Heelan Associates are a team of Waterlooville based business accountants, book-keepers and payroll people working with owners ranging from start-up to £10 million turnover.

The Heelan Associates team are committed to helping business owners save time and tax, so they can get on and grow their businesses.

Our fixed fees cover delivering you the perfect service suited to your business’ needs.

The team have a wide variety of skills, accreditations and professional body memberships including:

  • Memberships to chartered accounting bodies (ACCA)
  • Memberships to other professional accounting and tax bodies (AAT, ATT)
  • Memberships to payroll professional bodies
  • ‘Gold’ Xero Certified Advisors
  • ‘Elite’ level QuickBooks Online Advisors

Our office in Waterlooville is welcoming and friendly – just give us some notice and we’ll have the kettle on ready for you.

Anne

Anne

Categories: Director
  • Job: Managing Director
  • Area of expertise: Construction Industry (CIS) Queen
  • Fun Fact: Plays Ladies Darts

Anne

Job: Managing Director Area of expertise: Construction Industry (CIS) Queen...

Dan

Dan H

Categories: Director
  • Job: Business Services Director
  • Area of expertise: Business advice, accountancy & tax
  • Fun Fact: Major Geek. Like Major

Dan H

Job: Business Services Director Area of expertise: Business advice, accountancy...

Becki

Categories: Accountancy
  • Job: Accountancy Manager (head of services) (not Dan’s wife)
  • Area of expertise: Construction / Building Development
  • Fun Fact: I enjoy crocheting

Becki

Job: Accountancy Manager (head of services) (not Dan’s wife) Area...

Charley

Charley

Categories: Finance and Admin
  • Job: Finance and Operations Manager
  • Area of expertise: A qualified tax advisor and accountant, taking care of all things financial for Heelan Associates and ensures the office runs smoothly
  • Fun Fact: Qualified chef and loves to keep fit

Charley

Job: Finance and Operations Manager Area of expertise: A qualified...

Jamie

Categories: Sales
  • Job: Client Service Manager
  • Area of expertise: Business support for start-ups and breaking down barriers
  • Fun Fact: Started an award-winning chocolate business that ran for 6 years and originally started on a little family-run cocoa farm in the mountains of Costa Rica. Ask me anything about chocolate!

Jamie

Job: Client Service Manager Area of expertise: Business support for...

Kelly M

Categories: Accountancy
  • Job: Accountancy Manager
  • Area of Expertise: Motor Industry and Xero Expert
  • Fun Fact: I went to college to be a beauty therapist and ended up being an accountant

Kelly M

Job: Accountancy Manager Area of Expertise: Motor Industry and Xero...

Samantha

Categories: HR
  • Job: HR Manager
  • Area of Expertise: Listening and tea
  • Fun Fact: I love cats – I once owned 5

Samantha

Job: HR Manager Area of Expertise: Listening and tea Fun...

Sarah K

Categories: Payroll
  • Job: Payroll Manager & Recruitment Lead
  • Area of Expertise: All things Payroll related and a very good memory
  • Fun Fact: I was a Childminder for 10 years before working here

Sarah K

Job: Payroll Manager & Recruitment Lead Area of Expertise: All...

Chris

Chris

Categories: Finance and Admin
  • Job: Finance Controller
  • Area of expertise: Multi-tasker extraordinaire!
  • Fun Fact: Proud owner of two beagles!

Chris

Job: Finance Controller Area of expertise: Multi-tasker extraordinaire! Fun Fact:...

Holly

Categories: Admin
  • Job: Executive Assistant
  • Area of expertise: All things Creative
  • Fun Fact: I went to college for fashion and ended up working here!

Holly

Job: Executive Assistant Area of expertise: All things Creative Fun...

Milly

Categories: Finance and Admin
  • Job: Bookkeeper
  • Area of Expertise: Relentlessly pursuing and gathering information. I’m practically a black belt in bothering HMRC!
  • Fun Fact : I have an actual BA Hons degree in Comedy: Writing & Performance!

Milly

Job: Bookkeeper Area of Expertise: Relentlessly pursuing and gathering information....

Sophie

Categories: Finance and Admin
  • Job: Client Services Coordinator
  • Area of expertise: AML, TaxDome, ID requirements and Customer Service
  • Fun Fact: I was an Electricians Mate.

Sophie

Job: Client Services Coordinator Area of expertise: AML, TaxDome, ID...

Mel

Categories: Finance and Admin
  • Job: Client Services Coordinator
  • Area of expertise: Service with a smile always, delivering friendly, reliable and personable customer service.
  • Fun Fact: I have never had a sense of smell- which comes in handy with 3 kids, a husband and a dog.

Mel

Job: Client Services Coordinator Area of expertise: Service with a...

Boglarka

Categories: Admin, Marketing
  • Job: Client Services Administrator/Marketing Executive
  • Area of expertise: Organised and Colourful Spreadsheets for everything
  • Fun Fact: I’m a ballerina and a Miss GB finalist (sponsored by the best: Heelan Associates!)

Boglarka

Job: Client Services Administrator/Marketing Executive Area of expertise: Organised and...

Dan S

Categories: Accountancy
  • Job: Client Manager (Accountant)
  • Area of expertise: Tax and management accounts, general office maintenance and Excel expert
  • Fun Fact: I have completed the 3 peaks challenge, climbing 3 mountains in 24hours. I also love cars, ride a motorbike and have been on several track days over the years.

