Name

Ian Walker

Legal name

Ian Walker Accountancy Services Ltd

Website

https://ianwalkeraccountancypenarth.co.uk

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Cardiff Bay

HQ country

United Kingdom

HQ region

Europe

Offices2 records

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: Fee-based professional services for businesses and individuals including corporation tax, payroll, VAT returns, business accounts, end of year accounts, book-keeping, and Companies House form submissions. Fixed, competitive pricing with transparency.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Ian Walker Accountancy Services Ltd is a small independent accountancy firm providing professional accounting, tax, and payroll services to small businesses, start-ups, and individuals in the Cardiff and Penarth areas of Wales. Core services include corporation tax, payroll administration, VAT returns, business accounts, Companies House filings, book-keeping, corporate finance advisory, and personal tax services such as self-assessment, capital gains tax, retirement planning, tax planning, mortgage assistance, and inheritance planning.

Product overview

Ian Walker Accountancy Services is a small business accountancy firm offering a unified suite of accounting and advisory services rather than a software platform. The core service portfolio includes corporation tax, payroll, corporate finance, VAT, business accounts, and Companies House forms for business clients, alongside personal tax services such as self-assessment, retirement planning, capital gains tax, tax planning, mortgage assistance, and inheritance planning for individuals. The firm also provides start-up business support, book-keeping, and operates from offices in Penarth and Cardiff Bay.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporation Tax Completion and submission of company tax returns, with focus on maximising tax savings and avoiding penalties for limited companies.
• Payroll Comprehensive and confidential payroll administration handling taxation and employment legislation compliance for small businesses.
• Corporate Finance Advisory on business transactions including mergers, acquisitions, plant and premises investment, structured for tax and cost efficiency.
• VAT Preparation and submission of VAT returns, deadline management, and advice on VAT schemes including flat rate, cash accounting, and annual accounting.
• Business Accounts Preparation and submission of end of year statutory accounts in compliance with the Companies Act for limited companies.
• Companies House Forms Assistance with new company formation and ongoing maintenance of Companies House submissions for UK limited companies.
• Book-Keeping Ongoing maintenance of business books using standard accounting software packages, comfortable with most common platforms.
• Start-Up Business Support Support and consultancy for new business formation, including initial accounting setup and structuring.
• Self-Assessment Tax Returns Preparation and submission of self-assessment tax returns from receipts or summaries for individual taxpayers.
• Tax Planning Tailor-made tax planning services addressing complex personal tax affairs and specific legislative areas for individuals.
• Retirement Planning Financial planning services to help individuals secure retirement income and quality of life in later years.
• Capital Gains Tax Planning Advice and guidance on capital gains tax planning, options, and paperwork completion for individuals.
• Inheritance Planning Inheritance tax planning and family trust handling services for individuals.
• Mortgage Assistance Assistance providing the necessary financial evidence and documentation for self-employed individuals applying for mortgages.

Quantifiable outcome

• Helping clients meet compliance requirements and avoid late filing penalties
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Corelli Solutions LtdminorImplementation/ SI/ Consulting PartnerCorelli Solutions Ltd of Penarth was recruited by Ian Walker to develop the new company website, replacing two previous websites. This is a vendor/service provider relationship for website development services.

Recent moves4 records

Expansion highlights3 records

Direct peers

• Kreston Reeves: UK regional accountancy firm providing accountancy, tax, payroll, and advisory services to SMEs, start-ups, and individuals. Directly comparable in service breadth and mid-market regional positioning.
• Kingston Smith: Mid-tier UK accountancy firm providing accountancy, tax, and advisory services to SMEs, start-ups, and individuals, with a regional office model similar to a local practice like Ian Walker. Directly comparable in service mix and SME/start-up focus.
• TC Group: Top-30 UK accountancy group with a regional office network offering accountancy, tax, and advisory services to SMEs and individuals. Comparable in client base and service mix.
• Bishop Fleming: UK regional accountancy firm serving SMEs, owner-managed businesses, and individuals across the South West and Wales. Comparable in size, regional focus, and full-service SME/advisory positioning.

Broad incumbents

• MHA (MacIntyre Hudson): Top-20 UK accountancy group with regional offices servicing SMEs, owner-managed businesses, and individuals. Comparable in SME-focused regional service delivery, though materially larger in scale.
• Mazars UK: International audit and advisory firm with UK regional offices serving SMEs and individuals. Overlaps with Ian Walker on SME tax, payroll, and corporate finance services, but at materially larger scale.
• Crowe UK: Established UK accounting and advisory network with broad service offerings including tax, audit, and advisory for SMEs and individuals. Larger than Ian Walker but operates with similar regional office-based SME-service model.
• BDO UK: Top-5 UK accountancy and advisory firm with regional offices covering tax, payroll, corporate finance, and advisory services for SMEs and individuals. Overlaps with Ian Walker's service portfolio, but at a much larger institutional scale.
• PKF Smith Cooper: Mid-tier UK accounting and advisory firm serving owner-managed businesses and individuals. Comparable in service scope and target client segments, though larger in headcount and geographic reach.

Regional players

• Rickard Lucking: London-based accountancy firm focused on SMEs, contractors, and individuals. Comparable in client mix (particularly IT contractors) and tax compliance/advisory service offerings, though operating in a different UK region.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ian-walker

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Ian Walker