Accountants in Southport

Looking for Accountants in Southport? Holden Associates are a family run firm of qualified accountants, business and tax advisers who operate nationally from our offices in the North of England.

We already act as accountants for many local businesses in Southport and the rest of the North of England by providing a comprehensive range of tailor made services to all those clients, so whether you are a start-up, early years or established Southport business, Holden Associates will always treat you as an individual and not a number.

Accountancy & More in Southport

You may be a Southport based business looking for accountants to advise and help you improve your current business model, whether this is through informative and proactive business advice, cost saving solutions, marketing and sales strategies, tax planning advice provided by a Chartered Tax Adviser, expert guidance on employment legislation or just plain ‘good old fashioned’ help and support, when and how you need it.

Whatever it is that brought you here, Accountants – Holden Associates are proud to be building a business that not only offers a jargon free, friendly and down to earth approach to many Southport businesses just like you, but also throughout the North and the rest of the UK.

With our offices only being a 20 minute drive from Southport, or if you prefer we would love time out of the office and we will travel to you, ask yourself these questions about your current Accountants in Southport:

  • Are your Southport accountant’s fees expensive? Yes/No
  • Do your accountants in Southport only do ‘just enough’? Yes/No
  • Are your accounts and tax returns late through no fault of your own? Yes/No
  • Would you like to be contacted about tax saving opportunities? Yes/No
  • Would you like to grow your business? Yes/No
  • Would you like an accountant to make your business life more convenient? Yes/No
  • Do you want less business red tape induced stress? Yes/No
  • Does your Southport accountant come to you, or do you have to go to him? Yes/No

If you answered Yes to any of the above questions please contact us today, but if you’re still not sure …

southport accountants

Business Advice for Southport

southport accountants

Recent research has shown that 50% of business owners only have one accountant during their business life and we therefore appreciate that changing accountants is not something you do lightly, so what do we offer that might tempt you to change?

  • Clouding accounting software since 2005, it’s not new to us
  • Desktop accounting software, help with selection and ongoing support
  • Bookkeeping, we do it, or you do it with our support, you choose
  • Help with implementing Auto Enrolment for Workplace Pensions
  • Payroll Bureau, let us deal with the burden of PAYE and RTI
  • Wealth planning, including Wills and Inheritance Tax planning
  • Jargon free advice and support in the flexible way you want it
  • Business Strategy and Budgeting to help you build your business
  • Insurance against HMRC investigations

Our ability to support you comes from our Directors combined 60 years experience. So, maybe now it’s time you changed your accountants and joined our family?

Call Us: 01704 320560

Flexible Solutions For Your Business

Our Core Values

It is hard to convey who we are on a website, after all you haven’t met us, you don’t know us, so, we all sat down and between us came up with what we consider to be our core values, the values that underpin our business and our approach, it goes without saying we are professionally qualified and technically capable, so what are our core values.

Trusted

Our advisors and their skills aren’t just tried and tested; they’re trusted too. We’re technically competent, experienced and completely confidential when working with our customers.

Welcoming

We’re not about the corporate feel. We’re a warm, friendly, approachable team who pride ourselves on communicating in layman’s terms – no silly bamboozle, just simple business.

Analytical

Our analytical skills are second to none; we certainly don’t take things at face value and in our industry, a keen eye for analysis can be the difference between standard assistance and excellent services.

Relatable

Contrary to popular belief, accountants are humans too! We’re wholly empathetic and can relate to a variety of life and business experiences to provide an excellent, trusted service.

Approachable

Our door is always open. There’s no question too complicated, and no job too big or small. We want our customers to feel totally comfortable when seeking help and guidance, and they do.

