Annual accounts for businesses across Warwickshire. Accurate, clear and explained.

David Rogers

Managing Director

Email David01926 851516

Most accountants tell you what happened last year. We work with business owners across Warwickshire and the Midlands who want someone in their corner telling them what to do about it now.

Your accounts need to meet the requirements set by HMRC and Companies House. That is the baseline. We focus on giving you a clear picture of how your business is performing and explaining what the numbers are actually telling you.

We have one Client Manager per client at Bernard Rogers. The person who prepares your accounts is the same person who calls you when something needs your attention, who knows your history, and who you will speak to year after year. For most of our clients, that relationship has been running for seven years or more.

"We've been using Bernard Rogers and Co for several years for all our business group's accounting needs, and we couldn't be happier with the service. The team are always professional, knowledgeable, and quick to respond to any questions. Highly recommend!"

Robert Hunt
Managing Director Soma Services Ltd

What is included

Year-end accounts preparation

We prepare your statutory accounts in full: balance sheet, profit and loss, supporting notes and everything required for submission. We review your records in detail, make the correct adjustments and make sure everything is right before anything is filed.

Corporation tax return

Your accounts and corporation tax return are prepared together. We calculate what you owe, check for any reliefs you are entitled to, and submit to HMRC on time.

Companies House filing

We manage the submission to Companies House on your behalf. Deadlines are tracked, filings are made on time, and you are kept informed at every stage.

The review meeting

When your accounts are ready, we walk through them with you. We explain what the numbers mean, highlight anything that has changed year on year, and flag anything that needs your attention. You leave the conversation understanding your position.

Sole traders and self assessment

If you are a sole trader, we prepare your accounts alongside your self assessment return and make sure both are accurate and submitted on time.

Partnerships

Partnership accounts have their own filing requirements. We handle the partnership return and the individual returns for each partner, making sure everything is consistent and correct.

Based in Kenilworth and Stratford-Upon-Avon.
Working across the whole of Warwickshire.

We work with businesses across Kenilworth, Stratford-upon-Avon, Leamington Spa, Warwick, Coventry and the surrounding area. Most of our clients are within 30 minutes of one of our offices. Some work with us remotely.

Either way, the service is the same. One contact, who knows your business, available when you need them.

What does it cost?

The cost depends on the size and complexity of your business. A sole trader with straightforward finances will pay less than a limited company with multiple directors and a payroll. We are always clear about this from the outset.

We give you a fixed quote before any work starts. You will know exactly what you are paying and what is included before we begin.

The easiest way to get a sense of fees is a short conversation with David. No obligation, usually less than 20 minutes.

FAQs

Common questions about annual accounts preparation. Get in touch if there is anything else you would like to know.

What does annual accounts preparation actually cover?

Your balance sheet, profit and loss, corporation tax return, Companies House filing and HMRC submission. We handle all of it and walk you through the results once it is done.

Will I have a single point of contact?

Yes, always. You will have one named person who knows your business. You will not be passed between departments or handed to someone different each year.

How do you make sure deadlines are not missed?

We track every filing date and prepare well in advance. You will hear from us before a deadline, not after it has passed.

Do you just file the accounts or do you go through them with me?

We always go through them with you. We talk through what the numbers mean, what has changed year on year, and anything that needs your attention.

Is this suitable for sole traders and small businesses as well as limited companies?

Yes. We work with sole traders, partnerships, limited companies and SMEs of all sizes. The approach is the same regardless of where you are in your business journey.

Get in touch with David

Contact David directly, or fill out the form below and we'll be in touch ASAP.