Smith Heath

Business Details

Trusted Chartered Accountants in Cheltenham

Smith Heath is a partner-led accountancy firm with a legacy dating back to the late 1980s. We combine high-quality accountancy services with proactive, expert advice to support businesses and individuals at every stage of their lifecycle. Our reputation is built on delivering added-value solutions, from business start-ups to exit strategies, with a focus on tax compliance and efficiency. With a team of experienced professionals, we serve a diverse client base including SMEs, sole traders, partnerships, and private individuals. Our expertise spans accounting, auditing, tax planning, VAT, PAYE, and business advisory services, tailored to meet the unique needs of each client. We prioritise understanding our clients' businesses to provide context-specific insights and strategic guidance.

Our commitment to excellence is reflected in our ACCA accreditation and long-standing relationships with clients across Gloucestershire and beyond. We utilise modern accounting technologies to streamline processes and enhance financial management for our clients. Whether assisting with annual accounts, management reporting, or complex tax issues, we aim to simplify financial complexities and drive business growth. Our approach combines technical expertise with a personal touch, ensuring clients receive reliable, forward-thinking advice to navigate financial challenges and opportunities.

Services

Accounting Tax Planning Auditing VAT Compliance PAYE Services Business Advisory Capital Gains Tax Inheritance Tax Company Formation Outsourcing

Highlights and features

We offer over 30 years of combined experience in accountancy and tax advisory.
Our team provides tailored, proactive financial solutions aligned with client goals.
We specialise in tax-efficient planning and compliance for businesses and individuals.
Our ACCA accreditation ensures adherence to the highest professional standards.
We combine technical expertise with a deep understanding of local business needs.

Associations and certifications

Association of Chartered Certified Accountants (ACCA)

What people say

Expert tax planning Proactive advisory Reliable compliance Tailored solutions Deep sector knowledge

Website

Update Listing

Services

Accounting

We prepare annual accounts for limited companies, partnerships, and sole traders, interpreting financial data to support strategic decision-making. Our services ensure compliance with regulatory requirements while identifying opportunities to enhance business performance. By aligning accounting practices with sector-specific insights, we help clients optimise financial management and planning.

Tax Planning

Our tax planning services focus on minimising liabilities through legitimate allowances and reliefs. We assist businesses and individuals with corporation tax, income tax, and capital gains tax, ensuring compliance with HMRC regulations. Proactive strategies are tailored to clients' unique circumstances, including inheritance tax mitigation and business exit planning.

Auditing

As registered auditors, we conduct statutory audits with minimal disruption to operations, providing independent assurance on financial statements. Our audits identify areas for improvement in financial controls and management systems, offering stakeholders confidence in reported financial integrity while aligning with regulatory standards.

Business Advisory

We support business lifecycle needs from start-up advice to exit strategies. Services include business plan development, cash flow forecasting, funding negotiations, and structuring for tax efficiency. Our advisory approach combines sector expertise with practical solutions to drive sustainable growth and transition planning.

Outsourcing

Our outsourcing services cover payroll, bookkeeping, and cloud accounting solutions using platforms like Xero and QuickBooks. We streamline financial processes, ensuring accuracy and compliance while allowing clients to focus on core business activities. Bespoke support adapts to varying business sizes and complexities.

People

Paul Smith

Partner

Paul Smith, FCCA, brings extensive expertise in business and finance, supporting clients with strategic accounting solutions. His career spans decades in Gloucestershire's financial sector, focusing on client-centric advisory services.

Sam Smith

Partner

Sam Smith, FCCA, specialises in SME advisory and audit services. With a strong background in accounting, she contributes to the firm's growth through tailored financial guidance and client relationship management.

Rob Wallace

Partner

Rob Wallace, FCCA, joined Smith Heath in 2005, focusing on business growth strategies. His strengths include problem-solving and delivering accounting solutions that align with clients' long-term objectives.

Timothy Heath

Partner

Timothy Heath, FCCA, has over 30 years of experience in taxation and business advisory. He provides seasoned expertise in navigating complex financial landscapes for businesses and private clients.

Questions

What accountancy services does Smith Heath offer?

We provide annual accounts, management reporting, audits, tax planning, VAT compliance, payroll, and business advisory services tailored to your needs.

Are Smith Heath ACCA-registered accountants?

Yes, we are a professionally registered firm with the Association of Chartered Certified Accountants (ACCA) and maintain full audit practice certificates.

How can Smith Heath assist with tax efficiency?

We identify legitimate allowances, structure transactions tax-efficiently, and provide strategic planning for income tax, capital gains, and inheritance tax.

Do you support business start-ups?

Yes, we offer start-up advice including business structure selection, cash flow forecasting, compliance support, and funding negotiations to ensure a strong foundation.

Can you help with HMRC enquiries?

We provide expert support during HMRC audits, including representation, documentation preparation, and resolving compliance issues to achieve favourable outcomes.

What areas do you serve?

We primarily serve Gloucestershire, Cheltenham, Bath, and surrounding regions, supporting businesses and individuals nationwide through digital solutions.