We're not your average accountancy firm

What you get with Caplan Associates is a true business partnership, with an adviser who genuinely cares about you and your business.

We believe in offering a truly personal service to all our clients. And you can rest assured that we always have the long-term interests of your business at heart too.

A Personal Service

What we offer your business isn’t a standard accountancy service. When you work with us, it’s a truly personal and productive relationship.

We believe in creating a real partnership with you and your business – and going the extra mile to be there when you need us.

It’s about a true one-to-one, personalised service. And taking the time to get to know you and to find out what makes you tick as a business owner.

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Our Core Values

There are seven core values that drive our firm. And they help us deliver a

uniquely tailored and individual service for your business.

Honesty, trust and integrity

We always deliver what

we’ve promised and we

never avoid a difficult

conversation. If something’s

wrong, we’re here to listen.

True Partnership

We offer a long-term

relationship that works in

true partnership, and we like

clients who share the same

values that we hold dear.

Professional responsibility

We encourage our team to

take responsibility for their

decisions. And we respect

the decisions you make as a

business owner.

Improved Efficiency

Our goal is to go beyond

what you expect of us. We

deliver consistent and

reliable accounting services

that go one step further.

Your Trusted Adviser

You expect the best advice in

a professional manner. And

we pride ourselves on our

reliability and accuracy; and

our clients do the same.

Trustee Reporting

Your business inspires us to

improve our own company.

And we hope our support,

advice & insight bring greater

inspiration to you too.

Tax Exemption

We take the time to

understand you, your

business and your

background. We know your

goals and aims are unique.

Get to know Philip

Philip is much more than just an accountant. He’s a business partner, a trusted adviser and a genuine member of your team.

“I like to know all about my clients! How they work, why they started, what’s in it for them. And they’re welcome to know the same about me.

If we ‘get’ each other, then my clients get the best advice and are confident that all the financial areas of their business are taken care of – not just accounts or tax returns.”

Find out more about Philip

Philip trained as a chartered accountant with a firm in the city, at the time in the ‘top twenty’. After qualification, Philip found that he was drawn to smaller practices where he can work with all aspects of the accounting elements of a business.

Philip was a partner in a medium sized accountancy firm, and was also the finance director in a high-tech company. When he decided to build Caplan Associates, he did so in order to have a more personal relationship with clients, and to enjoy working with aspirational, inspiring business owners.

Philip is involved as a trustee in a number of charities and enjoys making a difference for deserving causes.

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.

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