Our aim

Our aim is to be the natural partner of choice. To provide all aspects of financial expertise and support to local family and owner managed businesses. As a result, we want to make it easier for you to manage your business, while providing you with regular meaningful and understandable financial information. Set and achieve your financial goals, knowing that your regulatory compliance matters are dealt with efficiently, providing peace of mind.

Our purpose

We will acts as your bookkeeper, accountant and virtual finance director, taking responsibility for the completion of the financial jobs we are engaged to provide. Ensuring preparation and explanation of what your numbers mean, using our knowledge and experience to improve, inspire and motivate future financial performance. Whilst also scheduling all compliance matters to be completed and filed accurately and promptly.

We use technology to automate as much of the routine tasks as possible, carrying out our work on a continuous basis throughout the year. As a result, this keeps the financial data up to date and meaningful. With ongoing review of the numbers and regular communication, we are able to assist you with goal setting, implementation of financial tools, and enabling those goals to be achieved faster, thus making a positive difference to the wellbeing of you and your family.

Our values

Personal Responsibility - We take personal responsibility to complete the jobs assigned to us. To ensure they are completed fully, on budget and within the agreed time scale. Personal responsibility and integrity exist at all times, at all levels.

Transparency - We act professionally with integrity and honesty at all times. We explain why we do things the way we do, and we are up front when dealing with difficult matters. We will not provide you with surprises, particularly with unexpected fees, higher-than-expected tax bills or problems which should have been dealt with earlier.

Customer Relationships - We place all customer relationships at the heart of our business. We use technology to deal with and automate as much of the routine work as possible, so that we can talk with you as much as possible within the service level you have chosen.  You will have a regular telephone and/or meeting plan, and we encourage you to talk with us whenever issues arise. We use the telephone and email as our main method of communication.

Client Centric - When carrying out our work we keep your needs and requirements at the front of our minds, to ensure our work meets your expectations. When necessary, we consider 'what would I do if I was the client' or 'what would the client want' in order for us to complete the task.