Your month
closed in 5
working days.

Accounts, tax and finance advice for owner-run companies of 10 to 200 people. One named partner on your file, one fixed fee agreed before we start.

Accounts, tax and finance advice for owner-run companies of 10 to 200 people. One named partner on your file, one fixed fee agreed before we start.

Book a 20-minute call

Book a 20-minute call

See case results

Ruth Mensah, a woman with shoulder-length blonde hair in a black suit and roll-neck, hands in her pockets, against a dark studio backdrop.

Ruth Mensah

Partner, reporting

Led the month-end close at Hollis Joinery from 14 working days to 5.

Book a 20-minute call
Ruth Mensah, a woman with shoulder-length blonde hair in a black suit and roll-neck, hands in her pockets, against a dark studio backdrop.

Ruth Mensah

Partner, reporting

Led the month-end close at Hollis Joinery from 14 working days to 5.

Book a 20-minute call
Ruth Mensah, a woman with shoulder-length blonde hair in a black suit and roll-neck, hands in her pockets, against a dark studio backdrop.

Ruth Mensah

Partner, reporting

Led the month-end close at Hollis Joinery from 14 working days to 5.

Book a 20-minute call

Who we work with

Owner-run companies of 10 to 200 people, from joiners to boat builders.

Owner-run companies of 10 to 200 people, from joiners to boat builders.

Hollis Joinery

Hollis Joinery

brightwater

brightwater

supplies

supplies

Orchard Lane

Orchard Lane

Foods

Foods

KESTREL

KESTREL

Studio Group

Studio Group

Fenwick Marine

Fenwick Marine

Four services. Each one has a named lead.

Four services. Each one has a named lead.

You deal with the person who does the work, and you know the fee before it starts.

You deal with the person who does the work, and you know the fee before it starts.

A concrete hall with tall columns and bars of sunlight falling across the floor from full-height windows.

Fixed fees, agreed in writing before work starts. You know the price of every service before you say yes.

See the fixed fees

A concrete hall with tall columns and bars of sunlight falling across the floor from full-height windows.

Fixed fees, agreed in writing before work starts. You know the price of every service before you say yes.

See the fixed fees

Reporting and month-end close

Management accounts your bank and board can rely on, closed by working day 5.

Management accounts your bank and board can rely on, closed by working day 5.

Ruth Mensah

Partner, reporting

Tax advisory

Corporate and owner tax planned a year ahead of the deadline, so the bill is known before it is due.

Corporate and owner tax planned a year ahead of the deadline, so the bill is known before it is due.

Clara Wynn

Managing partner, tax

Transactions and due diligence

Numbers that hold up when a buyer, lender or investor checks them.

Numbers that hold up when a buyer, lender or investor checks them.

Daniel Calder

Partner, transactions

Part-time finance lead

A senior finance person in your business two days a week, before you can justify a full-time hire.

A senior finance person in your business two days a week, before you can justify a full-time hire.

Jonas Wren

Director, part-time finance lead

Case result

14

to

to

to

5

Working days to close the month at Hollis Joinery.

Working days to close the month at Hollis Joinery.

A 64-person joinery manufacturer. 12-month engagement, 2025.

Led by Ruth Mensah

Partner, reporting

A joiner in a cap sawing a length of timber held in a bench vice, sawdust caught in the light.
A joiner in a cap sawing a length of timber held in a bench vice, sawdust caught in the light.

“For the first time, the board pack arrives before the board does.”

Managing director, Hollis Joinery

Managing director, Hollis Joinery

68

to

to

41

Debtor days, Brightwater Supplies

412

Finance hours saved in 12 months, Orchard Lane Foods

See case results

How an engagement runs

From the first call to the review, in four steps.

You know who does the work, what it costs and when you will see a result before anything starts.

A dark meeting room with a long table, chairs and three pendant lamps in front of corner windows.

1

1

1

Day 1

A 20-minute call

You tell us where the numbers hurt. We tell you whether we are the right firm, and who would lead your file.

You tell us where the numbers hurt. We tell you whether we are the right firm, and who would lead your file.

2

2

2

Within 3 days

A written scope with the fixed fee

One page: what we will do, by when, and the fee. Nothing starts until you have signed it.

One page: what we will do, by when, and the fee. Nothing starts until you have signed it.

3

3

3

Weeks 1 to 12

The work, with one named lead

The partner on your scope does the work and answers your calls. You are never passed down a chain.

The partner on your scope does the work and answers your calls. You are never passed down a chain.

4

4

4

Every quarter

A review meeting

What changed in your numbers, what it saved, and what we suggest next, written up on two pages.

What changed in your numbers, what it saved, and what we suggest next, written up on two pages.

