Business Planning Service
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Deep diving under the bonnet of your business
“Insanity is doing the same thing over and over and expecting different results”
Albert Einstein
You will receive pre-work to enable us to understand:
- Why your business exists
- The vision and direction of your business
- The values of your business
- What your business needs to deliver to you
- What are the business opportunities
- What are the businesses vulnerabilities
Using this we will work with you to create a one page business session which acts as a roadmap to success. In the session we will identify and prioritise your key goals, create strategies and give a clear time frame for achieving them.
The plan gives clear focus on which eliminates procrastination and puts you back on the pathway to success.
Why you may benefit from our business planning session:
- You feel that your business is controlling you, rather than you controlling the business.
- You started out with a clear vision for your business and never quite seem to get there.
- You have fallen out of love with your business.
- You have a never-ending list of things you need to achieve but don’t know where to start.
Ready to work with us?
If you like the sound of what we do and want to work with us, let’s talk.
If you’re worried about switching from your existing accountant, don’t.
It’s easier that you think – 27% businesses work with an accountant that they want to switch from. The process is all dealt with by us and we make it as painless as possible.
Contact Us
Complete our contact form and Carrie or a member of our accounting team will contact you quickly:
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Client Reviews
Please take a moment to read our reviews from our many satisfied accounting clients.
"Carrie always does an amazing job. We completely trust her and would highly recommend her."
Ellie GarbettDirector
"As a business owner Carrie has made my life so easy. I often find when you work with accountants or technical people, they talk at you, in their own language and seem shocked when you don’t understand! Carrie explains things in plain English making it easy to understand what needs to be done and why. I can not recommend her highly enough."
Kate WalkerDiabetes Safety Organisation Limited
"Carrie & Team go above and beyond, it was something I needed sorting and they took away the stress and delivered a great service they were recommended and I’m so happy I used them. I can’t wait to grow my business with an accounts team that go that extra mile that make the service feel really personable…. "
Simon HoarBusiness Owner
"I have been a client of Carrie’s for several years now and have received excellent service. Advice on both personal and business taxation matters is always pro-active so there is time to implement it. Carrie and her team are also readily available to answer any queries regarding accounting software or dealing with HMRC.Highly recommended as an efficient and responsive accountant."
Steve Burman Director
"Carrie's help has been really valuable in helping me to navigate the tax and accountancy issues of a sole trader business. She's right at the cutting edge of helping her clients deal with 'making tax digital' and her service is always friendly, helpful and responsive. "
Hugh Jackson Architect
"Carrie was invaluable in the process of starting up my business. I will always recommend Carrie to anybody needing assistance with their accounts, and her knowledge and expertise in making a business thrive really are second to none."
Ellie Parkes Owner
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Google Rating
5.0
Based on 48 reviews
Spotlight Accounting Limited
5.0
Nicola M.
We have been working with Spotlight Accounting for many years. Carrie and the team have been a real asset to our businesses and private finances offering expertise and guidance in helping us to grow. I cannot recommend them enough to assist with all businesses large and small.
Natalie S.
As someone who is newly self employed, Spotlight Accounting have given me comfort in knowing that my finances are being taken care of and there won't be a scary unexpected bill at the end of the year! The team are always at hand to answer any questions and I know if I had any problems they would be there to help solve them!
Marc D.
Recently changed to Spotlight and I've found them to be excellent. Pro-active in their approach, regular updates and podcasts of topical issues and a lovely team to speak to. A refreshing approach to dealing with their clients. I would highly recommend.
Stephen M.
Great service. All the knowledge and experience and detailed advice you expect of a large practice with the care, personal and individual attention you expect from a small, dedicated team. I cannot recommend Spotlight more highly.
Linda D.
A small, local company, very friendly staff who welcome me to the office with a smile & respond promptly to my queries via telephone or email. Love the personal service I receive - sadly so lacking in most businesses these days. Spotlight Team : Highly recommended by me.
Phil F.
We found Spotlight most helpful, accommodating and welcoming as regards onboarding management of our payroll and providing information and advice. We would happily recommend them.
Mark W.
Excellent company. Very patient with me and willing to explain every step of the process as simply as I needed. Prompt and professional with replies and actions while also being very relatable and making everything very comfortable & easy for me.
Mike R.
At last, an accountancy firm that actually works for you and not just a tick box exercise. Expert and professional advice from a team of well trained and informed employees who actually want to provide a service that suites the client and not the business model.
Celine D.
We've been using Spotlight Accounting for all of our 7 companies for several years now & we've experienced nothing but top-tier professionalism & accounting expertise across all of our companies for many different industries (with real estate, e-commerce and offshoring to name a few).Carrie & her team are always great at what they do & we always feel like they can always solve any problems that we encounter in our businesses! 🙂
Ryan G.
