CERTAX ACCOUNTING SURBITON

Accountancy, Tax and Financial Insight for Businesses and Individuals Accountancy, Tax and Financial Insight for Businesses and Individuals

Supporting growing SMEs, established businesses, sole traders, landlords and construction contractors across South-West London and Surrey.

From bookkeeping, payroll and tax compliance to management accounts, budgeting and forecasting, Andrea helps clients understand their numbers and make better financial decisions.

No obligation · Speak directly with Andrea

Accounting Support Built Around Your Business

Growing SMEs and established businesses

Management accounts, budgeting, forecasting and financial insight to help business owners understand performance, improve cash flow and make informed decisions.

Sole traders and landlords

Support with bookkeeping, Self Assessment, property-income records and Making Tax Digital for Income Tax.

Construction contractors

Support with CIS registration, subcontractor verification, deductions, monthly returns, bookkeeping, payroll, VAT and tax.

Explore Our Services

Compliance

  • Bookkeeping

  • Payroll

  • Construction Industry Scheme

  • Support

  • VAT

  • Accounts for sole traders

  • Partnership accounts

  • Personal income tax

  • Corporation tax

  • Company formation

  • Company secretarial services

Systems & Efficiency

  • Computerised accounting-system setup

  • Accounting-software support

  • Bookkeeping-software training

  • Accounting-system training

  • VAT

  • Excel training and support

  • Record-keeping improvements

  • Accounting-process improvements

Advisory & Insight

  • Management accounts

  • Budgeting

  • Forecasting

  • Cash-flow visibility

  • Performance reporting

  • Profitability analysis

  • Practical financial insight

  • Support with business decision-making

Not sure which service you need?

Speak directly with Andrea about your accounting requirements, existing systems and business goals.

FINANCIAL INSIGHT FOR GROWING BUSINESSES

Make Better Decisions With Clear, Timely Financial Information

Year-end accounts explain what has already happened. Management accounts help you understand what is happening now and what may happen next.

Andrea supports growing and established businesses with regular management reporting, budgeting and forecasting, helping owners and management teams monitor:

  • Revenue and profitability

  • Costs and margins

  • Cash flow

  • Performance against budget

  • Financial risks and opportunities

  • Future funding requirements

  • Staffing and resource requirements

SUPPORT FOR SOLE TRADERS AND LANDLORDS

Making Tax Digital for Income Tax

Making Tax Digital for Income Tax introduces more regular digital record keeping and reporting for affected sole traders and landlords.

Certax Accounting Surbiton can help you review your current process, organise your records, choose appropriate accounting software and prepare for digital reporting.

  • Digital bookkeeping

  • Accounting-software setup

  • Record-keeping review

  • Sole trader support

  • Landlord and property-income records

  • Quarterly reporting support

  • Self Assessment

  • Year-end support

SUPPORT FOR THE CONSTRUCTION INDUSTRY

CIS Support for Contractors and Construction Businesses

Practical CIS support for contractors, subcontractors and construction businesses that need help staying organised and compliant.

  • CIS registration

  • Subcontractor verification

  • CIS deductions

  • Monthly CIS returns

  • Subcontractor statements

  • Payroll

  • Bookkeeping

  • VAT support

  • Tax support

  • Year-end accounts

  • Self Assessment

Helping Business Owners Understand Their Numbers and Make Better Financial Decisions

Meet Andrea Okos

Andrea is a highly experienced finance professional with a strong background in accounting, tax and commercial finance across multinational organisations, fast-growing businesses and SMEs.

She initially qualified as a Certified Public Accountant in the United States during her time with KPMG. As she now practises in the UK, her CPA status is maintained on an inactive basis while continuing to reflect a strong foundation in US accounting standards and professional practice.

Andrea has also worked with globally recognised organisations, including Chevron, and has supported start-ups and SMEs through important stages of growth.

Alongside accounting and tax compliance, Andrea brings extensive commercial-finance experience. She has supported senior stakeholders with clear financial analysis, management reporting, strategic planning, budgeting and forecasting.

Today, Andrea works closely with SMEs, entrepreneurs and individuals, combining technical knowledge with practical, forward-looking advice.

Her approach goes beyond compliance. She helps clients understand the key drivers of their financial performance, strengthen decision-making and build sustainable, profitable businesses.

Clients value Andrea’s ability to translate complex financial information into clear, practical insights that support better decisions and long-term success.

Andrea Okos signature
Andrea Okos - CEO & Principal Accountant

ANDREA OKOS, MAAT, MBA,

CPA (USA, inactive)

Owner & Principal Accountant

ALL SERVICE AREAS

Local Accountancy Support Across South-West London and Surrey

Based in Surbiton, Andrea supports businesses and individuals throughout the surrounding area.

OUR APPROACH

The Certax Difference

Construction Industry Specialists

We work with builders, electricians, plumbers, roofers, carpenters and other construction trades, helping contractors and sole traders manage CIS, VAT and Making Tax Digital. We understand the challenges of running a construction business and provide practical advice that keeps you compliant and supports your growth.

Proactive Tax Planning

We don't believe in meeting once a year. By reviewing your finances throughout the year, we identify opportunities to improve cash flow, prepare your business for future changes and introducing Making Tax Digital, which is a very good way to help you avoid surprises and make informed decisions.

Direct Access to Your Accountant

You'll deal directly with Andrea - not a call center or junior administrator. Whether you need advice on CIS, bookkeeping, tax planning or business growth, you'll receive prompt, practical support from someone who knows your business.

CLIENT SUCCESS

Trusted By Local Businesses

★★★★★

"Andrea at Certax Accounting Surbiton is professional, knowledgeable and incredibly responsive. Everything was explained clearly, and I felt confident my accounts were in safe hands. Highly recommended."

Katalin F.

Sole trader

★★★★★

"Andrea has been looking after my accounts for several businesses over the years, as well as my Self Assessment tax returns, and I couldn't recommend her more highly. She is always reliable, ensures everything is filed on time, and explains even complex accounting matters in a way that's easy to understand."

William N.

Owner of a construction business

★★★★★

"Andrea is very knowledgeable and professional. She is also very personable and can explain accountancy in very simple terms easy to understand. I highly recommend her services."

Lilly T.

Practitioner

CONTACT US

Start Your Converstaion

Whether you need comprehensive tax planning, seamless self-assessment, or proactive corporate accountancy, we are here to provide financial clarity. Reach out to Andrea and the team directly.

Phone:
+44 7840 262057

Certax Surbiton Logo

Expert accountancy and advisory services tailored for Surbiton businesses .

Legal & Privacy

  • Privacy Policy

  • Cookie Policy

Direct Contact

Phone: +44 7840 262057
Email: [email protected]
Web: certaxsurbiton.co.uk

Surbiton, United Kingdom

© 2026 Certax Accounting Surbiton. All rights reserved.