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Williamson & Dunn provides a wide range of services to individuals and businesses in a variety of industries. At Williamson & Dunn  we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalise on new opportunities. Williamson & Dunn accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, employee benefit and profit-sharing plans.
These services include but are not limited to:

  • General ledger and financial statement preparation
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation

Tax Management Services

At Williamson & Dunn we guide our clients through a full range of tax planning and preparation decisions with strategies that minimise your tax liabilities, maximise your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimise financial opportunities to be found in existing as well as recently altered tax laws.

Assurance and Advisory Services

At Williamson & Dunn we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad of challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:

  • Audits, reviews and compilations
  • Company formation and restructuring
  • Accounting software selection, implementation and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Audits, Reviews, and Compilation

Williamson & Dunn offer three levels of assurance depending on your business's needs.


Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to meet your statutory requirements, ascertaining the validity and reliability of your information.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.


Compilations are usually requested for internal purposes and are based upon information provided by a business's management. They do not offer assurance but may involve some adjustment to accounting records.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses it can maintain a smooth succession of ownership. Williamson & Dunn's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimise the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Financial and Retirement Planning

Williamson & Dunn's aim is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate and business succession planning. Whether you are developing an investment strategy or evaluating current investments Williamson & Dunn can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

HMRC Representation

Professional representation can be vital during an audit or investigation and our experience enables us to guide clients in their dealings with the tax authorities. If you have been chosen for an audit or investigation, the professional representation you can find with our firm can assist you through this process. We are ready and willing to help answer any questions HMRC may be asking of you.

Business Start Up

Your business has a large impact on your taxes and other liabilities. From the inception of your business through its growth and development, Williamson & Dunn can advise you on incorporating your business and later restructuring if advantageous. With our knowledge and expertise you will always be receiving the best advice for your business.

Accounting Help and Assistance

Accounting software can provide useful and timely information in the form of financial statements, management reports and graphs. However, it can only provide this information if you purchase a suitable product, then install, setup and use it correctly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Williamson & Dunn offers the following solutions to help meet your accounting software needs:


We assist new users with initial setup including: preferences, lists, customers, vendors, employees, banking and reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.


Our support service can assist you with any installation, setup or operation or assistance you might need. In addition, our support is not just limited to the operation of the software, but we can also provide accounting and payroll assistance.


Our review service helps businesses that have the human resources to perform daily accounting and payroll tasks but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Payroll Bureau Services

Williamson & Dunn comprehensive payroll service will relieve you of the time consuming process of administering payroll and ensure your business complies with the relevant legislation. We will provide all administration of PAYE, national insurance, statutory sick pay, statutory maternity pay, RTI, Auto Enrolment etc

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Williamson & Dunn can help you develop, implement and administer your benefit, retirement and profit-sharing plans with an eye toward rewarding your employees and reaching your financial and business goals. We can also help maximise tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Cash Flow and Budgeting Analysis

Good cash management can improve liquidity, reduce costs and increase profitability. Williamson & Dunn can help you maintain optimal cash flow levels by tracking sources and uses forecasting and budgeting accordingly. To a business, cash flow is something that can make or break the business's ability to survive. We can help you analyse your spending, re-balance your budget and/or debts for an optimal cash flow to support your business's success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly but we can all benefit from planning for it. Williamson & Dunn combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your business's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Business Valuation

The range of needs for valuing businesses continues to widen and Williamson & Dunn can provide in-depth analysis to help you identify and analyse the factors that drive the value of your business or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters and family partnerships. There are many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards feeling confident in making business decisions.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs and whether you're buying, selling, or considering a potential merger, Williamson & Dunn can provide professional know-how to help you successfully structure and negotiate the deal. Williamson & Dunn employs careful analysis and due diligence to determine a fair price, pinpoint the most favourable tax structures, evaluate financial and cash flow impact and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking and with our expert advice, you can make the right decisions for your business for optimum success.

Our Tax Investigations Package

Our Tax Investigations package reimburses the costs of our professional fees in the event that you are investigated by HM Revenue & Customs. You can sleep easy knowing that our defence costs are covered and you can fight HMRC on an equal footing. Too many people think they can take on the taxman themselves, but more often that not, this results in them being forced to accept unreasonable demands. The right expertise, more importantly at no cost, can make all the difference to the outcome of a tax enquiry.

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