Business Details
22 Years
experience
Chartered Accountants in Burton-on-Trent
The Chartwell Practice is a chartered accountancy firm based in Burton-on-Trent, dedicated to providing tailored financial and business advisory services. Established by professionals with firsthand experience of running and growing businesses, we combine technical expertise with practical insights to support clients at every stage of their journey. Our approach is collaborative, treating clients as partners and prioritising transparency, proactive communication, and long-term success. We specialise in tax planning, business coaching, and financial strategy, ensuring compliance while minimising liabilities.With a focus on cloud accounting and modern financial tools, we empower businesses to streamline operations and make data-driven decisions. Our teams deep local knowledge and commitment to continuous learning enable us to address both immediate needs and future challenges. Recognised for our client-centric ethos, we aim to be an extension of our clients teams, offering peace of mind and strategic guidance. Over two decades of service have solidified our reputation for reliability, expertise, and a personal touch in a competitive industry.
Services
Accounts
Payroll
Business Coaching
Personal Tax
VAT
Company Formation
Cashflow Forecast
Business Restructuring
Succession Planning
Cloud Accounting
Details
- Year established: 2004
Highlights and features
- We combine 20+ years of local business experience with chartered accounting expertise.
- Our proactive approach ensures compliance while minimising tax liabilities.
- Personalised service tailored to your business lifecycle stage.
- Certified advisors utilise cloud technology for real-time financial insights.
- Proven track record supporting businesses from start-up to succession planning.
Associations and certifications
- ICAEW
What people say
Expert advice
Proactive support
Long-term partnerships
Local knowledge
Reliable service
Services
Accounts
We prepare accurate annual accounts for businesses of all sizes, ensuring compliance with statutory requirements. Our team explains financial statements clearly, helping you understand cash flow, profitability, and growth opportunities. By maintaining up-to-date records, we provide the insights needed for informed decision-making and future planning.
Business Coaching
Quarterly coaching sessions focus on accountability and goal achievement. We help develop business plans, identify performance gaps, and implement strategies for sustainable growth. Our approach combines financial expertise with practical business acumen to maximise your company's potential.
Personal Tax
We optimise tax positions for individuals and business owners through strategic planning. Services include self-assessment returns, allowance maximisation, and compliance with HMRC regulations. Our advice ensures you meet obligations while minimising liabilities through legitimate reliefs and allowances.
Company Formation
We assist with registering new companies, including choosing appropriate legal structures and completing necessary filings. From incorporation to tax registration, we guide clients through compliance requirements and initial financial planning to establish a solid foundation for growth.
Cashflow Forecast
Our cashflow management services identify potential shortfalls and opportunities for improvement. By analysing income and expenditure patterns, we create actionable forecasts that enhance liquidity management and support strategic business decisions for both short-term stability and long-term growth.
People
Steve
Director
With over 20 years' experience in accountancy and business advisory, Steve leads client relationships at Chartwell Practice. His expertise in tax strategy and business growth complements his hands-on approach to client service, ensuring practical solutions aligned with commercial realities.
Anna Stubbs
Senior Advisor
Anna specialises in business coaching and financial strategy, bringing innovative thinking to client engagements. Her focus on actionable insights and measurable outcomes helps businesses overcome challenges and achieve their growth objectives through structured planning and analysis.
Questions
What accounting services do you offer for new businesses?
We provide company formation, initial tax registration, financial planning, and compliance support tailored to start-ups, ensuring a solid foundation for growth.
How can you help reduce my tax liabilities?
Through strategic tax planning, we identify eligible reliefs and allowances while ensuring compliance, minimising liabilities within HMRC guidelines through proactive year-round advice.
Do you offer cloud accounting solutions?
Yes, we implement cloud-based systems for real-time financial management, offering features like automated bookkeeping, cashflow tracking, and instant reporting capabilities.
What is included in your business coaching service?
Quarterly sessions focus on goal setting, performance analysis, and strategy implementation, combining financial expertise with practical business growth methodologies tailored to your specific needs.
How do you support business succession planning?
We develop tailored succession strategies addressing ownership transfer, tax implications, and leadership continuity to ensure smooth transitions while preserving business value.
Reviews (4)
Roy Faunch
Jun 03, 2022
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Excellent service, lovely people to deal with and tax returns filed as soon as documents approved. If you need an accountancy firm then the Chartwell practice is the team you need
Doddy Dodds
Feb 23, 2022
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The Chartwell Practice have supported Envireau Water for about 12 years and we would recommend them highly to anyone that is looking for good, honest and pragmatic accountancy and business management support.
Richard Comrie
Sep 08, 2021
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A well established Accountancy practice led by a business focus team. They provide great advice on all taxation issues and are up to speed on the latest tax changes. They provide a much needed financial focus to our small business. Our business success is to a large part due to their expertise and advice over many years.
Mick Whelan
May 07, 2021
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We have been using The Chartwell Practice for nearly 20 years now! Excellent service & expert advice every time from the professionals. We can fully recommend Steve and his team for all your accountancy needs.
