8 Best Accountants & Accounting Firms in Lancaster

We have compiled a list of the 8 best accountants and accounting firms in Lancaster 

based on Google reviews. The companies had to have at least three reviews and a score of 4.6 or above to be included.

Please note that these listings are in no particular order and are based on user reviews only. We can’t guarantee the quality of any of the services directly.

1. Scott & Wilkinson

Sample Services:

• Cloud accounting with Xero and Sage
• Payroll management and pension auto-enrolment
• Personal and business tax services
• Tax investigation fee protection
• VAT returns
• Raising finance
• Business plans
• Company secretarial work
• Business start-up
• All types of audits

AAT Licensed: No

ACCA Licensed: Yes

Member of Institute of Chartered Accountants: Yes

Sample Reviews:

“Excellent accountant.” – Steven

“Professional service.” – Darren

Address:

Dalton House, 9 Dalton Square, Lancaster LA1 1WD

Website:

https://www.scott-wilkinson.com/

2. Price Accounting

Sample Services:

• Cloud accounting with Xero 
• Business advisory
• Personal and business tax services
• Tax planning
• Preparation and submission of annual accounts
• Monthly and quarterly management accounts
• VAT returns
• Bookkeeping
• Payroll management and pension auto-enrolment
• Property tax

AAT Licensed: No

ACCA Licensed: No

Member of Institute of Chartered Accountants: Yes

Sample Reviews:

“Moved to Price Accounting last year and haven’t looked back! Not just another number on a spreadsheet and have been very helpful in understanding where our business is performing well and highlighting areas we can improve.” – Joe

“I have found Sam to be very knowledgable whilst at the same time listening to the Company needs, thereby able to apply his expertise to support the delivery of the tax accounts.” – Suzanne

Address:

76 Church St, Lancaster LA1 1ET

Website:

https://www.priceaccounting.co.uk/

3. Smith & Co Chartered Certified Accountants

Sample Services:

• Cloud accounting with Xero and Iris
• Bookkeeping
• Payroll management and pension auto-enrolment
• Personal and business tax services
• Preparation and submission of annual accounts
• Regular management accounts
• VAT returns
• Tax planning
• Tax investigations
• Self-assessment returns

AAT Licensed: No

ACCA Licensed: Yes

Member of Institute of Chartered Accountants: No

Sample Reviews:

“Sam is not only a fantastic accountant, but he is such a nice, helpful person. He is very knowledgeable and is great at helping explain complex issues surrounding tax and VAT in a way that makes it easier to understand. He helped us through the process of our dance school becoming VAT registered and also got us set on Xero.” – Lianne

“More than an accountant!  Sam has taken me from holding back with my business to knowing exactly where I am and where I could be, helping me get down the facts and working out the nitty gritty, what we should and shouldn’t do, so that I can thrive in business but also sleep at night knowing I’ve done everything by the book.” – Fiona

Address:

1-3-8 The Barracks, Lancaster LA1 4XQ

Website:

https://smithandco.co.uk/

4. RfM Accountants + more

Sample Services:

• All types of audits
• Personal and business tax services
• Tax planning
• Corporation tax
• Income tax
• Capital gains tax
• Bookkeeping
• Cloud accounting with Xero
• Payroll management and pension auto-enrolment
• Preparation and submission of annual accounts

AAT Licensed: No

ACCA Licensed: No

Member of Institute of Chartered Accountants: No

Sample Reviews:

“A great team who have helped me from the very beginning, having started my own business in 2015. No job is too much trouble. Kay, Linda, Rachel, Peter, and Sophie have all helped at different times, and each one rate very highly.” – John

“I moved to RfM after several changes to my previous accountant’s practice.  It was a revelation. They made it their business to understand my business.  Previously, I thought it was just a numbers exercise. How wrong I was!  They took the time to explain where I could maximise profits, work smarter and keep the taxman happy.” – Tracy

Address:

RfM Accountants + more, 39 Northgate, White Lund Industrial Estate, Lancaster, Morecambe LA3 3PA

