Welcome to Brackenfern
Your Trusted Financial Experts

At Brackenfern, we pride ourselves on providing tailored financial solutions for businesses of all sizes. Whether you’re a start-up looking for guidance or an established company seeking to streamline operations, our team of experienced professionals is here to help.

Who Do we Help?

Helping Businesses

At Brackenfern, we understand the unique challenges businesses face in managing their finances. Our tailored solutions are designed to streamline your processes, improve efficiency, and foster growth. Whether you require advanced financial planning, tax optimisation, or assistance with cash flow management, our expert team is here to provide support at every step.

Helping Individuals

Managing your finances can feel overwhelming, but Brackenfern is here to make it easier. Whether you need help with budgeting, managing income, or planning for retirement, we provide tailored guidance to help you achieve your financial goals. We’ll work with you to create strategies that suit your unique situation, ensuring you’re ready for whatever the future brings.

Why Choose Us?

Expertise in Accounting and Auditing

Brackenfern Advisory Limited specializes in accounting and auditing activities, offering professional guidance tailored to meet your financial needs. With the expertise of an experienced accountants, you can trust that your financial matters are in skilled hands.

Personalized, Small-Firm Attention

Operating as a small business, Brackenfern Advisory Limited is uniquely positioned to provide personalized service. Unlike larger firms, they value one-on-one client relationships, ensuring your financial goals and concerns are always prioritized.

Dedicated to Your Success

Brackenfern’s commitment to its clients shines through its proactive approach to accounting. Whether it’s preparing for the future, managing compliance, or finding efficiencies, the team is focused on helping your business succeed financially while staying stress-free.

Our Offices

Our Stroud Office

2 The Lodge Spillmans Court, Middle Spillmans, Rodborough, Stroud, Gloucestershire, England, GL5 3RU

Our Bristol Office

Brackenfern Advisory Limited, 5 High St, Westbury on Trym, Bristol BS9 3BY

Meet The Team

Paul Day FMAAT

Owner

Indi Nandha

Senior Accountant

Jess Griffiths ACCA

Accountant

Tori Brown

Accounts Assistant

Lorraine Hunt

Accounts Assistant

Supporting Software you use

We specialize in delivering financial clarity through platforms you already know and trust:

Quickbooks

We specialize in helping businesses get the most out of QuickBooks. From setup and customization to troubleshooting and training, we make financial management easier. Whether you're new to QuickBooks or want to use it more effectively, we provide solutions tailored to your needs for smoother bookkeeping and reporting.

Sage

Get the most out of your Sage accounting and business management software with expert support tailored to your needs. From implementation and training to ongoing assistance, we’re here to help streamline processes, boost efficiency, and resolve any challenges. Let’s help your business thrive!

Xero

Get expert support for Xero and simplify your financial management. From setting up accounts to providing training and troubleshooting, you’ll have the guidance needed to make the most of the platform. Services include seamless integrations, custom reporting, and workflow optimization, saving you time and helping your business grow. Make Xero work for you with reliable, professional support every step of the way.

See Our Services For Individuals

Explore our range of tailored accounting and advisory services designed to help you succeed.

Self-Assessment Tax Returns

Tax returns can feel overwhelming—but they don’t need to be.

Key Features

Accurate, Timely Filing

Claiming All Allowances

Fixed-Fee, Stress-Free Service

We prepare and submit your return to HMRC, ensuring full compliance and no missed deadlines.
From work expenses to property deductions, we help you claim what you’re entitled to.
From work expenses to property deductions, we help you claim what you’re entitled to.

Personal Tax Planning

Managing your personal tax effectively is key to keeping more of what you earn.

Key Features

Tax Efficiency Reviews

Income and Asset Structuring

Annual and Long-Term Planning

We assess your financial position to ensure you’re using all available tax reliefs and allowances.
We advise on how to structure income, dividends, pensions, and investments for optimal tax treatment.
We advise on how to structure income, dividends, pensions, and investments for optimal tax treatment.

Capital Gains Tax (CGT) Advice

Selling a property, shares, or other assets? You could face a Capital Gains Tax bill.

Key Features

CGT Calculations and Reporting

Property and Share Disposal Support

Relief and Exemption Advice

We calculate your gains, apply reliefs, and ensure you report correctly and on time.
Whether you’re selling a second home or company shares, we ensure you’re tax-aware before you sell.
Whether you’re selling a second home or company shares, we ensure you’re tax-aware before you sell.

Inheritance Tax (IHT) Planning

Inheritance Tax can significantly impact the legacy you leave behind—but with careful planning, much of it can be reduced or avoided.

