Roberts York, committed to you, not just your business

Our Services

Accounts Preparation | Self Assessment | Management Accounts | Bookkeeping and VAT | Payroll
Click here to find out more…

Why Roberts York Chartered Accountants?

Business owners often don’t have the time or specialist expertise to manage their finances in-house, and strong financial management can make the difference between the success or failure of any business.

Roberts York chartered accountants provide accounting, tax and financial management services so business owners can focus on execution and growth. A contemporary accounting practice utilising the latest technology to make your business simpler, faster, better.

We offer a depth of expertise, a tried and tested approach and a winning formula that will ensure you are positioned well for success.

Accounting services for SMEs in the UK based in Hampshire with the depth of expertise required to help you solve your accounting and finance problems.

Depth of expertise

UK chartered accountancy practice - ICAEW (ACA) and ACCA qualified and training.

15 years serving UK clients, from contractors to complex multi-million pound businesses with various product and service channels.

Small to medium sized British business accounting services.

Local Expertise

“We are an experienced female founder owner lead tech savvy practice based in the heart of Hampshire. In keeping with our British heritage, we are professional, responsive and dynamic.”

Accouting and finance in for small businesses in Surrey and Hampshire.

Sector Expertise

We have experience in a variety of sectors:

Automotive | Coaching | Construction | Consulting | Film | Health & Fitness | Garden Centres | Pets | Real Estate | Retail | Software | Swimming Pools | Trades | Wine

To name a few.

Xero accounting software simplifies business processes by automating financial accounting.

Technical Expertise

Complexity? No problem.
Our clients range from individuals to multi-million pound SMEs with complex multi product and service channel business models. We review business processes and leverage technology to make your business easier to understand, track and manage.

15 years professional experience, UK top 10 UK trained accountant with a proven track record.

Business Expertise

15 years’ experience in accounting and finance keeping up-to-date with technology and best practice.

Professional expertise

Technology expertise

Founder owner expertise

Tried and tested approach to doing business, swimmer athlete analogy.

Tried and tested approach

  1. Identify client needs

  2. Review client technology

  3. Price the work

  4. Agree payment plan

  5. Delivery

Trusted advisor for varying client needs.

1.IDENTIFY YOUR NEEDS
“Every client is unique, our focus is to find a solution that is unique to you.”

Manage your business on your mobile with the latest accounting software offered by Xero.

2.CHECK YOUR TECH
“Our clients trust us to keep them up-to-date with market leading technology.”

In business time is money, transparent pricing facilitates efficient negotiations saving time and money.

3.PRICE THE WORK
“We are transparent & competitive with pricing, saving time and money.”

Many businesses are subject to seasonality which translates into volatile cash flow cycles. Working with payment plans in partnership with suppliers is key to managing working capital and cash flow.

4.AGREE PAYMENT PLAN
“We plan delivery and invoicing to suit the seasonality of our clients’ businesses.”

Scope creep avoidance is critical for project delivery, however in a constantly changing business environment it is crucial for accountants to work in close partnership with their clients to stay on course.

5.DELIVERY
“Delivery is our top priority. We stick to the scope, but can flex as our clients requirements change.”

Winning formula

Culture + Team + Reputation = Success

Culture

Female founder owner lead

Female SME finance leadership, professional expertise, highly efficient and organised.

We have a strong team, lead by a working mum with the organisational skills and know-how of what it takes to run a business whilst having a family, and a life.

Paperless UK SME accounting on the cloud.

Modern, contemporary & innovative

We employ the latest technology and cloud based systems to achieve the highest levels of automation, speed and security.

Paperless business solutions are highly efficient, save money and save trees.

Sustainable & charitable

Businesses supporting charitable causes supporting people in need.

We run a paperless operation because the planet needs our help.

We also recognise we are more fortunate than others, so we provide education sponsorships to underprivileged children.

Team

Jodie, Founder & Owner, ACA FCCA

Female lead SME in the UK.

Jodie Roberts-York, is a chartered accountant trained in a UK Top 10 accounting firm with 15 years’ experience. Jodie has founded 2 accountancy practices and has a valuable client book that follows her wherever she goes.

Jodie offers a wealth of experience in all things small to medium size business accounting. She also has a depth of experience catering for different client needs such as; founding various legal entities (limited companies, partnerships, LLPs, charities and CICs); business valuation for mergers, acquisitions and divestures; and management consulting in sales, procurement, supply chain and HR.

Jodie is a working mum that enjoys horse-riding when her 2 young children aren’t demanding her undivided attention!

Tori, Trainee Accountant

Professional accounting training contract offering young people the opportunity of exciting careers.

Tori Wilson started her career in pharmaceuticals / the NHS before moving into finance and accounting, she enjoys solving problems and helping people. Tori has big boots to fill at this early stage of her career, and she fills them well, playing a key supporting role in the early stages of establishing and growing Roberts York Limited. In recognition to Tori getting off to a strong start, she won a training contract with Roberts York Limited in 2021 and is studying to complete her ACA chartered accountancy qualification.

Outside of work, Tori is a mum to a beautiful young daughter, they enjoy time with family and friends and getting out for walks in the hills.

Tax team

Onboard an outsourced tax team.

We have onboarded a team of tax experts to help with our increasing demand in this area. This has also broadened the scope of taxation services that we are able to offer.

Virtual Assistant

Our virtual assistant offers you support wherever you are.

Contemporary accounting means doing things digitally and in real time. We have offer a digital assistant to our clients so that they have the support they require in real time, wherever they are.

Reputation

5 star rating

“wealth of knowledge”

Ben Mahne, Director

M91 Property Group Limited

Your Business Powered by:

Intuit Quickbooks, online accounting software that gives you peace of mind.
Xero Accounting, a market leading accounting software provider.
Sage Software, accounting, payroll and HR technology solutions.
IRIS accountancy software automates repetitive tasks and simplifies complicated ones.
Your payments collected on time, with GoCardless.
Dropbox a market leading file hosting service.
Shaping seamless payment solutions. Accept paymnets anywhere, anytime.
Stripe, financial infrastructure for the internet.
Shopify, an e-commerce platform for online stores and retail point-of-sale systems.
The ICAEW Certificate in Finance, Accounting and Business (CFAB)
ACCA the world’s leading body for professional accountants.