Business Details
Chartered Certified Accountants in Cheltenham
Smith Heath is a partner-led accountancy firm dedicated to providing high-quality, proactive financial advice tailored to businesses and individuals at every stage of their lifecycle. With a history dating back to the late 1980s, we combine decades of expertise with a commitment to clarity in complex financial matters. Our services span accounting, auditing, tax compliance, and strategic business planning, supporting clients from sole traders to corporate groups. We specialise in helping new businesses establish robust financial foundations and guiding established enterprises through growth, restructuring, or exit strategies. Our team of ACCA-qualified professionals brings sector-specific insights to industries including construction, hospitality, healthcare, and professional services. We prioritise tax efficiency, regulatory compliance, and transparent communication, ensuring clients retain maximum value while meeting obligations.Our audit services balance statutory requirements with practical improvements to financial controls and management systems. Backed by a reputation for reliability and technical excellence, we serve businesses and individuals across Gloucestershire and surrounding regions. Our proactive approach extends to emerging challenges like Making Tax Digital, where we assist with payroll, bookkeeping, and VAT submissions. By maintaining deep knowledge of evolving tax legislation and capital allowance schemes, we help clients optimise cash flow and investment decisions. Whether advising on inheritance tax planning or navigating HMRC inquiries, we deliver solutions grounded in experience and tailored to individual circumstances.
Services
Annual accounts preparation
Business tax advisory
Statutory audits
VAT compliance
Payroll services
Highlights and features
- We offer 30+ years of experience in business and tax advisory.
- Our team includes ACCA-qualified partners with sector-specific expertise.
- We specialise in tax-efficient structuring for business start-ups and sales.
- Our audit services combine regulatory compliance with operational improvements.
- We provide proactive support for Making Tax Digital compliance.
Associations and certifications
- Association of Chartered Certified Accountants (ACCA)
What people say
Expert tax advice
Proactive support
Sector-specific knowledge
Responsive team
Reliable service
Services
Annual accounts preparation
We prepare statutory accounts for limited companies, partnerships, and sole traders while providing strategic financial insights. Our service ensures compliance with Companies House and HMRC requirements while identifying performance trends. By aligning reporting with business objectives, we help clients make informed decisions about growth and tax planning.
Business tax advisory
Our tax specialists advise on corporation tax, income tax, and capital allowances to maximise efficiency. We help businesses claim available reliefs, structure transactions tax-effectively, and resolve HMRC disputes. With expertise in capital expenditure planning, we ensure clients retain maximum value from investments.
Statutory audits
As ACCA-registered auditors, we conduct statutory audits for small and medium enterprises while minimising operational disruption. Our approach identifies financial control improvements and strengthens stakeholder confidence through transparent reporting. We specialise in making audit processes efficient and value-adding for clients.
VAT compliance
We handle VAT registration, return preparation, and scheme selection to ensure compliance while optimising cash flow. Our team advises on complex VAT issues including property transactions and partial exemption methods. Regular reconciliations prevent overpayments and HMRC penalties.
Payroll services
We manage payroll administration, including PAYE, national insurance, and CIS compliance. Our services cover salary calculations, HMRC submissions, and year-end reporting. We ensure businesses meet obligations while staying updated on minimum wage and tax code changes.
People
Paul Smith
Partner
Paul Smith, FCCA, has built a reputation in Gloucestershire for expert business advisory. He specialises in supporting SMEs with financial strategy and tax compliance, combining technical knowledge with practical commercial solutions for growing enterprises.
Sam Smith
Partner
Sam Smith, FCCA, brings extensive audit experience to the firm. She focuses on small business accounting and financial reporting, helping clients maintain compliance while improving financial processes through her audit insights.
Rob Wallace
Partner
Rob Wallace, FCCA, joined Smith Heath in 2005 and became a director in 2018. He specialises in growth strategy for expanding businesses, with expertise in identifying accounting solutions that support sustainable development.
Timothy Heath
Partner
Timothy Heath, FCCA, has over 30 years' experience advising businesses and individuals. His expertise spans tax planning, business structuring, and financial strategy, making him a trusted advisor for complex financial matters.
Questions
What accounting services do you offer for small businesses?
We provide annual accounts preparation, management accounts, audit services, and bookkeeping tailored to SMEs. Our services ensure compliance while offering strategic financial insights.
How do you help businesses with tax efficiency?
We identify available tax reliefs, structure transactions optimally, and provide ongoing planning to minimise liabilities. Our expertise includes capital allowances and business exit tax strategies.
Are you qualified to perform statutory audits?
Yes, we are ACCA-registered auditors with experience conducting statutory audits for SMEs while minimising operational disruption and improving financial controls.
How do you support Making Tax Digital compliance?
We assist with digital record-keeping, VAT return submissions, and payroll adjustments to ensure businesses meet HMRC's MTD requirements efficiently.
What specialisms do your accountants have?
Our team specialises in construction industry scheme compliance, healthcare sector accounting, and tax-efficient structuring for business sales and acquisitions.
How do you handle HMRC disputes?
We represent clients in HMRC enquiries, providing expert advice and documentation to resolve disputes efficiently while protecting client interests.
