//About Us //
A Finance Team for Growing Businesses
At The Accountancy Office, we work with growing service-based businesses that need more than just a once-a-year accountant. As businesses grow, bookkeeping, VAT, payroll, accounts and tax all become more demanding, and business owners need proper financial support behind them.
That’s where we come in. We act as your outsourced finance team, taking responsibility for the financial side of your business and keeping everything organised, compliant and up to date. This gives you clearer financial visibility and more confidence in the decisions you make.
Our clients want more than basic compliance. They want a team they can rely on throughout the year, not just at year end. With practical support, proactive communication and modern cloud systems, we help bring structure and clarity to the financial side of the business.
More Than a Finance Function
We don’t just manage the numbers, we help you use them.
Alongside the day-to-day financial management, we support you with the decisions that come with growth.
That includes:
• How and when to pay yourself
• Balancing salary, dividends and long-term planning
• Understanding what the business can afford
• Making decisions around hiring, investment and expansion
• Building business and personal wealth
Our role is to bring clarity and structure to these decisions, so you’re not second-guessing or relying on gut feel.
As your business grows, the financial side becomes more complex.
We’re there to help you navigate that, not just report on it afterwards.
What We Offer
We act as your outsourced finance team, providing the financial structure, support and insight growing businesses need to stay organised, compliant and in control.
Bookkeeping & Financial Management
We manage your bookkeeping so your financial records are accurate, up to date and ready for reporting at any time.
Year-End Accounts
& Tax
We prepare and file your accounts and tax returns, ensuring everything is accurate, compliant and submitted on time.
Payroll
Services
We manage payroll so your team is paid correctly and on time, with all HMRC submissions handled for you.
Management Reporting & Insight
We provide clear financial insight so you understand your numbers and can make informed decisions about your business.
VAT & Compliance
We manage your VAT returns and ensure your business stays compliant with HMRC requirements.
Looking for year-end help with accounts and tax?
We take on a limited number of year-end only clients at certain times of the year. If you are looking for support with annual accounts, corporation tax or year-end compliance only, please get in touch. We will confirm whether we can help and give you an indication of the fees based on your circumstances.
// Meet The Team //
Meet The Team
Sarah Sallis ACMA CGMA FMAAT
Director & Chartered Management Accountant
Meet Sarah, I’m a Chartered Management Accountant and founder of The Accountancy Office. I started the business to provide something different from traditional accountancy firms, a more hands-on, proactive approach that actually helps business owners understand and manage their finances properly. My background includes working across a range of industries, managing everything from small business finances through to multi-million-pound budgets in the UK and overseas. Today, I focus on helping business owners move from uncertainty around their numbers to clarity, structure and confidence in how their business is performing. 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.
Louise Smith
Client Manager
I'm a Client Manager and Accountant with a passion for helping clients grow and succeed. I enjoy finding smarter, more efficient ways of working and building strong relationships with the people I support. Outside of work, I love swimming and spending quality time with my family.
Mark Allen FCMA CGMA ACMI AIC
Gavin Johnson CFP
Financial Planning Consultant
David Logan CTA ATT
Principal Tax Consultant
Chris Hewitt
Mortgage Specialist
Why Choose Us?
We don’t just manage your accounts, we support your business with structure, insight and strategic input. Here’s what makes us different:
- Proactive, No Surprises – We stay ahead of your numbers so you always know where you stand, with no last-minute surprises around tax or cashflow.
- A Finance Team, Not Just an Accountant – We manage your bookkeeping, VAT, payroll, accounts and tax as one joined-up function, so nothing is missed and everything works together.
- Strategic Input, Not Just Reports – You don’t just get reports and graphs. You get support in understanding what your numbers mean and how to use them to make better business decisions.
- Access to Wider Expertise – Beyond our core team, you have access to a wider network of experienced business and finance specialists who can support you with more complex decisions as your business grows.
- Clear, Straightforward Advice – We give practical, honest advice you can actually use, not overly technical explanations that don’t help you move forward.
- Built for Growing Businesses – Our approach is designed for businesses that are scaling and need more structure, clarity and financial control, not just basic compliance.
- Xero-Focused and Tech-Driven – We work with Xero and modern cloud tools to keep your finances organised, accessible and up to date in real time.
Strategic Support, When You Need It
As your business grows, the financial decisions become more complex.
It’s no longer just about bookkeeping and tax, it’s about understanding how to move the business forward.
Alongside our day-to-day support, you have access to a wider network of experienced business and finance professionals who can provide additional input when needed.
This allows us to support you beyond compliance, giving you broader perspective when making decisions around growth, structure and long-term planning.
You may need support with:
• business growth and planning
• profit improvement and pricing
• tax strategy and structuring
• exit planning
• managing change within the business
You’re not just getting an accountant.
You’re getting access to a broader level of financial and business support as your business evolves.
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.
Why Xero?
We work exclusively with Xero because it gives both us and our clients real-time access to accurate financial information.
This means:
• up-to-date numbers
• better visibility over performance
• faster, more informed decisions
If you’re already using Xero, we’ll build on what’s in place.
If you’re not, we’ll guide you through the transition and ensure everything is set up properly from the start.
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. With an industry background and after years of working in various finance roles for other businesses, after earning her AAT qualification and Chartered Management Accountant 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 four 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
Call Us
01386 366741