Owner managed business

With you for the journey

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Running a business is tough. You know how important financial management is, but with so many demands on your time it can be hard to give it the focus it deserves.

We never forget how important our role is in your journey. We dig deep to get under the skin of your business and your aspirations so that we can give you quality, insightful advice when you need it.

Whatever route you take, our team of commercially-minded problem solvers are with you all the way.

Farming and agriculture

We have been working with those in farming industry since 1876, the year Wenn Townsend started, giving us a unique knowledge of the challenges those in the sector face and the technical experience to help. We can provide a service tailored to your requirements, whether that be help with agricultural specific software packages, inheritance tax and agricultural property relief advice, or simply preparing your year end accounts, all whilst applying our extensive experience to your business.

Professional services

As a professional you will have expert knowledge in your field, and we can provide expert knowledge in ours, ensuring you are aware of where your profits are coming from, which taxes will need paying when, and how you can utilise this financial knowledge to help your business grow.

Retail and wholesale

Working in the retail sector demands long hours and a fast-paced pressurised environment, meaning making time for keeping on top of your finances isn’t always possible. With experience working with retailers and wholesalers we can take that burden and provide tailored advice, allowing you to spend your valuable time serving your customers.

Sectors we work with

We’re experienced at working with owner managed businesses of all types and size.

Resources

A comfortable retirement

Planning for the end of your working life. It is essential to ensure that...

Accounting records

What records should you keep – and for how long? One of the most...

Allowable expenses

What can you claim tax relief for? We are often asked: “What expenses can...

Do you have a succession plan in place?

Don’t leave it to the last minute to plan for the next generation In...

Choosing your accounting date

What is the best date to choose? Here are some of the issues to...

Incorporation

Considerations when operating as a company on incorporation. The issue of whether to run...

Services

  • Accounts preparation
  • Audit
  • Bookkeeping
  • Payroll

Whilst running your business its important to be fully informed. Having accountants who can not only ensure your accounts comply with ever-changing requirements but also take the time to explain what these accounts mean for you and your business is invaluable. Our specialist team will work closely with you to ensure not only do your accounts comply with HMRC obligations, they are clear and concise, helping provide clarity for your business decision making. We can use our expertise to help assist you with strategic and practical decisions, so you can use your expertise to grow your business.

Strong financial management isn’t simply a case of the numbers adding up, you also need effective internal systems and controls and the ability to identify weaknesses. With highly qualified experience in audit, assurance and regulatory reporting services, we can help you assess and strengthen your systems. We’ll get under the skin or your organisation and tailor our audit accordingly.

We are registered by the Institute of Chartered Accountants in England and Wales, and our files are subject to regular reviews and regulatory visits from the Quality Assurance Directorate (QAD).

Rock solid financial admin is a foundation of good business management. Our dedicated bookkeeping team are here to look after the numbers for you – whether you need an ad hoc confusion clearing up, or full year-round bookkeeping services. Trained in a range of accounting software, we’ll ensure you’re making the most of technology to maximise the flexibility, efficiency and full compliance of your bookkeeping.

Whatever the size of your workforce, payroll requires continual and careful management with deadlines, documentation, and HR and pension procedures to keep an eye on. Our expert team can take the strain for you, solving payroll snags as they arise, planning, preparing and filing payroll with HMRC, advising on taxable benefits-in-kind, ensuring pension compliance, preparing P11Ds and conducting PAYE audits. We also offer a tax investigations service providing protection for income, corporation and IR35 investigations or disputes.

