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Forward Planning

Business growth and cash flow forecasting that makes you more profitable

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Strategic Financial Direction

Plot it out to your own benefit

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“A story of why our clients love Caplan Associates”

Client Stories



Case Studies

  • Philip is a great accountant who I would highly recommend. He is a real expert in the subject which as ‘creative types’ we really need! Philip is generous with his knowledge on both business and personal finance matters. He was recommended to us in 2007 by a client and he has been a real asset to the team at ‘ome design.

    Jilly S
  • Philip has been accountant for my company for the past 4 years and I would recommend him highly. He has a very personal approach to my business and is always available on the phone. I’ve also been delighted with his creative approach to solving any problems we come up against. A real partner for a small business.

    Dan W.
  • Philip Caplan is the ideal accountant for a small business. His expertise is second to none. I would especially recommend struggling artists such as writers, composers, musicians because in this area he can be particularly helpful with taxation.

    Philip A.
  • I started my company in 2006 and employed a firm of accountants who shall remain nameless. When the annual accounts became due I realised that this firm had made many mistakes with my accounts. After much research I found Philip Caplan and have been with him ever since. He sorted out all my issues and since then has answered all questions I have had (and I had a lot!). Philip is warm, personable and professional. Calls / e-mails are returned swiftly and there are no questions that go unanswered. Philip is able to explain tax matters very clearly. I have recommended Philip many times and am happy to do so again.

    Carol B
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Meet Phillip

Philip Caplan

Philip trained as a Chartered Accountant with a top twenty city firm. Having qualified, he found himself drawn to smaller practices where he was able to deal with all aspects of the clients’ affairs.

Philip Caplan Founder, Caplan Associates

Working with Philip Caplan

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