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Wood Financial Ltd

HX6, Sowerby Bridge

(31)
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‘21 Certificate of Excellence, 2021

About

Focus on growing your business!

What's my focus?
My focus is to look after business's finances as if it were my own business. From only needing tax returns or year end accounts preparing, to daily bookkeeping and financial admin, I will give everything the attention to detail it deserves and ensure that all aspects of the finances are running smoothly and in perfect order.

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29 hires on Bark

Reviews (31)

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5/5

31 customer reviews

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20 March 2024

I've already left a review for James a few years ago; I want to leave another to underscore that the quality of his services in no way flags over time. In fact, I'm more likely than ever to recommend him to fellow small business owners and freelancers.

I fling myself all over the world and work with all sorts of folks. Entrusting my accounts to Wood Financial Ltd remains one of the best professional experiences I've ever had. James is personable and loyal - I get all the warmth of a friend, combined with all the security of a top-notch professional.

(Still) unreservedly recommended.
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verified
24 February 2023

Payroll Services

Had a terrible service from this person. My business was left in a terrible position by his unfathomable unprofessional actions.
Would definitely not reccomend.

15 November 2022

I couldn't recommend James at Wood Financial highly enough. He is considerate, insightful, helpful and goes above and beyond any accountant I have worked with so far. He says he's only doing his job, but that has been a rare thing to find in my experience. He knows tax efficiencies inside and out, and tells you unprompted, and nothing is too much trouble. I've already migrated two of my businesses across, and recommended him to several others who are equally happy with his services. If you are looking for an accountant, do yourself a favour and get in touch. You won't have to worry about your accounting, allowing you to get on with running your own business. More...

8 September 2022

I’m not sure where I would be if I hadn’t had James’ accountancy services recommended to me by a friend who also runs her own business. I know I would be stressed about my accounts and several thousand pounds worse off. James has been fantastic from the start – so helpful, approachable and knowledgeable, as well as incredibly swift and efficient. My tax return and records have been completely taken care of. Nothing has been too much trouble and all the figures have been gone through and explained to me. I know I can ask a question and get a straight answer. As a service provider to businesses, James completely gets how we need this support to be support, and not an additional burden. I’m glad to have found James’ level of service – I have confidence in my accounts again and peace of mind. More...

30 August 2022

I was looking for an accountant that had great customer service, setting up a business on my own I needed that support, knowing someone would be there to answer my questions and actually care! Wood Financial did just that. I had a million things to worry about but it was a relief to know I was in good hands with my finances.

James was 100% supportive and professional. I am starting a new venture in 2023 and I can't wait to have him as my accountant once again.
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12 July 2022

james is the man. excellent knowledge on tax & hmrc, any questions i can have i can phone or whatsapp him and he always gives me excellent advice. james automated my accounts and my tax admin/responsibilities at a great and very fair price. top guy. would recommend to anyone, james has been the best accountant i could ask for. More...

verified
12 April 2022

Accounting

I have now worked with James for 8 months and he has been professional, knowledgeable and supportive throughout this time. As my business expands, James has and is supporting its growth. I look forwards to another successful year working in partnership with Wood Financial Ltd. More...

6 April 2022

Really great accountant! James is really friendly and makes things very easy to understand without using complicated jargon. He sorted out a few issues from previous accountants and is very quick to reply if I have any questions or issues. Very reasonable on price too! More...

verified
6 April 2022

Accounting

Set me up as ltd company very efficient, helpful and answered any questions I had. Filed all returns accurately and on, saved me money on my tax return 10/10.

5 April 2022

Fantastic professional service offered by Wood Financial Ltd. We were running into problems with our then accountants; had a meeting with James and knew that this was someone who could help. James has got us back on track, nothing is too much trouble and I feel very confident in what he says and does. Professional, reliable service. Highly recommended. More...

6 January 2022

As a young freelancer, James was excellent to work with. He travelled to meet me personally, and was really insightful in helping me understand the intricacies regarding tax returns and what I needed to do in order to help balance/audit my finances. He was swift in managing my returns, and consistently went beyond what he needed to do, in order to make sure I was taken of. Would wholeheartedly recommend his services to any young freelancers out there who are looking for guidance, or self-employed people generally. More...

6 January 2022

James was amazing to work with, he is friendly and a nice person to sit and chat with. Which was something I considered to be essential. He instantly knew anything I had to ask him and his communication is brilliant. If I had any kind of questions he was prompt and precise with his answers, I have recommended him to a lot of other business owners I know and I would not do that if I did not 100 percent trust him and his work. I plan on using James again in the future in all of my endeavours. More...

