Waters and Atkinson Chartered Accountants

Accountant · Clark Street, The Old Court House, Morecambe, England

  • Xero Migration

    Specialist

    Xero Migration
  • Making Tax Digital VAT Ready

    Specialist

    Making Tax Digital VAT Re…
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2014

    Experience

    Partner since 2014
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

We provide accountancy services to an established client base made up of all types of companies, businesses and individuals from Lancashire, Cumbria and the rest of the country. Waters & Atkinson offers you a tailor made service whatever your situation. As well as giving top quality, efficient service in the traditional areas of bookkeeping, VAT returns, accounts, payroll, audit and tax services, we also have a wealth of expertise in other areas, in particular business start-ups and tax. Whatever your needs as you start on the road to success we can help, be it the writing of a business plan, a decision on how to structure your new venture or advice on finance and tax implications.

Affiliations

  • Institute of Chartered Accountants in England and Wales
  • Association of Accounting Technicians (UK)

Meet the team

Waters and Atkinson Chartered Accountants advisors: 28 - Xero certifications: 8

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

Kay Lee

Client Manager

Profile image for Kay Lee
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

I have been working using Xero since May 2019. In that time I have enjoyed seeing the development of the software and also the enthusiasm grow amongst my client base.

Hayden Cowperthwaite

Client Manager

Profile image for Hayden Cowperthwaite
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.
  • Retail & ecommerce
    Has training and expertise in advising on apps for retail and ecommerce businesses.

I began using Xero in 2020 and have enjoyed watching as the software has developed over time. Cloud based accounting is beginning to move into being a necessity for large and small companies alike.

Linda Bates

Bookkeeper

Profile image for Linda Bates
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Making Tax Digital VAT Ready
    Has training and expertise in helping UK businesses meet the HMRC requirements for Making Tax Digital for VAT.
  • Xero Migration
    Has training and expertise in switching clients to Xero.

I have been a Xero user since 2019, and love to streamline bookkeeping processes using digital software options.

Waters and Atkinson Chartered Accountants: Bank experience

Clients of Waters and Atkinson Chartered Accountants connect to a range of banks via Xero. Waters and Atkinson Chartered Accountants 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


  • Barclays Business (UK)
  • Capital on Tap
  • HSBC Business (UK)
  • Handelsbanken
  • Lloyds Business (UK)
  • Monzo Business
  • NatWest
  • PayPal
  • Revolut
  • Santander (UK)
  • Starling Bank
  • Tide
  • Virgin Money (UK)
  • Wise Business

Waters and Atkinson Chartered Accountants: Industry experience

Waters and Atkinson Chartered Accountants 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


  • Professional services

    Specialist

    Professional services

Industries Served


  • Accommodation and hospitality
  • Professional services
  • Retail
  • Arts and recreation
  • Real estate and hiring services
  • Construction and trades
  • Healthcare and social services
  • Education
  • Not-for-profit
  • Marketing, advertising and consulting
  • Media and communications
  • Repairs and personal services

Waters and Atkinson Chartered Accountants : App experience

Waters and Atkinson Chartered Accountants serves clients who use 4 different apps that connect and integrate with Xero.



Connected apps

Find us

Waters and Atkinson Chartered Accountants has an office in 1 location

Morecambe

Clark Street, The Old Court House, Morecambe, LA4 5HR, England

+44 01524 410727

New to Xero? Waters and Atkinson Chartered Accountants can help

Xero is beautiful online accounting software for smaller businesses. Waters and Atkinson Chartered Accountants can help make your switch as smooth as possible.

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

  • Partner since 2014
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.