Philip Daulby Financial Management

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Clients Served

1000+

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Self Assessment

10000+

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Service Delivery

100%

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Client Satisfaction

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Established over 10 years ago, Philip Daulby Financial Management is a well‑established, independent accountancy and taxation practice serving Oakham and the wider Rutland area. Our origins began in 2004, and over time we have grown to support a broad range of clients—from individuals and start‑ups to established partnerships and SMEs.
We’re proactive, not reactive. From the early planning stages of a business, through growth, and eventually exit strategies, we offer bespoke financial and business advice to help our clients thrive. Tailored service is at our core—we design our support around you, adapting as your needs evolve.

About Philip Daulby Financial Management

About Us

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about_us

OUR SERVICES

Services We Offer

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With over a decade of experience right here in Rutland, we combine local insight with broad expertise. Our strength lies in forging lasting relationships, offering clear financial direction, and adapting to each client’s journey. Whether you’re filing self‑assessment, navigating VAT, exploring business expansion, or preparing for retirement, we’re by your side with practical, reliable guidance.

Why Choose Us?

Client Service is Our Focus

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Customer Support

Experienced Experts

Competitive Rate

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CONTACT US

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At Philip Daulby Financial Management, we provide a comprehensive Annual Accounts &amp; Financial Reporting service tailored to meet the needs of sole traders, partnerships, and limited companies.
Whether you're a growing SME or a well-established business, preparing accurate and timely accounts is not just a statutory requirement&mdash;it&rsquo;s key to understanding your business performance and making informed decisions.
<h4 data-start="603" data-end="622">What We Offer:</h4>
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Statutory Annual Accounts Preparation and submission of accounts in accordance with Companies House and HMRC requirements. We ensure full compliance while taking advantage of any applicable reliefs or exemptions.
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Management Accounts Regular reports (monthly, quarterly, or bi-annually) providing deeper insight into business performance. These are ideal for strategic planning, cash flow forecasting, or investor reporting.
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Corporation Tax Computation We calculate your corporation tax liability and ensure all claims for allowable expenses, capital allowances, and reliefs are correctly made.
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Financial Statement Analysis Clear breakdowns of key performance indicators, trends, and areas for improvement&mdash;translated into plain English for easy understanding.
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Year-End Reviews &amp; Planning We go beyond just compliance, helping you use your year-end figures to plan ahead, reduce future tax liabilities, and align financial planning with your business goals.
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we provide a comprehensive Annual Accounts & Financial Reporting service tailored to meet the needs of sole traders, partnerships, and limited companies.

Annual Accounts & Financial Reporting

At Philip Daulby Financial Management, we provide reliable, accurate, and cost-effective bookkeeping services to help you stay on top of your finances&mdash;so you can focus on growing your business.
Whether you're a sole trader, partnership, or limited company, proper bookkeeping is the foundation of sound financial management. We take the burden off your shoulders by handling your day-to-day records with precision and care.
<h4 data-start="585" data-end="623">Our Bookkeeping Services Include:</h4>
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Day-to-Day Transaction Recording Accurate entry and categorisation of income, expenses, invoices, receipts, and payments.
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Bank Reconciliations Ensuring that your bank statements match your internal financial records for complete accuracy.
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Accounts Payable &amp; Receivable Keeping track of what you owe and what you're owed, so cash flow stays healthy and predictable.
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VAT Record-Keeping Full compliance with Making Tax Digital (MTD) requirements, including VAT coding and digital submission.
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Cloud-Based Bookkeeping Support and training for platforms like Xero, QuickBooks, and FreeAgent, allowing real-time access and collaboration.
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Monthly/Quarterly Reporting Regular summaries and updates that help you understand how your business is performing.
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we provide reliable, accurate, and cost-effective bookkeeping services to help you stay on top of your finances—so you can focus on growing your business.

Bookkeeping Services

Philip Daulby Financial Management offers clear, timely, and tailored Management Accounts to help you make informed decisions and drive business success all year round&mdash;not just at year-end.
Management accounts provide a regular snapshot of your financial health, allowing you to track performance, monitor cash flow, and plan strategically. They are essential for growing businesses, directors, and owners who want clarity and control over their finances.
<h4 data-start="602" data-end="650">What&rsquo;s Included in Our Management Accounts:</h4>
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Profit &amp; Loss Reporting Understand your revenue, costs, and profitability over specific periods&mdash;monthly, quarterly, or bi-annually.
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Balance Sheet Reviews Track your business&rsquo;s financial position, including assets, liabilities, and equity.
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Cash Flow Analysis Get clear insights into how money moves through your business and identify potential shortfalls early.
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Performance Metrics &amp; KPIs Customised reporting to monitor what matters most to your business&mdash;such as gross margin, overheads, and debtor days.
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Budgeting &amp; Forecasting Compare actual performance against budgets, spot variances, and make proactive adjustments.
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Departmental or Project-Based Reporting Drill down into specific areas of your business to see what&rsquo;s working&mdash;and what&rsquo;s not.
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Philip Daulby Financial Management offers clear, timely, and tailored Management Accounts to help you make informed decisions and drive business success all year round—not just at year-end.

Management Accounts

At Philip Daulby Financial Management, we pride ourselves on providing top-notch Accounting support services to our clients.

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