Regional accountancy firm Bulley Davey offers far more than its traditional auditing, accounting and tax services from its offices at Spalding and Holbeach.
Professional staff, based throughout Lincolnshire, Cambridgeshire and Northamptonshire, also provide advice to their clients on improving and developing the way they run both personal and business finances.
Managers at the Spalding office, Paul Jex and Kelley Dobbs, have built up long relationships with clients - in Paul’s case over more than 40 years.
A member of the Association of Accounting Technicians, Paul deals with individuals, particularly farmers, and small businesses, advising on tax affairs and accounts.
He said: “Clients ring me up at all times of year, not just when it’s time to fill in tax returns, to find out the implications of decisions before they act.
“Here in the Spalding office we have licensed wealth management advisers and two partners with a range of specialist knowledge so we can offer a comprehensive service.”
Kelley, who joined Bulley Davey at Spalding in 2003 and qualified in 2007 as a member of the Association of Chartered and Certified Accountants, is engaged with a full range of clients some of whom are starting up their own businesses.
She said: “People can be good at what they do yet have no idea how to start or run a business. I’ve been able to help with that.”
Chris McKenna, a member of the Institute of Chartered Accountants, is manager at Bulley Davey’s Holbeach office, which recently expanded to keep up with demand.
Chris, an intern at the Spalding office while studying at Nottingham University, joined the firm after graduating and qualified in 2007.
After gaining experience in the Peterborough office auditing companies with turnover above £6 million, he returned to South Holland where he’s maintained his relationship with the same companies, concentrating on management, accounts and systems.
Chris works with a full range of owner-managed businesses from start-ups to larger corporates.
He said: “Businesses are looking now at changing systems and improving efficiencies and through the use of research and development we can advise on the tax savings available.”
* Bulley Davey, 1-4 London Road, Spalding, PE11 2TA. Telephone 01775 766633.
* Bulley Davey, 2-3 Wrights Mews, Park Road, Holbeach, PE12 7EE. Telephone 01406 424017