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Care sector accountancy firms

Accountants can support you with myriad services, from tax and financing, to due diligence and business planning. The firms listed here can support you to operate and expand your service.

Albert Goodman

Tel: 0330 333 5039


  • Nursing homes.
  • Residential homes.
  • Residential dementia homes.
  • Learning disability homes.
  • Extra care.
  • Domiciliary care.
  • Supported living.


  •  Cloud bookkeeping and training packages.
  • EBITDAR and business advisory (including benchmarking).
  • Tax compliance and advisory.
  • Sales and acquisition tax advisory.
  • Due diligence for sales and acquisitions.
  • Share valuations.
  • Succession planning.
  • Forecasting.
  • Payroll.

Lead individuals
Julie has a depth of experience in looking after businesses in the care sector which few can match, with over 25 years’ experience supporting businesses from start up, growth planning through to exit. Accountancy is her profession and the care sector is her passion. She offers vital support to our care business clients, with up-to-date sector knowledge adding value to the breadth of advice given. She is a well-respected researcher in the sector, contributing to sector-written articles.

Neil Hutchings is Albert Goodman’s corporate finance specialist, having joined the firm in 2008. Over the past 12 years, he has developed extensive corporate finance, audit, accountancy and business advisory skills, over a wide range of companies and organisations. Neil has vast experience in the buying and selling of care homes and care home groups and is well-connected within the corporate finance sector.

Company information
Albert Goodman LLP, established for over 150 years, has developed a dedicated team to support providers in the care sector to navigate through business challenges, with wider contacts in the sector adding value to the advisory given.

In addition to the accountancy and tax compliance, business advice is given throughout the year through management accounts production, KPI reporting and variance analysis from budget to actual, monitoring occupancy and cash flow, providing timely reporting for in-house management and to meet bank covenant requirements.

Julie Hopkins, Director
Tel: 01935 423667

Neil Hutchings, Corporate Finance Manager
Tel: 01823 286096

Bishop Fleming

Tel: 0333 321 9000


  • Nursing and residential care homes.
  • Learning disability.
  • Supported assisted living.
  • Challenging behaviour and special needs.
  • Rehabilitation.
  • Domiciliary care agencies.


  • Accounting and tax.
  • Business planning.
  • Refinancing, business acquisition and sales.
  • Payroll.
  • Wealth management.

Lead individual
Tim Godfrey heads up the firm’s healthcare team of specialists advising single and multi-site care home clients across a wide geographic area. He provides invaluable insight into the issues having an impact on the sector and assists clients in areas such as commercial and tax structuring, funding, and financial reporting, including the use of technology.

Tim comments, ‘The sector is currently facing many challenges, particularly on funding, rising costs, ongoing viability tests and increased regulation. My focus is on helping clients maximise their business performance and value in the face of these challenges. Using cloud-based, real-time financial reporting data, we empower the aspirations of our clients. Our specialist benchmarking tools and reports, together with our proactive advice, enables our clients to manage their business more effectively, while keeping their fingers on the pulse of the day-to-day financials.’

Company information
Bishop Fleming is a dynamic UK accountancy firm, providing a comprehensive range of services across a wide range of sectors. We’re currently ranked the 29th largest firm in the UK by turnover and have been one of the fastest growing firms over the last decade. Bishop Fleming has seven offices, 30 partners and over 350 staff.

We pride ourselves on being relationship-led and place our client and people relationships at the heart of our business. That’s why we have been awarded the Gold Standard in our recent Investor in Customers survey, which demonstrates our commitment to delivering exceptional client service.

Tim Godfrey, Partner and Head of Healthcare
Tel: 07973 699915


Tel: 01242 237661


  • Residential and nursing homes for the elderly.
  • Learning disability/challenging behaviour.
  • Specialist needs education colleges.
  • Assisted living/close care/extra care.
  • Drug, alcohol and eating disorders independent hospitals.
  • Domiciliary care.
  • Supported living.
  • Children’s services.
  • Secure units.
  • Foster care agencies.
  • Primary healthcare.


  • Accounts, audit and tax.
  • Accounts preparation.
  • Business planning and advice.
  • Corporate finance.
  • Tax advisory services.
  • Benchmarking.
  • Sales and acquisitions.
  • Preparing the business for sale.
  • Exit planning.
  • Valuations.
  • Assisting in negotiations.
  • Minimising the effects of income tax, capital taxes, VAT and Stamp Duty Land Tax.
  • Due diligence.
  • Raising finance.
  • Estate planning.

