Business Details
23 Years
experience
Your Trusted Accounting Partner in Bristol
Perpetual Business & Tax Advisors has been delivering exceptional accounting and tax advisory services since 2003. Founded by Duane Shield, a Fellow of the Association of Chartered Certified Accountants, our firm combines over 20 years of industry expertise with a commitment to personalized client care. We specialise in simplifying complex financial matters for businesses and individuals, offering tailored solutions in personal taxation, payroll management, business advisory, and cloud accounting. Our team of qualified professionals, including CIMA-qualified consultants and Xero-certified experts, prioritises responsiveness and clarity, ensuring clients receive timely, jargon-free guidance.With four offices across the South West and cloud-based services supporting clients nationwide, we blend local knowledge with national reach. Our fixed-fee structure guarantees transparency, while our client-centric approach has fostered long-term relationships and organic growth through referrals. Recognised for our support during the pandemic, including rapid processing of government relief claims, we remain dedicated to helping clients maximise cash flow, minimise liabilities, and achieve sustainable growth through informed financial decision-making.
Services
Personal Taxation
Business Advice
Payroll Services
Bookkeeping
Cloud Accounting
Fixed Fee Structure
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of combined experience in accounting and tax advisory
- Our team includes ACCA and CIMA-qualified professionals
- We implement cloud accounting solutions for seamless financial management
- We guarantee transparent fixed-fee pricing with no hidden costs
- We provide timely, jargon-free advice tailored to individual client needs
Associations and certifications
- ACCA
- CIMA
What people say
Excellent client care
Stress-free process
Outstanding service
Timely advice
Value for money
Services
Personal Taxation
We provide expert personal tax services, including annual returns, inheritance tax planning, and capital gains calculations. Our ACCA-qualified team simplifies complex tax matters, ensuring compliance while minimising liabilities. Clients benefit from clear explanations and proactive advice tailored to individual financial circumstances.
Business Advisory
Our business advisory services focus on strategic planning, cashflow management, and compliance support. We help clients set realistic goals, develop action plans, and monitor progress. With expertise in VAT registration and company formation, we support businesses from startup to growth phases.
Payroll Services
We manage payroll processing, RTI submissions, and auto-enrolment pensions. Our payroll experts ensure timely payslip generation and tax calculations. Clients receive detailed payment breakdowns and benefit from our 18 years' experience in handling complex payroll requirements.
Cloud Accounting
We implement Xero-certified cloud accounting solutions for real-time financial management. Our team trains clients on user-friendly software, streamlines invoicing processes, and provides ongoing support. This service enables seamless collaboration and up-to-date financial tracking for businesses.
Fixed Fee Structure
We offer predictable fixed-fee pricing with no unexpected costs. Fees are agreed upfront and paid via monthly standing orders, simplifying budgeting for clients. This approach ensures cost certainty while maintaining access to comprehensive accounting services throughout the year.
People
Duane Shield
Partner
ACCA Fellow and Chartered Tax Adviser with 30 years' experience. Founded PBTA in 2003, specialising in business advisory and tax planning. Combines technical expertise with strategic business guidance for client success.
Paul Grant
Partner
Business consultant with banking sector experience. Provides strategic planning and management consultancy, helping clients focus on growth while handling financial compliance. Recognised for insightful coaching and client-centric approach.
Faye Barrett
Director
ACCA-qualified director managing Hanham office. Specialises in company accounts, VAT returns, and personal tax. Balances technical expertise with client relationship management, supporting businesses with compliance and financial planning.
Helen Coles
Xero Expert
Cloud accounting specialist with extensive experience in Xero software. Assists clients with digital transition, preparing management accounts and VAT returns while providing ongoing technical support for financial systems.
Andy McLachlan
Senior Accountant
10-year PBTA veteran handling payroll, VAT, and accounts. Known for client-focused support in business development, offering patient guidance and practical solutions for small businesses and directors.
Questions
What accounting services do you offer?
We provide personal tax returns, business advisory, payroll management, bookkeeping, cloud accounting solutions, and fixed-fee structures tailored to individual client needs.
How do your fixed fees work?
We agree transparent fixed fees upfront covering all expected work. Payments are made monthly via standing order, ensuring budget certainty with no unexpected charges.
Do you support cloud accounting software?
Yes, we implement Xero-certified solutions and provide training. Our cloud experts help businesses transition to digital systems for real-time financial management and reporting.
How experienced is your team?
Our team includes ACCA and CIMA-qualified professionals with 10-30 years' experience. Partners have specialist expertise in tax advisory, business consultancy, and cloud accounting systems.
Can you help with business startup?
Yes, we guide clients through business structure selection, cashflow planning, HMRC registration, and compliance setup. Our support covers all aspects from incorporation to ongoing financial management.