We have used Carrie at Spotlight Accounting for more than 10 years. Carrie goes above and beyond to make sure that we are receiving the best possible advice. She has helped us grow our business since incorporation, providing us with guidance at every step of the way. There is no question that Carrie has contributed towards making our business the success that it is today.
Steve M.
I've been trusting Carrie and her team at Spotlight for over 15 years. Her advice has been timely and valuable, not just for accounting and tax but for other business considerations too. Highly recommended.
Sandra B.
Professional, courteous and helpful advice regarding my Capital Gains liability. Will definitely use again. Recommended. Thanks.
CHRIS A.
Carrie and her team are professional and gave good advice recently. Thank you.
Andrew G.
Brilliant service from Carrie and the Team at Spotlight Accounting. I've been using them since I started my business 2-years ago, and I will continue to use them and recommend them to others.
TIM W.
Very professional ,Would highly recommend .Very happy.
Anil M.
Spotlight Accounting provide a friendly, approachable and highly professional service. Carrie, Emma and the rest of the team are really responsive and able to explain financially technical issues, in clear and easy to understand terms. These guys care about their clients' financial well-being and it shows. Highly recommended.
Zac W.
Great experience from spotlight, Emma and Carrie have been so helpful and informative. Would highly recommend and will continue to use them for all accountancy needs
Dave L.
The covid pandemic put an end to my business...my accountants decided not to continue processing my accounts which left me in the middle of a financial nightmare....HMRC were breathing very heavily down my neck...what to do????? Purely by chance I overheard a conversation that mentioned SPOTLIGHT ACCOUNTING in Shifnal...and even though the story being relayed seemed too good to be true, I had to do something, and fast. So I figured, nothing chanced, nothing gained, and I gave them a call. I was duly invited to a meeting with Carrie Stokes, a lovely lady, who calmly and patiently listened to my situation, and began putting measures in place to bring everything back on to an even keel. She liased with my previous accountants, and retrieved all the relevant info for HMRC. She kept me updated regularly via email, and all of my financial issues were dealt with collectively. Carrie basically "broad sworded" the whole issue and dealt with it, without clouding the issue for me with legal narratives and jargon. I cannot express how relieved I am to have found SPOTLIGHT ACCOUNTING, and Carrie. The HMRC are happy(or as happy as they can be!) and my head has stopped spinning. I would thoroughly recommend SPOTLIGHT ACCOUNTING LIMITED. Professional to the extreme, knowledgeable, courteous, and patiently understanding. They are also very fair with their costings. Mine was an emergency situation, and an unscrupulous company could well have fleeced me, but Carrie and the team kept it all very real. They go more than the extra mile, and I couldn't be happier. If you need the services of an exception accountant, go to SPOTLIGHT, you won't be disappointed.
Amanda H.
Fantastic.. Really helpful and gave me a lot of good advice. Highly recommend!
tom A.
A fantastic Accountancy Team with superb knowledge and customer service. Carrie and the Spotlight Team have been fundamental in helping my business develop and grow over the last 5 years. There advice and support is second to none.
Natalie W.
Carrie has been our accountant for over ten years and we highly recommend her and her team. She has played fundamental part in the successful growth of our company with her professional advice.
Shifnal Plant L.
Lee H.
I always receive a fantastic service no matter who i speak to at Spotlight but on this occasion it was with Jim.He was very friendly and supportive when I called. Always happy to help with problems & questions and willing to take the time to explain exactly.Plus he always adds value to every meeting. Recommended highly
Russell C.
Very professional and friendly service, highly recommended.
Anthony W.
I have been advised by Spotlight and Carrie on a number of occasions in recent years whilst working as an expat away from the UK. The advice I have received relating to tax and recently when purchasing a new home have been invaluable. I find Carrie really easy to do business with and extremely down to earth.
Rachael T.
Can’t thank Emma and Carrie enough for their help with our first tax year! They guided us through the process and explained everything so easily. They took the stress out of it all. Highly recommend and we’ll continue to work with them.
Stephen S.
What really distinguishes Spotlight is that the team proactively look for ways to save their clients money and add value, beyond the client’s instructions and expectations. This is professional service with a personal touch. The service is very responsive and delivers great quality at good value.
Leo R.
I love speaking with Carrie and the team, becuase everytime I do, they save me money!!!
Adam W.
Great working with everyone at spotlight. It takes out all of the hassle and worry regarding my accounts and getting things right first time!!!
Matt L.
For several years I worked with two different accountancy firms that delivered a ‘standardised’ service for firms like my own. I never met any of their staff in person and felt more like a customer number than a customer. I had little confidence that they would be proactive in giving me advice to enhance my business or to minimise my tax liabilities. I switched to Carrie and the team at Spotlight mid-way through 2019 and have been a great deal happier since then. Although I pay a little more, I believe that this has been more than offset by the professional advice that I have received and have more confidence that Spotlight has a genuine interest in me and my business. The team are friendly and quick to respond to enquiries and I would be happy to commend their service.