Website:

https://rfm-more.co.uk/

5. Sutcliffe Accountants Ltd

Sample Services:

• Business plans
• Cash flow forecasts
• Preparation and submission of annual accounts
• Monthly and quarterly management accounts
• VAT returns
• Personal and business tax services
• Corporation tax
• Payroll management and pension auto-enrolment
• Bookkeeping
• Handling of communication with the HMRC

AAT Licensed: No

ACCA Licensed: No

Member of Institute of Chartered Accountants: Yes

Sample Reviews:

“I moved to use Sutcliffe Accountants about three years ago. They were highly recommended and have provided efficient, timely service at a reasonable price for both my Business and Personal accounts and tax submissions.” – Adrian

“We have been with Sutcliffe Accountants Ltd since we started trading in 2016 and would highly recommend them. Emma is always available to answer questions and give advice no matter how small it may be and honestly do not know where we would be without her. Thank you for all the work you do for us.” – Duratec Security Solutions Ltd

Address:

Caton, Lancaster LA2 9HY

Website:

https://sutcliffeaccountantsltd.mobi/

6. Walmsley Financial Planning LTD

Sample Services:

• Investment planning
• Financial planning
• Retirement planning
• Corporate planning
• Employee benefits
• Pension planning
• Tax mitigation
• Mortgages
• Specialist banking
• Intergenerational wealth management

AAT Licensed: No

ACCA Licensed: No

Member of Institute of Chartered Accountants: No

Sample Reviews:

“After speaking to Pete in 2022, I felt we were in good hands to start planning our future finances. A year in and we feel confident that we made a great decision. Pete has been able to talk us through various scenarios and the effect that it will have on our retirement and pensions.” – Netty

“I have been a client now for over three years, and it has proven to be an excellent decision. I originally became a client as I had some dormant pensions that were not being managed, I was made aware that Pete might be able to help. It turns out he could consolidate them all and actively manage them to make sure I am getting a good return for my retirement.” – David

Address:

12 Winster Park, Lancaster LA1 5TH

Website:

https://www.walmsleyfinancialplanning.co.uk/

7. Advice Matters Financial Planning Ltd

Sample Services:

• Cash flow modelling
• Financial planning
• Wealth management
• Business plans
• Selling a business
• Tax advice
• Trust management
• Pension plans
• Retirement planning
• Inheritance planning

AAT Licensed: No

ACCA Licensed: No

Member of Institute of Chartered Accountants: No

Sample Reviews:

“Chris and Advice Matters have been advising and guiding me on pensions and investments for over 30 years, a good part of my working life. The results of which helped me fund a complete refurbishment of our house in preparation for retirement.” – John

“I have been a client of Advice Matters for more than ten years and value the service they provide. This company is small enough to make a personal relationship effective, and I have found their advice sound and professional. From my experience, I recommend Chris and the team.” – Richard

Address:

11 Wilton Cl, Lancaster LA1 2TL

Website:

https://advicemattersfinancialplanning.com/

8. Blend Accountants

Sample Services:

• Cloud accounting with Xero
• Personal and business tax services
• Preparation and submission of annual accounts
• VAT returns
• Business planning
• Payroll management and pension auto-enrolment
• Cash flow management
• Profit forecasts
• Bookkeeping
• Set-up of business systems

AAT Licensed: No

ACCA Licensed: No

Member of Institute of Chartered Accountants: Yes

Sample Reviews:

“I have been working with Blend for nearly four years now, and without their support, I don’t think I would have such a great understanding of how to run a profitable and efficient business. The team is always on hand for advice, and nothing ever seems to be too much for them. Their attention to detail is second to none.” – Pete

“I have been a client of Blend for nine years now. They provide a professional, proactive service that goes far beyond standard accountancy. Through working with Blend, I have been able to grow my business into a limited company and consider them a key part of the team when it comes to the success of the business.” – Ben

Address:

9 Penrod Way, Heysham, Morecambe LA3 2UZ

Website:

https://blend.accountants/