Our clients

How do you know if a particular accountant will be a good match for you? One way is by looking at the kind of people and businesses they work for – and we’ve given a few examples of our clients below. We hope this will give you a flavour of the type of firm we are. But it’s certainly not an exhaustive list, and the best way to really see what we're like is to meet us, whatever your situation. And we’ll see if we can help you.

Owner managed businesses

Just like us, the majority of our corporate clients are owner managed businesses, in various stages of the business cycle. Whether you’re in a period of growth, are a mature business, or are planning an exit, we can advise you on the next steps to take. By viewing your business strategically, and looking at your long term goals, you can maximise your wealth and achieve what you want from your business.

Read more about how we've helped owner managed businesses.

Individuals

With self assessment, it’s down to each of us to make sure our income is declared and the correct tax paid. For most people, this isn’t their area of expertise. In fact it’s not something most people want to be involved in. We can make sure your tax return is prepared in a timely manner, and let you know exactly what tax you need to pay, so that’s one less burden for you. We can also advise on inheritance tax issues (do you have a will?), trusts and planning your remuneration in the most tax efficient way for you.

If you need to talk to someone regarding your personal tax affairs, please contact us for a free, no-obligation meeting.

Start ups

From the initial idea to securing bank funding and meeting your compliance needs, we can guide you every step of the way. We’ll be upfront about the pitfalls you may face, and give you an honest view as to whether we think you’re likely to gain any funding. We’ll also point you in the direction of the free advice available for new businesses.

If you're looking to start a business, please contact us for a free initial meeting.

We first met Richardson Swift just before we opened our first restaurant in Bath. They made sure our business structure was best for us, put us in touch with a local bank manager to set up a bank account and card payment facilities, and completed our VAT registration for us. They also got us started on Xero and helped us keep all our records in a logical manner. Now we've been trading six months and Richardson Swift give us input on our numbers on a regular basis and prepare our VAT returns for us. The whole process has been very straightforward.
Mr X, restaurant in Bath