9 November 2021

James has been extremely helpful with organising our Accounts. We came to James on high recommendations from a friend as our previous Accountant had left us in a tricky situation. This didn't seem to phase James and he had our books and accounts sorted and up to date in no time. As a company this has given us peace of mind moving forward knowing that we are in safe hands when it comes to the Financial side of our business.
We would highly recommend James to anyone looking for an accountant that explains in simple terms what is required and has a genuine interest in all things financial.
Dan & Emma
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verified
4 November 2021

Payroll Services

Great business. Glad i found them.

verified
16 October 2021

Accounting

Fast response. Sorted out my accounts in a very knowledgeable and professional manner

verified
16 October 2021

Accounting

Fast response. Sorted out my accounts in a very knowledgeable and professional manner

verified
22 September 2021

Tax Preparation

Great advise from James. Good company to do business with.

19 September 2021

Great experience with the company, on hand as and when needed for advice. Accounts produced quickly and efficiently. James gives a great one to one personal experience and is genuinely interested in you as a client and understanding your business to give you the best service. Highly recommended.

12 September 2021

James is great to work with and very easy to talk to and ask questions. More importantly getting answers. He stays on top of your accounts and highlights any issues instantly rather than waiting until the end of year like other accountants.

8 September 2021

Had some really bad experiences with previous accountants. When Wood Financial took over he identified multiple errors made by previous firms very quickly and advised on how to resolve them quickly. He also went above and beyond by calling HMRC on my behalf to explain what had happened and what we were doing to put it right. Couldn't recommend more! More...

22 August 2021

James has been working with We Remember Submariners for about 18 months now. In that time, as Chairman, I have found James to be incredibly engaging and friendly in telephone conversations and really helpful to our treasurer.
As a charity, we took the decision to use QuickBooks to manage our accounting, not really appreciating how useful it could be. James offered his services to train the treasurer and over a few sessions, managed to teach them some valuable tricks of the trade, so that the software would generate useful reports for the board of trustees.
Since then, James has audited our accounts for three financial years and provided Independent Financial Reports for the Charities Commission.
James continues to track the charity's turnover as we near the threshold for VAT registration and provide advice as well as offering to help with VAT returns.
James is able to work remotely via MS Teams and via email and phone, though it was a real pleasure to finally meet face-to-face for an annual physical meeting, where a financial conversation was far easier to explain, with the aid of figures and diagrams.
As Chairman, James, working with the treasurer provides me everything that I need to give me confidence that as a charity, we are operating correctly.
I would heartily recommend James to any charity or small business requiring an accountant. If you are not proficient in the full use of QuickBooks, as we have learned, it really can be a false economy not to employ someone to train someone to use it to its full potential.
I look forward to working with James for many years to come.
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verified
27 June 2021

Business Accounting Services

James was very prompt replying and made me feel at ease as payrole is abit of mindful for me as a small business he answered all my questions and how looking forward to working with James

19 May 2021

James has been a godsend! When I set up my business just over a year ago I employed an accountant recommended by a friend but I never felt comfortable asking all my first-timer questions and I felt very unsupported. A couple of months after I decided to look for someone else and I found James. Wow! What a difference! No question is silly and I now feel really supported in an area of the business which previously concerned me greatly. James is patient and thorough in his explanations and very responsive. He really is the ultimate professional in all his dealings. I can't recommend him highly enough. For me, it's been a night and day difference from my previous accountant and I couldn't be more pleased. James has been dealing with our payroll, bookkeeping and accounts, If I could give him more than 5 star I would. More...

verified
4 February 2021

Accounting

James at JW Financial is an excellent accountant to work with. What really stands out to me is his level of service and expertise. He is professional, prompt, and responsive to my needs. If I have a question, I am confident James will have an answer. He is proactive, very accommodating and a pleasure to work with. I have no hesitation in recommending James. More...

1 February 2021

Taking on a new apprentice within my business was fantastic, although I had no experience with payroll. The service provided was remarkable, on every occasion when asking for advice or guidance it has been 1st class.

James is friendly and a true professional, ensuring that my payroll is paid accurately and on time. I strongly recommend using JW Financial PA Ltd. Thank You very much James!
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11 January 2021

James has made the stress of my accounts become easy to fulfil. He gives brilliant advice and keeps me up to date with what needs to be done. Having JW Financial PA take on my accounts and book keeping has been a major step in my business. I would highly recommend him to anyone in need of this service. James, THANK YOU! More...

verified
11 December 2020

Payroll Services

Hiring JW Financial PA has been a tremendous step forward for my company.

