Helping businesses earn more, pay less tax, allowing you to live the life you want

Chartered Accountants on the outskirts of York

Chartered Accountants in York

As business owners ourselves we know the frustration, stress, and sleepless nights caused by running a business, managing a team, and keeping track of what taxes are due.


At Inglis, we save you time, stress and money by helping you stay in control of your business and maximising your tax reliefs. We are more than just an accounting firm, we support you and your business in the long term, and help you achieve your business and life goals.

Net Zero Accountancy

Net Zero Accounting

Inglis have proudly reached the first level of certification to becoming a Net Zero business, working with climate action platform, Net Zero Now.

A Force for Good

A Force For Good

Whilst profit, tax and cash is important to us, we support several good causes including Wetwheels Yorkshire, York Mind, and Kitchen For Everyone York.

Popular services

At Inglis, we offer a range of accounting services to help your business grow and thrive

Virtual Finance Director

Leave us to manage the finance function of your business so you can concentrate on the day-to-day running of your business. As your Virtual Finance Director, we will be a sounding board you can bounce ideas off, as well as acting as your business coach and working alongside you to ensure you meet your business goals.

Virtual Finance Director
 Management Accounts

Management Accounts

Do you know how much money is coming in and going out of your business on a day by day, week by week basis? In order that you can make informed decisions to manage your business better, we offer a management accounts service that will help you keep on track of your company's numbers.

Bookkeeping

As you grow your business the number of transactions you complete can quickly add up and bookkeeping can become a daunting and endless task. We offer an out of house bookkeeping service so all you need to do is pass us your sales invoices and receipts and we will do the rest.

Bookkeeping
FREE DOWNLOAD

32 Ways To Save Tax and Extract Maximum Value From Your Business

Ever wonder what you can take out of your business or how you can save more tax? This guide explores 32 ways of ensuring that you’re maximising every opportunity you could be to improve your life, your families and your employees.

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32 Ways To Extract Maximum Value From Your Business Download

