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​Accountancy made clear, affordable and stress-free.

Chartered Certified Accountants

Business Meeting

Accounting Expertise

TAX DONE PROPERLY

We’ll sort your returns, plan ahead, and find every deduction to help you keep more of what’s yours.  We work with you to create a strategy that fits your business and takes the stress out of deadlines. 

TIMELY BOOKKEEPING

We use modern software and AI to bring order to your numbers, keeping them up to date so you always know your business position; giving you peace of mind and more time to focus on what you do best. 

RELIABLE PAYROLL

We take the stress out of payroll by keeping everything smooth, accurate, and right on schedule.  From payslips to pensions, we handle the details so you can focus on looking after your valuable team.

​BUDGETS THAT WORK

We help you plan ahead with clear, practical budgeting and forecasting, giving you the numbers and insights you need to make confident decisions, manage cash flow, and spot opportunities before they happen.

 ACCOUNTING EXPERTS

We prepare accurate, timely accounts for sole traders, partnerships, and limited companies. With meticulous attention to detail and a clear, straightforward approach, giving you reliable support and insight to help grow your business.

MANAGEMENT REPORTING 

Either monthly or quarterly, we can prepare reports that give you an up-to-date snapshot of your business’s financial health, making it easier to spot trends, track progress, make decisions and spot tax saving opportunities.

CONSULTANCY

For one-off projects or regular hours,  James brings a wealth of experience from senior roles in large companies and can bring that "Finance Director" level input to your business without the commitment and expense of employment.

STARTUP SUCCESS

From your first idea to your first sale, we will help you every step of the way.  From business plans to company formation and tax registrations we will deal with the legal stuff so you can concentrate on making your vision a reality.

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About Us

Wood & Co. is led by James Wood, a Chartered Certified Accountant with over 20 years of experience gained from working in both accountancy practice and through various senior finance positions for prominent North West companies.  This diverse background gives him a deep understanding of all aspects of accountancy as well as the wider business landscape. From routine compliance to strategic consultancy, we’ve got you covered.

At Wood & Co., we focus on building genuine relationships with our clients—delivering clear advice, fast turnarounds, and exceptional value for money.  We bring big-firm expertise at small-firm prices, supporting your business all year round with your success always in focus.

 

 

 

 

 

 

 

 

 

 

 

A New Chapter

The Wood & Co. name enters its third generation, first established by James’ grandfather Henry in North Yorkshire in the 1970s, who was later joined by his son Ian in the early 1980s, expanding the practice into a second location. Although the firm changed hands in 2008, James is proud to revive the brand and the values it was built on—trust, reliability, and a truly personal approach—values that remain at the heart of everything we do.

Now based in Morecambe, we serve businesses and individuals across Morecambe, Lancaster, and the wider surrounding areas.  James offers a modern, straight-talking approach, grounded in traditional values.

Analyzing Data

What some of our clients say

"We've worked with James for years, and he's an invaluable part of our business. He provides full financial support — from bookkeeping to payroll to year-end accounts and tax work — and is always just a call away. He's not only helped improve our systems but also significantly reduced our tax bills. James is responsive, thorough, and approachable. We consider him a trusted extension of our team."

 

Jannicke — A Family’s Best Friend Ltd, Morecambe

"I’ve been extremely pleased with the service James provides. He has given me great advice and keeps me on track with the accounts side of my business! I feel lucky to have found him!"

 

 

Naomi — Naomi Waite Aesthetics Ltd, Lancaster

"James provides a trusted and reliable service, and recently helped me find some valuable cost savings in my business.  He's very knowledgeable, but always explains things in an way that is easy to understand.  A refreshing change from the traditional accountant; like dealing with a mate, but one who really knows his stuff!"

Thom - Beyond Trees, Bristol

 

 

"James is definitely someone you want on your side! He turned around my year-end accounts and tax return quickly, and was really thorough in finding every possible deduction. He also helped with a tricky customer dispute — fighting my corner as if it was his own and did an amazing job. His service and knowledge are top-notch. Outstanding all round."

Chris — Chris Carr Building & Roofing, Settle

The Wood & Co. Advantage

Choosing Wood & Co. means working with a firm that combines the best of both worlds—modern accountancy expertise and traditional values. We offer a comprehensive range of services, tailored to meet your needs, whether you're a start-up, established business, or individual client.

With over 20 years’ proven experience across both practice and corporate finance, we bring real insight, attention to detail, and a commitment to getting it right. Add to that our client-first approach, clear communication, and local knowledge, and you’ll see why so many are choosing us as their trusted partner.

Reliable. Approachable. Thorough.  That’s the Wood & Co. advantage.

WIDE RANGE OF SERVICES

At Wood & Co, our wide range of services means we can support you at every stage—whether you're a sole trader, a growing business, or just need help with personal tax.  From day-to-day bookkeeping to strategic financial advice, we offer a complete, joined-up approach that saves you time, reduces stress, and keeps you fully in control.  One team, all your accounting needs.

CLIENT-FOCUSED APPROACH

At Wood & Co., we put our clients at the heart of everything we do. We take the time to understand your goals, challenges, and what really matters to you—so we can offer tailored advice that fits your needs, not just the numbers.  Expect a personal, responsive service with clear communication and support you can rely on.

DETAIL-ORIENTED STRATEGY

At Wood & Co, we believe the little things make a big difference. Our meticulous attention to detail ensures nothing gets missed—from the smallest figures to the bigger financial picture.  We take pride in delivering accurate, thorough work every time, so you can feel confident your accounts are in safe hands.

PROVEN SUCCESS

With over two decades of experience and a track record of helping clients thrive, Wood & Co. brings proven success to every partnership. From securing long-term growth for businesses to navigating complex financial challenges, we’ve delivered results time and again.  Our knowledge, reliability, and client-first approach have earned the trust of individuals and businesses across the North West.

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