Business Details
29 Years
experience
Your Trusted Partner for Service Charge Accounting Solutions
Pass Accounting was founded in 1997 to provide specialist accounting services for property management professionals. In 2018, Robin and Isabelle Coe acquired the business through their existing accountancy practice, building on its technical expertise and 20+ years of experience in service charge accounting. Our team combines deep industry knowledge with a commitment to customer service, delivering accurate and reliable financial solutions tailored to managing agents, freeholders, and property managers. We pioneered the PASS Portal, a bespoke cloud-based platform that streamlines communication, data transfer, and account preparation while maintaining full transparency. Our directors bring decades of experience from sectors including media, logistics, and financial services, ensuring clients receive both technical excellence and strategic value.We prioritise continuous improvement in service standards, technological innovation, and compliance with ICAEW Technical Release 03/11 guidelines. Our work supports clients nationwide, from small property blocks to large estates, with flexible services ranging from full account preparation to targeted technical support. We actively participate in client meetings and AGMs to clarify contentious financial matters, demonstrating our commitment to resolving complex challenges. With a team of qualified accountants and dedicated support staff, we maintain rigorous quality controls through director-reviewed accounts and embedded procedural checks. Our growth reflects the trust placed in us by clients who value our personable approach, technical proficiency, and ability to deliver urgent solutions when required.
Services
Service Charge Certification
Tax & Statutory Reporting
Lessee Support
PASS Portal Technology
Financial Handover Assistance
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of specialist experience in service charge accounting
- Our bespoke PASS Portal streamlines financial data management and communication
- Team includes FCCA-qualified accountants with industry-specific expertise
- We provide tailored support from full account preparation to technical advisory
- Proven track record in resolving complex financial handovers and urgent accounts
Associations and certifications
- ICAEW
What people say
Helpful, knowledgeable and swift to respond
Bespoke portal streamlined year end process
Go the extra mile
Enhance productivity and compliance
Prompt responses and quick turnaround
Services
Service Charge Certification
We produce service charge certification reports in accordance with ICAEW Technical Release 03/11 guidelines. Our reviews follow structured work programmes while addressing specific client concerns. This specialist service ensures compliance with best practice standards for block and estate management accounts.
Tax & Statutory Reporting
Our team handles all statutory reporting and tax requirements including trust tax returns, RTM company accounts, and corporation tax submissions. We ensure compliance with Companies House and HMRC regulations while providing practical financial guidance.
Lessee Support
We assist clients during contentious financial discussions by attending AGMs and explaining complex accounts to lessees. Our presence helps build trust between managing agents and property residents through clear financial communication.
PASS Portal Technology
This bespoke cloud-based portal streamlines financial data transfer, deadline tracking, and document management. Features include secure file sharing, custom reporting, and workflow management tools that enhance collaboration between our team and client staff.
Financial Handover Assistance
We facilitate smooth transitions when properties change management through detailed financial handover packs. Using our portal technology, we ensure accurate record transfers while minimising financial risks during management changes.
People
Robin Coe
Managing Director
FCCA-qualified accountant with 30 years' experience in media, logistics, and financial services sectors. Previously operated as board-level FD before specialising in service charge accounting. Brings commercial accounting expertise to client partnerships.
Isabelle Coe
Finance Director
25-year accountancy veteran with experience in civil engineering and optical industries. Successfully turned around international businesses before establishing her accountancy practice. Focuses on technical excellence combined with exceptional client service.
Lisa Brown
Operations Director
Oversees daily operations and client relationships. Joined as accountant in 2018 with property maintenance industry experience. Developed team training programs and implemented the PASS Portal system for improved efficiency.
Dan Cowan
Senior Manager
Technical expert supporting accountants and clients. Joined as trainee and progressed through ranks. Specialises in resolving complex issues including system migrations and reconciliation problems for diverse property portfolios.
Questions
What service charge accounting services do you offer?
We provide full service charge account preparation, certification reports, tax compliance, and financial handover support for property managers and freeholders.
How does your PASS Portal benefit clients?
Our bespoke portal enables secure document sharing, real-time progress tracking, and streamlined communication to improve efficiency and transparency.
Do you have experience with urgent account requirements?
Yes, we've completed three years of outstanding accounts in weeks and provided emergency AGM support for high-profile properties.
Which areas do you serve?
We operate nationwide across the UK, supporting clients in major cities and rural areas alike.
Reviews (2)
Jd N.
Dec 02, 2021
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A brilliant place with the most patient of tutors! Extremely professional and very knowledgeable. Highly recommend.
Emily Kaur
Mar 02, 2021
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I have been coming here to sit my exams as an external student for over a year. I initially visited Pass accounting as my chosen exam centre was full, but after the first time visiting here I just carried on sitting my exams here. Its a really relaxing place, very helpful staff and very professional. Easy to find, and made me feel at ease especially before my exam.
