Edwards & Keeping

What Edwards & Keeping does

Edwards & Keeping is a UK chartered accountancy practice headquartered at Unity Chambers, 34 High East Street, Dorchester, Dorset, operating as Edwards and Keeping Limited (a Private Limited Company registered in England & Wales under Company Number 14704544). The firm states it has been serving clients for over 100 years and employs between 11 and 50 people. It delivers a portfolio of professional services spanning tax compliance and advisory, bookkeeping, payroll, wealth management, estate planning, and strategic business advice, with additional specialist sector capabilities in agriculture and landed estates, manufacturing and contractors, and charities and not-for-profit organisations. Clients include local owner-managed firms, SMEs, larger corporate businesses, the self-employed, and high net worth individuals, predominantly in the Southwest England market.

The firm's technology layer is built around partnerships with five major cloud accounting platforms — Xero (Platinum Partner status), QuickBooks, Sage Business Cloud Accounting, FreeAgent, and Clear Books — through which clients receive real-time access to their accounts. This is a channel partner / reseller posture rather than proprietary software development; there are no disclosed APIs, SDKs, mobile applications, or proprietary platforms. Service delivery is direct and sales-led, anchored by a physical office in Dorchester, a free initial consultation offer, a monthly email newsletter (Monthly NewsWire), and social presence on Facebook, X, and LinkedIn, supported by an ongoing content publication programme covering tax updates and business news.

The business model is a hybrid of traditional professional services fees (compliance and advisory engagements billed per project or retainer, with no publicly disclosed fee schedule) and subscription-style recurring revenue from ongoing cloud accounting service and fee protection mandates. No pricing tiers, headcount, or revenue figures are disclosed. Customer acquisition combines local reputation, word-of-mouth, and inbound digital marketing, with no evidence of external investment, private equity backing, or acquisition history.

Name

Edwards & Keeping

Legal name

Edwards and Keeping Limited

Website

https://edwardsandkeeping.co.uk

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Edwards & Keeping is a 100-year-old chartered accountancy firm based in Dorchester, UK, serving local owner-managed firms, SMEs, corporates, and high net worth individuals across Southwest England with tax, bookkeeping, payroll, wealth management, and specialist sector advisory services delivered through Xero, QuickBooks, Sage, FreeAgent, and Clear Books partnerships.

Ownership category

akta.pro rank

Headquarters

HQ city

Dorchester

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, Infrastructure

Revenue model

1. Professional Accounting Services: Traditional compliance services including tax and accounting for businesses and individuals. The firm provides tailored services to owner-managed firms, SMEs, larger corporate businesses, self-employed individuals, and high net worth individuals.
2. Tax Advisory Services: Strategic tax planning and advisory services designed to minimise tax bills and maximise financial opportunities for clients.
3. Cloud Accounting Services: Online cloud accounting services providing clients with instant access to their accounts, delivered through partnerships with major accounting software platforms.
4. Fee Protection: Proactive fee protection advice and strategies to support business growth.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Edwards & Keeping is a chartered accountancy firm providing traditional accounting, tax compliance, and advisory services to owner-managed firms, SMEs, larger corporates, the self-employed, and high net worth individuals. The firm specialises in sector-specific services for agriculture, landed estates, manufacturing, contractors, and charities, and offers cloud-based accounting integration through partnerships with Xero, QuickBooks, FreeAgent, Sage, and Clear Books. It also delivers Making Tax Digital support and fee protection services.

Product overview

Edwards & Keeping is a firm of Chartered Accountants offering a unified portfolio of professional accounting and tax advisory services. The core offering comprises Services for Business (accounting, tax, and compliance for SMEs to larger corporates), Services for Individuals (for the self-employed and high net worth individuals), and Specialist Services (sector expertise in agriculture and landed estates, manufacturing and contractors, charities and not-for-profit). These are complemented by Making Tax Digital support and Fee Protection services. The firm also provides Online Cloud Accounting, which connects clients to third-party platforms including Xero, QuickBooks, Sage Business Cloud Accounting, Clear Books, and FreeAgent, enabling real-time account access. The overall portfolio is not a software platform but a professional services firm offering both traditional compliance and targeted advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Services for Business Wide range of business accounting, tax, compliance, and advisory services for local owner-managed firms, SMEs, and larger corporate businesses in Dorchester and Dorset.
• Services for Individuals Accounting, tax planning, and personal finance advisory services for the self-employed and high net worth individuals.
• Specialist Services Sector-specific accounting and tax expertise covering agriculture and landed estates, manufacturing and contractors, and charities and not-for-profit organisations.
• Making Tax Digital Assistance for individuals and businesses transitioning to digital tax record-keeping and quarterly reporting under the UK government's Making Tax Digital initiative.
• Fee Protection Proactive advice and strategies to protect clients against unexpected professional fee exposures and help take their businesses forward.
• Online Cloud Accounting Cloud-based accounting services providing clients instant access to their accounts through integrated third-party platforms including Xero, QuickBooks, Sage Business Cloud Accounting, Clear Books, and FreeAgent.
• Tax Advisory Services Tax planning and compliance services including practical, targeted strategies designed to minimise tax bills and maximise financial opportunities for clients.

