The Accountancy Office

//About Us //

Need help with your accounting? Ready to free up more time and get clarity on your finances?

At The Accountancy Office, we understand that managing your business’s finances can sometimes feel overwhelming. That’s why we’re here – to make things simpler, clearer, and less stressful. As a friendly, female-led team based in Evesham, we have over 30 years experience between us in helping family-run businesses and sole traders across Worcestershire feel more in control of their accounts.

We believe that accounting doesn’t have to be complicated. Our goal is to give you peace of mind, knowing that your finances are in safe hands, so you can focus on what matters most to you – whether that’s growing your business, spending more time with family, or simply enjoying a better work-life balance.

By offering practical, personalised support in everything from bookkeeping to tax compliance, payroll, and business advice, we take the pressure off, leaving you free to do what you do best. And because we’re a small, approachable team, we’ll get to know your business inside out, offering the kind of personal service you won’t find at a larger firm.

What We Offer

Taking the hassle out of managing finances is our priority. With a range of services designed to provide essential support, you can count on us to keep your books in order and offer expert advice for the future.

Day-to-Day Accounts Management

We handle your bookkeeping throughout the year, so you always know where you stand financially.

End-of-Year
Accounts

From tax returns to financial statements, we’ll make sure everything is accurate and submitted on time.

Payroll
Services

We’ll manage payroll for you, so you can be confident your team is paid correctly and on time, every time.

Business Advice

Whether you're looking to grow or need support with planning, we provide practical advice to help your business succeed.

HR Services

We offer support with contracts and HR processes, taking care of the details so you can focus on running your business.

Business Continuity Planning

We’ll help you prepare for the unexpected, so your business stays strong, whatever the future holds.

// Meet The Team //

Meet The Team

Sarah Sallis ACMA CGMA FMAAT

Director & Chartered Management Accountant

I’m a fully qualified Chartered Management Accountant and I’ve spent many years in the accountancy profession. I have a wealth of financial experience working in a range of businesses from independent sole traders through to the public sector, managing multi-million-pound budgets both in the UK and overseas. Currently tackling walking throughout the UK. Including the latest mountain conquered, Pen Y Fan, with my daughter Charlotte. Not to mention being allowed to care for Tilly our cat.

Lisa Handford

Admin and Accounts Assistant

Having decided on a career change into accounting, Lisa passed her AAT Accounting Level 2 exams in 2019. Lisa is a certified Xero adviser and is enjoying her new career path. Lisa manages our clients’ day to day record keeping and payroll. Lisa also looks after welcoming and onboarding our new clients. At home, Lisa has her husband Michael, three dogs and two cats, who all keep her busy.

Sally Roughton

Office Administrator

I am originally from Birmingham, I have had a varied career background, from Veterinary Nursing, Financial Services and finally as a Business Support Manager for a food manufacturing company. I moved to Evesham in 2019, just prior to lock down and worked full time as a self-employed video editor. The business now runs part-time which fits in perfectly around my job here at AO. I am a member of two book clubs and a walking group locally. I love to walk my dog and look after my garden, although my attempts to grow vegetables tends to be a battle as to who can eat them first - me or the slugs.

Mark Allen FCMA CGMA ACMI AIC

Mark has built, developed and sold several multi-million-pound businesses and is a key member of our team. Mark uses his skills and experience in complex tax advice, financial services, business growth consultancy, corporate finance, insolvency and legal advice to provide our clients with an exceptional standard of service at competitive rates. Working with our team of world-class specialists serving over 100 UK SME businesses, Mark’s experience and knowledge are invaluable to any business. His leisure time is split between family, charity work and avidly following sports, in particular his beloved Wolverhampton Wanderers.

Gavin Johnson CFP

Financial Planning Consultant

Gavin is an experienced independent Chartered Financial Planner who has been providing advice to clients since 2000. Attention to detail, good listening skills and great empathy are some of the most common traits highlighted by his clients. He has spent the vast majority of his career specialising in advising business owners, and high net worth individuals. Gavin has extensive experience and detailed technical knowledge in advising clients across all areas of retirement planning, tax planning, investments, estate & inheritance tax planning and personal/business protection.

David Logan CTA ATT

Principal Tax Consultant

David of TAG Tax heads up our tax technical team consisting of over 25 tax consultants. He is a Chartered Tax Adviser with over 25 years of wide ranging experience. He spent over 14 years with a Big 4 firm specialising in corporate tax, dealing with both national and international companies and groups. David also spent 3 years with a mid-tier firm heading up a tax team in a regional office dealing with both corporate and personal tax matters for owner-managed businesses. This enabled him to gain valuable experience in managing Director/Shareholder issues for owner-managed businesses.