Our owner-managed business team

Pluck, Deborah BwPluck, Deborah HoverRead more
Deborah Pluck FCAPartner
Haines, Tony Bw2Haines, Tony Hover2Read more
Tony Haines FCAPartner
Cole, Graham BwCole, Graham HoverRead more
Graham Cole FCAPartner
Bahl, Ajay Bw2Bahl, Ajay Hover2Read more
Ajay Bahl BA BFP FCAPartner
Palmer, Lee BwPalmer, Lee HoverRead more
Lee Palmer FCA CTAPartner
Lee Baker Bw2Lee Baker Hover2Read more
Lee Baker FCAPartner
Herbert, Ruth Bw2Herbert, Ruth HoverRead more
Ruth Herbert FCCAPartner
Bates, Stuart Bw2Bates, Stuart Hover2Read more
Stuart Bates FCA CTAPartner
Smith, Helen Bw2Smith, Helen Hover2Read more
Helen Smith ATT CTATax Manager
Hayes, Ben BwHayes, Ben HoverRead more
Ben Hayes FCADirector of Audit and Assurance
Bull, Jane BwBull, Jane HoverRead more
Jane Bull ACADirector of Accounting
Arun Bahl Bw2Arun Bahl Hover2Read more
Arun Bahl ACAManager
Bradbury, Gemma BwBradbury, Gemma HoverRead more
Gemma Bradbury ACAManager
Laws, Michael BwLaws, Michael HoverRead more
Michael Laws ACAAssistant Manager
Yates, Joy BwYates, Joy HoverRead more
Joy Yates ACAManager
Adams, Laura Bw2Adams, Laura Hover2Read more
Laura Adams ACAManager
Ricketts, Chloe BwRicketts, Chloe HoverRead more
Chloe Ricketts ACASenior
Ravenhill, Emma BwRavenhill, Emma HoverRead more
Emma Ravenhill AATAssociate
Knewman, Alison BwKnewman, Alison HoverRead more
Alison KnewmanOutsourcing Associate
Harrington, Keith BwHarrington, Keith HoverRead more
Keith HarringtonAssociate
Peacock, Kyle BwPeacock, Kyle HoverRead more
Kyle PeacockAssociate
Read more
Owner managed business
Fairhurst Groethe, Adam Bw2Fairhurst Groethe, Adam Hover2Read more
Adam Fairhurst-GroetheAssociate
Deborah Pluck FCAPartner

Deborah is an extremely knowledgeable accountant, having joined Wenn Townsend in 1980 and become Partner in 1989. She particularly loves working with schools, colleges and university partnerships, and with families in the agricultural world or with landed estates, getting hands-on with the practical problems they face. Deborah recently set up and ran an estate management reporting system to control a development/farming/property letting/woodland/leisure business; while in another case she rationalised monthly systems for a university partnership including payroll, pensions, budget preparation and reporting to the Charity Commission. Outside of work Deborah enjoys skiing, walking and cottage gardening.

Tony Haines FCAPartner

Tony is a hugely experienced accountant, having joined Wenn Townsend in 1987 and become Partner in 1997. His expertise covers succession planning and reorganisation, and advising owner-managed businesses. Tony is deeply knowledgeable about regulations surrounding UK subsidiaries of overseas holding companies, food manufacturing, property and building, e-sales, and leisure. Recently he was able to help with the management buyout of a company where two owner-directors were retiring, and the incoming director was not able to secure necessary finance. As well as his role at Wenn Townsend Tony writes for the The Parliamentary Review, is an Ambassador for B4 Magazine, contributor to Radio Oxford, and representative for Oxfordshire Voice and ROX. Tony is a passionate (but retired) cricketer, as well as a golfer and rugby fan. He enjoys films, loves his dogs and is a ‘reluctant’ gardener.

Graham Cole FCAPartner

Graham Cole is one of the linchpins of Wenn Townsend, having joined us in 1991 and become Partner in 1997. With a huge wealth of knowledge, he particularly enjoys advising on accounting and financial issues for endowed charities, charities funded by grants or donations, religious charities, and national membership organisations. His advice on financial issues including succession planning is highly trusted by companies in the computer, retail, construction and manufacturing sectors, and by Community Interest Companies. Recently he advised a charity on aspects of a serious reporting issue to the Charity Commission, and in another case investigated the accounting systems and processes in relation to a dispute within a group of charities. As well as being an eminent accountant Graham is a keen Aston Villa/Oxford Utd football fan, a Worcestershire cricket fan, and a keen chess player.