What Our Clients Say

Holden Associates
5.0
Based on 47 reviews
powered by Google
Heather FaircloughHeather Fairclough
08:53 02 May 24
Jason, Nicola and Lauren are amazing at what they do. They put so much effort and time into everything they do, always going above and beyond to support me. I am so pleased I chose Holden Associates as my accountants and I wouldn't go anywhere else. Could not recommend them enough!
Paul FreemanPaul Freeman
20:34 25 Jan 24
We have nothing but praise for Jason and the team in supporting us with our tax returns. Super fast service, so helpful and friendly, we cannot recommend them enough - they are awesome. Highly recommend having Jason and the team as your partners in working through the world of tax!
Sue HarrisonSue Harrison
09:50 19 Oct 23
I have been a customer of Holden Associates for 3 years and I have never regretted choosing them as my financial advisors. They are specialists in every area I need for my business, from tax planning to bookkeeping and payroll. One of the things I appreciate most about them is their approachability; whenever I need to meet with them, I can easily pop into their office, and they always make time to listen to my concerns and answer my questions. They are also quick to respond to my queries, which is something I value greatly. I really appreciate the support of the whole team; Nicola who has patiently taught me how to do my bookkeeping and checked all my submissions to HMRC; Lauren who keeps me straight with my PAYE and accounts and of course Jason who gives me honest and brilliant advice. Finally, one of the reasons why I trust Holden’s with my financial affairs and ‘hard earned money’ is because they have been in business for a long time and I have the assurance that they will be around for many years to come, and that they have the expertise to assist me with any financial challenge that may come my way. I would highly recommend Holden Associates to anyone in need of a friendly, knowledgeable and reliable financial partner.
SyGem SoftwareSyGem Software
11:31 04 Sep 23
Jason and the team worked tirelessly to dig me out of a crypto-shaped hole. Knowledgable, professional and friendly - highly recommended.
Martin keelerMartin keeler
00:43 03 Apr 23
wonderful support - recommend
Martin keelerMartin keeler
00:43 03 Apr 23
wonderful support - recommend
Lisa TaborLisa Tabor
11:10 24 Mar 23
Having been left in a total mess by our previous accountant on our LTD company, Holden Associates certainly have come to the rescue. We couldn't recommend them more, not only for the lengths they have gone to, to help us start to see a light at the end of the tunnel, but also their professional, friendly and supportive approach. They talk you through everything, so you understand and learn as business owner. If I could give them a10/10 I'd give them a 20!
Richard BarrettRichard Barrett
16:45 20 Mar 23
I've found Jason and his team to be the perfect combination of expertise and guidance. They have a friendly, down-to-earth approach which really makes a big difference too. Fantastic company all round!
Siobhan SharpSiobhan Sharp
15:42 20 Mar 23
Jason, Lauren and the team are fantastic! They are very knowledgeable and extremely helpful. I would have no hesitation recommending them. Very professional and efficient and excellent value for money.
Paul FogartyPaul Fogarty
08:16 20 Mar 23
Highly recommended Holden associates I didn’t have a clue what I was doing with my accounts these have helped me out big timeThey are always there to help me out if I’m not sureThere a pleasure to deal with
Faye FreemanFaye Freeman
17:37 17 Mar 23
Had a great experience for my tax return with Holden Associates - Jason and the wider team are great, really responsive, and make the jargon of tax really easy to understand. Highly recommend working with them!
David MarshDavid Marsh
17:19 17 Mar 23
Cannot recommend Holden Associates highly enough. They have supported our businesses for more almost 10-years. They understand your needs quickly and stay with you over the long run. Thank you
Left my old accountant as I believed they were biased towards my husband, whom I’m divorcing (meant to be acting in both of our interests) I hadn’t signed a tax return due to my belief that figures were incorrect and I was due to be fined a considerable sum, they drafted a letter and the fine was waived by HMRC.I have every confidence in Jason and his team to have my best interests at heart. They have a personal touch as a company and have offered me both practical advice and empathy, during a very difficult period….this has been invaluable to me.Thank you!
I WI W
13:29 29 Jun 22
Everybody here has helped me tremendously this year and I couldn’t recommend them highly enough!
Pam DaviesPam Davies
19:04 18 Mar 22
The Team at Holden Associates are an absolute pleasure to deal with and Jason went above and beyond when it came to advising on my situation. He also pointed me in the right direction for any aspects Holden Associates didn't specialise in themselves. Would definitely recommend!
Pam GriffinPam Griffin
