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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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"This hugely impressive organisation has done some very, very good work for us. Highly recommended...I mean, highly recommended. We're so pleased to be working with Sarah and Lucy and all their team. An exceptional local business."

David Harber, Andover Radio

"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

"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

Latest Blog Post

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Rabbits, Top Hats, Pot Holes but where’s Alice as Fiscal Phil builds our Wonderland?

Date: 30th October 2018

The Budget yesterday had all the potential to be a fairy tale, but no! The annual forecasts are set to rise, more people are forecast to be in job by 2022, meaning the tax receipt projections are up, making more spending possible!

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