Business Details
24 Years
experience
Expert Accountants Supporting UK Businesses
Holden Associates is a family-run accountancy firm established in 2002, serving businesses across the UK from our modern offices in Burscough, Lancashire. With over a century of combined experience, our team provides tailored financial solutions, combining the personal touch of a small firm with the expertise typically associated with larger practices. We prioritise understanding our clients' unique needs, offering proactive advice that extends beyond compliance to support business growth and personal financial goals. Our core values of trust, approachability, and analytical rigor underpin every service we deliver. We specialise in tax efficiency, business strategy, and cloud accounting, ensuring clients receive both technical excellence and empathetic support. Our long-standing client relationships reflect our commitment to transparency, reliability, and continuous innovation in meeting evolving financial challenges.
Services
Accountancy Services
Bookkeeping
Tax Planning
Business Advisory
Cloud Accounting
Payroll Services
Company Formation
VAT Returns
Management Accounts
Served areas
- Nationwide
Details
- Year established: 2002
Highlights and features
- We offer over 100 years of combined experience in accountancy services
- Our team provides tailored tax-saving strategies for businesses and individuals
- We combine the personal touch of a family-run firm with professional expertise
- Our proactive approach includes HMRC investigation cover and compliance support
- We deliver cloud accounting solutions integrated with QuickBooks and Xero platforms
Associations and certifications
- Association of International Accountants
What people say
Amazing at what they do
Super fast service
Approachable and responsive
Knowledgeable and extremely helpful
Fantastic partners for business
Services
Accountancy Services
Our accountancy services provide comprehensive financial reporting and compliance solutions for businesses. We prepare statutory accounts, manage tax liabilities, and ensure regulatory compliance for sole traders, partnerships, and limited companies. Our three-tiered service packages (Improve, Grow, Be Inspired) offer scalable support from basic compliance to advanced business strategy. Clients benefit from fixed-fee pricing and unlimited advisory support.
Tax Planning
We specialise in legitimate tax-saving strategies tailored to individual and business needs. Our services include personal tax planning, business tax reviews, and VAT optimisation. We help clients navigate complex tax regulations while minimising liabilities through remuneration planning and compliance health checks. Our approach combines technical expertise with practical, jargon-free advice.
Cloud Accounting
Our cloud accounting solutions integrate with platforms like QuickBooks and Xero to modernise financial management. We provide software licences, implementation support, and training to streamline bookkeeping processes. This service enables real-time financial visibility and collaboration, with secure remote access for clients nationwide. It's designed to improve efficiency for both our team and business owners.
Business Advisory
We offer strategic business advice covering cashflow management, benchmarking, and operational efficiency. Our services help clients develop growth strategies, improve profitability, and navigate business challenges. We provide tailored guidance through regular consultations and in-depth performance reviews to support long-term business objectives.
Payroll Services
Our payroll services ensure accurate employee payments and compliance with HMRC regulations. We manage PAYE schemes, CIS returns, and auto-enrolment pensions while maintaining confidentiality. The service includes regular health checks to prevent compliance issues and reduce the risk of penalties from HMRC investigations.
People
Jason
Accountant
With over 30 years' experience, Jason leads our team in providing expert accounting advice. He specialises in tax strategy and business growth, maintaining a personal approach to client relationships. His expertise spans multiple industries and includes navigating clients through complex financial challenges.
Nicola
Accountant
Nicola brings extensive experience in bookkeeping and payroll management. She supports clients with day-to-day financial operations and compliance requirements. Her approach focuses on clear communication and practical solutions for business owners.
Lauren
Accountant
Lauren specialises in client advisory services, helping businesses implement efficient financial processes. She provides hands-on support with accounts management and compliance matters, known for her patient and thorough approach to client education.
Questions
What accounting services do you offer for limited companies?
We prepare statutory accounts, manage tax liabilities, and ensure Companies House compliance for limited companies, with tailored packages from basic reporting to strategic business support.
How do you help businesses with tax efficiency?
We provide personal and business tax planning, VAT optimisation, and remuneration strategies to legally reduce tax liabilities while maintaining full compliance with HMRC regulations.
Do you support clients with cloud accounting software?
Yes, we offer QuickBooks Online integration, implementation support, and training to help businesses transition to digital financial management systems.
What makes your firm different from other accountants?
We combine the personal service of a family-run business with the expertise of qualified professionals, offering fixed-fee pricing and unlimited advisory support.
How do you handle HMRC compliance and investigations?
We provide HMRC investigation cover, compliance health checks, and proactive tax planning to minimise risks and ensure full regulatory compliance.
Reviews (19)
Pam Griffin
Mar 07, 2022
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The Team at Holden Associates are an absolute pleasure to deal with and Jason went above and beyond when it came to advising on my situation. He also pointed me in the right direction for any aspects Holden Associates didn't specialise in themselves. Would definitely recommend!
Ivana Charvatova
Feb 23, 2022
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This is a company that has completely changed my fear of filing tax returns and paperwork around. Jason, Nicola and Lauren are always very helpful, efficient and professional and I feel like I can completely rely on their thorough expertise. Fantastic team, and I consider myself lucky to have met them!
Dawn Payne
Jan 19, 2022
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Jason, Lauren and Nicola have been wonderful in rectifying all the mistakes our previous accountant made. They have worked tirelessly on our behalf and took away a lot of difficulties we faced. They have no issues at all in talking through everything with us, nothing is ever a problem to them. I cannot recommend them enough. If I could give 10 stars, I simply would.
Lisa Tabor
Jan 18, 2022
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Having been left in a total mess by our previous accountant on our LTD company, Holden Associates certainly have come to the rescue. We couldn't recommend them more, not only for the lengths they have gone to, to help us start to see a light at the end of the tunnel, but also their professional, friendly and supportive approach. They talk you through everything, so you understand and learn as business owner. If I could give them a10/10 I'd give them a 20!
