Helping estate agents grow, stay compliant and build profitable, resilient businesses

Specialist accountants who understand estate agency

Running an estate or letting agency comes with unique pressures. Commission-based income, fluctuating cash flow, regulatory scrutiny and ever-changing tax rules make it difficult to step back and focus on the bigger picture.

As specialist accountants to estate and letting agents, we understand the commercial realities of agency life. We work with owners who want more than year-end accounts – they want clarity, confidence and a trusted adviser who helps them make better decisions earlier.

We help you:

• Reduce tax through proactive planning and smart business structuring
• Stay compliant with HMRC, Companies House and letting regulations
• Improve cash flow and profitability across sales and lettings
• Understand your numbers and your true break-even point
• Plan for growth, succession or a future sale of your agency

Services for Estate Agents

Tax planning and compliance

We provide comprehensive tax support for estate and letting agents, including Corporation Tax, VAT, Income Tax and Capital Gains Tax. Our advice is practical and tailored to the way agencies actually operate, ensuring you minimise tax while remaining fully compliant.

Client money audits and accountant’s reports 

If you hold client money, compliance is critical.

We provide independent client money audits and accountant’s reports for letting agents, helping you meet regulatory and professional body requirements with confidence. Our team understands tenant and landlord money rules and will ensure your systems are robust, accurate and inspection-ready.

Xero for estate agents

We implement and optimise Xero for estate and letting agents, setting up reporting that reflects how your business really works.

This includes:

• Commission and fee income tracking
• Sales versus lettings profitability
• Branch or department-level reporting
• Clear, real-time visibility over cash flow

You get timely, meaningful information to support better decisions.

Management accounts and cash flow insight

Monthly or quarterly management accounts give you a clear view of performance before problems arise. We help you understand margins, costs per negotiator, and the minimum sales you need to break even – so you stay in control, not reactive.

Payroll and staff tax support

From commission-based pay to bonuses and directors’ remuneration, we manage payroll efficiently and compliantly, ensuring your team is paid correctly and on time.

Property and transaction advice

If your agency is involved in property development, investment or group structures, we provide specialist advice on VAT, Stamp Duty Land Tax, Capital Gains Tax and Section 24 considerations, helping you avoid costly mistakes.

Business growth, structure and exit planning

We work closely with estate agency owners to increase the long-term value of their business. This may include restructuring, separating risk, improving profitability or preparing for sale or succession.

Our advice is always aligned to your long-term goals, not just the next set of accounts.