Key Features

Estate Valuation and IHT Forecasting

Gifting and Relief Strategies

Will and Trust Collaboration

We calculate your estate’s current IHT exposure and identify risks or planning opportunities.
We advise on tax-efficient gifting, spousal exemptions, and Business/ Agricultural Relief.
We advise on tax-efficient gifting, spousal exemptions, and Business/ Agricultural Relief.

Rental Income and Property Tax Advice

Letting out property comes with tax responsibilities—and opportunities.

Key Features

Rental Income Tax Return Support

Relief and Deduction Optimisation

Capital Gains and Property Disposal Planning

We report your income accurately, apply expenses correctly, and ensure HMRC compliance.
From mortgage interest to wear & tear, we help claim all allowable deductions.
From mortgage interest to wear & tear, we help claim all allowable deductions.

See Our Services For Businesses

Explore our range of tailored accounting and advisory services designed to help you succeed.

Bookkeeping

Effective bookkeeping is the cornerstone of any successful business. At Brackenfern Advisory Limited, we provide meticulous bookkeeping services that ensure your financial records are accurate, up-to-date, and compliant with current regulations. Our goal is to give you peace of mind, allowing you to focus on growing your business while we handle the numbers.

Key Features

Customized Bookkeeping Solutions

Real-Time Financial Tracking

Compliance and Accuracy

We tailor our bookkeeping services to fit the unique needs of your business, ensuring that your financial records reflect your operations accurately.
Stay informed with up-to-date financial data, enabling you to monitor your business’s performance and make timely decisions.
Stay informed with up-to-date financial data, enabling you to monitor your business’s performance and make timely decisions.

Accounts Preparation (Year-End Accounts)

Year-end accounts are more than just a compliance requirement—they’re a powerful tool to assess your business performance and plan for future growth. At Brackenfern Advisory Limited, we ensure your accounts are prepared accurately and in line with accounting standards.

Key Features

Accurate and Timely Reporting

Tailored Insights and Analysis

HMRC and Companies House Submission

We ensure your accounts are completed on time and in full compliance with statutory requirements, helping you avoid late filing penalties.
Our team goes beyond the numbers, offering detailed analysis and insights to help you make informed strategic decisions.
Our team goes beyond the numbers, offering detailed analysis and insights to help you make informed strategic decisions.

Corporation Tax Returns

Corporation tax is a major financial obligation for all limited companies—but it doesn’t have to be a headache. At Brackenfern Advisory Limited, we take the stress out of corporation tax by preparing and submitting accurate tax returns on your behalf, identifying reliefs and allowances to legally reduce your tax bill and ensure full compliance with HMRC.

Key Features

HMRC-Compliant Submissions

Tax Efficiency Reviews

Seamless Year-End Integration

We prepare and file your corporation tax return (CT600) in full compliance with HMRC requirements, ensuring no errors or delays.
Our team reviews your financials to identify opportunities to reduce your corporation tax liability through allowable expenses, capital allowances, and other reliefs.
Our team reviews your financials to identify opportunities to reduce your corporation tax liability through allowable expenses, capital allowances, and other reliefs.

VAT Returns

VAT can be a complex and time-consuming area of business finance—but it doesn’t have to be. Brackenfern Advisory Limited provides accurate and compliant VAT return services that ensure you never miss a deadline or pay more than you need to.

Key Features

Accurate VAT Calculations and Filing

Support with VAT Schemes and Registration

Quarterly and Annual Returns

We ensure your VAT returns are completed accurately and filed on time with HMRC, reducing the risk of penalties and errors.
Whether you’re unsure which scheme to use (Standard, Flat Rate, Margin, etc.) or need help registering, we provide clear guidance and full support.
Whether you’re unsure which scheme to use (Standard, Flat Rate, Margin, etc.) or need help registering, we provide clear guidance and full support.

Payroll Services

Managing payroll can be time-consuming and sensitive—one mistake can impact employee trust and lead to penalties.

Key Features

Fully Managed Payroll Processing

Auto-Enrolment & Pension Compliance

Customised Payroll Schedules

We handle all aspects of your payroll, including payslips, HMRC submissions (RTI), and year-end reports—accurately and on schedule.
We ensure your business meets all pension obligations, including managing auto-enrolment duties and communications with providers.
We ensure your business meets all pension obligations, including managing auto-enrolment duties and communications with providers.

Management Accounts

Management accounts give you a powerful lens into your business’s financial performance—far beyond what year-end accounts alone can offer.

