About us

Who We Are

We are a friendly team of accountancy professionals working with businesses of all sizes across different sectors and industries in Bristol and Gloucestershire.

With over 30 years’ experience in the world of finance and business, we are better placed than most to provide all your accountancy and payroll needs.

Our staff are highly trained and motivated with many holding internationally recognised qualifications to the standards of the Institute of Chartered Accountants in England and Wales and the Association of Accounting Technicians.

What We Do

We provide a range of different accountancy and bookkeeping services that are vital to the smooth running and success of businesses. Our key services include:

Accountancy – We provide a comprehensive accountancy service including bookkeeping, managed accounts, forecasting and business planning.

PayrollWe have payroll specialists within our team to ensure that your staff are paid correctly and on time.

Direct PaymentWe provide a range of specialist and tailored accounting services to Registered Service Users, their personal assistants and Local Authorities in respect of the direct payment scheme.

Taxation & VATWe offer tax planning strategies for businesses of any size and model across Bristol and Gloucestershire.

Self-AssessmentIf you’re self-employed, we’re on hand to help you complete your self-assessment tax return correctly and on time.

Who We Work With

We work with businesses of any size and structure, whether you’re self-employed and looking for assistance with your self-assessment returns, or you own a large limited company and require a professional corporate accounting service.

We recognise that all businesses are different and require different approaches; that’s why we work closely with and take the time to understand your business and its needs. All our clients receive this personalised service regardless of their size.


Meet the Team

Steph

Steph

Role: Director/Chartered Accountant

Qualification: BSc FCA

Joined: August 2012

Steph joined FCF in 2012, having qualified as a chartered accountant in 1992 at a top three London accountancy firm. Steph has previously held senior financial management positions in London, Bristol and Bath in a variety of sectors including retail, manufacturing, legal and motor trades.

Steph specialises in corporate accounting, small to medium size businesses, self-assessment taxation and providing day-to-day tax and VAT advice to clients.

Tarah

Tarah

Role: Director/Accountant/Office Manager

Qualification: MAAT

Joined: November 2011

Tarah joined founding co-owners Fran and Phil as the first employee, having already gained 15 years of accountancy and payroll experience. Tarah completed her AAT qualification with FCF and continues her professional development in accounting, payroll and business management.

Tarah specialises in small business accounting and payrolls, whilst also having responsibility for the day-to-day office function.

Karen

Karen

Role: Payroll Manager

Qualification: CIPP

Joined: May 2014

Karen joined FCF from an administration background and completed her CIPP qualification with FCF in May 2016. Karen heads up our payroll department and ensures that FCF delivers a consistently high quality service to payroll clients and their employees.

Karen specialises in direct payment payrolls for local authorities.

Meg

Meg

Role: Accountant/Payroll

Qualification: MAAT

Joined: January 2015

Meg completed her AAT qualification with FCF in December 2016.

Meg specialises in medium size payrolls up to 25 employees and accounting for small self-employed businesses for e-commerce traders and the motor service sector.

Meg also specialises in workplace pension auto-enrolment for payroll clients.

Justine

Justine

Role: Receptionist/Administrator

Joined: May 2017

Justine joined FCF from an administrative role at a manufacturing company.

Justine supports the whole FCF team, working closely with Karen and Meg assisting with client payrolls and workplace pension auto-enrolment duties.

Phil

Phil

Role: Founding Director

Phil is a co-founding director of FCF and has seen the business grow from a sole trader in 2010 to the current team of accountants and payroll specialists, under the guidance of his late wife Fran.

Phil uses his project management skills gained as an incorporated engineer in the RAF and subsequent roles within the MOD to ensure FCF continues to deliver the ‘hand held accounting’ vision set out by Fran in 2010.

Phil received an MBE for his services to the RAF in 1997.

Fran

Fran

Role: Founding Director

It was Fran’s vision and drive that saw FCF grow from a small bedroom in the family home as a sole trader to a fully functioning limited company with an office for 5 staff and room for more, all handpicked and recruited by Fran.

Sadly in early 2018 Fran lost her 24 year battle with breast cancer but her principles of helping and supporting small businesses and those with disabilities to succeed, continues today in FCFs ongoing work ethos.

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General FAQs

Q. How can First Call Financials help me in setting up a business?

We can help you make the right decisions right from the start, advise you on the formation of company, whether sole trader, partnership or limited company. We can answer your questions regarding business tax, personal legal liability, cash flow, banking and assist you as much or as little as you require, in order to get your business ready to trade.

Q. How can you help me keep records to satisfy HM Revenue and Customs?

Businesses need to submit accounts to HM Revenue and Customs (HMRC), all limited companies and limited liability partnerships also have to file annual accounts with Companies House which follow specific guidelines. We can assist and advise you because we know which records you are required to keep, how to keep them properly and ensure that they are filed with the relevant authorities at the correct time.

Q: How much will your service cost?

We always meet with potential clients to discuss the specific services required. A quote is given based upon the type of service and estimated time involved.

Q: Can you look after my account outside our premises?

Yes, if you think the amount of time that you or your employees spend on processing accounts paperwork could be spent more productively or you do not have the relevant expertise.

Outsourcing your accounts does more than release you or your staff back to the important business of making money, it ensures that your accounting is completed swiftly and accurately by our qualified professional team.

Q: Can you look after my accounts on my premises?

Yes, if you’d like to outsource your accounts but keep all your records on-site we can help too. Our qualified professional team would be happy to visit your premises on a regular basis to work with you, looking after everything from payroll to credit and stock control, and monthly accounts and reconciliations.

Q: What is Making Tax Digital?

Q: How do I contact you?

We can help you to put the focus back on your core business, please contact us today to find out how we can help you or call us at 0117 379 0810. We look forward to hearing from you!

Talk To The Experts

To find out more about how working in partnership First Call Financials can benefit your business, why not call one of our friendly team today on 0117 379 0810 to arrange your free consultation.