Accountancy & Financial Services

From tax and accounts to strategic planning and cloud accounting, our team delivers reliable, forward‑thinking support across Cumbria and beyond.

Everything you need to manage, grow & protect your finances

Accounts & Audit

Annual accounts, statutory reporting and independent audits for complete peace of mind.

Accounts

We do a comprehensive job of preparing your accounts. We go beyond finalising your accounts and sending you on your way, we also review the financial performance of your business with you and offer advice going forward.

Management Accounts

Our advisors are experienced in the design, preparation, and interpretation of meaningful management information. With our help, you will see how profitable and sure-footed your business is on a continual basis.

Audit

We offer Statutory and Non-Statutory Audits. Through an audit, you’ll gain a wealth of knowledge and a greater understanding of your business. Moreover, an audit will allow you to progress and develop when going forward.

Tax Compliance & Consultancy

Personal tax, corporation tax, VAT, capital gains, inheritance tax and strategic tax planning.

Tax Compliance

Each year the volume and complexity of UK tax legislation increases and the penalties for non-compliance can be significant. Robinson Udale offers a range of tax compliance services to ensure that you and your business meet your legal obligations.

Tax Planning

Tax can be a major cost to a business. The structure of your business and personal affairs can have an effect on how much tax you pay.

We support all areas of tax; corporation tax, income tax, capital gains, inheritance tax and VAT, with clear advice, accurate calculations and practical guidance tailored to you and your business.

Strategic Business Advice

Growth planning, forecasting, business restructuring and succession support.

Business Planning

We help you create business plans tailored to your goals - whether you’re raising funds, cutting costs, or planning ahead.

Cash Flows & Financial Projections

We prepare clear cashflow forecasts and financial projections so you can plan confidently, spot issues early and make informed decisions.

Business Support

Our advisers are here to talk through worries, plans, or challenges. With experience across many sectors, we help you solve problems and achieve your goals.

Business Sales & Purchase

Whether you’re selling your business or acquiring another, we can advise on how to make it a success.

Wealth Planning

Long‑term financial planning to protect your assets and secure your future.

Finding truly independent financial advice can be difficult, so we work closely with Professional Financial Centre (Cumbria), an associated firm based in Penrith. They offer unbiased, non‑commission‑based investment and protection advice and have built a strong reputation for trustworthy, transparent financial planning.

As long‑standing SIFA members, they work alongside local solicitors and professionals, with robust processes, clear fees and consistently strong investment performance.

They believe financial planning is an ongoing process, reviewing plans regularly to adapt to changing needs and help clients make confident decisions.

Learn more at: pfccumbria.co.uk

IT & Software Support

Cloud accounting setup, training and ongoing support for Sage, Xero, QuickBooks, FreeAgent and more.

We work with accounting, payroll and tax software every day, so we’re always happy to share our knowledge. We use and recommend Sage and Moneysoft, and we also support Xero and QuickBooks for the Making Tax Digital initiative.

Sage

Sage offers flexible accounting solutions for small and medium‑sized businesses. We can help you choose the right package, set it up and provide one‑to‑one training. We also have Sage Essentials software discs available for purchase for a one‑off cost, giving you several years of use without a subscription.

Moneysoft Payroll

For payroll, we recommend Moneysoft Payroll Manager - simple, reliable and great value. It’s fully Auto Enrolment compliant and ideal for businesses of any size. We use it in‑house and are always on hand to help resolve any queries.

Forensic & Litigation Support

Expert analysis and reporting for disputes, investigations and legal matters.

Robinson Udale offers specialist expert witness, investigative, and litigation support services. Plus, everything we prepare is in plain English, and we’re happy to present findings in court as an Expert Witness. We also provide a range of services to support commercial, individual, and family disputes. These can include:

Business and share valuations;
Fraud Investigations;
Loss of Earnings Claims;
Tax investigations.

HR Consultancy

Practical, compliant HR support for growing businesses.

We offer access to tax investigation insurance for an annual fee. With this comes access to free employment, health & safety advice, and consultation. Employment laws can be daunting for the unwary. You're also at risk of large penalties if you fail to comply. But with our service, you will have access to a legal helpline to help employers comply with their legal duties. Employees are often a business’s most vital asset, and it’s crucial that you recruit, retain, and reward the right staff.

Talk to one of our team today

Get in touch to day to schedule a free consultation call to discuss how our expert accounting and financial services can help your business.