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Our services

Core Accountancy. Financial Insight. Strategic Financial Control.

Core Accountancy

Essentials Plan

Everything a business needs to stay compliant and financially organised — no fluff.

What’s Included

  • Bookkeeping
  • VAT returns (if applicable)
  • Year-end accounts
  • Corporation tax filing
  • Self-assessment returns (up to 2)
  • Payroll
  • Financial reporting
  • Confirmation statement & filing fee
  • P11Ds (up to 2)
  • Ongoing support — unlimited contact with fast replies

How It Works

Onboarding typically completed within a few days, and no longer than one week.

  1. Initial information collection
  2. System setup
  3. Financial data connection
  4. Reporting begins
Xero QuickBooks Sage FreeAgent MTD compliant
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Financial Insight

Control Plan

Understand and improve your financial performance with clear, data-driven monthly management accounts and reporting.

What’s Included

  • Financial performance analysis
  • Free cash flow improvement insights
  • Operating margin analysis
  • Financial ratio analysis
  • Trend analysis
  • Business performance reporting
  • Investor-ready formatting
  • Modern financial analysis software and reporting tools

How It Works

  1. Financial data integration
  2. Automated reporting
  3. Financial analysis
  4. Strategic insights and recommendations

Monthly reports with regular review calls to discuss what the numbers mean for your next move.

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Strategic Financial Control

Compass Plan

A strategic finance layer for growing businesses — compliance, management accounts, custom dashboard and 3-year financial model included.

Custom CFO Dashboard

A bespoke financial dashboard built specifically for your business, with API integrations to your existing accounting software, giving you real-time financial visibility and strategic oversight.

What’s Included

  • Custom CFO financial dashboard
  • API integration with accounting systems
  • Advanced financial analytics
  • Strategic financial insights
  • Business performance tracking
  • 3-year P&L and cashflow forecasting
  • Scenario analysis (bear, base and bull)
  • Break-even and sensitivity modelling

How It Works

  1. Business discovery and financial mapping
  2. API integration with accounting software
  3. Custom dashboard build
  4. Ongoing financial insights and reporting

Your dashboard is custom-built for your business. Model refinement and review calls keep your strategy aligned as you grow.

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Business Valuation & Financial Dashboard Creation

Know exactly what your business is worth — whether you're planning a sale, raising investment, resolving a shareholder dispute, or just want a clear number to benchmark against.

What’s Included

  • Discounted cashflow (DCF) valuation
  • EV/EBITDA multiple analysis
  • Comparable transactions review
  • Complete financial model
  • Full business valuation report (PDF)
  • 30-minute debrief call

How It Works

  1. Share your recent accounts and background
  2. Valuation using multiple methodologies
  3. Report preparation
  4. PDF delivery and debrief call

Typically completed within 5–7 working days.

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All plans exclude third-party software subscriptions (e.g. Xero, QuickBooks, Sage, FreeAgent). These are billed directly by the software provider.

Not sure which service you need?

I'll recommend the right starting point for your business.

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