Your valued business adviser

More than an accountant: we’re a true partner in your business

Personalised accounting

Personalised service that gets to the heart of your financial issues

A more efficient business

Cloud accounting that streamlines your business processes

How Caplan Associates helps your business

We help businesses across Hertfordshire, London and the entire UK to get better control over finances and business strategy. From brand-new start-ups to multi-million pound enterprises, we are geared to help you achieve MORE. You’ll get straightforward advice in language that makes sense. What a refreshing change!

Your valued business adviser

Get the direction, support and
insights you need to make
those big business decisions.

Personalised accounting

A truly one-to-one personal
working relationship. No stock
answers, just clear guidance.

A more efficient business

Switch to cloud accounting and see
how much simpler, faster and flexible
your bookkeeping can become.

Working with Philip Caplan

Philip Caplan is the founder of Caplan Associates and the focal point of the firm. Hear directly from Philip what he has to say!

You’ll get all the fundamental accounting services, as well as a partnership.

Whether you’re a business or a charity, we partner with you as a trusted financial expert. We believe
strongly in the importance of supporting charities and their causes.
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If you’ve got a problem, he’ll help you solve it.

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If you need a sounding board for your next business idea, he’ll listen.

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If you want an experienced FD on board, he’s part of your team.

The business services you need

You'll get all the usual accounting, VAT, and payroll services your business needs. You'll also see that we apply a ‘common sense’ check at every stage to look for efficiencies, improvements and ways to improve the long-term success of your finances.

Accounts & Compliance

All your statutory
accounts and business
compliance needs
taken care of.

Wealth Management

Guidance on
investment planning
and protecting your
personal wealth.

Tax Planning Advice

Advice on maximising
your tax efficiency and
planning tax liabilities
effectively.

Profit Improvement

Proactive help to
increase profitability, cut
costs and increase
revenues.

Not your average accountancy firm

Our business clients have incredible success stories: and the driving force behind them is the support they get from their accountant. Find out why.