How we work with you

Our Coaching Mindset

At our practice, accountancy is just the starting point. What drives us is helping people build businesses that bring freedom and fulfilment. That’s why we embrace a coaching mindset in everything we do — it gives both our Caboodle team and our clients clarity, confidence, and focus.

As a small business ourselves, we understand the challenge of wearing many hats, and we’ve seen first-hand how coaching creates the space to step back, make better decisions, and move forward with purpose.

By combining practical accountancy expertise with coaching, we empower business owners to see the bigger picture and build enterprises that truly support the lives they want to live.

The Caboodle Principles

At Caboodle, we know values only matter if they’re lived every day. That’s why we created The Caboodle Pillars — the foundations that show who we are, what we stand for, and how we work with our clients, colleagues and community. They’re not just words on a page; they guide how we connect, make decisions and grow. Most importantly, they keep our identity authentic, our culture strong, and our people supported to thrive.

Our Onboarding Process

Switching accountants or starting afresh? We make the onboarding process simple and straightforward, so you can get up and running without the hassle.

Paint N Body

4 months ago

Karen and Roz are great to work with, very patient with explaining everything to me when I get stuck. Always available and always prompt with tax returns. Such a relief to find after my previous accountant.

Sharon East

6 months ago

I was always felt very much in the dark with my previous accountant but working with Caboodle i feel looked after. A very smooth, guided & professional onboarding system. Great communications throughout. Always happy to help or assist with queries. Regular updates & can 100% say my business wouldn't be here without their amazing support. My heartfelt thanks especially to Karen & Roz 🌹

Francesca Herridge

I can’t recommend Karen and Roz highly enough. As a new construction business, having someone with such extensive knowledge and experience on our side has made a huge difference. They are always looking for ways to make our business more efficient and proactive in suggesting improvements that genuinely help us grow.

The support we’ve received since working with Caboodle has been excellent. No question is ever too small, and they are always happy to take the time to explain things clearly and provide helpful guidance whenever we need it.

Professional, reliable, and a real pleasure to work with. I would highly recommend their services to any business looking for a knowledgeable and supportive accountant.

We've also been lucky enough to work with Ian and taken a lot from his coaching session and values workshop.

Daniel Smith

1 year ago

Karen and her brilliant team have been amazing in looking after my plumbing business since i joined 5 or so years ago. She's always looking for ways to make my business more efficient and keep the paperwork side of things as simple as possible for me.
They are always available to quickly deal with any questions or queries that arise and are a pleasure to work with! I cant recommend this business highly enough!!

David Willars

2 years ago

Karen has handled and prepared tax accounts for us and the family for many years now and I can thoroughly recommend her. Karen’s professionalism and knowledge of tax management is exemplary. She brings a personable and friendly approach to everything she does which makes dealing with her a pleasure.