Key Features

Monthly or Quarterly Financial Reports

Customised to Your Goals

Performance Reviews and Advisory

We provide regular insights into your profit and loss, cash flow, KPIs, and balance sheet—clearly presented and fully tailored.
We focus on the metrics that matter most to you, whether that’s gross margin, overheads, debtors, or sector-specific indicators.
We focus on the metrics that matter most to you, whether that’s gross margin, overheads, debtors, or sector-specific indicators.

Business Tax Planning

Smart tax planning can mean the difference between just staying compliant and truly optimising your business’s financial future.

Key Features

Strategic Tax Reviews

Reliefs & Allowance Optimisation

Integrated Planning with Year-End

We carry out annual or ad-hoc tax planning reviews to assess your position and identify efficiency opportunities.
From capital allowances to R&D claims, we help you claim every deduction you’re entitled to—legally and confidently.
From capital allowances to R&D claims, we help you claim every deduction you’re entitled to—legally and confidently.

Cash Flow Forecasting

Cash flow is the lifeblood of any business. Brackenfern Advisory Limited provides realistic, detailed cash flow forecasting to help you anticipate peaks and troughs, plan for growth, and avoid surprises.

Key Features

Detailed 3, 6, or 12-Month Forecasts

Scenario Modelling

Integrated with Real-Time Data

We provide flexible forecasting periods tailored to your operational and financial goals.
We build best-case, worst-case, and likely-case scenarios to help you prepare for different outcomes.
We build best-case, worst-case, and likely-case scenarios to help you prepare for different outcomes.

Budgeting for Businesses

A well-prepared budget isn’t just a prediction—it’s a roadmap for business success.

Key Features

Annual and Project-Based Budgeting

Cost Management and Efficiency

Budget vs Actual Tracking

From company-wide budgets to department or project-specific planning, we help map out your financial goals and spending.
Identify unnecessary spending, reallocate resources, and plan cost-saving initiatives with our tailored analysis.
Identify unnecessary spending, reallocate resources, and plan cost-saving initiatives with our tailored analysis.

Business Start-Up Advice

Starting a business is exciting—but the right foundations make all the difference.

Key Features

Business Structure Guidance

Registrations and Compliance Setup

Financial Planning and Tools

Sole trader, limited company, or partnership? We help you choose the right structure for tax, liability, and growth.
We handle company formation, HMRC registration, VAT, payroll, and more—taking care of the red tape so you can focus on your idea.
We handle company formation, HMRC registration, VAT, payroll, and more—taking care of the red tape so you can focus on your idea.

Business Strategy and Growth Planning

Sustainable growth doesn’t happen by chance—it happens by strategy.

Key Features

Tailored Growth Roadmaps

KPI and Performance Planning

Risk and Opportunity Analysis

We build bespoke strategic plans that align your goals with your financial data, market position, and long-term vision.
Measure what matters. We help define the metrics that track your success and set targets to push performance.
Measure what matters. We help define the metrics that track your success and set targets to push performance.

Funding and Loan Application Support

Access to finance can unlock game-changing opportunities—but navigating applications can be complex.

Key Features

Loan and Grant Application Support

Investor Readiness and Pitch Support

Financial Projections and Business Plans

We help you present accurate, compelling financials and supporting documents for successful loan or grant applications.
Need funding from investors? We help you get the financial story straight and investor-ready.
Need funding from investors? We help you get the financial story straight and investor-ready.

Company Secretarial Services

Every business has statutory duties it must meet—but they don’t have to be a distraction.

Key Features

Annual Confirmation Statements and Filings

Registered Office and Statutory Register Maintenance

Director and Shareholder Changes

We handle your Companies House obligations, ensuring timely and accurate filings, every time.
We can act as your registered office and keep your official company records fully up to date.
We can act as your registered office and keep your official company records fully up to date.

R&D Tax Credit Advice

If your business is developing new products, improving systems, or solving technical problems—you may be eligible for valuable R&D tax credits.

Key Features

Eligibility Assessment and Guidance

Technical Report and Cost Compilation

HMRC Claim Submission and Follow-Up

We assess your operations to determine what qualifies as research and development under HMRC’s rules.
We help you prepare clear, compliant technical narratives and claim the right costs, including wages, subcontractors, and materials.
We help you prepare clear, compliant technical narratives and claim the right costs, including wages, subcontractors, and materials.

Business Valuations and Exit Planning

Whether you’re planning to sell, retire, or bring in investors, knowing what your business is worth is critical.

Key Features

Professional Business Valuations

Exit Strategy Design

Tax and Succession Planning

We use industry-standard valuation methods to assess your business’s worth based on real data, not guesswork.
Whether you’re selling, passing to family, or planning an MBO, we map out your ideal exit journey.
Whether you’re selling, passing to family, or planning an MBO, we map out your ideal exit journey.