Business Details
16 Years
experience
Your Trusted Partner for Accountancy Solutions
We are a team of experienced accountancy professionals dedicated to providing tailored financial solutions for businesses across Bristol and Gloucestershire. With over 30 years of combined expertise, our team holds internationally recognised qualifications from institutions such as the Institute of Chartered Accountants in England and Wales and the Association of Accounting Technicians. We specialise in accountancy, payroll, direct payment schemes, self-assessment tax returns, and CIC accounting, offering services that cater to businesses of all sizes. Our approach prioritises understanding each client's unique needs, ensuring compliance with regulatory requirements while optimising financial performance.We pride ourselves on delivering proactive support, leveraging our deep knowledge of tax legislation and payroll systems to help clients navigate complex financial landscapes. Our commitment to excellence is reflected in our client-centric ethos, which has been central to our growth since 2010. We maintain strong relationships with local authorities and community interest companies, demonstrating our adaptability to diverse sectors. Our team's qualifications, including CIPP accreditation for payroll specialists, underscore our dedication to maintaining the highest standards of professionalism and service delivery.
Services
Accountancy
Payroll
Direct Payment
Self-Assessment
CIC Accounting
Tax & VAT
Business Formation
Payroll Compliance
Tax Returns
Financial Reporting
Details
- Year established: 2010
Highlights and features
- We have over 30 years of combined experience in accountancy and payroll services.
- Our team includes chartered accountants and CIPP-accredited payroll specialists.
- We offer tailored solutions for businesses, self-employed individuals, and CICs.
- We specialise in direct payment payroll compliance for local authorities.
- We provide proactive tax planning and HMRC compliance support.
Associations and certifications
- Institute of Chartered Accountants in England and Wales
- Association of Accounting Technicians
- Chartered Institute of Payroll Professionals
What people say
Proactive support
Tax compliance expertise
Personalised service
CIC specialists
Accurate payroll processing
Services
Accountancy
We provide comprehensive accountancy services including bookkeeping, statutory reporting, and business planning. Our team ensures compliance with Companies House and HMRC requirements while offering strategic financial advice. Clients benefit from tailored solutions that support long-term business growth and operational efficiency.
Payroll
Our payroll specialists manage employee payments, tax deductions, and auto-enrolment compliance using HMRC-approved software. We resolve payroll queries and handle maternity/paternity pay calculations. Clients receive accurate, timely payroll processing aligned with legislative requirements for businesses and local authorities.
Direct Payment
We specialise in Local Authority Direct Payment schemes, managing payroll for personal assistants and service users. Our services include tax planning and compliance support tailored to the complex needs of local authorities and care providers across the UK.
Self-Assessment
We prepare and submit self-assessment tax returns for individuals and contractors. Our team ensures compliance with HMRC deadlines and provides guidance on tax liabilities, payments on account, and penalty avoidance for self-employed clients.
CIC Accounting
We support Community Interest Companies with formation, tax compliance, and annual reporting. Our services include CIC34 report preparation, asset lock compliance, and grant funding advice to ensure alignment with community benefit obligations.
People
Steph Tarah
Director/Chartered Accountant
Qualified chartered accountant with 30 years' experience in corporate accounting and tax advisory. Specialises in SMEs and VAT compliance, having worked with top London firms and regional businesses across multiple sectors.
Phil Fran
Founding Director
Co-founder with project management expertise from RAF service. MBE recipient for military contributions. Transformed the business from sole trader to multi-team operation while maintaining client-focused accounting principles.
Karen
Payroll Manager
CIPP-qualified payroll specialist with 10 years' experience. Manages direct payment schemes for local authorities and ensures compliance with payroll legislation for diverse client groups.
Tarah
Director/Accountant
AAT-qualified director with expertise in small business accounting. Oversees office operations and payroll management, combining technical knowledge with administrative leadership since joining in 2011.
Fran
Founding Director
Visionary founder who established the company in 2010. Advocated for small businesses and disability support until her passing in 2018. Her principles continue to shape the company's ethical approach.
Questions
How can First Call Financials help with business formation?
We advise on business structures, company formation, HMRC registration, and tax implications to ensure compliant setup for sole traders, partnerships, or limited companies.
What payroll services do you offer for local authorities?
We manage direct payment payroll compliance, including tax calculations, auto-enrolment, and reporting for personal assistants and service users under local authority schemes.
Do you provide outsourced accounting services?
Yes, we offer off-site and on-site accounting solutions, handling bookkeeping, reconciliations, and financial reporting while maintaining client data security.
How do you support Community Interest Companies?
We assist with CIC formation, annual reporting requirements, tax compliance, and grant funding advice to ensure alignment with community benefit obligations.
What tax planning services are available?
We provide VAT registration, capital allowances optimisation, and tax-efficient exit strategies tailored to business structures and growth objectives.
Can you help with Making Tax Digital compliance?
Yes, we guide businesses through MTD requirements, including software selection, digital record-keeping, and quarterly submission processes for VAT-registered clients.
