Dodd & Co

What Dodd & Co does

Dodd & Co is a UK chartered accountancy and business advisory firm founded in 1981 and headquartered in Carlisle, Cumbria, operating from three offices in Carlisle, Penrith and a Carnforth satellite. It serves UK businesses and individuals with a full-service portfolio including accountancy and business advice, tax (corporate, income, CGT, IHT, SDLT), audit and assurance, VAT, payroll (approximately 850 clients), new business setup, business sale and acquisition advisory, insolvency and forensic services, and digital/MTD compliance. Vertical specialisation is the firm's organising principle: nine named sector practices span farming and estates, dental and medical practices, legal, charities, hospitality, construction and property, care homes and academies, and veterinary and retail, each supported by named specialist partners and dedicated sector newsletters. Pricing is bespoke professional services billing on hourly, fixed-fee or retainer bases, sized to client turnover profiles ranging up to £1m+.

Underlying technology is largely third-party and standards-driven rather than proprietary: MTD-compliant cloud accounting systems, electronic point-of-sale and email marketing integrations, automated bookkeeping, and a Virtual Cabinet client portal. Dodd & Co runs a diversified partner-led model with over 200 staff including accountants, tax advisers, payroll and insolvency specialists, plus internal marketing, IT, HR and technology teams. The group includes wholly-owned subsidiaries Dodd & Co Audit Limited, Dodd & Co Services Limited, and DW 2020 Limited (trading as Dodd & Co Wealthcare), which extends the proposition into regulated financial planning and wealth management established in 2015.

The firm is privately held with no external institutional investors, no funding rounds and no merger or acquisition history; growth has been entirely organic. Customer acquisition blends direct office-based and remote professional consultations, professional referrals from solicitors and IFAs, and a community-led content marketing motion anchored by sector-specific publications and annual cross-disciplinary seminars. The strategic posture emphasises deepening vertical expertise, expanding the wealth management cross-sell, and integrating HMRC digital compliance into the core service mix.

Name

Dodd & Co

Legal name

Dodd & Co Limited

Website

https://doddaccountants.co.uk

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

101–250 employees

Short description

Dodd & Co is a UK chartered accountancy firm founded in 1981 in Carlisle, delivering tax, audit, VAT, payroll, business advisory and wealth management services across nine sector specialisms to SMB and enterprise clients nationally from offices in Carlisle, Penrith and Carnforth.

Ownership category

akta.pro rank

Headquarters

HQ city

Carlisle

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Accountancy Services: Hourly billing, fixed fees, and retainer arrangements for accountancy, tax, audit, VAT, payroll, and business advisory services. Pricing is client-specific based on complexity and scope of work.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Dodd & Co is a chartered accountancy and business advisory firm providing statutory accounts preparation, corporate and personal tax planning and compliance, audit and assurance, VAT services, payroll processing for approximately 850 clients, business rescue and forensic accounting, and digital/Making Tax Digital support. The firm also operates Dodd Wealthcare (DW 2020 Limited), a separate wealth management arm offering investment advice, pension planning, and financial coaching.

Product overview

Dodd & Co is a unified chartered accountancy and business advisory firm offering a comprehensive suite of professional services. The firm operates two main divisions: Dodd & Co Chartered Accountants (established 1981) providing core accountancy, tax, audit, VAT, payroll, and business advisory services; and Dodd Wealthcare (established 2015) offering wealth management and financial planning. The service portfolio includes specialized offerings across digital services (Making Tax Digital, Digital Systems, Bookkeeping), tax advisory (corporate tax, income tax, CGT, IHT), and sector-specific expertise in farming, healthcare, hospitality, and charities. The firm also provides a client portal for document access and offers business rescue and forensic services.

