulated and authorised for probate services
Associations and certifications
- ICAEW
- Society of Will Writers
Services
Accounting Services
We provide comprehensive annual accounting services for businesses of all sizes, including sole traders, partnerships, and limited companies. Our team prepares statutory accounts, manages bookkeeping, and ensures compliance with HMRC and Companies House requirements. By delivering accurate financial reporting, we help clients make informed business decisions while saving time and reducing administrative burdens.
Tax Planning
Our tax specialists offer strategic corporate tax planning to minimise liabilities while maintaining compliance. We assist with corporation tax returns, capital allowances, and tax-efficient structuring of transactions. With expertise in HMRC regulations, we help businesses identify reliefs and exemptions, ensuring optimal tax positions for both short-term savings and long-term financial planning.
Estate Management
We provide expert estate planning services including wills, probate administration, and Lasting Powers of Attorney. Our team guides clients through complex inheritance tax planning and asset distribution, ensuring legal compliance and protection of client interests. As authorised practitioners, we prepare and register LPAs with the Office of the Public Guardian.
Financial Advisory
Through a trusted partner, we offer financial planning services covering pensions, investments, and protection strategies. Our advice focuses on wealth management, retirement planning, and risk mitigation tailored to individual circumstances. We help clients build secure financial futures through structured savings and investment approaches.
Payroll Services
Our payroll specialists manage all aspects of employee compensation, including PAYE processing, auto-enrolment pensions, and employment rights compliance. We ensure accurate tax deductions and timely submissions to HMRC, supported by experienced staff who maintain up-to-date knowledge of changing employment regulations and reporting requirements.
People
Emma Marshall-Birks
Principal and Director
Emma founded Marshall Accountancy in 1993 after qualifying as a Chartered Accountant with KPMG. She holds an MBA and is a Fellow of the ICAEW, specialising in forensic accounting and estate planning. As a member of the Society of Will Writers, she oversees probate services and strategic direction.
Dan Turner
Senior Manager
Dan joined Marshall Accountancy in 2005 and became an ACCA-qualified accountant after working in London. He manages daily operations and provides tax strategy advice to owner-managed businesses, high net worth individuals, and property investors, combining technical expertise with commercial insight.
Chloe Bonnor
Accounts Manager
Chloe qualified as an ICAEW Chartered Accountant in 2021 after joining the firm in 2014. She manages the accounts department, supports clients with financial queries, and serves as our Xero software expert, ensuring efficient digital accounting solutions for businesses.
Carrie-Ann Farruggia
Bookkeeping Specialist
CIMA-qualified Carrie-Ann joined in 2019 with extensive finance experience. She manages accounts for sole traders and SMEs, leveraging her understanding of business pressures to deliver practical financial solutions. She is accredited in both QuickBooks and Xero accounting platforms.
Jackie Dawson
Payroll Manager
Jackie oversees payroll operations with deep expertise in PAYE systems and HMRC compliance. She manages auto-enrolment pensions and employment rights requirements, providing efficient payroll processing services that ensure regulatory adherence and timely client reporting.
Questions
What accounting services do you offer for small businesses?
We provide full accounting services including bookkeeping, statutory accounts preparation, and HMRC compliance for sole traders, partnerships, and limited companies.
Do you offer fixed-fee tax return services?
Yes, we offer fixed fees for straightforward tax returns and wills, with detailed quotes provided for more complex assignments.
Which areas do you serve?
We primarily serve clients in Staffordshire, Cheshire, and surrounding areas, with both in-person and remote service options available.
Are you regulated accountants?
Yes, we are members of the ICAEW Practice Assurance Scheme and authorised to carry out probate services by the Institute of Chartered Accountants in England and Wales.
How can I arrange an initial consultation?
Contact us via phone or email to book a free, no-obligation consultation where we'll discuss your requirements and service options.
