Jackson & Green Accountants, Business and Tax Advisers

What Jackson & Green Accountants, Business and Tax Advisers does

Jackson & Green is an independent, owner-managed accounting, business and tax advisory firm established in 1974 and headquartered at 81 High Street, Cosham, Portsmouth, Hampshire. The firm serves small and medium businesses in the Portsmouth and Hampshire catchment, including sole traders, partnerships, limited companies, Community Interest Companies and start-ups, with selected specialist coverage of construction (CIS), commercial fishing (Schedule 23), rental portfolios, estate agents, and public houses.

Its core offering is a six-part service portfolio: Business Start-ups and Company Formations (entity selection, Companies House registration, secretarial, restructuring, exit planning); Cloud Accounting and Making Tax Digital (bookkeeping, MTD-compliant submissions, management reporting built on Xero, QuickBooks, FreeAgent, and BrightPay); Year End Accounts (sole traders, partnerships, limited companies and CICs); Taxes (Self-Assessment, Corporation Tax, Capital Gains Tax, Inheritance Tax and planning); Indirect Taxes (VAT, PAYE/CIS, fuel duty, Schedule 23); and a recurring annual Fee Protection Scheme covering HMRC investigation costs and bundled HR, employment-law and health & safety helpline access.

The business model is primarily professional-services hourly/fixed-fee engagements for compliance and advisory work, augmented by an explicit recurring subscription layer via Fee Protection. GTM is relationship-led and local: direct phone, website enquiries, client referrals and content marketing around MTD and business-start-up topics. The team numbers approximately 10–12 people across a Director & Owner (Karen Pearson), a Practice Manager groomed for Directorship (Marcus Westmoreland), Senior Accountants, Assistant Accountants, a Payroll Manager, a Practice Administrator and an Apprentice. No external funding, subsidiaries, or acquisition activity are disclosed; ownership is private and concentrated in the Director & Owner.

Name

Jackson & Green Accountants, Business and Tax Advisers

Legal name

Jackson & Green Accountants, Business and Tax Advisers

Website

https://jacksonandgreen.co.uk

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

1–10 employees

Short description

Jackson & Green is an independent Portsmouth-based accounting, business and tax advisory firm founded in 1974, serving sole traders, partnerships, limited companies and specialist sectors across Hampshire with bookkeeping, MTD-compliant cloud accounting, year-end accounts, tax, indirect-tax and Fee Protection services.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro industry

PRIMARYBPAHABAJ

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

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

SECONDARYBPAIADAI

Withholding & Payroll Tax Administration

Business & Public Services/Public Sector & Government Administration/Tax, Revenue & Customs Administration

Keywords

• Accounting services
• Tax advisory
• Bookkeeping services
• Cloud accounting
• Payroll services

Headquarters

HQ city

Cosham, Portsmouth

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Accounting and Bookkeeping Services: Ongoing accounting, bookkeeping, and financial record management services for sole traders, partnerships, and limited companies. Billed as recurring professional services.
2. Tax Services: Self-assessment returns, corporation tax, capital gains tax, inheritance tax planning, and tax planning services.
3. Fee Protection Scheme: Annual fee protection scheme covering professional fees arising from HMRC investigations, with access to business helplines. Fixed annual subscription model.
4. Company Formation and Secretarial Services: Company formation, secretarial services, restructuring, and exit planning services. One-time and project-based engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Jackson & Green is an independent accountancy, business, and tax advisory firm based in Cosham, Portsmouth, providing bookkeeping, year-end accounts, personal and corporate tax services, indirect taxes (VAT, PAYE, CIS, fuel duty, Schedule 23), payroll bureau, company formation and secretarial services, and an HMRC fee protection scheme to small and medium businesses. The firm delivers these services using certified cloud accounting platforms (Xero, QuickBooks, FreeAgent) and BrightPay payroll, with Making Tax Digital compliance expertise built into the engagement model.

