ACCA Chartered Accountant

Finally, an accountant who's actually in your corner.

Most business owners only hear from their accountant once a year, when it is far too late to change anything. Roots is built the other way round. Proactive advice, numbers you can trust, and someone you can actually get hold of when a decision matters.

ACCA qualified · Businesses across the UK · Works with all the major software
Sound familiar?

The relationship with your accountant should feel like more than a yearly invoice.

If any of these ring true, you are not getting the value you are paying for.

01

You only speak once a year

The accounts get filed, you get a "see you next year", and any chance to actually plan or save tax has already passed.

02

You are left chasing replies

When something urgent comes up, you wait. And when an answer finally arrives, the decision has often already been made for you.

03

You are not sure what you are paying for

Compliance, advice, planning? If you are expecting proactive help but paying for a tick box service, the two were never going to match up.

The Roots approach

Get your roots right, and the rest grows from there.

Roots was built on a simple idea. The best businesses I have worked with did not treat their accountant as a bill to pay. They treated them as a relationship to invest in.

That means getting involved early, keeping your numbers clean and current, and being there in the moments that actually matter. Not showing up once a year and expecting a miracle.

So when a decision lands on your desk, you have got someone who knows your business and picks up the phone.

Reliable

There in your time of need, not weeks later.

Honest

Telling you what you need to hear, even when it isn't what you want to hear.

Accurate

Numbers you can actually base decisions on.

Personable

A real person in your corner, not a faceless firm.

How I can help

From keeping you compliant to helping you grow.

Whether you need the basics handled properly or a partner to work on the bigger picture, here is where I come in.

Compliance

Year end & tax returns

The essentials, done properly and filed on time.

  • Statutory year end accounts
  • Corporation tax returns
  • Self assessment for directors
  • Companies House filing, no surprises
Clarity

Bookkeeping & management accounts

Always know exactly where you stand.

  • Cloud bookkeeping in the software that suits you
  • Monthly or quarterly management accounts
  • Records kept accurate and up to date
  • Reports that reflect reality, not guesswork
Efficiency

Tax advisory

Keep more of what you work hard to earn.

  • Proactive tax planning through the year
  • Making the most of your reliefs and allowances
  • Structuring done properly, no shady schemes
  • Advice that pays for itself
Growth

Business advisory

Build something that lasts.

  • Working on your numbers, not just filing them
  • Forecasting and budgeting you can trust
  • Regular catch ups and a sounding board
  • Systems that scale as you scale

No two businesses are the same, so I price around what you actually need rather than forcing you into a fixed package. Get in touch and I'll talk you through a quote with no surprises.

Who I work with

Built for growing businesses that want a proper partner.

If you are running a limited company, juggling a hundred things, and you want an accountant who is genuinely in it with you rather than just sending an invoice once a year, we will get on well.

Limited companies Growing SMEs Company directors Owner managed businesses Service based businesses
The person behind Roots

Hi, I'm Joe.

I am an ACCA chartered accountant, and I started Roots because I saw too many business owners being let down by the once a year, tick box approach.

The best part of this job has never been the numbers. It is the people. I have watched business owners work brutal hours, treat their people well, and at times earn less than the staff they pay. I have huge respect for that, and I know I can help.

The name comes from two places. I play non league football, and I love what grassroots sport stands for: ordinary people grafting together to build something. And the work itself is about giving your business solid financial roots to stand on and grow from.

Get your numbers right, and you give yourself room to grow.

Let's have a chat.

No pressure and no jargon. Just a straight conversation about your business and whether we are the right fit. The first call is on me.