About you.

You are here as an SME company or a start-up business and, because you’re focussing on your business, making it work, finding customers, selling your product and trying to keep far too many balls in the air, you don’t have enough time, energy, skills or even inclination to look after the numbers, the finance and the money.

You probably have a good bookkeeper or an accountant who keeps the records up to date, submits the VAT return and gives you ‘management information’ you may not have time to read or want to try to understand. The bookkeeper or accountant charges you by the hour and you are reluctant to spend more money on a service you feel you have to have and do not value; it adds very little to what you’re trying to achieve.

Do not despair.

About us.

We bridge that gap. While you run the business, we look after the numbers, explain what they mean, not only in terms of the now but also the future, how they affect your business and your goals, what you need to do to stay on track, all for an agreed fee, guaranteed to deliver value to you and your business.

Our approach, our methodology, is to be part of your business as your part-time finance director, sitting on your side of the desk, sharing the bad times as well as the good times, helping to guide you on your journey.

We do not under-estimate the challenge, we’ve been there many times, we have seen it in many businesses across many different industries and sectors, from start-up to multi-million pound organisations. We have a good idea of what works and what doesn’t but at the same time we realise that every business is different, with its own unique set of challenges; we understand that business is about people, product and personalities not just finance and numbers.

There are very few situations we haven’t experienced in 35 years of involvement in accountancy, be they start-ups, recessions, high interest rates, low interest rates, boom and bust, changes in bank lending policies, from engineering to digital, from hard copy to soft copy, from floppy disk to the cloud, we’ve been there.

Now we want to bring that experience to you and our service is risk-free and guaranteed, so you have nothing to lose and everything to gain.

Disclaimer: We don’t have all the answers nor any magic wands; we’re not magicians, just hard-working people, like you.

Our Services.

Strategic management accounting

• Technically, strategic management accounting (SMA) is the merging of strategic business objectives with management accounting information to provide a forward looking model that assists management in making business decisions.

• More simply, it’s about producing and monitoring the numbers that your business needs to help you develop and achieve your strategy

• Financial accounting

• Preparing year end accounts for delivery to your external accountants to make their job easier and liaising with them so you don’t have to.

Non-executive director

• Bringing financial expertise to your boardroom and providing financial guidance and mentoring

Company secretary

• Although new companies don’t need to officially appoint a company secretary, the work still needs to be done

• Compliance with the Companies Act

• Meeting filing deadlines

• Helping to ensure good governance

Business planning

• Helping you to develop and implement your business plans

• Compiling formal business plans for internal and external use

Management accounting

• Preparation of monthly and quarterly management accounts

• Cashflow management

Accounting systems

• Advising on the best system for you

• We have first-hand experience of all the major systems including Sage, Xero, Quickbooks

Succession and exit route planning

• Planning for the time you want to get out of or sell your business

• Ensuring you not only get the best deal but also minimise any tax liabilities

• Advising buyers and sellers on MBOs and MBIs

Mergers and acquisitions

• Advising on business acquisitions and mergers with other businesses

• Advising on structures, financing and tax aspects

SEIS, EIS and Private Equity funding and investment

Bookkeeping, VAT and payroll

• Although we don’t undertake this work ourselves, we work with a number of excellent bureau providers who do

• We can recommend who to use and deal with them on your behalf