19:04 18 Mar 22
The Team at Holden Associates are an absolute pleasure to deal with and Jason went above and beyond when it came to advising on my situation. He also pointed me in the right direction for any aspects Holden Associates didn't specialise in themselves. Would definitely recommend!
Ivana CharvatovaIvana Charvatova
14:47 07 Feb 22
This is a company that has completely changed my fear of filing tax returns and paperwork around. Jason, Nicola and Lauren are always very helpful, efficient and professional and I feel like I can completely rely on their thorough expertise. Fantastic team, and I consider myself lucky to have met them!
Catherine FosterCatherine Foster
09:21 25 Jan 22
I feel comfortable in the knowing that they are professional and approachable and am pleased that they are looking after my business
Dawn PayneDawn Payne
17:08 18 Jan 22
Jason, Lauren and Nicola have been wonderful in rectifying all the mistakes our previous accountant made. They have worked tirelessly on our behalf and took away a lot of difficulties we faced. They have no issues at all in talking through everything with us, nothing is ever a problem to them. I cannot recommend them enough. If I could give 10 stars, I simply would.
Alun JonesAlun Jones
13:09 14 Jan 22
Jason and Nicola have helped me from opening my business through to ensuring that I’m aware of all support available and changes during the Covid pandemic.
Darren FurlongDarren Furlong
18:39 13 Jan 22
Only rating provided.
Tracey PaxtonTracey Paxton
17:05 13 Jan 22
Only rating provided.
marc ormemarc orme
15:34 01 Dec 21
I contacted Holden Associates in September 2020, as for the first time in my life I left the comfort of employment to setup my own business. With so many elements of my business to setup, which were all new to me, contacting accountants was by far the most difficult. Many didn't return calls, some didn't come across professional and were focused on how cheap they were. My experience with Holden's was very different, they were genuinely helpful, shared valuable knowledge and provided free initial support. Jason, Nicola and Lauren have all been great support throughout my first year trading, always on hand to answer my questions and having just completed my year end accounts, I have seen the team in action from start to finish. Very impressed and would happily recommend to new business start ups and more established businesses.
Lydia HaleLydia Hale
18:01 11 Aug 21
Jason provided a fantastic service completing my Capital Gains Tax Return. It completely took the pressure & worry away knowing a professional was completing it, especially as there is a 30 day turn-around for CGT returns after selling a property. Thanks so much to Jason & his team
John CJohn C
19:07 09 Jan 21
I’m absolutely delighted to have come across Jason and the team at Holden Associates. They tick all my boxes. They are responsive, professional, and respectful, with a down-to-earth approach that I really appreciate. They’ve offered me excellent guidance and they’re a pleasure to work with. Wholeheartedly recommend!
IAN STRICKLANDIAN STRICKLAND
12:03 04 Jan 21
I am delighted to share my positive experiences from Jason and his dedicated team at Holden Associates.Jason has kindly assisted me with all TAX matters since 2018 of which his service has been outstanding, prompt, in-depth where needed, and very efficient. I thoroughly recommend that in requiring any form of TAX advice you make Jason your first choice.
Catherine ArmstrongCatherine Armstrong
21:58 30 Nov 20
Only rating provided.
A SA S
19:05 20 Nov 20
Highly knowledgeable, informative and extremely helpful. I've had three accountants and Holden Associates are by far the most helpful and informative. Worth every penny and I wouldn't hesitate to recommend them.
Tom GhannadTom Ghannad
14:03 17 Nov 20
Jason and the team are always helpful and keen to recommend items which will assist our business with essential next steps and growth.
chris parrychris parry
19:12 12 Nov 20
Jason and the team are extremely helpful and supportive, and seem to work round the clock. Nothing is too much trouble, and the turnaround on accounting work is very quick and accurate. Great service.
john harperjohn harper
14:29 11 Nov 20
jason is always ahead of the game,his responces and fantastic information during the covid-19 have been invaluable to my business and many times in the past ,recessions etc. i have known jason and nicolafor nearly thirty years and jason has been my accountantfor all of that time and he has my absolute trust and more importantly he is a true friend.one that if needed quickly ,i know i could ring him any time day or night for really sound practical and professional advice that is always heeded. yours sincerely, john harper
James BullJames Bull
14:29 10 Nov 20
Only rating provided.
Blackstripe MarketingBlackstripe Marketing
14:07 10 Nov 20
We had been with our previous Accountants for 12 years and moved our accounts over to Jason last year - best decision! Highly recommend.
Highly recommend, best thing we ever did was changing our Accountancy firm to Holden Associates.
