Specialist support for Professional Services

We help lawyers, surveyors, agencies, consultants, and other professionals manage their finances, stay compliant, and maximise profitability.

Strategic insight and advice

Clear, compliant reporting

Optimised tax and cash flow

Time-saving financial system

Service lead

Jamie Snell

Director of Client Finance

Build a more profitable practice.

From regulatory reporting to partner planning, we help professional firms operate with clarity and confidence.

Too much to do. Too little time.

When you’re selling time and expertise, every inefficiency costs you.

You might be:

  • Unsure if your financial systems support your pricing model

  • Dealing with inconsistent bookkeeping or VAT filings

  • Paying more tax than necessary due to complex structures

  • Spending too much time on admin or compliance

We simplify your financials so you can focus on billable work and long-term growth.

"We work with professional firms every day. We understand the pressures and help you stay one step ahead."
Kieran Buller
Technology and Digital Advisory Partner

End-to-end finance support

We cover everything from bookkeeping to board-level advice.

Services include:

  • Bookkeeping and VAT

  • Payroll and employment compliance

  • Statutory accounts and tax returns

  • Audit and assurance (where required)

  • Personal tax and partner planning

  • Management reporting and forecasting

  • Business structure and profit extraction advice

Proactive, tailored advice

Designed around your firm’s structure and goals.
  • Discovery session to understand your operations and team setup

  • Review of tax structure and accounting systems

  • Dedicated Client Finance Manager and Partner

  • Regular check-ins and strategic guidance

  • Compliance deadlines managed on your behalf

"We give you clarity and confidence so you can get back to doing what you do best."
Karen Coult
Client Finance Partner
"We treat your business like it’s our own. That’s why our professional clients stay with us for years."
Mark Martin
Partner and Director of Tax

Our promise

We promise to respond to every enquiry within one business day, providing a clear timeframe for the anticipated resolution.

Just clear advice, fast responses, and proactive ideas.

  • Named contacts who understand your business

  • Fixed fees where possible, with clear scope

  • Answers when you need them (within one business day)

  • Experience with LLPs, Limited Companies, and hybrid structures

Let’s make running your firm easier

Book a free discovery call with our senior team.

Your client finance partners

Caitlyn Evans

Client Finance Partner

Karen Coult

Client Finance Partner

Kieran Buller

Client Finance Partner

Luke Noble

Client Finance Partner

Frequently asked questions

Yes, we support a mix of LLPs, Ltd companies, and hybrid structures across professional services.

Absolutely. We provide both compliance and strategic advice for individual partners and directors.

We work with leading industry software. We can also help you transition if needed.

Yes. If you need a statutory or specialist audit, our experienced Audit team can help.

You’ll have scheduled check-ins throughout the year and can contact your dedicated team at any time.

Our core sectors

Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:

Professional Services

Consultants, agencies, engineers, and other specialised firms providing expert professional services.

Technology & Innovation

SaaS companies, crypto businesses, software development firms, and tech start-ups.

Manufacturing & Logistics

Manufacturers, supply chain operators, warehousing businesses, and logistics providers.

While we specialise in these areas, our diverse client portfolio includes businesses across various industries, from retail to construction and manufacturing to hospitality.

No matter your sector, we’re equipped to support your growth and success.

Trusted by businesses like yours

"Caldwell Penn's transparency, professionalism, attention to detail, and friendliness distinguish them from all other firms we have previously engaged. They have exceeded our expectations by additionally offering R&D advice, which has significantly benefited our operations."
Allaero Limited
"While it’s hard to get excited about an audit, Caldwell Penn made the experience as seamless as possible. Communication was clear and effective, and the management letter provided valuable insights for our business. We highly recommend their services to any business in need of a thorough and efficient audit."
UK Lanyard Makers Ltd
"Caldwell Penn handle everything for us with a proactive, tailored approach. Their dedicated team understands our goals, ensuring we never miss tax-saving opportunities. They’re more than accountants, they’re partners in our growth."
Syon Creative Ltd
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