Ella O.
Luke B.
Carrie at Spotlight Accounting Limited is a brilliant accountant! Reliable and professional business.
Adam H.
There's not many words to say about Spotlight accounting, professional, helpful, great advise and support. Carrie has a great professional nature and will always assist at short notice. Definitely recommend 100%.
Kevin O.
Fantastic service. Always a friendly and supportive voice when you call them and always a prompt resolution to problems. And they take the time to explain exactly what they've done in lay terms, meaning you don't need a qualification in accountancy to understand them. If you're looking for an accountant Spotlight are absolutely first rate.
Jay H.
I've been with Spotlight Accounting for years now and they've been great to us. They're always responsive with great advise and always happy to help.It doesn't matter how big or small you are the team are always happy to help. Special thanks to Carrie and Claire for all the help and support over the years.I would recommend Spotlight to anyone who is looking for anything but your old fashion accountants.
Tim P.
I have dealt with Carrie and her team for a number of years. Excellent knowledge and advice, which is always explained in a manor that is easy to understand.Would recommend to anybody who is looking for a friendly, reliable and knowledgable service, look no further.
James P.
Recent multi family grievances left us worried about tax implications and how to structure our affairs.With the help of Carrie, Jim and the team, we have made significant improvements and now have peace of mind.I can't thank them enough for helping us with this confusing and time sensitive problem.They are highly recommended by me and my family.
Steven O.
Carrie, Jim and the team are so thorough, friendly, forward-looking and strategic as my financial partners for my business and my personal accounting and tax preparation. I'm delighted to work with Spotlight!
Gareth B.
Carrie and her dedicated team are always ready to answer any questions/queries on what can be a very complicated issue, TAX..I wouldn't hesitate to recommend any self employed person to get in contact and see what they can offer their business.
Amanda H.
Carrie and her team provide my business with the latest information and business systems. Having this reassurance and knowing that the team at spotlight have got your back is priceless.I highly recommend Spotlights services
Andrew P.
I've had a few accountants in the many years I've been trading, and I have to say Carrie and her team are the best.She is thorough and on top of her game. She provides advice when appropriate. She helped me through a VAT investigation and made it pain-free.The IT systems that she uses makes it easier to send and share documents too. I strongly recommend Spotlight Accounting!
Sharon B.
I have always received excellent friendly service from Spotlight accounting. Always very quick at responding to queries. i would have no hesitation in recommending them to my friends and colleagues.
Peter E.
I first approached Carrie for help about 8 months ago to set up a Limited Company for one of my sons businesses as well as numerous questions on his other sole trader business. She couldn't have been more helpful and informative.Since then, being new to limited companies, Xero and Dext, there have been numerous queries along the way, but nothing has been too much trouble. I mainly speak to Emma, who is fantastic, as is Claire on payroll, but at some point I have dealt with every member of the team and the service and friendliness of all is first class and they are a credit to the business.Carrie and her team are a delight to work with and I can highly recommended them.
Laura D.
I honestly can’t say enough great things about Carrie and her team 🙌 I can genuinely say had I not found Carrie my business and I know it sounds dramatic my life would not be the same! Carrie assessed my business model with me and pointed things out to me that I was completely blind to (she says it’s because I’m a nice person) I’d say I’m mad! She’s managed to get a total notebook and pen technophobe onto xero and Dext, again life changing. Her fees are totally transparent and manageable, no more nasty shocks at year end. When I call no problem is too much effort or trouble and I feel like they all genuinely care and support my business, they feel like an extension of my business a true partnership that I am so very grateful for ☺️ I’ve recommended Carrie to everyone I know, not your typical accountant at all!
Karl B.
We started using Carrie and the team at Spotlight towards the end of last year. It's been a breath of fresh air! We needed an accounts team that is on the same page, shares the same values and will help us continue to grow. It's been one of the best decisions we've made.Sometimes you come across companies that go the extra mile, this is one of them. We're very pleased and I can highly recommend Spotlight Accounting to anyone who is looking for a great accounts team and peace of mind.
Mark S.
Carrie and her team have looked after with regards to submitting accounts, setting yo companies and closing companies. They always act professionally and are readily available for advice and recommendations. I was very happy with the service provided and would strongly recommend.
Maribel P.
Carrie has been my accountant since I've started the business in 2012. She's very knowledgable, patient and always takes the time to listen to my concerns. I highly recommend her and her team.
Laura A.
Carrie and her team offer an excellent, professional, highly knowledgeable, friendly and approachable service. I have been using Carrie's accountancy services for over 10 years and she has always been exceptionally responsive to any queries and quick to advise on any matters where I have been unsure. Highly recommended for all type of business.
