Services for Businesses

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Accounting

Clear, reliable accounting that keeps you compliant, in control and better informed.

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Accounts Preparation & Filing

Year-end accounts, handled properly.

We prepare your statutory accounts and manage the required filings, helping you stay compliant while giving you a clear picture of how your business has performed.

Bookkeeping

Accurate numbers without the admin burden.

We keep your financial records accurate, organised and up to date, giving you reliable information without bookkeeping taking time away from running your business.

Payroll

Pay your people accurately and on time.

We manage regular payroll processing, PAYE reporting and statutory requirements so your people are paid correctly and your obligations are met.

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Management Information & Reporting

Know what is happening before year end.

Timely management information helps you understand performance, spot issues earlier and make better decisions. We turn your financial data into clear, useful insight.

Tax

Straightforward tax support that keeps you compliant, helps you plan ahead and avoids unnecessary surprises.

Business Tax Preparation & Filing

Accurate returns. Timely submissions.

We prepare and submit business tax returns, making sure the right information is captured, key deadlines are met and you understand your tax position.

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HMRC Enquiries

Support when HMRC comes calling.

We help you understand what HMRC is asking, prepare clear and well-supported responses and manage the enquiry process with you through to resolution.

R&D Tax Relief

Make sure genuine innovation gets the right tax treatment.

We help businesses assess whether qualifying activities may be eligible for R&D tax relief and prepare robust claims supported by appropriate evidence.

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Capital Gains Tax (CGT)

Plan before the transaction, not after it.

Whether you are selling shares, property or other assets, we help you understand the potential tax implications and plan appropriately.

VAT

Get VAT right without letting it consume your time.

From registration and returns to more complex VAT questions, we help you meet your obligations and understand the impact on your business and cash flow.

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Inheritance Tax (IHT)

Plan today for what you want to pass on tomorrow.

We help business owners and families understand potential inheritance tax exposure and consider appropriate planning for the future, working with other specialists where needed.

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Self-Assessment & Making Tax Digital

Personal tax made simpler.

We prepare self-assessment returns, help you understand what you owe and when, and support you as Making Tax Digital changes the way tax information is maintained and reported.

View More Tax Services +

Fractional CFO

Senior financial thinking when you need it, without the cost or commitment of a full-time CFO.

Financial Strategy & Decision Support

Bring financial thinking into the bigger decisions.

We work alongside owners and leadership teams to understand the financial implications of key choices and bring greater structure, challenge and confidence to decision-making.

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Budgets, Forecasts & Scenario Planning

See what could happen before you commit.

We build practical budgets and forecasts and test different scenarios so you can understand the financial impact of growth plans, investment decisions and changing conditions.

Cash Flow & Working Capital Management

Stay ahead of cash, not behind it.

We improve visibility over cash and working capital, helping you anticipate pressure points, understand funding needs and take action earlier.

Management Reporting & KPIs

Focus on the numbers that actually matter.

We develop clear reporting and meaningful KPIs that help you understand performance, identify trends and keep management attention on the drivers of the business.

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Board & Investor Reporting

Present the financial story clearly.

We help prepare concise, decision-useful financial reporting for boards, shareholders, lenders and investors, supported by clear commentary and analysis.

Funding & Capital Decisions

Choose the right route to fund the business.

We help you assess funding requirements and evaluate the financial implications of debt, equity and internally funded growth.

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Growth & Profitability Analysis

Understand where growth creates value.

We analyse customers, products, services and cost drivers to help you understand where profits are being made and where management attention can create the greatest return.

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Finance Team Development

Build a finance function that keeps pace with the business.

We help strengthen finance roles, responsibilities, reporting routines and capabilities as the business becomes larger and more complex.

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Strategic & Exit Planning

Connect today's decisions with where you want the business to go.

We bring financial discipline to longer-term planning, whether you are scaling the business, preparing for investment or building towards an eventual exit.

View More CFO Services +

Corporate Finance & M&A

Practical support for the defining financial decisions in your business - from raising capital and assessing opportunities to buying, selling and preparing for exit.

Business Valuation

Understand what your business is worth - and why.

Commercially grounded valuations to support transactions, shareholder decisions, investment discussions and strategic planning.

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Business Planning

Turn ambition into a credible plan.

A structured business plan built around clear assumptions, financial forecasts and a practical route forward.

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Exit Planning

A successful exit starts well before the sale.

