James P.

I am a UK-based Senior Accountant and part-owner of a CIMA-regulated practice based in Bristol, providing compliant, commercially focused accounting and tax services to a portfolio of ~120 clients. Our practice delivers a full-service offering, including bookkeeping, VAT, payroll, statutory accounts, and tax optimisation (including capital allowances and allowable expense planning). We are Xero Advisor Certified and have over a decade of hands-on experience supporting owner-managed businesses across a range of sectors. What differentiates my work is the combination of regulated accountancy with advanced financial modelling and automation expertise. Since 2005, I have specialised in building automated financial models, reporting systems, and process-driven solutions using Excel/VBA, SQL, Python, and Google Apps Script. This allows us to go beyond standard compliance work—helping clients improve reporting speed, reduce manual errors, and make better financial decisions. I also lead on higher-value engagements including: - R&D Tax Credit claims - SEIS/EIS fundraising support - Bespoke financial forecasting and modelling In 2009, I developed an ICAEW-accredited financial forecasting platform designed to rapidly build integrated financial models. This reflects my broader approach: combining technical capability with accounting expertise to deliver solutions that are both compliant and commercially effective. Alongside practice work, I continue to support clients with bespoke modelling and automation projects across sectors, including construction & property, healthcare, FMCG, and financial services. I maintain a consistently high client satisfaction record by focusing on practical delivery, responsiveness, and long-term usability, ensuring clients receive support that extends beyond year-end compliance. I aim to ensure every client receives 5-star treatment, from project conception through to post-delivery support.