For SMEs' and Family Businesses

Do you have day-to-day challenges running your business? Would you like a business expert as your trusted advisor? Our team of SME (Small Medium Enterprise) specialist accountants are here to help.

We deliver a full range of services through a dedicated point of contact who will get to know you, your team, your goals and will help to ensure that your business strategy is a success. They will help you formulate your ideas and aspirations into a plan and will help you put this into action to ensure you succeed.

We care about making SMEs and family businesses profitable. We would say that, wouldn’t we? But don’t take our word for it. Let our clients do the talking and see our testimonials below.

We have over 70 years experience helping SMEs and Family Businesses across Wales.

We offer...

  • Preparing year-end accounts and explaining what they mean
  • Preparing regular management accounts (monthly or quarterly)
  • Accounts and bookkeeping help and advice
  • Advice on what bookkeeping system to use
  • Helping clients to setup and use various desktop bookkeeping systems such as Sage
  • Advice and support for various cloud based accounting software such as Xero, Quickbooks Online and Sage One
  • Sorting out accounting problems. As your trusted advisors, we will be on hand to support you and your team as you come across any accountancy questions or problems.
  • Statutory and non-statutory audit
  • Audit and advice provided to charities and entities in the not-for-profit sector
  • Special audits e.g. Solicitors Accounts Rules
  • Investigative forensic work focusing on specific problems
  • Preparing tax returns for the business and owners
  • Advice on how to do things tax efficiently
  • Looking at all forms of tax reliefs for the business or its owners like Research & Development Allowances or Entrepreneur Relief
  • Payroll - doing it for you
  • VAT return completion
  • VAT registration
  • Help with VAT queries, planning or disputes
  • Raising money
  • Preparing budgets/forecasts for use in trading and to raise money
  • Looking at grants and subsidies
  • Business structure and ownership advice
  • Company formation setup and advice
  • Company secretarial service including Companies House annual confirmation statement submissions
  • Advice on how to run your business
  • Business valuations for sale, divorce or IHT purposes and business ownership schemes e.g. share options to EMI
  • HR help and advice
  • Help in dealing with HMRC in the event of enquiries and investigations.
  • Advice on business expenses for staff and owners
  • Advice and support on how to buy or sell or add to your business


A: Unfortunately, this is not possible. Salary must be reported to HMRC through an appropriate PAYE scheme to comply with RTI (real-time information) legislation. Contact our team today to discuss how you can extract the most tax-efficient remuneration.
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Require more information?

Contact us on 01656 679800 or use the online contact form.