“I get the numbers twelve months too late to use them.”
Current bookkeeping and a live position turn hindsight into something you can act on.
Who we help · Owner-managed businesses
For owner-managed businesses
Current numbers for the decisions you are making now
Bookkeeping, estimated tax and the figures that matter kept current, with a named accountant who understands your business.
Business positionWorked example · current month
Revenue, year to date£384,200
Gross margin41.8%
Profit before tax£72,460
Estimated Corporation Tax£15,920Current estimate
Cash runway5.4 monthsPosition checked
Position checked by your named chartered accountant.
A worked example with illustrative figures. Estimates are calculated from records to date and confirmed at your year-end review.
The problems we solve for business owners
Three things owners should not have to guess
“I am making hiring and pricing decisions without knowing the real margin.”
Your key figures show what the business is earning and where cash is going.
“The corporation tax bill still arrives as a surprise.”
Your estimated tax reserve moves as the bookkeeping is processed.
Which package fits
Most owner-managed businesses need one of two levels
Keep compliance and the position current
Up-to-date bookkeeping, management accounts and a current Corporation Tax estimate. Right when visibility and reliable filings are the priority.
Turn the figures into decisions
Adds monthly key metrics and KPI tracking, a signed professional read and a quarterly Insights meeting. Right when you are hiring, pricing or investing.
Every package includes up-to-date bookkeeping, Xero and Dext subscriptions and access to Financial IQ. Your exact fee depends on the work your business needs.
Request a quoteSee what your support would cost
Our quote form asks the same questions we would
Answer them once and we will email the package and indicative fee that fit.