Three tiers. One goal: your growth.
Every business is different. Our tiered partnership model ensures you get exactly the level of support you need — from solid compliance to full strategic leadership.
Foundation
Compliance & Core Accounting
Compliance handled professionally so you never have to think about it. This is the foundation that frees you to focus on growth.
Ideal for: Established businesses needing reliable, quality compliance services.
Annual Accounts Preparation
- Complete statutory accounts
- Companies House filing
- HMRC submissions
Tax Compliance
- Corporation tax returns
- VAT returns and management
- Self-assessment support
Core Bookkeeping Support
- Regular reconciliation reviews
- Query resolution
- Software setup and support
Growth
Advisory & Business Development
Beyond compliance. Active strategic support for businesses ready to scale. We don't just file your accounts, we partner with you to drive growth.
Ideal for: Growing businesses seeking strategic financial guidance.
Regular Financial Reviews
- Quarterly performance analysis
- Trend identification and insights
- Profitability by service/product
Tax Planning
- Proactive tax efficiency strategies
- Extraction planning for directors
- Year-end tax optimisation
Business Advisory
- Strategic financial discussions
- Pricing and margin analysis
- Growth planning support
CFO
Strategic Financial Leadership
Full CFO-level support for ambitious businesses. We become an extension of your leadership team, providing the financial intelligence you need to make bold decisions.
Ideal for: Ambitious businesses requiring comprehensive financial leadership.
Strategic Financial Planning
- Cash flow forecasting
- Budgeting and scenario planning
- Financial modelling for decisions
Board-Level Support
- Management accounts and KPIs
- Investment readiness
- Stakeholder reporting
Dedicated Strategic Partnership
- Direct access to senior advisors
- Priority response times
- Strategic business meetings
Common questions
How do I know which tier is right for me?
We'll discuss your situation and recommend the appropriate level. You can always adjust as your needs evolve — the tiers are designed to grow with you.
What software do you work with?
We're experienced with major cloud platforms including Xero, QuickBooks, and FreeAgent. We'll recommend what works best for your business.
I already have an accountant. Why switch?
Many of our clients came from accountants who were competent but not strategic. If you want more than compliance — if you want a partner invested in your growth — we should talk.
Switching sounds like a hassle.
We handle the entire transition. Our onboarding process is smooth and designed to minimise disruption. Most clients wish they'd switched sooner.
How often will we be in contact?
This depends on your tier and needs. All clients have access to support; Growth and CFO clients have regular scheduled reviews.
Can I speak to current clients?
Absolutely. We're happy to connect you with businesses similar to yours who can share their experience.
Ready for a strategic financial advisor?
Book a free Strategy Review. We will get the books in shape and tell you what your numbers mean for your next decision.
