SMEs & Owner-Managed Businesses
The need — Reliable bookkeeping, tax, reporting and control
Our response — An outsourced finance capability with senior oversight.
Relevant packages
Bookkeeping Growth
Accounting & Bookkeeping
- Monthly bookkeeping
- Bank and card reconciliations
- Ageing reports
- Management accounts
- Monthly review call
Payroll, inventory, and multi-entity reporting excluded
Request this packageAccounting and Tax Essentials
Accounting & Tax
- Monthly bookkeeping
- Reconciliations
- Management accounts
- Four VAT returns
- Annual Corporate Tax return preparation
12-month engagement. Complex tax matters excluded
Request this packageFractional CFO
Management Consultancy
- Management reporting
- Cash flow oversight
- Budgeting
- KPI review
- Controls
- Decision support
Execution services quoted separately
Request this packageIllustrative — how an engagement like this typically works
An owner-managed business outgrowing spreadsheet bookkeeping typically moves onto Bookkeeping Growth or the Accounting and Tax Essentials package — monthly reconciliations, management accounts and quarterly VAT filing running on one compliance calendar, with a Fractional CFO engagement layered in once the owner needs regular, senior-level financial guidance rather than more hours of data entry.
Talk through your situation
A free 20-minute discovery call is the fastest way to confirm whether a package fits, or whether you need a scoped proposal.
Book a consultation