Ajay Bahl BA BFP FCAPartner

Ajay joined us in 1990 and was made Partner in 2003, becoming a highly trusted member of our team. He particularly enjoys advising the not-for-profit sector including education and health charities, as well as assisting corporate manufacturing entities with overseas operations, overseeing audits of non-UK companies, and dealing with complex UK GAAP and International Financial Reporting issues. He recently completed the successful VAT registration for an exporter after 18 months of negotiations with HMRC, the client now receiving six-figure monthly VAT refunds. Ajay is a lapsed sportsman, keen sports viewer and Liverpool FC fan. He is also a Trustee of The Karta Initiative, a charity helping Indian students from poor rural backgrounds attend world-leading universities.

Lee Palmer FCA CTAPartner

An outstanding accountant, Lee came aboard with Wenn Townsend in 2004 and swiftly made Partner in 2005. His real enthusiasms lie in holistic tax planning for families and private individuals, corporate tax work in connection with business sales and purchases, and share and business valuations. In one such case he advised on a share buy-back within a corporate group to allow the withdrawal of the controlling persons from the group business operations, addressing issues caused by the group holding insufficient distributable reserves. Outside work Lee enjoys travelling Europe, listening to music (and attempting to play guitar), cinema and theatre-going, and is an avid reader.

Lee Baker FCAPartner

Lee is a deeply knowledgeable accountancy expert, who joined us back in 2005 and became one of our Partners in 2014. Whilst his expertise is wide ranging, his particular professional interests lie in advising travel companies and arts organisations such as theatres and museums, specialising in preparation of accounts and audits, and creative industry tax reclaim. Lee is also an IT specialist, helping clients to design bespoke reporting packages to automate preparation of management accounts. Recently he completed the transition of a theatre company's bookkeeping system from Sage to Xero, integrating their ticketing system with Xero to enable correct revenue recognition and seamless reconciliation of all payment types. In his free time, Lee enjoys theatre, sport and fantasy football.

Ruth Herbert FCCAPartner

Head of our Cirencester practice, Ruth joined Wenn Townsend in 1998 and became Partner in 2005. As an experienced and highly trusted accountant, she looks after a variety of sectors from farming to charities and carries out a number of charity independent examinations and audits. She takes pride in ensuring clients meet their filing deadlines, and always makes herself available to help clients with matters including the preparation of tax returns, sole trader accounts, partnerships, charities and companies. Amongst recent work Ruth assisted the directors of one company in valuing their company to enable them to consider selling their shares thereby ensuring the continuation of the company. Beyond her work, Ruth is a keen road cyclist and enjoys walking in the British countryside.

Stuart Bates FCA CTAPartner

Stuart joined our team in 1992 and was made Partner in 2002. An expert in his field, he enjoys working across a broad range of sectors and clients, including family businesses, start-ups, charities and personal tax clients. He is highly skilled at computerising clients' accounting systems (notably Sage and Xero) and overseeing clients’ IT requirements. Stuart recently took over a healthcare client, assisting with their monthly management accounts and reporting to an overseas group, filing monthly VAT returns, statutory accounts, corporation tax and R&D claims. Outside the office Stuart enjoys skiing, walking, cycling, kayaking, touring holidays in the family motorhome, watching motorsports, and being a closet Arsenal supporter.

Helen Smith ATT CTATax Manager

Helen has been our expert Private Client Tax Manager since 2008, specialising in personal taxation, capital taxation, residence and domicile issues, some foreign tax issues, FATCA and offshore disclosures, and VAT matters inside and outside the UK. She recently advised an Italian client wanting to invest in UK property, advising where his tax liability would be and the ramifications of the Double Tax Convention. She has also helped clients who have been approached by HMRC about unreported foreign income. Outside of work Helen loves all things history, art, detective stories and travel.

Ben Hayes FCADirector of Audit and Assurance

Ben joined us in 2002 and oversees much of our work as our unflappable Director of Audit. His experience covers a wide range of sectors including large corporate groups, owner managed companies, pension schemes, schools, colleges and charities. The bulk of his time is spent planning, managing and reviewing audit assignments, alongside setting up work for new audit clients and managing a portfolio of non-audit clients. Ben recently managed a large team working on a multinational group, with audit review visits across four separate countries, and high-level reporting to group audit committees. When he’s not working Ben enjoys playing and coaching football and cricket, is keen follower of US sports, and an active runner and reader.

