Our Services

Expert financial services for businesses and individuals

Whitakers takes a personal, in-depth approach to understanding each client's business — identifying exactly what will best benefit them. Our work spans four core areas: Accounting, Taxation, Company Secretarial and Business Planning.

Service 01

  • 01
    Accounting

    Good accounting is about more than last year's figures. We provide management accounts, bookkeeping, cashflow and profit forecasts, PAYE and VAT — giving you a clear picture of where your business stands right now and where it's heading.

    We can prepare reports on your behalf or work with you to build the capability in-house. We also advise on the right IT package for your needs, with hands-on experience across Sage, QuickBooks, Xero, KashFlow and FreeAgent.

Service 02

  • 02
    Taxation

    Tax is rarely straightforward. Our comprehensive taxation service covers personal self-assessment, company tax, Inheritance Tax, Capital Gains Tax, VAT, PAYE and National Insurance — as well as support through HMRC investigations and enquiries.

    We deliver advice in good time so you can plan ahead and minimise your overall liability, rather than reacting to deadlines under pressure.

Service 03

  • 03
    Company Secretarial

    Keeping your statutory obligations in order is non-negotiable. We handle the preparation and filing of statutory returns to meet Companies Act requirements, company formations, maintenance of statutory books, minutes and resolutions, and company searches — so nothing slips through the cracks.

Service 04

  • 04
    Business Planning

    Starting or growing a business involves decisions that shape everything that follows. We advise on the right structure for your situation — Sole Proprietor, Partnership, LLP or Limited Company — and help you build a credible business plan with realistic cost projections.

    We also have extensive experience securing financial support from private sources, financial institutions, the government and other agencies, helping clients at every stage from initial funding through to ongoing financial management.

Ready to talk about your finances?

Whether you need help with day-to-day accounting or longer-term planning, we're here. Call us on 01637 873838 or drop us a message — we'll take it from there.