Marc Orme
Dec 06, 2021
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I contacted Holden Associates in September 2020, as for the first time in my life I left the comfort of employment to setup my own business. With so many elements of my business to setup, which were all new to me, contacting accountants was by far the most difficult. Many didn't return calls, some didn't come across professional and were focused on how cheap they were. My experience with Holden's was very different, they were genuinely helpful, shared valuable knowledge and provided free initial support. Jason, Nicola and Lauren have all been great support throughout my first year trading, always on hand to answer my questions and having just completed my year end accounts, I have seen the team in action from start to finish. Very impressed and would happily recommend to new business start ups and more established businesses.
Lydia Hale
Aug 09, 2021
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Jason provided a fantastic service completing my Capital Gains Tax Return. It completely took the pressure & worry away knowing a professional was completing it, especially as there is a 30 day turn-around for CGT returns after selling a property. Thanks so much to Jason & his team
Ian Strickland
Jan 11, 2021
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I am delighted to share my positive experiences from Jason and his dedicated team at Holden Associates. Jason has kindly assisted me with all TAX matters since 2018 of which his service has been outstanding, prompt, in-depth where needed, and very efficient. I thoroughly recommend that in requiring any form of TAX advice you make Jason your first choice.
Toshiko Kobatake Talking Image
Dec 18, 2020
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Holden Associates have been looking after my accounts for many years. The whole team is very supportive and I feel blessed to know that I am well looked after, despite not being in the same city or even meeting them directly. I would recommend any small to medium size business owners Holden Associates with their expertise.
Mark Holloway
May 16, 2020
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Trustworthy, helpful and friendly are just a few words that spring to mind when I think of the Team at Holden Associates. Navigating tax efficiency is an extremely daunting venture but I have found it less burdensome with the help of Jason and the Team. This has enabled me to make better informed decisions and start my own business. Although in its infancy I see Holden Associates by my side for many years to come.
Bay Garcia
Feb 09, 2020
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The Holden team have always been a great support and help over the past 14 years for me. Nothing is ever too much trouble. Speedy service, efficiency and invaluable advice. Even now, in these Covid troubled times, they still find time for each and every client. They have been my husband's accountant from day one, over 20 years ago, and not once has he ever thought about switching firms. In one word: BRILLIANT! That's what they are. I can't recommend them enough Top notch accountants.
Anthony H.
Unlike other accountants and business advisers I have used in the past, I have found Holden Associates to be very proactive in their approach. I particularly like the completeness of their service, and have always been pleased with their accuracy and speed in providing solutions to my accountancy and tax advice requirements.
Allison
I received excellent service on a recent ad hoc accountancy project. Jason was extremely knowledgeable and professional yet friendly. I wouldn't hesitate to use Holden Associates again and can highly recommend them. 5* and many thanks.
Paul
Owners and staff are very professional in there approach and always ready to lend a helping hand when required. I would not hesitate to recommend.
Martin K.
Holden Associates have been tremendous at guiding me through the financial aspects of running my small business. They are always responsive and proactive and will ensure that everything is in order.
Suzie
Jason has been a fantastic support for me over the past year. I have started a small business and he has guided me through the whole process. I have been kept informed at all stages and everything has been explained in terms that I can understand. I have been guided on the best ways to manage my accounts to my best advantage. I would not hesitate to recommend Holden Associates.
Alun J.
I find it very easy to work with Holden associates, not only to help complete my business and personal tax returns, but whenever I need advice relating to making the best and most tax efficient decisions, and any other queries that may arise when I receive communications from Companies House.
Riddoch
We were originally first introduced to Jason when he worked in Leeds at our previous accountants. He was the first accountant we had ever met who had a friendly face and wasn't all doom and gloom. He also explained and advised in plain English so that even we could understand. We were greatly dismayed when Jason left the firm, however, we did not know that he was starting out alone. We managed to stay with the city centre firm for one year but the personal service was shocking to say the least, and we were therefore greatly relieved and happy when we made contact with Jason again.
We are always assured of a personal and friendly service whether it be for straight forward accounts or advice on other matters. The northern sense of humour is evident and greatly welcomed, furthermore, we can state categorically that we are very pleased and proud to be linked with Holden Associates.
We are always assured of a personal and friendly service whether it be for straight forward accounts or advice on other matters. The northern sense of humour is evident and greatly welcomed, furthermore, we can state categorically that we are very pleased and proud to be linked with Holden Associates.
Presence and Power
Jason is one of the new breed of accountants with the vision and drive to create an innovative method of accounting, visit his website. A true pioneer. Jason has been of great support to me during the transition of changing direction of my business and has always been at the end of the telephone to listen, he is a very good listener as well as an outstanding accountant.
Arena Rooms
Starting-up a business is not easy. One wrong decision or one wrong piece of advice can be devastating. On the other hand, working with people you can trust and who have an interest in your business doing well, builds the confidence for you to succeed. That is where Holden Associates come in. Clear direction, clear advice, encouragement and a practical understanding of your business makes the difference. Holden's online accounting system gives a daily view of exactly where your business is and keeps you in control.
No nasty surprises and proactive advice that allows you to concentrate on what you are good at....that's Holden Associates. In fact, our first two years in business has seen us open two companies, expand our services and grow in-line with an ambitious budget. One of the main reasons for this confident start in corporate life, is having Holden Associates alongside us.
No nasty surprises and proactive advice that allows you to concentrate on what you are good at....that's Holden Associates. In fact, our first two years in business has seen us open two companies, expand our services and grow in-line with an ambitious budget. One of the main reasons for this confident start in corporate life, is having Holden Associates alongside us.