Jane Bull ACADirector of Accounting

Jane arrived at Wenn Townsend in 2009 as one of our indispensable managers and has since progressed to the position of Director of Accounting. Jane heads our accounts department, managing her accounting and outsourcing clients, leading the training of our associates, and she particularly enjoys working on Xero, Sage and Quickbooks Online along with other more bespoke software. With a background in audit she utilises her expert attention to detail within her role, she recently reviewed consolidated accounts under IFRS for a parent audit of a multinational group and its significant industrial subsidiary, suggesting detailed systems improvements. Outside work, Jane enjoys cycling and hiking, landscape watercolour painting and crafts, and is treasurer of her children’s school PTA.

Arun Bahl ACAManager

Arun has brought great enthusiasm and dedication to Wenn Townsend since joining us in 2014 and qualifying in 2018, and has proved an exceptional asset in managing audits for clients ranging from educational trusts, churches and theatres, to manufacturing, travel and catering. Arun particularly enjoys working with real estate and construction companies and running compliance audits, and is highly adept at IT accounting packages. He recently managed a successful remote audit during lockdown for a subsidiary of a larger overseas company, and implemented a highly efficient budgeting tool for an Oxfordshire-based charity’s CEO. Outside of work Arun enjoys football, has run the Oxford Half Marathon twice, and is an aspiring baker.

Gemma Bradbury ACAManager

Gemma joined Wenn Townsend in 2016 and is a talented member of our Audit Management team, experienced in auditing a range of clients including charities, membership clubs, SMEs, AIM listed clients and groups. She gets satisfaction from learning about the different processes and software used by different entities and the varied knowledge and insight that this brings. Gemma sees audit not just as a statutory requirement, but as a way to help clients ensure their systems work in the most beneficial way possible. She recently led the audit of a group with overseas subsidiaries, dealing with foreign currencies and foreign accounting, and complex consolidation. In her spare time, Gemma enjoys going to the cinema and theatre, reading, travelling, and is a pub quiz enthusiast.

Michael Laws ACAAssistant Manager

Michael joined our team in 2016 and has proved a vital asset as Audit Senior, working adeptly with clients across a variety of sectors including charities, schools, corporate manufacturing businesses and owner-managed entities. The majority of his time is spent working on statutory audits, but Michael also has significant experience working on accounts preparations and independent examinations. He recently completed a successful first-year audit of an Oxfordshire-based charity, working closely with management to understand their systems, how they were operating and how any audit risks arising could be addressed. Michael is a keen sportsman, enjoying playing and watching football, cricket and tennis, and is an active runner and cyclist.

Joy Yates ACAManager

As Accounts Manager, Joy has been a linchpin in Wenn Townsend’s operations since 2014. Her client portfolio includes small companies, charities, sole traders and partnerships from a wide range of industries. She excels at reviewing statutory accounts, bookkeeping, management accounts and VAT returns, as well as independent examinations for charities. Proficient in accounting software packages, she also has previous auditing experience. She recently assisted a new business by introducing bookkeeping processes and preparing VAT returns, providing VAT advice on the second-hand margin scheme and VAT filing requirements. Joy is a member of two local churches and enjoys cooking and watching tennis.

Laura Adams ACAManager

Capable and efficient accounts manager Laura has been part of our team since 2004, providing accounts support to a wide variety of clients, both corporate and individual, including assisting with year-end accounts, VAT work and ad hoc requests. She is proficient at Xero, QuickBooks and Sage accounting packages, and particularly enjoys helping clients who are not the most confident with their accounts - such as one recent company who were having difficulty moving their VAT returns on to a software package to meet digital tax requirements: they benefitted hugely from Laura’s expertise and patience. When not at work Laura enjoys drawing, writing, computer games, and board games.