Company information
Hazlewoods’ Health and Care team have been specialists in the sector for over 25 years, acting for over 200 different health and social care providers. For the 17th consecutive year, we are ranked the number one corporate finance adviser in sub-£50m health and care transactions.*

Our specialist team offers a full range of services to enable us to deliver wealth creation to health and care business owners. We advise many clients on their strategy from early stage to disposal. Services include accountancy, audit, tax planning and mitigation, business strategy, acquisition and disposal advisory.

Due to the high level of activity in 2018, we successfully advised on 173 completed transactions valued at £724m. 2019 has begun where 2018 left off, although headwinds such as Brexit and staff cost increases do continue to challenge buyers and sellers alike.

We act for a wide range of care providers, including individual care home owners, corporate groups, not-for-profit organisations and private equity houses.

Rachael Anstee Partner

John Lucas Partner

*Source: Number of healthcare transactions in the UK from January 2002 to December 2018.

Morris Lane

Tel: 01202 715950


  • Care homes.
  • Nursing homes.
  • Domiciliary care agencies.
  • Charities.
  • Property development.


  • Acquisitions.
  • Disposals.
  • Accounts.
  • Auditing.
  • Business plans, support and advice.
  • Company secretarial.
  • Corporate finance.
  • Payroll services.
  • Tax advice and services.
  • Management accounting.

Lead individuals
Roger Morris heads up the Morris Lane team of specialists working with their healthcare focused clients.

Roger is an award-winning member of the Chartered Institute of Taxation and has over 30 years’ experience in the sector.

Roger is ably supported by lead accountants specialising in the sector, Michelle Cordy, Dan Baker, Jon Hoyle, Michelle Pettifer and Sam Turner.

The team provides a proactive service to enable clients to achieve their ambitions, to maximise their profitability, and to increase and protect their wealth.

Company information
The firm has clients located throughout England and Wales and is believed to advise more care home operators than any other accountants in the UK.

Its strength lies in listening to clients about their business and personal goals and providing timely advice through the business cycle on how to achieve these, so they can fund their preferred lifestyle and ultimate exit from the business. This includes preparation of budgets and forecasts, regular and timely advice on any changes in tax and accounting law, as well as keeping them up-to-date on financial matters relating to the sector.

The firm ensures clients are compliant in terms of producing their annual accounts and tax returns, as well as providing management accounts if required by lenders in accordance with specific loan covenants.

It prides itself on providing bespoke advice including the structuring of acquisitions and disposals in order to maximise value and minimise the effects of income tax, corporation tax, capital taxes, VAT and Stamp Duty Land Tax.

Morris Lane also works closely with other professional advisers in the sector, including finance and capital allowance specialists together with their clients’ legal teams.

Roger Morris, Partner
Tel: 01202 715950

Smith & Williamson

Tel: 0238 082 7631


  • Residential care homes.
  • Nursing homes.
  • Dental.
  • Healthcare professional practices.
  • Charities.


  • Acquisitions and disposals of care homes and groups.
  • Business valuations.
  • Financial due diligence.
  • Cash planning, management and forecasting support.
  • Reporting services and resolving financial questions/challenges.
  • Pension scheme deficit advice.
  • Support with preparing for closure, disposal of assets and dealing with surplus funds.
  • Accounts preparation and audit.
  • Business outsourcing.
  • Business and employment taxes.
  • Employee benefits consulting.

Lead individual
Greg is a Chartered Accountant with 30 years’ experience advising clients and is National Head of the Restructuring and Recovery Services team. Greg has extensive experience in the care sector through both his restructuring advice to care homes and businesses, as well aas his expertise when covering insolvency matters.

Company information
Smith & Williamson LLP is an independently owned financial and professional services group that has been looking after the affairs of businesses and their owners for over 100 years.

One of the top 10 accountancy firms in the UK, Smith & Williamson LLP has over 1,700 staff and partners across 12 offices in the UK, Ireland and Jersey. Through its wider network, it can draw on skills and resources from around the world through the Nexia International network.

Businesses in the care sector have come under intense financial pressure recently, such as the reduction in public funding, the effect of the minimum wage and staff shortages as well as increasing regulatory and compliance requirements. Where these factors are putting pressures on margins and cash, we offer support and advice tailored to the needs of the operator. This advice is designed to help management make informed decisions about the best route forward, including cash flow, funding and working capital support and reorganisation of the business.

External expertise can help at crucial stages of a business lifecycle. Our experts are ideally placed to assist in discussions with key internal and external stakeholders.

As well as restructuring advice, Smith & Williamson LLP provides regular accounting and audit services to care sector clients. Through our corporate finance team, we are able to offer support for major transactions.

Greg Palfrey, National Head of Restructuring and Recovery Services
Tel: 0238 082 7631

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