Lopian Gross Barnett

What Lopian Gross Barnett does

Lopian Gross Barnett & Co is a UK-based accounting and professional services firm headquartered in Salford, Manchester, with over 70 years of operating history. The firm delivers business services including audit, accounts, tax compliance, and corporate finance, alongside personal financial advisory services to individuals. Its client base is concentrated in the SME and personal wealth segments, with documented sector specialisms spanning charities, property development, manufacturing, care homes, commodity trading, retail, property investment, and tax investigations, plus advisory offerings in international structuring and non-domicile tax planning.

The firm operates as a private partnership governed through six corporate partner entities (Ishada Limited, JJYTB Limited, Eltal Limited, Rubinstein Limited, Miarza Limited, and Ten Acre 1842 Limited) and led by five named principals (Jonathan Brodie, Simon Kaye, Daniel Rubinstein, Nathaniel Davidson, and Benjamin Jacobson), with a dedicated care sector director (Graham Morris). It is ACCA Platinum accredited and ICAEW registered for statutory audit work, and operates the docSAFE client portal for document exchange. Revenue is generated through fee-based professional services with no disclosed pricing, subscription, or transactional component.

**Company Description (Short):**

Name

Lopian Gross Barnett

Legal name

Lopian Gross Barnett & Co

Website

https://lopiangb.co.uk

Company type

Private

Founded year

1950

Operating status

Operating

Headcount range

11–50 employees

Short description

Lopian Gross Barnett & Co is a Salford-based UK accountancy partnership providing audit, accounts, tax, and corporate finance services to SMEs, individuals, charities, and care sector clients across the North West of England.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Accounting services
• Audit services
• Tax advisory
• Corporate finance
• Sector specialist advisory

Headquarters

HQ city

Manchester

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Audit Services: Professional accounting services including statutory audit, accounts preparation, and ongoing advisory support for businesses. The firm provides real-time financial information and management decision support.
2. Tax Advisory Services: Comprehensive tax planning and compliance services covering personal tax, corporate tax, inheritance tax, non-domicile tax planning, and tax investigations representation.
3. Specialist Sector Services: Industry-specific accounting and advisory services for sectors including care homes, charities, property development, manufacturing, retail, and commodity trading with tailored expertise in each area.
4. docSAFE Client Portal: Secure client document management portal providing online access to financial documents and facilitating digital communication between clients and the firm.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Lopian Gross Barnett provides accounting, audit, tax, and corporate finance services to owner-managed businesses, SMEs, and individual clients through a "general practice" model in which a single director takes responsibility for each client engagement. The firm complements these general services with specialist sector advisory for charities, property development, care homes, manufacturing, retail, and commodity trading, plus international structuring and non-domicile tax advice.

Product overview

Lopian Gross Barnett & Co is an established accounting firm offering a comprehensive 'general practice' approach with a client portal called docSAFE. The firm provides three core service categories: Business Services (audit, accounts, tax, corporate finance), Personal Services (individual financial advice), and Specialist Sectors (industry-specific advisory). The specialist sectors include Charities, Property Development, Tax Investigations, Manufacturing, Care Home, Commodity Trading, International Structuring, Non Domicile Tax Planning, Property Investment, Retail, and Troubleshooting. Additional resources include OneClick and Interactive Tools (calculators, HMRC/Companies House forms). One director delivers full client service across all areas.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit and Accounts Services Statutory audit and statutory accounts preparation services for owner-managed businesses, SMEs, and not-for-profit entities.
• Business Tax Services Corporate tax compliance, tax planning, and corporation tax advisory for trading businesses.
• Corporate Finance Services Corporate finance advisory support for SME clients covering transactional and structural matters.
• Personal Tax Services Self-assessment, personal tax planning, and non-domicile / international tax structuring advice for individuals and high-net-worth clients.
• Specialist Sector Advisory Dedicated advisory services tailored to specific sectors including charities, property development, care homes, manufacturing, retail, and commodity trading.
• Tax Investigation and Troubleshooting Support Support for clients facing HMRC tax investigations, enquiries, and dispute resolution matters.
• International Structuring Services Cross-border tax structuring advice for clients with international holdings, non-domicile status, or overseas trading activity.

Segments7 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core.

• ACCA (Association of Chartered Certified Accountants)coreOthersLopian Gross Barnett holds ACCA Platinum accreditation, indicating a significant partnership with the global accountancy body. This accreditation demonstrates commitment to professional standards and provides access to ACCA resources, training, and recognition.
• Institute of Chartered Accountants in England and Wales (ICAEW)coreOthersThe firm is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales, indicating professional standing and regulatory authorization for audit services.
• HM Revenue & Customs (HMRC)coreOthersThe firm regularly liaises with HMRC on behalf of clients for tax compliance, investigations, and negotiations. This is a fundamental regulatory relationship required for tax advisory services.
• Companies HousecoreOthersThe firm interacts with Companies House for company secretarial services and compliance filings on behalf of business clients.
• Charity CommissioncoreOthersFor charity sector clients, the firm liaises with the Charity Commission to assist trustees with compliance and reporting responsibilities.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Market position

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/lopiangb

Revenue estimate

Valuation estimate

Number of profiles

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 Lopian Gross Barnett