James McALISTERJames McALISTER
13:48 10 Nov 20
I changed to Holden Associates after my previous accountant really messed up my companies account reporting and VAT... since moving to Jason and the team I have received superb, professional, friendly accounting expertise... they are always available for good, prompt advice... they send me regular emails containing useful information too... they can always fit you in, if you need top see them in a hurry... I have utter confidence in the work they do for me... and a bonus is, they are all very nice people...
Holden Associates have been looking after my accounts for many years. The whole team is very supportive and I feel blessed to know that I am well looked after, despite not being in the same city or even meeting them directly. I would recommend any small to medium size business owners Holden Associates with their expertise.
Jane ThompsonJane Thompson
08:58 10 Nov 20
Jason, Nicola and Lauren are very professional and will go out of their way to help you. They have helped me so much.. I would be lost without them.
Sky SparksSky Sparks
19:15 09 Nov 20
A fantastic company with very friendly helpful family like staff, always available to help snd they get the job done. Fast and efficient wouldn’t go anywhere else
David MarshDavid Marsh
17:30 09 Nov 20
Cannot recommend Holden Associates highly enough. They have supported our businesses for more than 12 years. They understand your needs quickly and stay with you over the long run. Thank you
Jamie RiddochJamie Riddoch
17:07 09 Nov 20
Jason and his team are always quick and professional wirh their responses and paperwork. Even throughout the uncertainty and pandemonium of this year they’ve managed to maintain there high and quick standards
Andrew SharpAndrew Sharp
16:56 09 Nov 20
Jason and the team have been brilliant in helping manage my business and personal affairs. They are great at dealing with my last minute requests and show endless patience. I've recommended them to numerous friends and will do so again without hesitation. It's a pleasure to promote such a friendly and efficient business - true partners.
Colin HillColin Hill
16:45 09 Nov 20
Only rating provided.
Susan BunnerSusan Bunner
11:13 30 Jun 20
I have worked with Holden Associates for some years now. They continue to provide professional yet friendly support for my business. I would highly recommend their services
Stephen ClarkStephen Clark
11:04 18 May 20
Only rating provided.
Bay GarciaBay Garcia
11:32 17 May 20
The Holden team have always been a great support and help over the past 14 years for me. Nothing is ever too much trouble. Speedy service, efficiency and invaluable advice. Even now, in these Covid troubled times, they still find time for each and every client. They have been my husband's accountant from day one, over 20 years ago, and not once has he ever thought about switching firms. In one word: BRILLIANT! That's what they are. I can't recommend them enough👍 Top notch accountants.
Grant HolmanGrant Holman
10:22 14 May 20
I've been with Holden Associates for over ten years now and don't hesitate to give Jason and Nicola a 5 star recommendation. They genuinely care about their clients and go above and beyond to provide an exemplary service. They are also always ahead of the curve when it comes to the latest HMRC requirments and automations.
Henneke HemingwayHenneke Hemingway
10:10 13 May 20
Excellent personal service, the staff deal with my needs promptly and are always ready to give professional advice.
Richard BarrettRichard Barrett
07:58 13 May 20
I've found Jason and his team to be the perfect combination of expertise and guidance. They have a friendly, down-to-earth approach which really makes a big difference too. Fantastic company all round!
Mark HollowayMark Holloway
14:32 12 May 20
Trustworthy, helpful and friendly are just a few words that spring to mind when I think of the Team at Holden Associates.Navigating tax efficiency is an extremely daunting venture but I have found it less burdensome with the help of Jason and the Team.This has enabled me to make better informed decisions and start my own business. Although in its infancy I see Holden Associates by my side for many years to come.
Pam ThompsonPam Thompson
14:24 12 May 20
We have found the advice and support from Jason, Nicola, and Lauren at Holden Associates invaluable. Professional, friendly, helpful, and easy to contact when needed.
Flying CorksFlying Corks
12:49 12 May 20
Holden Associates have been fantastic partners for our business, offering tailored advice and making the difficult things easy. Highly recommended!
Holden Associates were recommended to me over 10 years ago, I feel it only right to recommend them to you. I have had a number of challenging times during these past years. Jason and the team have always given me sound advise.Today, my business is operating at its best to date, I would be a fool to think I could of done it without an accountancy firm like Holden Associates.
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