Business Details
7 Years
experience
Proactive Accountants in Penrith
Established in 2019, Robinson Udale provides proactive accountancy and tax advisory services to businesses and individuals across Cumbria. Our team of qualified professionals combines local expertise with national standards to deliver tailored financial solutions. We specialise in accounts preparation, tax compliance, strategic business planning, and HR consultancy, ensuring clients receive clear, actionable advice. Certified advisors for Sage, Xero, and QuickBooks, we support businesses with digital accounting systems and Making Tax Digital compliance.As a 1% for the Planet member since 2022, we donate 1% of annual sales to environmental causes. Our client relationships, some spanning over 20 years, reflect our commitment to reliability, transparency, and exceptional service. We prioritise understanding each client's unique needs to provide commercially astute guidance that drives growth and financial efficiency.
Services
Accounts & Audit
Tax Compliance
Strategic Business Advice
Wealth Planning
HR Consultancy
Payroll Services
Forensic Accounting
IT Software Support
Details
- Year established: 2019
Highlights and features
- We offer 20+ years of client relationships built on trust and expertise
- Certified advisors for Sage, Xero, and QuickBooks accounting software
- Proactive tax planning to minimise liabilities while ensuring compliance
- Strategic business advice tailored to Cumbria's local market needs
- Committed to environmental responsibility through 1% for the Planet membership
Associations and certifications
- 1% for the Planet
What people say
Fantastic team
Responsive, proactive support
Reliable and approachable
Expert tax planning
Knowledgeable advisors
Services
Accounts & Audit
We prepare statutory accounts and audit reports while providing performance analysis to inform business decisions. Our services ensure compliance with accounting standards and regulatory requirements. Clients receive clear explanations of financial statements to support strategic planning and stakeholder reporting.
Tax Compliance
Our tax specialists ensure compliance with UK legislation while minimising liabilities through strategic planning. We handle corporation tax, income tax, VAT, and inheritance tax matters. Regular consultations help businesses adapt to changing regulations and optimise financial outcomes.
Strategic Business Advice
We provide tailored guidance on business planning, cashflow forecasting, and growth strategies. Our advisors help clients navigate challenges, evaluate opportunities, and implement effective financial controls. This service supports both new ventures and established businesses seeking expansion.
HR Consultancy
Our HR services include employment law compliance, payroll management, and workplace policy development. We offer access to legal helplines and tax investigation insurance. This support helps businesses maintain compliant, productive work environments.
IT Software Support
We provide expert support for Sage, Xero, QuickBooks, and FreeAgent software. Our team assists with implementation, troubleshooting, and training. This service ensures clients maximise digital tools for efficient financial management and Making Tax Digital compliance.
People
Rob Udale
Founding Partner
With extensive experience in accountancy, Rob leads strategic direction and client relationships. He specialises in business growth strategies and has built long-standing partnerships with Cumbrian businesses through pragmatic financial advice.
Danny Roper
Managing Partner
Danny oversees day-to-day operations and tax advisory services. His expertise in compliance and client-focused approach ensure businesses receive practical solutions tailored to their specific needs and regulatory requirements.
Julie Osborn
Partner
Julie specialises in audit and assurance services, bringing meticulous attention to detail and technical excellence. She works closely with clients to enhance financial reporting processes and maintain regulatory compliance standards.
George Udale
Partner
George focuses on strategic business advice and wealth planning. His commercial awareness helps clients navigate complex financial decisions while maintaining a strong emphasis on long-term business sustainability.
Albert the Owl
Communication Officer
Albert coordinates client communications and community initiatives. While not a traditional team member, this mascot symbolises our approachable, innovative approach to accountancy services and environmental commitment.
Questions
What accountancy services do you offer?
We provide accounts preparation, tax compliance, strategic business advice, payroll services, and HR consultancy tailored to business needs.
Do you support digital accounting software?
Yes, we are certified advisors for Sage, Xero, and QuickBooks, offering implementation, training, and troubleshooting support.
How do you help with tax planning?
Our specialists identify legitimate opportunities to reduce tax liabilities while ensuring full compliance with current legislation across all tax types.
What is your environmental commitment?
As a 1% for the Planet member, we donate 1% of annual sales to environmental causes supporting climate action and conservation efforts.
Reviews (1)
Jonathan Roebuck
Apr 18, 2019
Report
We have used Robinson Udale for the last 17 years and have found all the staff give excellent and friendly advice at all times. I would strongly advise anyone requiring accountancy or tax advice to look no further.
