Who we help

Finance support built around the organisations we know best: owner-managed businesses, professional firms, charities and start-ups.

Every organisation needs its accounts done properly and its tax handled on time. But what you need beyond that depends on where you are.

A new business needs the right foundations. A growing company needs better information and a plan. A charity board needs clear reporting it can stand behind. We tailor our support to fit, at a fixed fee agreed up front.

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  • Owner-managed & growing businesses

    You've built something that works. Now you need more than a once-a-year accountant: clear numbers each month, a view of cash ahead, and someone to test big decisions with.

    Typical support: management accounts · cash flow forecasting · tax planning for owners · fractional CFO support

  • Professional services firms

    Practices and consultancies live and die on utilisation, pricing and cash collection. We help partners and principals see what's really driving profit, and plan for growth, partner changes or succession.

    Typical support: profitability by client or service line · debtor and cash management · partner remuneration and tax · business valuations

  • Charities & not-for-profits

    Boards and treasurers carry real responsibility, often as volunteers. We provide accounts, Regulator reporting and board packs that directors can understand and rely on, backed by years of board and audit committee experience in the sector.

    Typical support: charity accounts · board finance packs · governance and controls · budgets and funder reporting

    Members of The Wheel: ask about your member offer.

  • Start-ups

    The decisions you make in your first few months shape the business for years. We help you choose the right structure, get registered, set up your systems and build the plan behind your funding application.

    Typical support: company formation · Revenue registrations · Xero set-up · business plans and LEO applicationsDescription goes here

What every client gets

Whatever the size of your organisation, the way we work stays the same.

  • Fixed fees

    Agreed up front, with a clear scope. No hourly billing surprises.

  • Senior expertise

    Led by a qualified and experienced finance professionals with over a decade of commercial finance and board-level experience.

  • Plain English

    Numbers explained clearly, with a focus on what you should do next.

  • Modern and secure

    Cloud accounting in Xero, secure document sharing and paperless working.