Latest Blog Articles

By Donald Inglis June 10, 2025
Artificial intelligence (AI) has surged in popularity among business users over the past few years, with many small businesses now making AI a central part of their systems. But AI isn’t just about having some machine learning capabilities hidden away in the background. There are now full fledged ‘AI agents’ on the market. But what is an AI agent ? And how can adding these digital workers to your workforce help you scale, boost efficiency and become a more effective business operation? What is an AI agent? An AI agent is a digital entity that can carry out tasks to achieve specific operational or business goals. Unlike basic AI, which follows predefined rules, AI agents can learn, adapt and make autonomous decisions, mimicking our own problem-solving skills. Think of your AI agent as a digital member of the team. A worker that can be entrusted with a specific task – like answering your business phone, or completing your bookkeeping. Let’s take a look at five areas where an AI agent could be helping your business 1. Procurement and cost management AI agents can work in the background to automate selection of suppliers, negotiate contracts, and monitor inventory levels. This helps you optimise your pricing, find the best supplier contracts and reduce your overall procurement costs. GEP's AI agents help with supplier relationship management, automate your key procurement tasks and improve logistics, making your whole procurement process more efficient. 2. Client service and reception Customer service AI agents are available 24/7 to provide AI-driven support, handle routine enquiries and personalise the way you interact with your customers. They can manage appointment scheduling, greet virtual visitors and route calls to the most relevant person. HubSpot's Breeze Customer Agent can resolve routine FAQs, provide instant support and integrate with your CRM system to make those interactions seamless and personalised. 3. Sales and marketing Sales and marketing AI agents are designed to automate your lead generation and personalise the company’s marketing campaigns. They can even analyse customer data to spot likely sales opportunities, boost conversion rates and drive up your revenue. Salesforce's Agentforce can streamline your marketing operations in a number of different ways. Agentforce crafts campaign briefs, breaks down target audience segments and even generates initial drafts of marketing emails. 4. Finance and accounting Finance-focused AI agents can automate many of your basic bookkeeping tasks, including invoice processing, expense tracking and bank reconciliation. This is great for reducing human errors and giving time back to your finance team. They can also generate cash flow reports, assist with budgeting and improve your overall financial management. AppZen’s agent can automate manual accounts payable processes, optimise your financial decision-making and predict potential cash flow issues. It integrates with your existing financial systems to give you a completely transparent view of your financial health. 5. HR and people management AI agents can automate many of your basic human resources (HR) tasks. This can include onboarding new starters, training staff, processing payroll and benefits, and answering HR queries. This gives time back to your HR team to focus on higher value tasks. Leena AI provides an AI-powered virtual assistant that’s a central point of contact for employees. It can quickly answer HR-related questions, reducing the burden on your HR team. Talk to us about making AI agents part of your business Want to make the most of AI, but don’t know where to start? In this series, we’ll run you through the basics of AI, the main terms and the AI tools and agents that can transform your business. And if you’re hungry to know more, why not talk to our team about the AI agents and AI-driven apps that would be most appropriate for your industry, niche or business type. Give us a call on 01904 787 973, or book a call with Donald – we’re here to help.
By Donald Inglis June 3, 2025
It’s great to be the boss – you can work any hours you like, right? Unfortunately, for many business owners, that means long hours, plenty of stress, and very few breaks and holidays. Gallup reported that 39% of the owners they surveyed worked over 60 hours a week. Owners often report they are unhappy with their work life balance, and after the challenges of the recent years you might find yourself thinking hard about your priorities. Running a business and having a life Can you run your business effectively and still have enough time left over to do the things you love? You’re the best judge of how much time your business needs, but don’t neglect your wellbeing. If you would like to take back some personal time, you could consider: Delegating – don’t try to do everything yourself. Saying no – not every project is worth taking on. Investing in systems – to reduce time on admin or paperwork. Taking all your leave – find ways to have breaks and holidays. Maximising technology – making sure your systems are all integrated, and using AI where appropriate. Working towards a balance If you really can’t work less right now, try to build your business with a better balance in mind for the future. It’s important that you can step back at some point to take a holiday, travel, or spend time with family. Being tied to your business for more than 60 hours each week isn’t a sustainable way to take care of your health and higher profits aren’t worth that sacrifice. Also, any business that doesn’t allow the owner to step away is very hard to sell and worth far less than one that can run independently! We'd love to help Whether you want to improve your work-life balance now, or build your business to achieve it in future, we have ideas. We’ve worked with plenty of clients who need to reclaim their time, and we know it can be done. Give us a call on 01904 787 973, or book a call with Donald – we’re here to help.
By Donald Inglis May 27, 2025
Founding, managing and growing a business is a BIG commitment. For most business owners, it will take years to build a customer following, turn a profit and create a truly scalable business. We live in a golden age of business software. There’s an app for everything—task management, time tracking, team communication, invoicing, reporting, forecasting, and even apps to help you manage all your apps. It’s the digital equivalent of walking into a hardware store and buying every single tool, assuming that having them all will somehow make you a better carpenter. Spoiler: it won’t. Instead of increasing efficiency, software overload is quietly killing your workflow. It’s called app fatigue, and it’s the modern workplace’s productivity killer. The problem: too many tools, too little time At first glance, adding new software seems like the logical solution to business challenges. Need better project management? Add an app. Struggling with communication? Get a new messaging tool. Want better analytics? More software! The issue is that businesses often end up with a tangled mess of disconnected systems, each promising to be the magic bullet but ultimately creating more work, more confusion, and more logins (seriously, how many different passwords do you need?). Here’s what app fatigue looks like in real life: Constant context switching – You’re updating the CRM, checking Slack, answering emails, logging time, scheduling meetings, running reports... all before you’ve even started the work you’re actually paid to do. Notification overload – Your laptop sounds like an arcade machine with the sheer number of pings, dings, and pop-ups. Duplicate data entry – Entering the same information across five different platforms, all while wondering if you work for your software or if your software works for you. Integration nightmares – Half your tools don’t talk to each other, leading to manual workarounds, broken workflows, and the slow death of your patience. In short, more software ≠ more productivity. Often, it just means more complexity. The hidden costs of app fatigue Beyond frustration, there are real financial and operational costs to using too much software. Wasted time – Constantly switching between apps eats into your workday more than you realise. Instead of focusing on meaningful tasks, employees spend too much time jumping between platforms, searching for information, and re-entering data. The more tools you use, the more time gets lost in the shuffle. Higher costs – Many businesses subscribe to tools they don’t even use properly. SaaS subscriptions are easy to accumulate but hard to justify when no one knows what half of them do. Decision paralysis – When everything requires a different tool, decision-making slows down. Instead of working, people spend time choosing where to work. Employee burnout – Keeping up with multiple platforms is exhausting. When tech is meant to help but actually adds stress, employees disengage. The solution: simplify, integrate, automate The good news? You don’t have to scrap all your software – just be smarter about it. Here’s how: Audit your tech stack – Take a critical look at all your software. What’s actually being used? What overlaps? What’s creating more work than it’s saving? Kill the dead weight. Prioritise integration – If your software doesn’t talk to each other, you’re wasting time. Look for ecosystems that play well together (think the Xero add-on marketplace). Automate repetitive tasks – Tools like Zapier can bridge gaps between software, eliminating duplicate data entry and manual admin work. Choose multipurpose tools – Rather than five different apps for small tasks, try and opt for one platform that does more. Less jumping around means less lost time. Educate and train – Your team can only be efficient if they actually know how to use the tools. Training is just as important as choosing the right software. Less is more: focus on what works Software should be a solution, not another problem. If your workflow is buried under a pile of apps, it’s time to step back and simplify. Choose wisely, integrate where possible, and remember: the best tech is the one that actually makes work easier – not more complicated.
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