Product overview

Jackson & Green offers a unified suite of professional accounting, tax advisory, and business advisory services to small and medium businesses in Portsmouth and Hampshire. Their service portfolio comprises six integrated offerings: Business Start-ups and Company Formations (covering entity selection, incorporation, secretarial, restructuring, and exit planning); Cloud Accounting and Making Tax Digital (using Xero, QuickBooks, and FreeAgent for bookkeeping, compliance, and management reporting); Year End Accounts (for sole traders, partnerships, limited companies, and CICs); Taxes (spanning Self-Assessment, Corporation Tax, Capital Gains Tax, Inheritance Tax, and tax planning); Indirect Taxes (VAT, PAYE/CIS, fuel duty, and specialist fishermen's returns); and Fee Protection (annual scheme covering HMRC investigation costs with business helpline access). They are not a software product company but a service firm leveraging certified accounting software partnerships.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Start-ups and Company Formations
• Cloud Accounting and Making Tax Digital
• Year End Accounts
• Taxes Personal and corporate tax services including Self-Assessment, Corporation Tax, Capital Gains Tax, Inheritance Tax planning, and proactive year-round tax planning for individuals and limited companies.
• Indirect Taxes Indirect tax services covering VAT registration and returns, PAYE and Construction Industry Scheme (CIS), fuel duty guidance, and specialist Schedule 23 returns for commercial fishermen, with industry-specific expertise in construction and fishing.
• Fee Protection Annual fee protection scheme covering professional fees arising from HMRC investigations, with access to business helplines for HR, employment law, and health & safety guidance, billed as a fixed annual subscription.

Quantifiable outcome

• MTD compliant digital record keeping and tax submissions
• +2 more outcomes

Named customers2 records

Segments5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature5 records

Partnerships

Five partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationCertified Xero partner with Platinum Pro-Advisor status. Provides cloud accounting services, software implementation, training, and MTD-compliant submissions using Xero platform.
• QuickBookscoreTechnology or IntegrationCertified QuickBooks adviser providing accounting software implementation, client training, and ongoing support for bookkeeping and tax submissions.
• FreeAgentcoreTechnology or IntegrationGold partner status for FreeAgent cloud accounting platform. Team members accredited in FreeAgent for bookkeeping and accounting services.
• BrightPaycoreTechnology or IntegrationOfficial BrightPay partner providing payroll management solutions. Offers comprehensive, fully digital, and GDPR-compliant payroll services.
• HMRC (Making Tax Digital)coreStrategic or Co-development PartnerOfficial MTD-compliant service provider working with HMRC's digital tax initiative. Helps businesses maintain digital records and submit tax returns through compatible software.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Others

• BrightPay: UK payroll software vendor partnered with Jackson & Green for payroll bureau delivery. Adjacent infrastructure provider whose capabilities directly enable the firm's recurring payroll revenue stream.
• Xero: Cloud accounting platform whose UK partner programme Jackson & Green participates in as a Platinum ProAdvisor. Adjacent ecosystem player whose product roadmap directly affects the firm's service delivery model.
• FreeAgent: Cloud accounting software vendor in which Jackson & Green holds Gold Partner status. Enables the firm to deliver bookkeeping services and represents a comparable ecosystem participant shaping SMB accounting delivery.

Direct peers

• TC Group: Network of UK independent accountancy practices serving owner-managed businesses with bookkeeping, tax, payroll, and advisory. Comparable model as an owner-managed practice group with similar SMB client focus.
• Bishop Fleming: Independent UK accountancy firm serving SMBs and owner-managed businesses with accounting, tax, and advisory services. Comparable owner-managed practice positioning with similar SMB focus in the South.
• PKF Francis Clark: South West and South England-focused accountancy firm providing accounting, tax, and business advisory to SMBs. Comparable regional independent practice model and similar indirect-tax and MTD service offerings.
• Kreston Reeves: UK Top-30 accountancy firm offering accounting, tax, payroll, and advisory services to SMBs across the South East. Directly comparable service mix and similar SMB target market to Jackson & Green, but at meaningfully larger scale.

Broad incumbents

• Mazars UK: International accounting and advisory firm with UK practice covering tax, payroll, and SMB advisory. Comparable in service mix but much larger and broader than Jackson & Green's local Portsmouth focus.
• Azets: Large UK and Nordic accountancy group offering bookkeeping, tax, payroll, and advisory to SMBs. Broader incumbent operating at significantly larger scale but with overlapping service lines and SMB customer base.
• Crowe UK: Mid-tier UK accounting and advisory firm providing tax, audit, and outsourced finance services. Overlaps in SMB-facing tax and advisory services but operates at substantially larger scale and broader portfolio.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/jackson-and-green-accountants-business-and-tax-advisers

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 Jackson & Green Accountants, Business and Tax Advisers