Services
Ward Goodman Financial Services For Individuals & Businesses
Our Services
Financial services that our experienced team of experts provide to individuals and businesses in Dorset and UK-wide.
Valuations
Understand the true worth of your business with clear, independent valuations. Ward Goodman provides accurate insights to support growth, succession, or sale decisions.
Business Advisory
From strategic planning to cash flow management, our advisers help businesses across the UK make confident, informed decisions at every stage of growth.
Tax Services
Navigate complex tax rules with confidence. Our experts manage compliance, planning, and efficiency – ensuring your business stays fully optimised and HMRC-ready.
Xero Services
We make cloud accounting simple. As Xero specialists, we set up, train, and support your team so you can manage finances efficiently and in real time.
Payroll Services
Accurate, compliant payroll support – from PAYE setup to RTI reporting and pensions – to free you from admin and focus on your business.
Accountancy Services
Remuneration Planning
Designing strategic reward packages that align incentives, retain talent and drive tax-efficient outcomes.
Statutory Accounts
We prepare compliant, audit-ready financial statements for all company sizes – from small firms to AIM listings and subsidiaries.
Business Protection
Protect your business against potential financial risk with tailored advice on key person cover, shareholder protection, and succession planning to safeguard long-term stability.
Employee Benefits
Design competitive employee benefit packages that attract and retain talent, support wellbeing, and align with your business goals while remaining tax-efficient and compliant.
Part-Time FD Services
Access experienced financial director support without the full-time cost, helping you improve cash flow, strategic planning, and financial decision-making.
Business Services Testimonial
Business owners are able to call on this diverse expertise and support through a personalised director and manager relationship.
“In any business the numbers must add up, but it is not just the numbers. The bottom line is all about teamwork. Ward Goodman plays an important part in our team helping to make the numbers add up and guide the business forward.“
Bernard Pearson, The Discworld Emporium.
ward goodman onboarding process.
Ward Goodman has a simple but effective onboarding process making this hassle free for you.
STEP 1
Referral from client, introducer or from website
STEP 2
Initial meeting is arranged at one of our offices and this is without cost or obligation
STEP 3
Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.
STEP 4
Client accepts terms and billing and services automatically set up. Client details put on to our software.
STEP 1
Referral from client, introducer or from website
STEP 2
Initial meeting is arranged at one of our offices and this is without cost or obligation
STEP 3
Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.
STEP 4
Client accepts terms and billing and services automatically set up. Client details put on to our software.
Book a Meeting
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
