As Chartered Accountants, our wealth of knowledge can be a real benefit to you. We thrive on being a General Practice in the best tradition of the accountancy profession. Variety is the spice of our life !
Just because he is a Chartered Accountant, Geoff likes to think he is the boss. If he is not working on his specialism of Trusts and Trust tax, he spends most of the day advising clients about a wide variey of business issues and what that means in terms of tax, corporate and personal. Geoff is a Director of our sister business, Metro Services. firstname.lastname@example.org
Annette is in charge of meet and greet ( with a smile ! ). She runs all our own office and business administration, helps out with client's queries, and runs our very busy payroll and auto-enrolment bureau. email@example.com
Paul can be found, dawn to dusk, working flat out on family business accounts preparation and discussing tax and finance with our clients. Paul specialises in start-ups including purchasing a business and funding, as well as different accounting systems, such as Sage and Xero. Paul is an Associate of the Institute of Financial Accountants and Chair of its Devon and Cornwall Branch. firstname.lastname@example.org
Wendy is the fountain of all knowledge when it comes to VAT, PAYE, employment issues, auto-enrolment and pasties. She is happy to chat to anyone ( literally ! ) but spends the rest of her day preparing accounts and personal tax returns. If in doubt, phone Wendy. email@example.com
About Our Clients
We act for small businesses, family companies, individuals, sole traders, partnerships, limited companies and social enterprises throughout Cornwall and Devon but mainly in the Plymouth travel to work area. However, a growing number are laptop and gig entrepreneurs who are mobile and working anywhere across the globe, so the world is truly getting smaller and geographical boundaries fast disappearing. We can also now provide cloud based accounting services which are becoming more popular by the day.
As well as the marine trades and maritime leisure sector, our clients include: dentists, solicitors, electrical contractors, clubs, pubs, entertainers, market traders, landlords, manufacturers, retailers, property developers, designers, architects, restaurants, fishing agents, farmers and not forgetting the individual who needs help with their tax and lifestyle planning. Our private client portfolio includes individuals who are partners or directors of larger businesses but require independent handling of their personal affairs.
We specialise in offering a bespoke personal service to all our clients, whether they are well established, just starting up in business, self employed, employed or retired.
Registered to carry on audit work in the UK & Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England & Wales.