About us

Learn more about how we help local businesses...

Our priority is to deliver first class client service

Optimus Accounting is an established firm and today, we continue to build on our enviable reputation for providing excellent advice and first class service to our business and personal clients alike

We have many clients in the local community surrounding Berwick-upon-Tweed and service businesses, small and large, across many sectors.

We can help with:

  • Starting your own business
  • What sort of accounting system and bookkeeping you might need
  • Business taxes such as income tax, corporation tax, VAT and payroll taxes – most importantly (and yet often overlooked!) how to save taxes
  • The benefits of a good management information system, helping you to run your business efficiently and profitably
  • General advice on sources of finance such as overdrafts, loans and leasing
  • Buying or selling a business
  • Personal finance including tax planning and inheritance tax
  • Growing your business

Advice for your business

As well as accountancy and tax skills, our directors also have individual specialisms which enable us to provide clients with a first class tailored service.

With our wealth of experience we pride ourselves on delivering an unparalleled service to all clients, whatever their size or sector.

In addition to traditional accounting and tax services we also provide advice on how to improve and develop your business. Whether you need an integrated business strategy, access to corporate finance or specialist tax advice we are here to help you achieve your goals.

Staff Profiles

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Patrick Evans

The Boss

Patrick has over twenty five years experience in the accountancy and wealth management sectors, and is a Director of the company.

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Caroline Evans

Company Director

Caroline is a Director and the office manager. She has a wide range of experience in administration, human resource matters and payroll.

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Allison Johnston

Client Services Senior Manager

Allison specialises in preparation of clients accounts & tax returns, bookkeeping and VAT. She is also Xero certified and provides our full range of Xero services.

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Janice Sherrard

Business Partner

Janice helps provide our full range of Xero services, including set-up, training and ongoing support.

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