West Huntspill, Somerset
Poolbridge Accountancy is owned and run by Caroline Phillimore MBA FMAAT who has nearly 30 years’ worth of experience working in practice and industry. Caroline ran a practice near Cheddar for many years before moving into industry and heading the finance division for a group of international companies.
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4 customer reviews
C2Safety Accounts
What a great team! Nothing is too much trouble. Their support has been invaluable. Great Customer Service - thank you
Reviewed on Google Maps
Karen Watkins
Great business, and great business partner ! Not only do they offer relevant and timely advice, they look after my business ensuring financial and accounting compliance. If you need someone to take away the accounting side of your business, to free you up to do what you do best (running your business) then you need to speak to Caroline and her team. More...
Reviewed on Google Maps
Steve Barrett
Superb local Somerset accountant with international experience. Caroline Phillimore the Managing Director heads the accounting team and can deal with the preparation of statutory and management accounts as well as corporate and personal tax and VAT computations this includes the preparation of budgets and cash flow statements, So are ideal for small and medium businesses. The office in Blackford also has its own car park which is particulary useful and is ideally situated close to the M5. Initial consultation is free and very friendly and thankfully very little jargon.. More...
Reviewed on Google Maps
LittleKate
Fair prices and fabulous customer service. Wouldn't hesitate to recommend to anyone. Couldn't do enough to help me :)
Reviewed on Yell
What kind of accounting services do you provide?
We offer a friendly service covering all aspects of accounts. We spend time talking to the client to get an idea of what they really want and then tailor a package for them. Every business is different with different needs.
By talking to the client we get to know what they want and how we can make their life easier. Whenever possible we like to give the client a fixed monthly cost for the work we have agreed.
Why is it so important for businesses to hire a great accountant?
It is important that you choose an accountant that experience as well as qualifications. Also choose a practice that is looking forward and invests in their staff training and software. Accountancy and the way HMRC deals with clients has changed a lot over the last few years and with Tax going Digital will continue to change.
What do you love most about your job?
I love meeting new clients and working out what isn't going well for them or what we could do to make things go better. I love hearing about new businesses and the challenges they have faced. I love then putting a package of services together and seeing how relieved clients are.
What inspired you to start your own business?
Although running your own business can be hard work it is also so rewarding.
Why should our clients choose you?
Because we work hard and spend time to get to know you. We also listen !
Self Assessment
We can relieve you of the self assessment burden and save you time, worry, and money by handling this process for you. We will do all the necessary computations, complete your return, and even offer advice on how you can minimise your tax liability.
We can deal directly with HM Revenue & Customs on your behalf and, should you be selected for a self assessment enquiry, act for you at any meetings.
Accountancy
Our accounting and compliance 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
Self Assessment advice
Payroll and CIS
Poolbridge can help to relieve the burden with our comprehensive payroll service, which includes:
Customised payslips
Administration of PAYE, national insurance, statutory sick pay, statutory maternity pay, etc.
Completion of weekly/monthly statutory forms to submit to HM Revenue & Customs under the new Real Time Information regime
Summaries and analyses of staff costs
Administration of incentive schemes, bonuses, and ex-gratia and termination payments
Administration of pension schemes and pension auto-enrolment
We also have an in-depth understanding of the construction industry scheme (CIS) and can offer practical advice in this area.
With severe penalties for non-compliance, our cost-effective services will save you time and worry. We can help with the following:
Checking whether the Construction Industry Scheme applies to you
Getting started with CIS —contractors, subcontractors, tax and managing agents
Making payments and getting paid under CIS
Contractor monthly returns and record keeping under CIS
Business changes you need to report under CIS
Getting the most out of the Construction Industry Scheme
Auto -enrolment
We will:
• Identify your staging date
• Set up a pension scheme of you choice
• Set a basis of earnings assessment
• Communication in writing, details of the changes to your employees
• Assess each employee's status against the enrolment criteria on each payroll run
• Communicate in writing to employees, letting them know what their initial status and any subsequent changes
• Enrol eligible employees into your pension scheme
• Calculate and deduct pension contributions from employees on each pay run
• Calculate your employer pension contribution on each pay run
• Send details of contributions to your pension scheme provider after each pay run
• Pay over contributions to your pension scheme provider each month
We will handle all of the above for our payroll clients with up to 30 employees for just £250 (£350 for 31-50 employees, 50+ on request