Why choose Us?

What can we do for you?

Phillip Carroll provide a wide range of services for companies and individuals.

We are flexible and can tailor our services to fit your specific needs.

Services for companies


Accounting and bookkeeping

As well as giving you the peace of mind that your accounts are fully compliant with statutory requirements, we can identify strengths and weaknesses in the finances of your business, helping show the way to future success and profitability.

Our accounting and bookkeeping services include:
Preparation of annual accounts
Preparation of periodic management accounts
Bookkeeping services
Maintaining PAYE and VAT records and associated returns
Preparation for HMRC investigations
PAYE and national insurance compliance
Minimising fraud exposure

Auditing

We can perform your auditing and financial analysis with a minimum of fuss and maximum efficiency and accuracy.

Our core auditing services include:
Statutory audits
Internal audits
Due diligence
Benchmarking in your sector
Minimising fraud exposure

Business Support

Our support for your business stretches far beyond the essential compliance services.

At Phillip Carroll we aim to be your business partners, helping you to make the right decisions and working with you to ensure the best possible chance of success.

Areas where we can assist you include:

Business start-up planning and advice
Raising finance
Strategic planning
Financial management
Financial information systems
Computer systems advice
Cashflow forecasting and management
Efficient billing and cash collection
Long term plans for your business and your exit

Company Secretarial

The Companies Act 2006 places strict obligations on companies to submit the required documents according to deadlines.

We can provide peace of mind, while taking the hard work off your hands.

Our Company Secretarial services include:
Preparation and filing of statutory returns
Preparation of minutes and resolutions
Company formation
Company searches

Company Taxation

Company taxation can be a complex area, and the legislation is ever-changing.

We can help to ensure that you are paying the right amount of tax, while making the most of the schemes and allowances available to you.

Areas where we can help include:
Advising on a tax-efficient business structure
Taking advantage of allowances and reliefs
Reducing tax on disposals
Maximising tax relief on acquisitions
Liaising with the authorities on your behalf
Assisting with compliance requirements, including corporation tax self assessment

Payroll

Administering the payroll can be a complex and time-consuming process.

We can provide the reassurance that you are complying with the relevant legislation, while freeing up valuable time and resources within your business.

Our payroll services include:
Payslips
PAYE and national insurance administration
Statutory sick pay, maternity pay, etc
Administering incentive schemes and bonuses
Ex-gratia and termination payments
Statutory forms, including year end returns to issue to employees and HM Revenue & Customs
Reports and analysis of staff costs
Pension scheme administration

Property service charge

In April 2007 the Royal Institution of Chartered Surveyors (RICS) published a Code of Practice for its members who are involved in all aspects of service charge for commercial properties.

It is the result of extensive work by a group of experts from the commercial property industry who have identified best practices for property professionals.

The RICS Code of Practice provides the property industry with a clear set of recommendations which, if implemented, will benefit all sides.

Our principal service aims to assist property management agencies and property owners in meeting their service charge obligations and obtaining certificates of expenditure, which provide the transparency and accountability specified in the RICS guidance.

Our clients rely on us to deliver a comprehensive, flexible, value-for-money service backed by a thorough understanding of the commercial property industry.

Our service charge services include:
External service charge accountants review
Preparation of statutory accounts for management companies
Reviewing service charge accounts
Statement of rental income and head rent calculations
VAT advice
Ensuring recoverable and non-recoverable expenses are correctly allocated

We currently undertake service charge accountants reviews and related work for over 1200 properties varying in size from small commercial sites to large regional shopping centres.

Small Business Compliance

For the small business owner, making sure that you remain compliant with constantly changing legislation can be a significant challenge.

We can provide you with up-to-date information on the requirements that are relevant to your business, and give expert guidance on procedures that will help protect your business, offering you peace of mind.

Services for individuals


Self assessment tax returns

Completing the self assessment tax return can be a complex and burdensome task, and there is a system of penalties in place for failing to file accurate returns with HM Revenue & Customs within set deadlines.

We can help with all aspects of your self assessment tax returns, including:
Making the appropriate computations
Completing your return
Dealing with HMRC on your behalf
Acting for you at HMRC enquiry meetings

Managing your wealth

We want to ensure that your personal wealth is managed as tax-efficiently as possible.

We can advise with:
Personal tax planning
Extracting profit from your business
Remuneration strategies
Tax-efficient savings and investments
Planning for a comfortable retirement
Estate and inheritance tax planning
Gifting strategies

What Clients Say?

We have been using [Rachel and David of] Phillip Carroll as our business and our personal accountants for some years now. We simply do not know what we would do without them. Not only do they have a total grasp of everything that goes on in our business and not only do they keep everything in good order at all times - they also work with us to make sure that all financial, cash and tax aspects of our business and our personal lives are in perfect, effective, and tax-effective order. There is absolutely no way we would have been able to have everything so neat and tidy and organised without them do their thing, their way. I would not hesitate to recommend them to any business or to businessman or woman.

Simon McCrum Director - McCrum & Co Ltd

Dave made everything so easy for us setting up a company. Everything was always explained clearly and I was even taught how to do VAT returns myself which saved a lot of money.  I was recommended Dave by a work colleague and I have since passed on other friends to him. I would have no hesitation in recommending him again and I look forward to working with him in his new venture.

Tracy Chapman

Phillip Carroll have ran my books for the past 10 years and I have nothing but praise for the way in which they have operated and communicated with me over these years. They have been there to talk me through the ever changing world of tax, be it via email, phone and when needed face to face. Tax is a tricky subject at the best of times yet I have never felt ill informed or have had any reason to worry that my accounts are in safe hands. I hope to have Phillip Carroll look after my accounts for many years to come as I couldn’t be happier with the service I have received.

Steven Grainger Production Designer

I have worked with David and his team now for 10 years, both for my personal tax and across a number of businesses I advise / work in. I have always found the culture to be 'can do' and focused on solutions that really add value. They are certainly well suited to small to medium sized businesses and do feel I get good value for money. I have also seen how PC has continued to invest in it's people and systems and that comes through in their service offer.

Andrew Rink

Phillip Carroll are a friendly, helpful, approachable and professional firm of accountants.  They have helped me save money by setting my business on a tax efficient course.  They explain all my tax and accountancy queries in an efficient and easy to understand manner.

I am really happy with the service I  have received from Phillip Carroll for the past nine years.

Victoria McCann Altrincham

Phillip Carroll have been our accountants for just over 2 years now and they support us across all our Group businesses. The team there are always great to deal with and their advice is always first class. Always approachable and quick to respond to any queries. They’ve implemented systems and technology that give me immediate up-to-date financial info which is really helpful. Just wish we’d moved to them sooner!

Phil Sharp CEO Exemplia Group

Having worked with Dave for over 10 years, I know him to be hard-working and organised, always up-to-date with all the developments and creative in his approach.  It’s always been a great reassurance to know that my accounts are completely ‘right’ and that Dave and his team are at my side.

Consultant in NHS and private practice

I've successfully owned recruitment businesses for 35 years and David has been both my personal accountant and company auditor / accountancy advisor for the last 15 of those.

David and his team are always spot on with their knowledge, attitude, work rate and customer service and if they do need some external advice on specialist matters, they also have a superb team of external advisors to call upon.

I recommend David and Phillip Carroll wholeheartedly.

Bernie Wilcox