Brook Financial Management Limited

Accountant · TA19 9DX, Ilminster, England

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About us

We are an award winning team of accounting professionals who specialise in all areas of financial management from management accounts, cashflow forecasting and budgeting through to bookkeeping, payroll and VAT returns. We can operate as a fully outsourced solution or assist with an existing in house finance team that requires additional support and guidance.

Affiliations

Association of Chartered Certified Accountants

Meet the team

Brook Financial Management Limited advisors: 22 - Xero certifications: 14

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Alison Smith

Managing Director

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
2 years Xerocon attendance

Brook Financial Management Limited: Bank experience

Clients of Brook Financial Management Limited connect to a range of banks via Xero. Brook Financial Management Limited specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (UK)
Barclaycard Business
Barclays Business (UK)
Capital on Tap
HSBC Business (UK)
Lloyds Business (UK)
NatWest
PayPal
Pleo
Santander (UK)
Soldo
Stripe
Telleroo

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Brook Financial Management Limited: Industry experience

Brook Financial Management Limited works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Agriculture
Construction and trades
Finance and insurance
Healthcare and social services
Marketing, advertising and consulting
Professional services
Real estate and hiring services
Transportation and storage
Retail

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Brook Financial Management Limited : App experience

Brook Financial Management Limited serves clients who use 7 different apps that connect and integrate with Xero.

Connected apps

Find us

Brook Financial Management Limited has an office in 1 location

Ilminster: TA19 9DX, Ilminster, TA19 9DX, England; +44 01460 259852

New to Xero? Brook Financial Management Limited can help

Xero is beautiful online accounting software for smaller businesses. Brook Financial Management Limited can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

2 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2012

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.

Brook Financial Management Limited

Making Tax Digital VAT Re…

Xero Migration

Gold champion partner

Partner since 2012

Xero advisor certified