OUR ACCOUNTANCY PACKAGES
Your Financial Freedom Journey
Nine steps, three accountancy packages. Find the one that sounds like your business right now.
Virtual Finance Office - Start Up & Grow
Whether you’re just starting out, taking on your first employee or running an established business, every successful business is built on getting the maths right. Choose from our Virtual Finance Office packages the one that gives you the right level of support for where you are now, from clean, up-to-date books to your own Financial Controller, without the cost of a full-time finance team.
If keeping your accounts up to date is eating into your time, cashflow is a struggle, or you don’t know how much profit you’ve made (or how much tax you’ll owe) until your annual accounts arrive, there is a better way. We help you see what your numbers are telling you, so you can make sound decisions, stay compliant, avoid expensive fines and take home more of your hard-earned money.
Which step are you on?
- Step 1 – Bookkeeping & Compliance – Starting Out: Get your books straight: clean and up to date, so you always know where you stand.
You’re here if you’re not an employer yet, but you want the numbers right and the confidence that someone is making sure HMRC is happy. - Step 2 – Accountant for Growing – Employing: With staff on the books, payroll, VAT and year-end need a safe pair of hands.
You’re here if you’re thinking of taking on your first employee, you’ve made your first hire, or the finance admin has outgrown you and takes too long. - Step 3 – Financial Controller to Get Serious – Established: Proper financial control, automated software and monthly reporting on the numbers that drive your business.
You’re here if you need to know how the month went before the next one ends, with cashflow control at the heart of the business.
Whichever step you’re on, you get targeted, bespoke help within your budget, and when you’re ready to move up, we move with you.
Contact Us to
Find out More
Need more help?
Book a Call now!
Scaling Up, Optimise & Measure Progress - Virtual Finance Director (VFD)
Your business has grown, with a team and a healthy turnover. But perhaps you’re still working long hours, the business has hit a ceiling, and there still isn’t enough money for the life you really want. Don’t worry: every business hits that point. Most fail to reach their potential because the owners work in the business rather than on it, without a firm handle on the numbers.
Every large business has a Finance Director on the Board. A full-time FD would cost upwards of £80k, but a Virtual Finance Director gives you an experienced senior part-time finance professional who has done this before, at a cost you can afford: a critical friend who speaks the language of numbers, helps you formulate a plan for the journey ahead, mitigates your tax bill as your profits increase, and holds you accountable.
Which level of support do you need?
- Step 4 – Clear Strategy & Systems – Scaling Up · Comfort Finance Director: You have a strong business, you’re happy doing your own forward planning and you’re comfortable managing your accounts function.
You’re here because you want financial oversight that gives you comfort in your plan, organises your systems, gets the numbers into your plan and monitors actual performance against it. - Step 5 – Optimise Operations – Making It Work · Reliance Finance Director: You have some finance staff in house, but you need streamlined systems, regular management reporting and guidance on financial matters from a finance professional.
You’re here because you want tighter margins through pricing and cost control, plus cashflow monitoring and forecasts, along with a plan for growth that generates profit and cash, and funding organised so growth doesn’t cripple your cashflow. - Step 6 – Track Performance & Accountability – Measuring Progress · Growth Finance Director: A stress-tested strategic plan, progress measured against its milestones, and someone to hold you accountable so things get done.
You’re here because you want everyone in your team to know and own their numbers, helping you hit the goals you’ve set yourself, on time.
Need a Non-Exec FD on your board to give your financiers comfort? We can perform that role too, at no extra cost. Very few accountants offer this service, so why not book a meeting to find out more?
Contact Us to
Find out More
Need more help?
Book a Call now!
Wealth - Freedom & Exit
As a business owner, your best opportunity to achieve financial freedom is to build a valuable business you can sell. Statistics state that at least 50% of business owners are forced out, usually by Distress, Disagreement, Disease, Divorce or Death. So whether you plan to exit soon or in the distant future, planning now protects you, your team and your family, and lets you choose when you want to stop working.
Whether you want to sell up or pass the business down to your children, you deserve to cash in on all that hard work, not shut the doors and throw it away. That takes a plan that builds the value of your business and maximises your return, with the tax implications considered so you keep as much as possible.
Where are you on the road to exit?
- Step 7 – Build Value – Doing What Matters: Follow a growth strategy to build and scale the business, so that it’s worth something to someone other than you.
You’re here because you’re interested in building a valuable business that you can exit from for decent money. - Step 8 – Structure for Sale – Stepping Back: Get ready so that buyers see a business, not a job.
You’re here because you’re already building a valuable business and can take time out without affecting its performance. To get a great price, you now need to identify who is going to buy it. - Step 9 – Plan for Retirement – Your Needs: Decide on the deal you want to present, so you get what you want, when you want it.
You’re here because you know who is going to buy, and now the deal has to look good to the buyer and get you the money you want.
Less than 1% of accountants offer this service. Life is short and you deserve this opportunity: never worry about running out of money, and enjoy the holidays, the house, the car and plenty in the bank. Why not book a call now to find out more?
Contact Us to
Find out More
Need more help?
Book a Call now!
