Chartered accountants for Romsey businesses, on fixed monthly fees
ICAEW Chartered Accountants in nearby Winchester, working with businesses across Romsey and the Test Valley. Personal, plain-English accountancy for independent and owner-managed businesses, from start-up to £10m turnover. Everything is handled online through Xero, email and video calls; when a face-to-face meeting helps, we host it at our Winchester office.
Years of accountancy experience
Chartered Accountants — member no. C011009337
Per month, Xero included
Across the Test Valley to our Winchester office
Which accountants cover Romsey and the Test Valley?
Lumi Accountancy, an ICAEW chartered firm in nearby Winchester, works with independent and owner-managed businesses across Romsey and the Test Valley (SO51), including rural and seasonal businesses. Fixed monthly fees start at £195 with Xero included, and you always deal with the same Chartered Accountant.
Correct for the 2026/27 tax year · last reviewed September 2026 · Chris Sullivan ACA
Accountants for Romsey's independent shops, hospitality and rural businesses
Romsey is a historic market town with an independent streak: owner-run shops, hospitality, professional micro-businesses and rural enterprise across the Test Valley. That's exactly the kind of personal, hands-on client we're built for.
Close to home in the Test Valley
Our office is a short drive away at Abbey Mill in Winchester, and most Romsey clients work with us easily online via Xero, with face-to-face meetings whenever you'd like one.
A short drive across the Test Valley
Romsey is about twenty minutes from our Abbey Mill office. Most Romsey clients work with us online, and for those who'd rather meet, we're happy to come to you or see you in Winchester.
Suited to independent businesses
Romsey is a town of independents: owner-run shops, cafés, pubs and rural businesses. We're independent too, so you get a Chartered Accountant who answers the phone himself.
Full-service support, in person or online
Whatever your line of work — from market-town retailers and cafés to tradespeople and rural or equestrian businesses across the Test Valley — we offer the full range of accountancy services to Romsey businesses: accounts, tax, VAT and payroll. Work with us online via Xero, or meet in person whenever it helps.
Sector specialists too: hospitality, and construction & CIS businesses across Romsey get packages built around their industry.
What we see most in Romsey
Romsey is a market town with a strong independent streak, from the shops and cafés around the Market Place and Bell Street to the farms, estates and equestrian businesses across the Test Valley. Visitors to the Abbey and the surrounding countryside keep hospitality busy for much of the year.
- Independent shops and cafés Stock and till reconciliation, VAT schemes that suit low-margin retail, and payroll for part-time staff.
- Pubs and hospitality Tips and tronc, VAT on food and drink and cash-flow planning around the seasons.
- Farms and rural businesses Diversification into lets, events or retail, and capital allowances on buildings and machinery.
- Holiday lets The rules after the furnished holiday lettings regime ended, and whether a company still makes sense.
Many Romsey businesses mix income streams, a café alongside a holiday let or a farm with a shop. We make sure each is accounted for correctly so the tax position is right and you can see which parts actually pay.
Straightforward pricing for Romsey businesses
Romsey's independents often start on Lite or Core, and hospitality businesses usually choose a hospitality package. Xero is included unless agreed otherwise, and the fee is fixed.
- Xero subscription included (unless agreed otherwise)
- Statutory accounts submission
- Corporation tax calculation & submission
- Director's payroll (1 employee)
- Director's Self Assessment
- Monthly bank reconciliation (up to 50 transactions)
- Email support
- Everything in Lite, plus advanced Xero
- Monthly bank reconciliation (up to 150 transactions)
- Quarterly VAT returns
- Payroll for up to 5 employees
- Email support
- Everything in Core
- Full bookkeeping & transaction processing (unlimited)
- Monthly management accounts
- Quarterly strategy & tax review meetings
- Unlimited phone support
All prices exclude VAT.
Also serving nearby: Southampton · Winchester · all Hampshire areas.
Serving Romsey and the Test Valley
We work with businesses across SO51 and the surrounding Test Valley villages, and with clients who prefer to work entirely online via Xero.
Not on the list? We work with businesses across Hampshire, so get in touch and we'll let you know how we can help.
Seasonal cash flow for Romsey cafés, shops and Test Valley rural businesses
Romsey is a classic Hampshire market town: Romsey Abbey, the Broadlands estate and a high street full of independent shops, cafés and professional practices, ringed by farms and rural enterprise across the Test Valley. The businesses here tend to be smaller, owner-managed and personal.
An independent retailer or café watching your margins, a tradesperson going limited, a rural or equestrian business with seasonal income: you get a real person who knows your numbers, and explains them without the jargon.
Can you cope with seasonal or rural income across the Test Valley?
Yes. Farming, equestrian and rural businesses around Romsey and the SO51 villages rarely earn evenly through the year, so we plan tax and cash flow around the quiet months rather than pretending every quarter looks the same.
Do you work with Romsey's independent shops, cafés and small practices?
That's exactly who we're built for. Owner-run retailers, cafés and professional micro-businesses on and around the high street get a real person who knows their numbers. The Lite package from £195 a month suits a newly incorporated Romsey company, and our hospitality packages start from £220.
Are you based in Romsey?
We're in Winchester, at Abbey Mill, a short drive from Romsey. Romsey clients work with us through Xero, email and video calls, and we're happy to meet in person whenever it suits.
What are your fees for a Romsey business?
Fixed and published, so there are no surprises: Lite from £195 a month, Core from £275, Complete from £395. Xero is included in every package unless agreed otherwise, hospitality packages start from £220 and construction from £275. Prices exclude VAT.
How do I move to Lumi from my current accountant?
Book a free 30-minute call. If you'd like to go ahead, we contact your existing accountant for professional clearance, collect the records and HMRC authorisations, and get Xero set up. The handover is our job, not yours.
Ready to meet a Romsey accountant who actually listens?
Book a free 30-minute call. We'll talk through your Romsey business and how you'd like to work, and send a fixed fee in writing afterwards.
Book your free call →Send us a message
Prefer to write first? Send a note and Chris will reply within one business day. We're glad to meet Romsey clients in town or in Winchester.
Winchester, SO23 9LH
We work with most clients remotely, via Xero, email and video calls — or meet in Romsey town centre (SO51) or anywhere in the Test Valley when in person helps.
Book online →