Chloe Ricketts ACASenior

Having joined us in 2016, and qualified in 2020, Chloe is a member of our Accounts team, working on accounts preparation for sole traders, partnerships and limited companies and running monthly bookkeeping processes. With her accountancy knowledge Chloe combines this role with running the Wenn Townsend marketing, website and newsletter functions, as well as seeking to develop the firm to ensure all clients receive exceptional service. Outside the office Chloe enjoys being a mum, and when she has any time to herself gets stuck into interior design and DIY, cooking and gardening.

Emma Ravenhill AATAssociate

Emma joined us in 2018 and is proving a talented and dedicated trainee, swiftly picking up the skills of accounts preparation for limited companies, sole traders, partnerships and charities, and gaining experience auditing both charities and companies. She particularly enjoys getting stuck into any accounts job for a limited company with multiple interests (loans, HPs, capital projects). Emma recently prepared a cashflow for one client to assess whether they could afford to purchase plant and machinery before the year end, and has also been working closely with a large charity to provide accountancy services such as bank reconciliations, calculating depreciation and payroll. When not working Emma loves travelling and backpacking, or anything involving the outdoors.

Alison KnewmanOutsourcing Associate

Alison joined us in 2018 and is a diligent member of our bookkeeping and accounts team. She is adept at Xero and enjoys organising client records and bookkeeping data, allow them to focus on running their business. Recently Alison worked with a client to set up their bookkeeping systems from scratch, ensuring all back dated paperwork was processed to allow the client to move to a paperless system. When not at work Alison loves going to the theatre and taking part in line dancing and Zumba.

Keith HarringtonAssociate

Keith joined us as an Audit Trainee in 2019 and is a talented apprentice gaining as much knowledge and experience as possible in our Audit department. He particularly enjoys being out on site with clients and mastering an array of systems and processes across a variety of sectors. Keith is a key member of the team, working alongside audit managers to set up accounts, working papers and VAT returns for a newly incorporated client. Keith is an Everton football fan and keen amateur footballer and golfer.

Kyle PeacockAssociate

Kyle joined Wenn Townsend in 2019 and has proved himself an able asset to the team. He particularly enjoys Xero Cloud Accounting, engaging with a client about how they can best streamline processes and report on company performance. He enjoys advising clients in the hospitality sector, finding the work varied, engaging and challenging. Kyles main experience is in preparing accounts for both partnerships and limited companies, and assisting on audits of both limited companies and charities. When not working or studying Kyle turns his attention to video games, cooking, films, and supporting West Ham United.

Owner managed business
Adam Fairhurst-GroetheAssociate

Adam began his training with us in 2019 and is an enthusiastic member of the team, throwing himself into developing both his practical and academic experience. He enjoys all aspects of his role, relishing the variety of preparing accounts for partnerships and limited companies, assisting on audits for limited companies and charities and bookkeeping and VAT returns for existing clients. He particularly loves meeting with clients and being able to build a relationship with them. When he’s not studying or working Adam enjoys reading, going to the cinema, and running.

Testimonials

A local auditor with a wealth of accounts knowledge (including international financial reporting). They are always available to answer any questions and we have no hesitation in recommending them.

Tracy Toms, Finance Manager at Guylian (UK) Limited

Wenn Townsend have continually helped me with all aspects of managing my accounts and with the successful development of my business.

France Baudet, Managing Director at Cannelle Beaute

We now have the financial information we need to run the business more effectively. The Wenn Townsend team have also been prompt in processing payroll, submitting VAT returns and filing statutory accounts.

Jeff Hunter, Managing Director at Premier Tennis

Wenn Townsend has been our accountants since 1999 and played an integral role in helping us succeed. Since 1999 our workings have evolved with the firm taking on payroll and audit.

Stanley P. Rosenberg, Executive Director

If you are considering outsourcing your payroll I cannot recommend Andrew and his team and Wenn Townsend highly enough. With a rapidly expanding company no doubt we will reach the point that by volume we decide to outsource our payroll once again; in which case we would not hesitate to contact Andrew.

Lisa Cherry, HR Manager, Adestra