After a successful career as a Chartered Accountant, trained with Price Waterhouse in Edinburgh, and then in the corporate world working with blue chip companies such as Christian Salvesen, Britannia Airways and Tui Travel Group, followed by a successful own-business acquisition, expansion and subsequent sale for a profit, I have turned my skills and expertise to providing a complete financial compliance service for business and personal clients in the Dunblane, Bridge of Allan and Stirling area.
As a professional with over 25 years experience of working in demanding, best-practice environments I apply the same approach to Robertson's Tax & Accounting Services Ltd. I aim to provide clients with the best, local, tailored and friendly service. I work in partnership with clients to create a bespoke but cost effective accounting solution that best suits their needs through embracing online cloud based systems such as Quickbooks Online, BrightPay payroll software or Sage. However, if preferred I am happy to prepare accounts from client spreadsheets or paper based records.
My aim is always to enable clients to meet their financial and taxation reporting obligations, provide tax planning advice and support with day-to-day financial systems in as smooth and straightforward a way as possible.
A safe pair of hands, an informal, approachable Chartered Accountant whose brain you can trust to do the best for you and your business/family. I will negotiate the red tape, train you to do the bits you can do yourself and work with you to meet deadlines and add value. I also work closely with a Chartered Financial Planner to provide a "one-stop shop" for clients requiring retirement planning, inheritance tax or other investment advice.