Prepare owners for exit by identifying value drivers, addressing transaction issues and understanding what prospective buyers will look for.

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Sell-Side Advisory

Prepare your business for sale and protect its value.

Support with preparation and valuation, buyer discussions, due diligence and the transaction through to completion.

Buy-Side Advisory

Know what you are buying before you commit.

Assess potential acquisitions, challenge assumptions and understand the financial and commercial risks before proceeding.

Debt Raising

Build a credible case for funding.

Define borrowing requirements, develop the financial case and supporting information, and assist with lender discussions.

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Fundraising & Investor Support

Make your business investor-ready.

Develop the financial story, forecasts and supporting information needed for investor conversations.

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Financial Modelling & Forecasting

Turn assumptions into a clear view of what comes next.

Build practical financial models covering scenarios, cash requirements, funding needs and strategic choices.

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Investor Readiness

Be ready for the questions investors will ask.

Review financial information, forecasts, processes and documentation to identify gaps before fundraising begins.

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Financial Due Diligence

Look beyond the headline numbers.

Analyse performance, earnings, cash flow and working capital to identify risks and opportunities within a transaction.

Business Formation & Set-Up

Put the right company, tax and financial foundations in place from the beginning.

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Company Incorporation

Get your company up and running.

We support the incorporation process and help make sure the basic company structure and registrations are considered from day one.

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Articles of Association Support

Make sure the framework fits the business.

We can support you in considering appropriate constitutional arrangements, working alongside legal advisers where specialist legal advice is required.

Corporation Tax, VAT & PAYE Registration

The registrations you need, at the right time.

We help identify which registrations apply to your business and support the registration process with HMRC.

Business Improvement & Restructuring

Improve cash, performance and operational control when your business needs to change.

Debt Management & Credit Control

Improve cash collection and regain control of debt.

We help you understand your debtor position, strengthen credit-control processes and improve the way cash moves through the business.

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Cash Flow Management

Know what is coming in, what is going out and what comes next.

We improve visibility over cash so you can anticipate pressure points, understand short-term requirements and make decisions earlier.

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Operational Efficiency

Find where time and money are being lost.

We review financial and operational processes to identify inefficiencies, unnecessary cost and practical opportunities to work more effectively.

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Value Creation

Focus effort on what makes the business more valuable.

We help identify the financial and operational drivers that can strengthen profitability, cash generation and long-term enterprise value.

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Cash & Working Capital Optimisation

Release cash tied up in the business.

We analyse receivables, payables, inventory and other working-capital drivers to identify practical opportunities to improve liquidity.

Insolvency Support

Clear financial support when the options become difficult.

Where a business is under significant financial pressure, we help management understand its position and available options, working with appropriately licensed insolvency professionals where required.

Outsourced Finance

Flexible finance capability, from additional resource to a more complete finance function.

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Finance Function Set-Up

Build a finance function that can grow with the business.

We help design the people, processes, reporting and controls needed to create an effective finance function from the ground up.

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Flexible Finance Resourcing

Extra capability, exactly where you need it.

From key finance roles to additional support during busy periods, we provide flexible resource to fill gaps, add capability and keep your finance function moving.

Audit Readiness

Get your finance team, records and supporting information ready before the auditors arrive.

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Year-End Audit Preparation

Start the audit organised and ready.

We help plan the information, schedules and responsibilities needed for year-end audit, reducing avoidable delays and last-minute pressure.

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Financial Information & Supporting Schedules

Give auditors a clear trail through the numbers.

We help prepare reconciliations, schedules and supporting financial information so key balances are clear, complete and easier to audit.

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Audit Evidence Readiness

Have the support behind the numbers ready.

We help identify likely audit evidence requirements and organise documentation so your team can respond efficiently during the audit.

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Finance Process & Control Readiness

Address weaknesses before they become audit issues.

We review relevant finance processes and controls, helping identify gaps and practical improvements ahead of external audit.

Internal Audit, Risk & Controls

Stronger processes and controls that protect the business without unnecessary bureaucracy.

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Controls Reviews & Testing

Know whether your key controls actually work.

We assess the design and operation of financial and operational controls, identify weaknesses and recommend proportionate improvements.

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Process Design & Documentation

Turn the way things get done into a process you can rely on.

We map and document key processes, clarify responsibilities and build appropriate controls into everyday operations.

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Process Implementation

Move from recommendations to working processes.

We support implementation so improved processes, controls and ways of working become embedded in the business rather than remaining on paper.