modern accountants

switching to us

Statistics show that 27% of businesses are working with an accountant that they want to switch from.

Most don’t switch because they worry about the time and effort involved in making the switch.
It is easier than you think, and we handle the process for you.

reasons you may want to switch accountant

SWITCH NOW

they never get back to you

so you don’t get the answers you need when you need them

don't use latest technology

you recognise cloud tech can save you time and want to use it but you don’t feel your current accountant has really got to grips with it

use technical jargon

you feel like you are blinded with technical terms rather than understanding your financial position.

unexpected bills

you feel like you get another bill every time you pick up the phone

Your financial information is not up to date

you are not getting the figures you need to run your business

This is why we are different

Client experience and focusing on what you want to achieve is at the core of what we do.
Providing you with a tech stack and financial information you need to run your business.

Our fees are monthly and agreed in advance so there are no nasty surprises.

Clients find when working with us they spend less time doing accounting, have a better understanding of their current finance and taxes, enabling them to make better decisions.

READY TO SWITCH?

what our clients say

"easy to understand"

"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 Walker - Diabetes Safety Organisation Limited

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"an expert in her field"

"We have been using Spotlight Accounting Limited and the services they provide since starting my business. We use Carrie in a number of ways. She is an expert in her field and makes my life so much easier and less scary when it comes to everything she does for my business.

I treat Carrie as a consultant to my business rather than just an accountant. Her knowledge of the latest Technology and Apps available to help me reduce my time is fantastic. Using Spotlight Accounting Limited enables me to be with my customers more and make my business more successful, more productive and ultimately more profitable."

Richard Carless – Shifnal Plant Limited

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"above and beyond"

"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 Hoar

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"highly recommended"

"Carrie always does an amazing job. We completely trust her and would highly recommend her."

Ellie Garbett - Director

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"cutting edge"

"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

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"second to none"

"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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"efficient and responsive"

"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

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Welcome to Spotlight Accounting!

Let's get you onboarded!

Please fill in the form below with as much information as possible allow a smooth onboarding process.

While some information may seem excessive, unfortunately we need it as part of our anti-money laundering procedures.

Your Details

First Name *
Last Name *
Email Address *
Phone Number *
Date of Birth *
Nationality
National Insurance Number *
Personal UTR Number (Unique Taxpayer Reference)
Address *
Street AddressApt, Suite, Bldg. (optional)CityState / Province / RegionPostal / Zip CodeCountry
Are you aware of any association you may have with a PEP? (Politically exposed person) *
YesNo
Main Sources of Income / Capital *
Marital Status *
Upload ID *We require proof of ID for our anti-money laundering checks. Please provide a clear photograph or scan of one of the following: - Your driving licence - Your passport - A government issued photo ID For more information
Upload Proof of Address *We require proof of address for our anti-money laundering checks. Please provide a clear photograph or scan of one of the following: - Driving Licence (If not used for proof of ID) - Utility Bill (Not a mobile phone bill) - Bank Statement (Not credit card statement) - HMRC Correspondence

Company / Business Details

Company / Business Name *
Registered Business Address *
Street AddressApt, Suite, Bldg. (optional)CityState / Province / RegionPostal / Zip CodeCountry
Invoice Address (If Different From Registered Address)
Street AddressApt, Suite, Bldg. (optional)CityState / Province / RegionPostal / Zip CodeCountry
Business Email Address *
Business Phone Number
Business UTR Number (Unique Taxpayer Reference)
Company Number (If Applicable)
Legal Structure of Company *
Incorporation Date (If Applicable)
Year End
Key Sources of Income and Captial
Expected Turnover / Income
Expected Profit / Surplus
Typical Transaction Value

PAYE (If Applicable)

PAYE Reference
Accounts Office Reference

VAT (If Applicable)

VAT Registration Number
Date of VAT Registration
Final Month of Last VAT Return Submitted
Box 5 Figure on Last VAT Return Submitted

Previous Accountant

Name of Previous Accountant *
Previous Accountants Email Address *
Previous Accountants Address
Street AddressApt, Suite, Bldg. (optional)CityState / Province / RegionPostal / Zip CodeCountry

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