Your Finance & Technology Business Partner

Our purpose

As your Finance and technology Business Partner, we help you create great enterprises so you can achieve your business, financial and personal goals.”

Typically businesses that we work with:

  • are growing businesses who are dedicated to continually improving and innovating
  • appreciate the need for a finance and technology business partner who can grow with your business over a traditional accountant who just files your accounts and tax and works once a year
  • Recognise the value and investment in obtaining CFO level financial expertise and working with tech savvy accountants to help drive future success rather looking for the lowest cost solution

By automating the kinds of things clients are used to seeing from their accountants, such as basic bookkeeping and reporting, we can focus our time on delivering the kinds of things you’re not used to seeing from your Accountant – business strategy, financial modelling and process improvement . We call this from technology and data to driving growth as shown in the picture below


Xero Accountants in Birmingham - your Finance & Technology Business Partner

How we help you make more money and gain more time

Capture (bringing in your data)

  • We will bring all of your data together for you with our Bookkeeping Service & Cloud Accounting Systems that we will implement & train you in
  • Advising on systems that will streamline your business and create more time for you

Comply (taking care of the legal and Accounting stuff you need to complete every year, such as Annual Accounts and Tax Returns, Book-keeping and Payroll, saving you time)

  • Ensure your business is legally compliant and that all the boxes are being ticked to ensure HMRC are off your back. We do your Annual Accounts and Business tax Returns (CT, VAT, PAYE)

Growth by transforming the numbers into solutions giving you more money and more time

  • Strategic Planning – helping  you working out what the future will be
  • KPI & Goal Setting – define the goals, setting and monitor the targets
  • Budgets & Forecasts –building the financial plan. 
  • CFO Reporting & Mentoring – meaningful reports and analysis to monitor progress 
  • Scenario planning looking at the “What If..” 
  • Decision Making Support – expert assistance on your journey. 
  • Advisory Boards – providing guidance and risk management
  • Raising Finance – helping you to obtain the funding you need. We work with Capitalise.
  • Tax Planning –minimising the tax you pay. 

Tailored Services and a fixed fee policy with “no surprises”

We don’t believe it is right to ask you to select from a range of packages like most accounting firms do. We believe in building a wholly transparent, bespoke package tailored exactly to your needs which is reviewed on a regular basis to ensure it continually fits your needs.

However, it is useful to have an idea of how these services might build up into your package

Financial Management – these are the basic services designed to keep you compliant, implement some  technology and for entry level financial control.

  • Maintaining the books
  • Annual Accounts and Tax returns
  • Basic monthly management information
  • Xero cloud accounting for robust financial control
  • Payroll
  • Company secretarial
  • Annual budget and cashflow forecast

Financial Director (CFO) – these are additional services designed to enable more rapid growth, better analysis and decision making though a more inclusive and focused contribution from our team

  • Enhanced monthly management information
  • Board packs and meeting support
  • KPI and Goal setting assistance
  • Annual strategic review session
  • End of Year tax planning
  • Regular reviews of KPIs and Goal progress
  • Advisory board – greater participation in board meetings and risk management
  • Regular reviews of the strategic plan

All tailored “packages” are fixed fee and the cost can be spread monthly so that you can budget effectively and manage cashflow

For project work the fixed fee is agreed in advance for each project so you can budget effectively

All recurring fees are paid monthly by direct debit , helping you budget and your cashflow

Unlimited free ad-hoc advice

We don’t believe that charging by the hour fosters a great long term relationship as more than likely it will make you wary of engaging with us on a regular basis. For your business to be successful and for us to remain relevant to you we need to engage on a regular basis to deliver the solutions and value you seek. Only if the discussion leads to a significant piece of work will we create an Extra Works Order with its own fixed fee arrangement.




Chartered Accountants in Birmingham keeping you compliant
Accounting (Keeping you compliant)
from technology and data to driving growth | tech savvy accountants in Birmingham
Business Growth Services (Success creation)
Growth (Success creation)


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