Chris Hewitt

Mortgage Specialist

Chris started his career in financial services in 1995 providing advice to clients and companies in the pension, investment and protection arena for the Prudential before moving to John Charcol as a Senior Consultant / Mortgage Broker, predominantly dealing with High Net Worth Individuals and assisting with complex prime and larger Buy to Let Portfolios. In 2004 Chris was approached to head up the Birmingham office of Savills Private Finance overseeing a team of consultants as well as advising on complicated transactions and high net worth clients directly, being promoted to Associate Director and winning several awards along with his office. After a spell as a founding broker with Capital Private Finance, starting in 2010, which became one of the premier brokerages in London, Chris established his own brokerage CAPC and set up TAG Mortgages in 2018 to provide a branded solution for the network and our clients.

Why Choose Us?

Understanding that trust is essential in financial matters, our focus is on supporting your business every step of the way, not just managing your accounts. Here’s why clients choose us:

  • Proactive, No Surprises – We stay ahead of the curve, so you’ll never face unexpected financial issues. We’ll keep you informed and prepared, helping you avoid any nasty surprises.
  • Expert Advice When You Need It – We don’t just handle the numbers. We offer straightforward, practical advice to help your business grow and thrive.
  • Attention to Detail – From balancing the books to filing your taxes, we’re all about accuracy. You can count on us to keep things in perfect order.
  • Approachable and Friendly – We pride ourselves on being easy to talk to. We take the time to get to know you and your business, so we can provide a service that really fits your needs.
  • We Care About Your Success – Going the extra mile isn’t just a saying to us. We genuinely care about helping you succeed and will always be there to offer support.
  • Female-Led, Trustworthy Team – As a female-led team, we’ve cultivated a safe and supportive environment. You’ll always feel heard, and we’re here to build long-term relationships based on trust and transparency.
  • Network of Specialists – Beyond our core team, we work with a network of specialists who can assist with complex tax issues, legal matters, or inheritance planning. Whatever you need, we’ve got you covered.
  • Tech-Savvy and Xero Silver Partners – We embrace the latest technology to make managing your finances simpler and more efficient. As certified Xero Silver Partners, we can offer you access to industry-leading software that streamlines your accounts.

Why Xero?

As certified Xero Silver Partners, we’re committed to using the best technology to simplify your financial management. Xero’s cloud-based accounting software allows you to access real-time financial data from anywhere, helping you stay on top of your business with ease.

If you’re new to Xero, don’t worry – we’ll guide you through the setup and provide all the training you need to get comfortable with the platform. It’s all part of our commitment to making your financial management as smooth and stress-free as possible.

Sarah Sallis, Director

// Our Story //

The Accountancy Office Story

Founded in 2009 by Sarah Sallis, The Accountancy office began as a vision to create a more personal and flexible approach to accounting. After years of working in various account departments for other local businesses and earning her AAT qualification and chartered status, Sarah wanted to strike a better balance between her career and family life, especially after welcoming her first child.

Starting from scratch in a spare bedroom, Sarah quickly realised the need for a more personal touch in the accounting world. She had experienced the impersonal nature of large firms and wanted to offer something different – a friendly, approachable service that truly understands the unique needs of Worcestershire’s businesses.

As word spread about the quality of service and the genuine care we provide, the firm grew. Today, we are proud to be a small team of three passionate women, dedicated to serving clients from all over Worcestershire. With over 30 years of combined experience, we are here to make accounting simple and stress-free, allowing you to focus on what you love. 

// Contact Us //

Let's Get Started

Simon Wiltshire
14:48 05 Aug 24
Communication, speed, professionalism. Absolutely fantastic.
Alan Parker
15:03 12 Jun 24
Efficient, experienced service. I would definitely recommend to companies wanting excellent accounting services.
Craig Davies
18:39 29 May 24
The Accountancy Office were really helpful for me. It was my first year being self employed and so I had an awful lot of questions ! I had regular phone and e mail contact as they talked me through everything, explaining as we went along. They dealt with everything efficiently, promptly and quickly responded to my queries. Highly recommend 👍
Steph Waters
08:46 25 Oct 23
Highly recommend The Accountancy Office, nothing is too much trouble, they are such an amazing company, very efficient and fun to work with, just what I needed to make sure my books are spot on. Don't hesitate to use this company, drop them a line today if you are thinking of getting an accountant.
Andre Grout
15:12 17 Jul 23
Great, helpful, and very knowledgeable.
Andrew Massey
08:25 20 Jun 22
Sarah, Lisa and Rachel are just fantastic. Nothing is too much trouble and as a new business they have literally been life savers. Sarah even helped me reclaim tax after going self employed which literally kept my family going for a month or two. I couldn’t recommend these people enough. They are also more modern than most larger practices and have made sure my business is futureproof. Just give them a call, you won’t regret it.
Claire Poore
12:59 20 May 22
The Accountancy Office was recommended to me and I’m so glad I found Sarah! Utterly brilliant, she is professional, patient, understanding and quick! She did everything I needed and understood my problems immediately. I cannot recommend her highly enough.
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Call Us

01386 366741

// Get In Touch //

Get In Touch