Bookkeeping, payroll and management accounts built around commission income

Accurate bookkeeping and expense tracking keep your financial records reliable, which matters when commission, fees and client monies are all moving through the same accounts. We manage your bookkeeping so it stays reconciled properly instead of leaving you to guess where the money went. Our accountants handle this daily, not once a year.

We also run payroll, including commission-based bonuses and staff incentives, so your team gets paid correctly and on time. On top of that, we prepare monthly management accounts and clear financial reports, giving you real-time visibility of your numbers instead of a single set of accounts once a year, left unchanged for months at a time.

We set this up on cloud accounting software such as Xero, so your books are managed efficiently and you can check your position from your phone between viewings.

Tax planning, corporation tax and VAT for property businesses

Tax planning should happen throughout the year, not just when a deadline is looming. We help you understand your tax position, work out your tax liability in advance and structure things to minimise tax wherever it's legally possible.

That includes corporation tax, corporation tax returns filed in a timely manner, VAT returns, and Capital Gains Tax where it applies to property or business asset disposals. We also handle self assessment tax returns for directors, filed well ahead of the deadline. Our accountants give tax advice across the year, not just once a return is due.

We also make sure you claim the tax reliefs and allowable expenses your business is entitled to, which helps you save money rather than overpaying HMRC by accident. For owner-managers, we look at the right business structure and the balance between salary and dividends, so your personal income tax and the company's corporation tax work together rather than against each other. If you're buying a new office or investment property, we also factor in Stamp Duty Land Tax from the outset.

Cash flow management and client money compliance

Cash flow management matters more in this industry than most, because your cash flow depends on completions you don't fully control. We manage cash flow forecasting month to month, matching cash inflows from commissions against outgoings like payroll and marketing, so surprises are rare.

Client money is a separate issue entirely. If you hold client money for deposits or rent, we help you spot compliance issues early, before a regulator does, and we can support you with client money audits so nothing slips through the cracks. That also means helping you stay compliant with your redress scheme's client money rules year-round.

Meeting Propertymark and RICS compliance requirements matters just as much as getting your tax return right. Getting any of this wrong isn't a paperwork problem; it's a risk to your licence to trade, so we build processes that help you avoid costly mistakes rather than fix them after the fact.

UK residential property transactions were around 17% higher year-on-year in May 2026, and house prices were roughly 2.7% higher over the same period. For agencies thinking about growth, that's a market worth planning for properly rather than reacting to.

Funding, budgeting and opening a new branch

Get financial advice before you commit to a new branch or a new negotiator. We manage the budgeting process for a new branch from day one, not after you've already signed the lease, including the extra revenue streams a new office needs to break even. We also help with raising finance where expansion needs capital, and with separating the finances of each branch so you can see which ones are actually paying their way.

The UK had around 5.7 million private-sector businesses at the start of 2025, most of them small and owner-managed, much like the typical estate agency. If you also hold a personal property portfolio or other property investments, we keep that separate from the agency's accounts so nothing gets mixed up at tax time.

Acquisitions, valuations, selling up or planning your exit

Many agencies started out as a one-person business and grew branch by branch from there. Many growing agencies only bring accountants in once problems appear.

We'd rather be involved from the start. If you're acquiring another agency, we manage due diligence from start to finish so you're not buying someone else's problems, and we also provide estate agency valuation support whether you're buying, bringing in a partner through a management buyout, or planning succession.

If a future sale is on your mind, we help you build recurring revenue, improve profitability, and get your annual accounts and financial statements in the kind of shape a buyer wants to see, well before you actually go to market. Capital Gains Tax planning matters here too, since it can make a real difference to what you keep from a sale.

Propertymark reported more than 18,750 memberships in 2025, which gives you a sense of just how many property professionals are operating under the same regulatory pressures you are. We built our accountancy services specifically for that world. As an accountancy firm specialising in property, these services for estate agents are delivered by the same small team every time, from your first phone call to your year-end filing, not passed between departments, and compliance stays quietly handled in the background.

Our team includes chartered accountants with specialist knowledge of the property sector, not generalists learning your industry on the job. As your dedicated property accountant, you get the same two or three people every time you call, not a rotating call centre. The accountants you speak to already know your branches, your negotiators and your numbers.

You'll get specialist advice from people who already understand commission structures, client money rules and the pace of property transactions, and we ensure compliance with your regulatory obligations rather than leaving it to chance. It also means you stay compliant without having to chase us for it.

Many accountants only get involved once a year. We don't work that way, and we give proactive advice, not just a set of accounts once a year. Our focus has always been property, nothing else.

We work with sole agents and multi-branch groups, sales-only agencies and mixed sales and lettings businesses, letting agents and property professionals, all across the UK.