Welcome to
Oaktree Accountants

Nestled in the heart of Andover, we deliver full accountancy, business growth and tax planning services to a variety of sectors. We love to work with motivated and passionate individuals and companies who want to be the best they can be.
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Our Services

Bookkeeping & Accountancy

Using our cloud accounting, you receive instant access to the information you really need in real time, giving you complete control of your numbers.

Bookkeeping & Accountancy

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Payroll

A happy team means happy customers. Our complete payroll solution reduces your administrative burden and ensures your team can be paid accurately and on time every time.

Payroll

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Corporate Tax & Planning

Our tax planning service works with you to identify where you can take advantage of tax relief opportunities. We save you crucial money that could be best used elsewhere.

Corporate Tax & Planning

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Personal Tax Planning

No matter your situation, we provide expert advice on income tax, capital gains tax, inheritance tax, trusts, and estates to help you plan for yours and your family’s future.

Personal Tax Planning

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Client Testimonials

“We are in our second year of working with Oaktree. Started with a basic accounts package and then as our business grew so did the services we required. I love the fact that nothing is a problem and that they always have a solution for our problems.”
Ben TeasdaleElectric Workz
“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 HarberAndover Radio
“Sarah & Lucy have been our accountants for 7 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.”
Tracy GordonMortgage Required Limited
“Fantastic Business. We’ve been using them since we started. We met them at a small business market while we were doing cupcakes from our home kitchen and they’ve grown with us to the high street, giving us sound advice and nothing is ever too much trouble.”
Bev BothaThe Travelling Cupcake
“Oaktree did not disappoint. I would like to thank them for their high level and efficient service they have provided us with. It’s easy to lose track of important dates for filing tax, VAT and payroll year ends. Oaktree makes sure that none of these are missed.”
Tracy ButwellThe New Inn
“We Registered our Limited Company some 8 years ago with little idea of the burden of administrative work involved. We were fortunate to find Sarah & Lucy who came to the rescue and they took on that burden and have provided bookkeeping service.”
Rob LewisHydra - Air Limited
“Oaktree Accountants are friendly, approachable and professional – all you need in an accountant. Highly recommended.”
Stephanie BriggsLa Di Da Interiors Ltd
“Oaktree Accounts provide a great service, it’s really helping me keep track of my business and provide me with all the answers to the questions I have.”
Jason HoneywellHoneywell Construction
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Cloud Accounting

Xero

Xero’s online accounting software is perfectly designed to increase efficiency and reduce stress surrounding running your business. Its instant access to up-to date financial reports and automatically fed in bank transactions means you are always up to date with the financial health and profitability of your business. As Oaktree are certified Gold partners, Making Tax Digital ready certified and Xero migration specialists you also receive a free, bespoke Xero training session tailored to your business.
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Receipt Bank

At Oaktree, we are always looking for ways to make your life easier and your business more efficient. Receipt Bank is an award-winning xero add-on which automatically converts all your receipts and invoices into data, making it easy for you to send your financial information straight to your dedicated client manager. Oaktree is a platinum partner of Receipt Bank so you know we have dedicated our time to ensure Receipt Bank is the perfect software for you to use.
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Latest From The Blog

Who can use the VAT retail schemes?

VAT retail schemes are a special set of schemes used by retail businesses to account for VAT. The schemes are used by businesses that sell a significant amount of low value and/or small quantity items to the public with different VAT

Apportionment and duality

When deciding whether an expense is allowed or disallowed it is important to consider that the expenditure must be incurred wholly and exclusively for the purposes of your trade or employment.

Under the legislation any expenditure not incurred

Bed and breakfast – the same day rule

Historically, the term bed and breakfasting (sale and repurchase) of shares referred to transactions where shares were sold and then bought back the next morning. This used to have Capital Gains Tax (CGT) benefits by crystallising a gain or a loss