Who We Are

About Us – Chartered Certified Accountants

Our friendly and professional team provide an individual service for each of our clients to ensure that their business requirements are fully met. We are a firm of Chartered Certified Accountants regulated by the Association of Chartered Certified Accountants (Find us here). Our aim is to always be courteous, listen to client’s needs and be ethical in every aspect of our work. We can offer a competitive fixed fee and monthly direct debit payments to spread the cost. We never surprise you with unexpected bills as we always discuss work and costs before starting any assignment.

As chartered accountants, we offer a broad range of Services including Annual Accounts, Bookkeeping, PAYE, VAT, Business & Personal Tax Returns.

Our practice is based at Casterton Suite, Clawthorpe Hall Business Centre (CHBC) in Burton-in-Kendal, Carnforth, Lancashire. Set in a rural location close to both J35 and J36 of the M6 (directions) There is ample parking making it convenient for clients to drop off paperwork or attend meetings.

Chartered Accountants

We would consider any assignment, large or small and have existing clients in Lancaster, Morecambe, Heysham, Kendal, Kirkby Lonsdale, Carnforth, Burton-in-Kendal, Holme, Gressingham, Coniston, Windermere, Grange-over-Sands, Askam-in-Furness, Preston, North Yorkshire, West Yorkshire and County Durham.

– Your first consultation is FREE and we will offer as much advice as we can.
– You will receive a competitive quote, normally provided at the meeting for your consideration.
– We understand how busy life is, particularly if you are running a business. We are happy to come to you, at a time that suits you – including evenings and weekends or visit us to see our set up, it’s entirely your choice.
– The meeting is completely without obligation and if you already have an accountant and you are looking for a change, then it is a very simple process. All we require is a letter from you and we will take care of the rest.

To arrange your FREE initial consultation please either contact us directly on 01524 784324 or complete and submit our on-line form .

Scroll down to meet the team…….

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Covering the areas of Lancashire and Cumbria

Our offices are close to Junction 35 and 36 off the M6.

We currently serve clients in the following areas:

Lancaster, Morecambe, Heysham, Kendal, Kirkby Lonsdale, Carnforth, Burton-in-Kendal, Holme, Gressingham, Coniston, Windermere, Grange-over-Sands, Askam-in-Furness, Preston, North Yorkshire, West Yorkshire, County Durham and we’ll consider any other areas in Cumbria, Lancashire, North Yorkshire and West Yorkshire.

Accountants Kendal / Payroll Services Kendal / Bookkeeping Kendal / Accounting Services Cumbria / Accountants Lancaster / Payroll Services Lancaster / Bookkeeping Lancaster / Accounting Services Lancashire / Payroll Services Lancashire / Accountants Lancashire / Accountants Cumbria / Payroll Services Cumbria / Bookkeeping Cumbria

Chartered Accountant - SIMON WATERS

A Fellow member of the Association of Chartered Certified Accountants (FCCA) and a Fellow Member of the Association of Accounting Technicians (FMAAT). Simon started his career in accountancy in August 2006 after qualifying as an accounting technician. He gained Chartered Certified status in August 2013.


Our telephone number is 01524 784324 (Opens call application when possible)

Bookkeeper - JO WATERS

Jo graduated from Lancaster University with BA (Hons) in German Studies and Marketing in 1991. After a career break to bring up her family, Jo passed Level 3 Accounting with the Association of Accounting Technicians (AAT).


Our telephone number is 01524 784324 (Opens call application when possible)

Office Administrator - JACQUELINE McGOVERN

Jack joined the practice in July 2014 after previously working for charities as an administration manager. Jack has NVQ Level II in Business Administration and deals with all aspects of practice compliance.


Our telephone number is 01524 784324 (Opens call application when possible)

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