OUR services

Chartered Accountants Who Like to Smile

Accountancy can be dull (unless you’re a Chartered Accountant) – we know that. So we set out to create a service that was a bit less stodgy and a bit more relaxed to deal with.

We work with smaller businesses, typically owner-managed firms between £100K and £1M turnover. I like a close relationship with my clients, meeting at least once but usually twice a year to concentrate on your business.

Looking for a once a year ‘letter in the post with your accounts for signing’ type service? We’re probably not for you.

Thinking: ‘I want such a close working relationship with my accountant that I’ll probably invite him to my summer BBQ.’ That sounds more like us!

Of course, we’ll invite you to the annual Blue Penguin bash too.

What We Do (Like You Didn’t Already Know)

Time for the usual list of things that accountants do. You probably already know what these services are. 

But if we don’t write them down Google might not understand that we’re proper accountants based in Taunton. 

And then you might not find us, which would be a shame for us both. So here’s the list:

Management accounts

Monthly, quarterly or half-yearly accounts highlight how your business is performing. Keep it simple, or drill right down to the detail – it’s up to you.

year-end accounts

A great opportunity to take stock and plan, even if you’re a sole trader and don’t legally have to do them.

Bookkeeping & VAT

Not how you want to spend your time – so let us get on with it. Cloud-based software makes it less painful and easier to keep track. We’ll give you an app to snap photos of your invoices so you don’t need paper copies.

Tax advisory and compliance

We’ll sort out your regular personal or company tax returns. You should also think about periodic tax planning for the whole family – we can help with this.

pre-year end meetings

You can do a lot more about tax savings if you have more notice. We like to meet with clients about 3 months before each year-end to see what we can save you.

payroll and pensions

Like bookkeeping, submissions to HMRC and pension providers are part of the monthly reporting cycle. Let us take care of it all.

speak to the penguin

We don’t take ourselves too seriously (you’ve probably got that message). But we do take your finances and business success very seriously. It’s what gets us up in the morning and what drives us on.

So if you’re looking for an accountant who is more in tune with your business – and with you as a person – give us a call.

We can carry out an initial financial assessment and give you recommendations for as little as £60 +VAT. So what are you waiting for?

how much does penguin cost?

Let’s not be coy about it – that’s half the reason you found this page. Investing in the right accountant is important for your business.

In my experience there’s two types of accountant. 

There’s those who offer one-size-fits all pricing – great if what your business needs is the same as everyone else. Then there’s those who seemingly pull a figure out of the air. This is code for “what do I think the client will pay?” and it’s not cool.

We take a somewhat Buddhist ‘Middle Path’ approach. 

In our first meeting, we’ll run through with you all the services we can offer. Once we know what level of support you’d like, our software will produce a quote for you there and then. It’s broken down service-by-service so you can make sure you get everything you need from us – and nothing you don’t.

All our fees are paid monthly. That’s great for our clients’ cash flow (and, frankly, ours) as well as giving them certainty over what they pay. No more surprise bills!

For a family company turning over £200K, our fees for handling pretty much everything would be around £250-£350 per month. If you’ve got the day-to-day stuff covered, then it’ll be about half that.

We’re often asked “what’s your hourly rate?” It’s an odd question, and reminds me of the firms who charge you purely based on how long a job takes – with no relationship to the value to your firm.

When required, we work to a rate of £60ph, but almost everything is based on pre-agreed fixed fees. Our clients like that approach. We hope you will too.

Come over:

M-F 6.30am – 9.30pm
S-S 9.00am – 9.30pm

Get talking:

Mob: 07917 336533
Tel: 01823 335262
Fax: Really??