We are a small, friendly, pro-active accountancy practice providing a full range of services to local clients in Lancaster, Morecambe and Kendal, and online throughout the UK, using online accounting software such as Quickbooks, Free Agent and Kashflow. Personal services and affordable fees. Free initial consultancy for new businesses.
Served areas
- Lancashire & Cumbria
Associations and certifications
- Fellow of The Association of Chartered Certified Accountants (FCCA)
- Member of the Institute of Chartered Public Accountants (ICPA)
Services
We provide book-keeping, payroll and VAT services for a large number of our clients. We offer a fully flexible service using some of the most popular and modern software packages, including online/cloud software where our clients have full access to their data for review and reports.
Instead of using separate book-keepers and accountants, with us, it’s all “in house”, which means that there is a seamless integration between the book-keeping, payroll and VAT processes and the annual accounts preparation. Not only does this make it a quicker “year end” process, it also means the year end is more efficient and cheaper for our clients. It also enables us to monitor our clients’ business during the year which gives us an opportunity to flag up any problems or opportunities that would otherwise be missed until after the year end.
We have found from experience that total fees (book-keeping and year end accounts) are usually cheaper when we do it all “in house” than when clients use a book-keeping firm and then a separate accountant for the year end work.
Instead of using separate book-keepers and accountants, with us, it’s all “in house”, which means that there is a seamless integration between the book-keeping, payroll and VAT processes and the annual accounts preparation. Not only does this make it a quicker “year end” process, it also means the year end is more efficient and cheaper for our clients. It also enables us to monitor our clients’ business during the year which gives us an opportunity to flag up any problems or opportunities that would otherwise be missed until after the year end.
We have found from experience that total fees (book-keeping and year end accounts) are usually cheaper when we do it all “in house” than when clients use a book-keeping firm and then a separate accountant for the year end work.
Based in a small office in the village of Bolton Le Sands, near Lancaster, we offer a full range of accounting and tax services to owner-managed businesses, freelancers and contractors, throughout the UK. We're happy to provide a full service, from book-keeping to tax return submission or just prepare the accounts/returns if you're happy doing your own book-keeping.
We offer a full range of management accounting and tax services for new business start ups, owner managed businesses, contractors and freelancers. We have a range of solutions if you don't want to do your own book-keeping. Our most popular solution is where you upload your invoices, receipts and statements to our online portal (or email them to us) and we do the "number crunching" for you, providing financial report summaries to keep you updated with your figures.Knowledge is power. Management accounting helps owners/management to make decisions and to fully understand "the numbers" behind their business.
I contacted Philip following a notice from hmrc that my Self Assessment tax return was to be investigated. Near nervous breakdown is putting it mildly! Philip steered me calmly and professionally through the investigation. The final, hugely positive result was more than I could have hoped for. How many accountants do you know who you really want to hug?!
Reviews (3)
P. T.
C. C.
A. L.
I contacted Philip following a notice from hmrc that my Self Assessment tax return was to be investigated. Near nervous breakdown is putting it mildly! Philip steered me calmly and professionally through the investigation. The final, hugely positive result was more than I could have hoped for. How many accountants do you know who you really want to hug?! This guy is a genius and my new hero.