CKLG LIMITED

What CKLG LIMITED does

CKLG Limited is a privately held UK chartered accountancy and tax advisory firm headquartered in Stow-cum-Quy, Cambridge, serving individuals, families and owner-managed businesses across Cambridgeshire, Suffolk and the wider England market. The firm was established in 1994 and has operated for over 30 years; it is registered with the Chartered Institute of Taxation as a firm of Chartered Tax Advisers and trades as "CKLG Accountants" and "CKLG Accountants & Chartered Tax Advisers." Headcount is in the 11–50 range, with the leadership team comprising CEO Katie Holmes (CTA, ATT Fellow) and Director Lawrence Golding, supported by experienced CTAs and FCCA-qualified senior managers. The firm has no external funding and is independently owned.

CKLG delivers two principal service lines. The private client / tax practice covers personal tax returns, Inheritance Tax planning, Capital Gains Tax planning, trusts and estate accounting, residence and domicile advice, property taxes, retirement planning and tax enquiry/disclosure work. The business services practice covers owner-managed business accounting, company tax planning, startup support, a Virtual Finance Function offering, and Xero implementation, training and support. Underlying technology is anchored on the Xero cloud accounting platform, where CKLG is a Xero Gold Partner and Certified Xero Adviser; this is supplemented by content assets (downloadable e-books, tax guides, blog, newsletter, podcast in partnership with Cambridge 105) used for both client education and lead generation. Revenue is generated through bespoke, quote-based professional services fees across both service lines, with no publicly disclosed pricing on the website; customer engagement typically begins with a no-obligation consultation and follows a structured 5-step onboarding workflow that handles HMRC authorisation and clearance from a previous adviser. Customer concentration is dispersed across private clients and SMEs, with only one named testimonial customer disclosed (Boords, a startup). There are no AI, API, SDK or proprietary software products.

Name

CKLG LIMITED

Legal name

CKLG Limited

Website

https://cklg.co.uk

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

CKLG Limited is a Cambridge-based chartered accountancy and tax advisory firm serving individuals, families and owner-managed businesses across Cambridgeshire, Suffolk and beyond with personal tax, Inheritance Tax, CGT, trusts, and Xero-powered business accounting services.

Ownership category

akta.pro rank

Product category

Accounting and Tax Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro industry

PRIMARYBPAHABAJ

Indirect Tax (VAT/GST/Sales & Use) Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

Keywords

• Chartered accountancy services
• Tax advisory services
• Inheritance tax planning
• Business accounting services
• Cloud accounting advisory

Headquarters

HQ city

Cambridge

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees - Individuals: Fees for tax advisory and planning services to individuals, covering personal tax returns, Inheritance Tax planning, Capital Gains Tax planning, residence and domicile advice, trusts and estates, and tax enquiries and disclosures.
2. Professional Services Fees - Businesses: Fees for business accounting, company tax planning, startup support, virtual finance function, and Xero technology services to owner-managed businesses, sole traders, and companies.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

CKLG Limited is a Cambridge-based firm of Chartered Accountants and Chartered Tax Advisers providing tax advisory, tax compliance, and business accounting services to individuals, families, and owner-managed businesses across Cambridgeshire, Suffolk and beyond. Core offerings include personal tax returns, Inheritance Tax and Capital Gains Tax planning, trusts and estates, residence and domicile advice, retirement planning, business accounting, company tax planning, startup support, a virtual finance function, and Xero cloud accounting implementation and training.

Product overview

CKLG is a professional services firm offering accounting and tax advisory services. It does not operate a software product or SaaS platform. Services are delivered through professional expertise and include tax services (personal tax planning, inheritance tax, capital gains tax, trusts and estates, property taxes, residence and domicile advice, retirement planning, tax enquiries and disclosures, tax returns) and business services (startup support, virtual finance function, company tax planning, Xero accounting technology).

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advice and Planning

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• XerocoreTechnology or IntegrationCKLG is a Xero Gold Partner and Certified Xero Adviser. The firm leverages Xero cloud accounting platform to deliver business accounting services, providing Xero implementation, support, training and advisory to clients. Xero is prominently featured on the website with a logo and dedicated Xero & Technology service page.
• Cambridge 105minorGTM or Marketing PartnerCKLG produces a podcast series in partnership with Cambridge 105, a local radio station, providing expert tax and accountancy guidance and actionable insights to support financial decisions. The podcast is promoted on the CKLG website.
• Allianz Global Corporate & Speciality SEminorOthersProfessional indemnity insurer for CKLG. Allianz Global Corporate & Speciality SE provides worldwide professional indemnity coverage (excluding professional business carried out from offices in the USA or Canada). Policy details are disclosed in the terms and conditions.
• Chartered Institute of Taxation (CIOT)coreOthersCKLG is registered with the Chartered Institute of Taxation as a firm of Chartered Tax Advisers. CIOT is the leading professional body for tax advisers in the UK. This registration is a core professional credential underpinning the firm's legitimacy and regulatory standing.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Crowe UK: Top-10 UK accountancy and advisory network with tax, audit and corporate finance offerings. Overlaps with CKLG's private client tax and SMB services but at substantially greater scale and geographic reach.
• Moore Kingston Smith: UK top-30 accountancy and advisory firm with strong private client, IHT, trust and owner-managed business practices. Comparable service set to CKLG but with London and wider South East presence, broader resource base and a recognised HNW private client specialism.
• RSM UK: Major UK mid-tier accounting and advisory firm with a national private client and owner-managed business practice. Competes with CKLG for tax advisory, accounts and outsourced finance function work but with much broader sectoral and geographic coverage.
• Mazars UK: Large international accounting and advisory firm with a UK personal tax and private client practice. Competes with CKLG for HNW personal tax and trust/estate work, but operates nationally and globally with a much broader service portfolio.

Emerging players

• TaxScouts: UK digital tax preparation platform using in-house accountants supported by technology. Targets UK individuals and small businesses for self-assessment and basic tax work — partial overlap with CKLG's personal tax return services but at lower price points and via self-serve channels.

Direct peers

• Streets Chartered Accountants: Cambridge-headquartered chartered accountancy firm offering accounting, tax and business advisory to owner-managed businesses, HNW individuals and families. Direct regional competitor to CKLG with overlapping services (audit, tax, cloud accounting) and a similar HNW/private client emphasis.
• Ensors Chartered Accountants: Mid-tier regional UK accountancy firm with offices across the East of England including Cambridgeshire and Suffolk. Comparable regional accounting, tax and business advisory offering to owner-managed businesses and private clients.
• Price Bailey: East of England chartered accountancy firm with a strong presence across Cambridgeshire, Suffolk and Norfolk. Closely comparable to CKLG in target market (owner-managed businesses, private clients), service mix (tax, accounts, advisory) and regional footprint.
• Scrivens Stevens Luckett Chartered Accountants: Cambridge-based chartered accountancy firm serving individuals, families and owner-managed businesses with tax, accounting and advisory services. Head-to-head competitor for HNW personal tax work and SMB compliance in the same Cambridge geography.
• Whitings LLP: Regional East Anglian accountancy firm providing tax, accounting and advisory to individuals and SMEs across Cambridgeshire, Suffolk, Norfolk and Essex. Comparable in scale, geographic focus and service mix to CKLG.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/CKLGAccountants
• LinkedInlinkedin.com/company/cklg-accountants

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 CKLG LIMITED