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Partnerships

Five partnerships are on record, tiered core and minor.

• XerocoreChannel Partner/ Reseller/ DistributorXero platform partner. Edwards & Keeping offers Xero cloud accounting to clients, providing instant access to accounts through this partnership. Xero is a major UK cloud accounting software provider.
• QuickBookscoreChannel Partner/ Reseller/ DistributorQuickBooks accounting software partnership. The firm integrates QuickBooks into their service offerings for business clients requiring cloud accounting solutions.
• FreeAgentcoreChannel Partner/ Reseller/ DistributorFreeAgent cloud accounting partnership providing online accounting services to clients, particularly suited for freelancers and small businesses.
• Sage Business Cloud AccountingcoreChannel Partner/ Reseller/ DistributorSage Business Cloud Accounting software partnership. Edwards & Keeping offers Sage solutions as part of their cloud accounting service portfolio.
• Clear BooksminorChannel Partner/ Reseller/ DistributorClear Books accounting software partnership. Additional cloud accounting option offered to clients as part of the firm's technology-agnostic approach.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Mazars UK: Top-10 UK audit, tax and advisory firm serving mid-market corporates, owner-managed businesses and HNW individuals. Operates in the same professional services category with overlapping compliance, tax advisory and wealth services — a likely consolidator or referral partner for E&K's larger clients.
• RSM UK: Mid-tier UK accountancy and advisory firm with national coverage and strong SME/owner-managed focus. Comparable on the business advisory, compliance and tax side, and competes with E&K for growing SMEs that may outgrow a regional firm.
• Crowe UK: Mid-tier UK audit, tax and advisory firm with strong SME and not-for-profit practices. Comparable to E&K's charity/NFP specialism, owner-managed firm focus, and compliance-heavy service mix — competes for the same mid-market clients.
• MHA MacIntyre Hudson: Top-25 UK chartered accountancy network serving owner-managed businesses, SMEs and individuals with compliance, tax and advisory services. Compares to E&K on mid-market positioning and sector specialism depth, although at considerably broader scale.
• BDO UK: Large UK accounting and advisory network offering compliance, tax and sector specialisms (including agriculture and not-for-profit) that overlap directly with E&K's service portfolio. Competes for larger SMEs and corporates in the same Dorset/Wessex geography.

Direct peers

• Kreston Reeves: South East UK chartered accountancy firm offering compliance, tax, wealth management and specialist services to SMEs, individuals, agriculture and not-for-profit clients. Closely comparable professional services portfolio and segment targeting.
• Moore Kingston Smith: UK chartered accountancy firm focused on SME, owner-managed and not-for-profit clients with tax advisory and wealth specialism. Closely comparable in service mix and client segment to E&K, including charities and HNW individuals.
• PKF Smith Cooper: Mid-tier UK chartered accountancy firm serving owner-managed businesses, SMEs, HNW individuals and sector specialisms including agriculture and landed estates. Directly mirrors E&K's service mix, client segments and growth-stage positioning.

Regional players

• PKF Francis Clark: Southwest England-focused chartered accountants serving SMEs, HNW individuals, landed estates and agribusiness. Highly comparable on geography, sector specialism (particularly agriculture and landed estates), and wealth-advisory adjacencies — direct competitor for E&K's target segments.
• Bishop Fleming: Top-30 UK chartered accountancy firm with strong Southwest England presence including Dorset. Directly comparable to Edwards & Keeping in serving owner-managed businesses, SMEs, and individuals with compliance, tax, wealth management, and sector specialisms — making them head-to-head competitors for the same regional client pool.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

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 Edwards & Keeping