James runs payroll for my company at a fair price and with unflagging efficiency and professionalism. When we first interacted, James could have taken advantage of the fact I didn't really know how much the services I needed were worth and was prepared to pay through the teeth -- but James didn't do that. He was honest with me, gave me an unbeatable price, and seamlessly picked up the payroll mid-financial-year.

If you want the job done, on time and with integrity, go with JW Financial PA.
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verified
12 November 2020

Accounting

James was superb
From start to finish setting up gathering information keeping everything straightforward and easy to complete we got together to sort papre work as it was my first time being a limited company and he took all the stress out of it and quickley Highley recommend james professional services and answering all my many queries and
Leaving me to focus on getting and completing the work i do, great value for money looking foward to hopefully many years of working together More...

11 November 2020

I've had a brilliant experience working with James. Me having never done book-keeping before, James was very helpful in setting me straight on how to get my books in order. He was also very flexible on the accounting software I wanted to use, and has been happy to work with my preference. I've had a very productive and satisfactory experience with him, and look forward to focus on growing my business with his support. More...

verified
9 October 2020

Accounting

I selected James after being let down by another accountant, from the start he was helpful, professional and went above what was required to ensure i completed the annual financial report i would recommend James to anyone looking for an accountant

11 September 2020

JW financial supported me after a previous accountant had not done the work I had paid him to do. He contacted HMRC to find out what had been submitted then corrected all the information.

Following this he advised on how to make my accounts more efficient and even spent time teaching me how to use QuickBooks.

I have now signed with James for monthly assistance for all my business needs and I'm very impressed with all the support so far.
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Q&As

I provide Payroll Services for any business of any size and any payrun frequency.
I provide Bookkeeping Services (including VAT returns) for Sole Traders/Partnerships/Ltd Companies with turnovers up to £3m.
I provide Accounts Preparation and Tax Returns for Sole Traders/Partnerships/Ltd Companies with turnovers up to £3m.

My idea of a great Accountant is one that is a member of a professional body, has a licence to perform services, has an Anti Money Laundering Supervisor, and has the necessary business insurances. If an Accountant has these in place you near enough guarantee (certainly true in my case) they will ensure your Accounts are accurate, returns are done on time and there is nothing extra to do which greatly reduces your stress and means you can focus on your business and helping it grow.
If you do not hire a great Accountant there is a higher risk of returns/submissions sent late or not at all, a higher risk of paying that Accountant but then paying another Accountant at a later date to complete the work that the previous Accountant was supposed to complete, and greater stress levels from all the extra unnecessary work you now need to do.

Seeing everything add up as it should and having clients contact me to say they have never felt so stress free about Accounts and Finance and they feel so much better just being able to focus on their business and not have to worry.

Accounting runs in my family with my Grandad formerly being an Accountant before retirement and my Uncle being a Finance Director for a well know Motor Group. After owning my own business as a Personal Trainer for 13 years I decided to step away and have a career change. After completing the necessary qualifications and licences etc I needed, it was the only logical step to start a new business for myself to now help other businesses grow and take the stress away from others that I had for 13 years as a PT.

Quite simply, I treat your business's finances as if they were my own. Your business isn't just a statistic on a spreadsheet to me, I go above and beyond to help because if your business succeeds then I succeed either from increased revenue or from referrals. I feel it's vitally important to have a good working relationship with clients and they know they can approach me any query and I will do my best for them.

Services

If you use Quickbooks, I can setup and run Quickbooks payroll for your account.
If you use Xero, I can setup and run payroll on Xero for your business.
I also use Moneysoft to run payroll for businesses.
Whatever you use or intend to use I will ensure that it works perfectly and all data is accurate, with payruns sent on time when required.

I am a Quickbooks Online Advanced Certified Pro Advisor and Making Tax Digital certified.
I am also certified on Xero along with Making Tax Digital certified.
I always make sure that a business's accounts is perfect, accurate and up to date.

Varying from preparing VAT returns, ensuring tax amounts from payroll are accurate ready to send to HMRC, to preparing amounts for self assessment submission on Companies House filing, I will ensure 100% accuracy in the preparation and filing.

I provide Annual Accounts Preparation and submissions for Sole Traders/Partnerships/Ltd Companies up to turnovers of £500k.