Specialist
Making Tax Digital VAT Re…
Partner status
Silver champion partner
Experience
Partner since 2013
Certification
Xero payroll certified
Certification
Xero advisor certified
About us
JP Rata are a friendly accountancy firm based in Taunton, Somerset. Our aim is to redefine what small businesses expect from their accountants.
We offer a cloud based bookkeeping service called Finance Drive. Finance Drive uses Xero to provide an up-to-date picture of their business in real time. Clients send us receipts and invoices every day and their bookkeeping records are updated within 48 hours. Quality control and a quick turn-around are fundamental to the success of our Finance Drive service. Expect more from your accountant than low value year-end work, we provide useful information throughout the year that you can use to empower your business.
Affiliations
- Association of Accounting Technicians (UK)
- Institute of Chartered Accountants in England and Wales
JP Rata Ltd: Bank experience
Clients of JP Rata Ltd connect to a range of banks via Xero. JP Rata Ltd 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)
- Barclays Personal (UK)
- Capital on Tap
- HSBC Business (UK)
- Lloyds Business (UK)
- Metro Bank (UK)
- Mettle
- NatWest
- PayPal
- Revolut
- Stripe
- Tide
JP Rata Ltd: Industry experience
JP Rata Ltd 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.
Industries Served
- Accommodation and hospitality
- Construction and trades
- Education
- Finance and insurance
- Manufacturing
- Media and communications
- Not-for-profit
- Professional services
- Public administration
- Real estate and hiring services
- Repairs and personal services
- Retail
JP Rata Ltd : App experience
JP Rata Ltd serves clients who use 4 different apps that connect and integrate with Xero.
Connected apps
Find us
JP Rata Ltd has an office in 1 location
- Taunton
20-21 Bath Place, Taunton, TA1 4ER, Somerset
New to Xero? JP Rata Ltd can help
Xero is beautiful online accounting software for smaller businesses. JP Rata Ltd can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
-
1 Year 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 2013
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.