Differentiator

Problem solved

Functional benefit

Products and services

• Accountancy & Business Advice Comprehensive accountancy services including statutory accounts preparation, management accounts, and business advisory services to support strategic decision-making for businesses and organisations.
• Audit & Assurance Independent audit and assurance services to verify financial statements and provide credibility to stakeholders for limited companies and other entities requiring statutory audits.
• Payroll Full payroll processing services for approximately 850 clients, including payroll administration, RTI (Real Time Information) submissions, and auto-enrolment compliance.
• VAT VAT registration, returns, planning, and compliance services including advice on the Flat Rate Scheme and Making Tax Digital for VAT for businesses across multiple sectors.
• Tax Umbrella tax planning and compliance services covering corporate tax, income tax, capital gains tax, inheritance tax, and stamp duty land tax for businesses, individuals, and trusts.
• Income Tax & Self-Assessment Personal tax compliance and planning services including self-assessment returns and advisory for individuals, sole traders, and partnerships.
• Business & Corporation Tax

Quantifiable outcome

• Process payroll for approximately 850 clients
• +1 more outcomes

Named customers7 records

Segments9 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core and strategic.

• HM Revenue & Customs (HMRC)coreOthersPrimary regulatory relationship - all client tax filings, VAT returns, and compliance work is submitted through or reviewed by HMRC. Core to the firm's service delivery.
• NHS Business Services AuthoritycoreOthersHandles NHS pension calculations and submissions for dental and medical practice clients. Critical partnership for healthcare sector specialism.
• Institute of Chartered Accountants in England and Wales (ICAEW)coreOthersProfessional body membership for chartered accountants. Compliance with professional standards and licensing requirements.
• National Association of Specialist Dental Accountants and Lawyers (NASDAL)strategicOthersIndustry association for specialist dental accountants. Provides benchmarking data (e.g., goodwill statistics) and professional networking for dental sector expertise.
• Dodd Wealthcare (DW 2020 Limited)coreStrategic or Co-development PartnerWealth management arm established in 2015, trading as Dodd & Co Wealthcare. Provides financial advice services including IFA services, complementing accountancy services. Same leadership under Dodd & Co group.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Armstrong Watson: North of England chartered accountancy firm with comparable headcount, multi-office footprint and sector specialisms (agriculture, healthcare, hospitality). Directly comparable in size, regional base and vertical strategy.
• Kreston Reeves: South East-based chartered accountancy and advisory firm with comparable size and breadth across accountancy, tax, audit, payroll and wealth management. Comparable professional services model.
• David Allen: Cumbria-headquartered chartered accountants with similar vertical specialisms (farming, dental, healthcare) and multi-office presence across the North of England. Closest like-for-like regional competitor.
• MHA: Top-20 UK chartered accountancy network with strong regional North of England roots (formerly Moore and Smalley). Comparable mid-tier positioning, sector specialisms and full-service accountancy/tax/advisory offering.
• Bishop Fleming: Top-50 UK chartered accountancy firm with similar regional multi-office structure, sector specialisms (agriculture, dental, healthcare) and owner-managed business focus.
• Scott & Wilkinson: Cumbria/Kendal-based chartered accountancy firm offering accountancy, tax, audit and payroll services to owner-managed businesses. Comparable regional competitor with overlapping verticals.
• PKF Smith Cooper: East Midlands-based chartered accountancy and business advisory firm of comparable scale with vertical specialisms and full accountancy/tax/audit/payroll service lines.

Broad incumbents

• RSM UK: Top-10 UK mid-tier accounting and consulting firm serving owner-managed and mid-market businesses. Overlaps significantly on core accountancy/tax/audit/payroll and adds broader consulting scale.
• BDO UK: Top-5 UK accounting and advisory network offering the same core services plus broader corporate advisory. Represents the larger-firm competitor benchmark for SME and mid-market clients.
• Crowe UK: Mid-tier national UK accounting and advisory firm offering audit, tax, advisory and wealth services across the UK. Comparable service breadth but broader geographic and sector coverage than Dodd & Co.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/DoddAccountants
• LinkedInlinkedin.com/company/dodd-&-co-chartered-accountants
• Instagraminstagram.com/doddaccountants
• Xx.com/doddaccountants

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dodd & Co