Battle Financial
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Accountants for individuals and owner-managed businesses

Your numbers. Clearly.

We look after the accounts and tax of sole traders, limited companies and individuals, and help growing businesses plan what comes next. Everyday accounting, backed by real business finance experience. Led by Sarah Penny, chartered management accountant.

Book a free introductory callTake the 2-minute check
5-star reviews on Google

ACMA CGMA

Chartered management accountant

MBA

Master of Business Administration

CIMA

Member in Practice

FSB

Member of the Federation of Small Businesses

Xero

Certified advisor; payroll and migration specialist

Fixed fees

Agreed before any work starts

What these qualifications mean →

Find your service

Limited companiesAccounts, corporation tax, payroll and director pay.Sole tradersSelf Assessment, bookkeeping and Making Tax Digital.Personal taxSelf Assessment, capital gains, property and pensions.Growing businessesForecasts, management accounts and finance director support.

See all services and fees

The gatehouse of Battle Abbey in winter light
The gatehouse, Battle Abbey

Our approach

Straight answers, from people who know your business.

Every client has a named contact: the person you deal with day to day, who knows your business, where it has come from and where you want to take it. Fees are fixed and agreed before any work starts, and everything is explained in plain English.

Sarah Penny, who leads Battle Financial

Who leads the practice

Sarah Penny, ACMA CGMA, MBA

Before setting up Battle Financial, I spent my career in senior finance and leadership roles, working with owners, directors and investors. My drive was always to make the numbers clear enough to make sense of and act on, for the small decisions as well as the big ones.

Read more about Sarah

How it works

What happens after you get in touch.

Four steps, in this order, every time.

* Typical times. During January and other peak periods they can be longer, and we will tell you if so.

  1. 01

    Introductory call

    30 minutes · free

    We talk through what you need. By the end, you will know whether we are a good fit.

  2. 02

    Proposal and engagement letter

    Within 2 working days*

    A fixed fee and exactly what is included, in writing, before any work starts.

  3. 03

    Identity checks and set-up

    Depends on your situation

    We verify your identity, as the law requires. If you are changing accountants, we contact them for what we need and agree a timescale with you.

  4. 04

    Ongoing support

    We aim to reply within one working day*

    Deadlines tracked, reminders in good time, and a named contact who knows your business.

Two minutes, seven questions

Where does your business stand?

Each question explains why it matters, so you learn something whether or not you ever speak to us. At the end you get the three things most worth looking at.

Nothing you choose is sent to us or stored. It is general information to help you prepare, not personal advice.

Question 1 of 7Are your bookkeeping records up to date to last month?

Why we ask: Most year-end problems start with records that are months behind. It tells us how much catching up is needed before anything else.

Next step

Your free introductory call.

How long: 30 minutes, by video or phone.

Cost: free, with no obligation.

Useful to have ready: your last set of accounts or tax return, if you have them, and a rough idea of what you want help with.

Afterwards: if we are a good fit, a written proposal follows within 2 working days. If we are not, we will say so and, where we can, suggest where to look instead.

Choose a timeSend an enquiry

No account or sign-in is needed.

Or get in touch directly

Good to know

Questions people ask

I'm behind with HMRC. Can you still help?

Yes. The first step is to find out exactly what is outstanding and in what order to deal with it. We will set that out plainly before anything else.

Is there a catch with the free call?

No. It is how we both find out whether we are a good fit.

How quickly will you reply?

We aim to reply within one working day. During January and other peak periods it can take a little longer, and we will tell you if so.

Do I need an accountant at all?

Not always. If your affairs are simple, you may be able to manage them yourself, and we can set you up to do that with confidence.

Read our guide: Do I need an accountant?

Will I always deal with the same person?

Yes. You have a named contact who knows your business and stays with you, rather than whoever happens to be free.

Guides

Plain-English guides.

Complete answers, each one written and reviewed by Sarah, with its sources linked.

All guides

Tax and finance updates

What has changed, and who needs to act.

Changes to tax and the rules that affect owner-managed businesses, newest first.

All updates