Case study: A builder with 40 years in the trade and an accountant who speaks his language

The client

Jeff Stokes runs J Stokes Building & Project Management Services from Davyhulme. With nearly 40 years in the building trade he has built a trusted network of tradespeople, suppliers, architects and professionals around him. His services include project management, renovations and remodelling, extensions and roofing, outdoor painting and landscaping, and general building work. Looking for an accountant in Davyhulme? We are local to Jeff.

What makes the business special is Jeff himself. Every job is personal, and his reputation rests on trust, reliability and quality.

Where he was

When Jeff’s long-standing accountant retired he wanted more than a standard accountant. He was looking for a firm that could:

• Look after accounts, tax and advice together
• Give clear advice tailored to him rather than generic answers
• Understand the building trade and its pressures
• Feel like a partner in the business

What changed

We started by listening. We wanted Jeff to feel supported and valued, and to take the stress out of accounting so he could get on with running his business.

His accounts, personal tax and compliance are now looked after, we plan with him for the year ahead, and we meet in person to talk through results. Moving his bookkeeping to QuickBooks has also made day-to-day invoicing simpler.

The result

• Confidence and clarity: Jeff now feels 100% clear about his tax and financial obligations
• Time saved on invoicing and day-to-day records
• Tax reliefs that had not previously been claimed, so he keeps more of his profit
• Less stress, with deadlines and filings under control
• Trust: Jeff has recommended us to two other clients

In their words

Can I say that Jay at Accounting Solutions has been brilliant. Very approachable and always contactable. Jay has been looking after my accounts since 2022 and I cannot fault his due diligence. Full marks Jay, thank you.

Jeff Stokes, J Stokes Building & Project Management Services

What we love most

Jeff was content with the size and success of his business. He wanted it to feel simpler and more manageable, and that is what we set out to give him.

Questions this story answers

Do I need an accountant who understands the building trade?

It helps. Trades have their own cost patterns and working practices, and advice is more useful when it reflects them.

Can I switch accountants if mine retires?

Yes. We help with the handover so nothing is missed, and we explain what we need from you.

Can an accountant help a sole trader keep more of their profit?

A good accountant will make sure the reliefs and allowances that apply to you are considered. What applies depends on your circumstances.