Accountants
in Exeter who
really get it.

We keep it simple so you can have your weekend back.

We’re not just accountants – we’re people.

We don’t do stuffy

Because our clients talk to us like friends, and we have a laugh together, our advice is better – more personal, more tailored.

Focused on you

Nothing beats helping a client solve a financial problem, put a nagging worry to bed, save on tax or grow their business.

Love business, live life

With accounting and tax taken care of, you’ll be able to focus on what you do best – and spend more time with your family.

Our offer to you

Take your business  to the next level.

If you want to grow your business and find new opportunities, we can help. It’s about hands-on support, smart tax advice and strategic business planning that puts you firmly in control.

Tax

Business development

Payroll

Business support

The partner you need

With more efficiency comes more profit.

We love software, technology, systems and processes because we’ve seen the results they deliver for our clients, time and time again. With our advice, your business will run more smoothly.

Process review

Annual accounts

Cloud accounts

HMRC registration

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Our Packages

Fixed fees mean no surprises.

Tax and Financial are experts in online accounting and our subscriptions are built to support your tax and accounting needs from being a sole trader to owning a small business in Devon. Though our first recommendation is Xero we can integrate with any accounting online package. Payroll is in addition and is tailored towards each business requirement, whether it is just needing that support on the end of the phone, or if you would like us to maintain everything for you.

All packages include:

  • Accounting software setup (subscription paid by client)
  • Hubdoc integration
  • Connect your bank accouant
  • Bank reconciliation (inline with year end or VAT)
  • Real time tax liability dashboard
  • Secure Client portal

Sole Trade Standard

£21

Per month

The most cost effective sole trade service, for the non-VAT registered.

  • Accounting support
  • Year end accounts
  • Self assessment filing

Partnership Standard

£35

Per month

Includes everything in the sole trade standard, but is times two and includes the partnership return.

  • Accounting support
  • Year end accounts
  • Self assessment filing

Partnership Gold

£80

Per month

Includes everything in the partnership standard plus VAT preparation.

  • Accounting support
  • Year end accounts
  • VAT filing and preparation (must use Hubdoc)
  • Self assessment filing

Small Business

£66

Per month

For the VAT registered non-limited businesses.

  • Accounting support
  • Year end accounts
  • VAT filing and preparation (must use Hubdoc)
  • Self assessment filing

Limited Standard

£65

Per month

For the small Ltd that is not VAT registered; includes directors’ payroll, dividends and more.

  • Accounting support
  • Year end accounts
  • Director payroll
  • Tax-efficient dividends

Limited Silver

£110

Per month

Includes directors’ payroll, dividends and more.

  • Accounting support
  • Year end accounts
  • Director payroll
  • Tax-efficient dividends
  • VAT filing and preparation (must use Hubdoc)

Limited Gold

£145

Per month

All in one package with everything from the Limited Silver and more.  For 1-3 director limited businesses.

  • Accounting support
  • Annual accountancy health check
  • Year end accounts
  • Director payroll
  • Tax-efficient dividends
  • VAT filing and preparation (must use Hubdoc)
  • Self assessment filing

About Us

It’s our job to make tax simple.

We always use straightforward language – not jargon designed to discombobulate. We’re not afraid to express an opinion and give direct advice, either. And if there’s a smart solution, we’ll find it.

“Taxes are an evil – a necessary evil, but still an evil, and the fewer we have of them the better.”

Winston Churchill

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We’d love to learn about your business.