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Welcome to Oaktree. We service the accountancy, taxation and bookkeeping needs of businesses and individuals across Hampshire and surrounding counties. We have clients of all shapes, sizes and sectors, though we do boast specialist experience and knowledge of the Licensed Trade sector and of buy-to-let landlords.

Services

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Bookkeeping & Accountancy

Everybody needs to undertake bookkeeping and accountancy, but no two businesses or individuals are the same. You may be a limited company, a partnership or a sole trader; you may have investments but little pension, or property but little income. Whatever your situation, your financial service requirements will be specific to you, your current needs and your future ambitions.

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Business Start-up

Setting up your business is a challenging time - there is so much to do simultaneously. It makes good business sense to outsource as many of the tasks that are outside your core skillset as you can. From an accountancy and taxation viewpoint, it is certainly wise to seek professional help to make sure that you are heading in the right direction, that you are structured correctly for your needs, and that you are fulfilling legal requirements, without breaking the bank.

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Licensed Trade Services

The Licensed Trade is subject to particular issues and laws that do not pertain to any other walk of life. In recognition of this speciality - and because we have personal experience in the sector, we decided from the outset to make the Licensed Trade one of our specialisations. We can offer a complete package to cover bookkeeping, stocktaking and management accounts, as well as such trade-specific issues as wastage analysis and Machine Games Duty (MGD).

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Testimonials

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"So far as I’m concerned you deliver a first class service which is everything anyone could want from an Accountant. I’m sure you must be dealing with hundreds of emails and phone calls every day yet you always make me feel like I’m the only client on your mind."

Lorna Haigh, Ellwood Haigh LLP

"Registered our Limited Company some 8 years ago with very little idea of the burden of administrative responsibilities involved. We were fortunate to find Sarah & Lucy who came to the rescue and they took on that burden and have provided book keeping service, professional advice and reassurance. Apart from their serious work ethic, it has been great fun dealing with them and to see them succeed and I wish them well for the future!!"

Rob Lewis, Director, Hydra-Air Limited

"Sarah and Lucy have been our bookkeepers and accountants for almost 7 (forgotten how long!?) years, and can say without equivocation that we would not still be he if not for their efforts. Efficient, fantastically reliable, and incredibly good value, they have kept our company accounts running flawlessly. We could not ask for better."

Tracy Gordon, Mortgage Required Limited

Latest Blog Post

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Childcare vouchers – Enter a scheme before time runs out!

Date: 3rd September 2018

Thousands of families across the UK benefit each month from Childcare vouchers. It may not seem much but for many parents this scheme is invaluable. In April 2017 a new scheme was introduced, Tax-Free childcare, but the pros and cons of each scheme can be confusing. If you are a parent claiming childcare vouchers you need to know which scheme is most beneficial to your family. At Oaktree, we take away the jargon.

 

 

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