Dan S

Job: Client Manager (Accountant) Area of expertise: Tax and management...

Deborah

Categories: Accountancy
  • Job: Accountant
  • Area of Expertise: Qualified Accountant and bookkeeper specialising in VAT reconciliations and partial exemption VAT
  • Fun Fact: I’m a secret sci-fi geek

Deborah

Job: Accountant Area of Expertise: Qualified Accountant and bookkeeper specialising...

Gemma

Categories: Accountancy
  • Job: Accountant
  • Area of Expertise:
  • Fun Fact:

Gemma

Job: Accountant Area of Expertise: Fun Fact:

Heidi

Categories: Accountancy
  • Job: Accountant
  • Area of expertise: International VAT
  • Fun Fact: Have visited 30 countries before I turn 30

Heidi

Job: Accountant Area of expertise: International VAT Fun Fact: Have...

Natasha

Categories: Accountancy
  • Job: Accountant
  • Area of expertise: Xero fan girl with a penchant for saving you tax!
  • Fun Fact: I worked as a duty manager in retail before leaving to raise four children and then retraining as an accountant.

Natasha

Job: Accountant Area of expertise: Xero fan girl with a...

Sam W

Categories: Accountancy
  • Job: Assistant Accountant
  • Area of Expertise: Video editing
  • Fun Fact: I support Portsmouth FC and have been a season ticket holder since the age of 8.

Sam W

Job: Assistant Accountant Area of Expertise: Video editing Fun Fact:...

Alfie

Categories: Accountancy
  • Job: Assistant Accountant
  • Area of expertise: Mathematics
  • Fun Fact: I can square every number from 1-100 instantly without using a calculator

Alfie

Job: Assistant Accountant Area of expertise: Mathematics Fun Fact: I...

James

Categories: Accountancy
  • Job: Assistant Accountant
  • Area of expertise:
  • Fun Fact: I’m one of five brothers, and we all play for the same cricket team
     

James

Job: Assistant Accountant Area of expertise: Fun Fact: I’m one...

Louisa

Categories: Bookkeeping
  • Job: Senior Bookkeeper
  • Area of Expertise: Big bookkeeping jobs.
  • Fun Fact: Has 3 offspring, border collie owner, dancer, crafter, likes a puzzle

Louisa

Job: Senior Bookkeeper Area of Expertise: Big bookkeeping jobs. Fun...

Helen

Helen W

Categories: Bookkeeping
  • Job: Bookkeeper
  • Area of expertise: Xero, Quickbooks, Dext, Free Agent and Sage.
  • Fun Fact: I have a creative streak and love doing nail art and designing cards, prints and colouring pages to sell in my side hustle.

Helen W

Job: Bookkeeper Area of expertise: Xero, Quickbooks, Dext, Free Agent...

Jacqui

Categories: Bookkeeping
  • Job: Bookkeeper
  • Area of expertise: Bookkeeping and IT
  • Fun Fact: Crafter

Jacqui

Job: Bookkeeper Area of expertise: Bookkeeping and IT Fun Fact:...

Jeremy

Categories: Bookkeeping
  • Job: Bookkeeper
  • Area of Expertise: Bookkeeping
  • Fun Fact: I lived in Geneva for 20 years and speak a little French.

Jeremy

Job: Bookkeeper Area of Expertise: Bookkeeping Fun Fact: I lived...

Emma

Categories: Bookkeeping
  • Job: Bookkeeper
  • Area of Expertise: Karate – I’m a brown belt!
  • Fun Fact: I got married on the same day as William and Kate.

Emma

Job: Bookkeeper Area of Expertise: Karate – I’m a brown...

Stephen

Categories: Bookkeeping
  • Job: Assistant Accountant
  • Area of Expertise: Bookkeeping
  • Fun Fact: I have 3 Kids. In my spare time I like to play tabletop games like D&D and PF2e and I am generally reading more than 2 books at any one time.

Stephen

Job: Assistant Accountant Area of Expertise: Bookkeeping Fun Fact: I...

Jenny

Categories: Payroll
  • Job: Payroll Clerk
  • Area of Expertise: Payroll processing, CIS processing, PAYE. Pension Processing, Kitchen Cleaning
  • Fun Fact: My real name is Susan

Jenny

Job: Payroll Clerk Area of Expertise: Payroll processing, CIS processing,...

Kelly W

Categories: Payroll
  • Job: Payroll Clerk
  • Area of Expertise: Processing Payrolls and Pensions Regulator
  • Fun Fact: I have previously qualified as a Gym Instructor and a Beauty Therapist

Kelly W

Job: Payroll Clerk Area of Expertise: Processing Payrolls and Pensions...

Maddie

Categories: Payroll
  • Job: Payroll Clerk
  • Area of Expertise: Tea Making
  • Fun Fact: My nickname is Morton after the Mario Kart character

Maddie

Job: Payroll Clerk Area of Expertise: Tea Making Fun Fact: My...

Local Feeling, National Reach

We support businesses across the UK remotely, but if you’d like to come and visit us, our offices are located not far from the A3, for easy reach from Portsmouth, Southampton, Chichester Winchester and Guildford.