Accountants for Clinics

What's included

• Bookkeeping and cloud software setup using Xero, QuickBooks or FreeAgent, with training so you can log expenses and track income in real time.
• Monthly VAT returns filed accurately and on time, with advice on partial exemption if you offer both private and NHS services.
• Payroll processing for clinical and support staff, including RTI submissions, P60s, P45s and auto-enrolment pension duties.
• Self-assessment and corporation tax with proactive planning to reduce your liability through legitimate claims and allowances.
• Annual accounts and Companies House filings prepared to statutory deadlines, with a year-end meeting to review performance and set goals.

Many clinic owners we meet have been managing their own books or working with a generalist accountant who doesn't understand the nuances of medical income. We know how insurance payments work, how to handle mixed VAT on cosmetic versus medical treatments, and what expenses you can claim for equipment, CPD courses and professional indemnity. That sector knowledge saves you time and money.

Common concerns we help with

Worried about Making Tax Digital compliance? We'll migrate your records to approved software and handle digital submissions from day one. Unsure whether you're claiming all the expenses you're entitled to? We'll review your setup and highlight anything you've missed, from travel to professional subscriptions. Concerned about cash flow as you invest in new equipment or hire another clinician? We'll build a forecast so you can plan with confidence rather than guesswork.

We also support clinics through HMRC enquiries and VAT inspections. If you receive a letter or notice of a compliance check, we'll handle the correspondence and represent you throughout. For more on reducing your audit risk, see our guide on what triggers an HMRC VAT investigation.

Local to Cardiff and South Wales

Our office is in Cardiff, and we work with clinics from Penarth to Pontypridd, Barry to Bridgend and across the Vale. We understand the local business landscape, from NHS contracts to private cosmetic work, and we're always available for face-to-face meetings or a quick call when something urgent comes up. Most of our clinic clients prefer monthly check-ins by video or phone, with an annual sit-down to review the year and plan ahead.

Whether you're a newly qualified dentist opening your first practice, an established clinic looking to expand, or a therapist moving from employment to self-employment, we'll give you clear advice and reliable support every step of the way.