More than just number crunchers...
We are your partners, dedicated to helping you and your business succeed.
Through our passion for numbers, experience and expertise, we offer our clients a unique blend of financial services designed to empower you.
Humble Beginnings
Established in 2014 with a handful of local clients, we at Capstone Associates have slowly grown in stature and trust.
We still work with these clients today and many of our referrals are still community focussed and network driven.
Our Story So Far...
Our services are underpinned by over 20 years of accountancy experience.
We understand that strong accountancy forms the foundations of every successful business and like our client base, our range of services have also grown.
Today Capstone Associates offer a range of professional accountancy services, including bookkeeping, payroll, tax, financial planning, analysis and consulting.
Our Mission
Our mission hasn’t changed since 2014. With every new client our aim is to support the business so that there are no barriers to growth, when the right opportunities arise.
We blend tradition with modern accountancy software, to provide all our clients with the tools and services they need to succeed, now and in the future.
Our Ethics and Values
At Capstone Associates we are changing the way businesses engage with accountancy services.
Our mindset means we always put our clients first. That is why we make every effort to understand your business environment, your culture, and the groups or communities within your network.
By using this approach, we can truly understand your long-term goals and support you fully on your journey.
The Sensible Choice
We believe that the role of an accountant extends beyond filing paperwork and balancing books.
Our success comes from proactively supporting businesses, providing tailored growth strategies, and ensuring all your financial obligations are met on time.
The core values that define our approach and set us apart:
- Accountancy services at a reasonable rate
- Scalable mindset
- Proactive support for your business
- Tailored accounting services to match your business needs
Our mindset means we are always looking for opportunities to help your business succeed and achieve long-term growth.
At Capstone Associates you will have your own dedicated accountant by your side who’s always readily available, come rain or shine.
Client reviews
I am happy and have piece of mind with this firm and will continue to use Capstone Associates.
The quality and level of business is first class and filing is always completed on time. I have been with this firm for over 20 years and remain ever happy. Mr Scalzo always takes the trouble to go an extra mile to make sure I understand things thoroughly and always happy to give me advice where needed. I am very happy with the service.
The quality and level of business is first class and filing is always completed on time. I have been with this firm for over 20 years and remain ever happy. Mr Scalzo always takes the trouble to go an extra mile to make sure I understand things thoroughly and always happy to give me advice where needed. I am very happy with the service.
Mario B
Managing Dir.
Fantastic experience!
Working with Philip and his team has been fantastic experience and will continue to be an ongoing relationship. Philip puts our minds at rest when it come to being on the mark and on time with all his knowledge and experience.
Tammara M
Owner
Solid, safe accountancy. Phil was very informative and patient. He understood the challenges my business was facing and helped me to navigate through difficult trading periods.
Paul
Director
Thank you for the exceptional accounting service you have provided us and the community of Holy Well. Your continued effort and support has help keep our Charity in order.
Your dedication has truly made a difference in managing my financial matters more effectively.
With thanks, gratitude and prayers.
Rev. M.Claudia
Philip is Amazing. The team are patient friendly and care. You not just a number with these guys. Highly personable.
Hemat N
Director
We're here to help
Searching for a greater level of support from a financial partner you can depend on and trust?
Let us become your reliable partner in achieving financial goals, providing expert advice and personalised strategies for growth and success.