Fixed fees

You know the fee before the work starts.

Agreed in writing before work starts. No hourly billing, and no invoice you did not expect.

Agreed in writing before work starts. No hourly billing, and no invoice you did not expect.

Diagnostic

£2,400

£2,400

£2,400

one-off

one-off

Two weeks with a partner on your books

Two weeks with a partner on your books

A written review of your accounts, tax and controls

A written review of your accounts, tax and controls

A plan for what comes next, with fixed fees

A plan for what comes next, with fixed fees

Monthly close

£1,150

£1,150

£1,150

a month

a month

Management accounts by working day 5

Management accounts by working day 5

A two-page board pack every month

A two-page board pack every month

One named reviewer who signs it off

One named reviewer who signs it off

Book a 20-minute call

Book a 20-minute call

You will know who owns your file.

You will know who owns your file.

Every engagement has one named lead. Each person has a page with what they work on, the cases they led and a calendar to book.

Every engagement has one named lead. Each person has a page with what they work on, the cases they led and a calendar to book.

Clara Wynn, a woman with long dark wavy hair in a checked blazer and a chain necklace, looking straight at the camera against a black backdrop.

Clara Wynn

Managing partner, tax

Clara Wynn, a woman with long dark wavy hair in a checked blazer and a chain necklace, looking straight at the camera against a black backdrop.

Clara Wynn

Managing partner, tax

Daniel Calder, a smiling man with glasses and a short beard in a dark jacket and white shirt, arms crossed, against a light grey backdrop.

Daniel Calder

Partner, transactions

Daniel Calder, a smiling man with glasses and a short beard in a dark jacket and white shirt, arms crossed, against a light grey backdrop.

Daniel Calder

Partner, transactions

Ruth Mensah, a woman with shoulder-length blonde hair in a black suit and roll-neck, against a dark backdrop.

Ruth Mensah

Partner, reporting

Ruth Mensah, a woman with shoulder-length blonde hair in a black suit and roll-neck, against a dark backdrop.

Ruth Mensah

Partner, reporting

Jonas Wren, a bearded man in a black polo shirt, seated and looking to one side against a light grey wall.

Jonas Wren

Director, part-time finance lead

Jonas Wren, a bearded man in a black polo shirt, seated and looking to one side against a light grey wall.

Jonas Wren

Director, part-time finance lead

Priya Shah, a woman with long straight hair in a grey suit and dark shirt, hands folded, against a grey backdrop.

Priya Shah

Senior manager, tax

Priya Shah, a woman with long straight hair in a grey suit and dark shirt, hands folded, against a grey backdrop.

Priya Shah

Senior manager, tax

Tom Ellery, a man with short dark hair in a dark button-up shirt, smiling slightly against a grey backdrop.

Tom Ellery

Manager, reporting

Tom Ellery, a man with short dark hair in a dark button-up shirt, smiling slightly against a grey backdrop.

Tom Ellery

Manager, reporting

Each page ends with that person’s calendar.

Each page ends with that person’s calendar.

Meet all six people

Insights

Short notes from the people who do the work.

Tax, reporting and deals, written by the partner who handles them for clients every week.

Tax, reporting and deals, written by the partner who handles them for clients every week.

A man in a shirt reading a printed report by a tall window.

Reporting

Closing the month in five days: the calendar we use

Closing the month in five days: the calendar we use

Ruth Mensah, a woman with shoulder-length blonde hair in a black suit and roll-neck, against a dark backdrop.

Ruth Mensah

A quiet meeting room with closed folders laid out on a marble table.

Deals

What a buyer checks first in due diligence

What a buyer checks first in due diligence

Daniel Calder, a smiling man with glasses and a short beard in a dark jacket and white shirt, arms crossed, against a light grey backdrop.

Daniel Calder

Two colleagues talking over figures at a standing desk in a glass-walled office.

Tax

Paying tax in advance: when to ask for a reduction

Paying tax in advance: when to ask for a reduction

Priya Shah, a woman with long straight hair in a grey suit and dark shirt, hands folded, against a grey backdrop.

Priya Shah

All insights

Questions owners ask

Before you book, the usual questions.

Still unsure? Ask Ruth.

Partner, reporting. She takes most first calls.

Everything in the written scope: the work, the meetings and one named lead. If the scope changes, we agree a new fee in writing before any extra work starts.

Yes. Many clients keep their accountant for the year-end and use us for the monthly close or for tax planning. We agree who does what on the first call.

The scope arrives within three days of the call. Most monthly clients have their first close with us in the following month.

The partner named on your scope. You get their direct number and email, and they do the work, not a junior you have never met.

No. Most of our clients are in the South West, but we work by video with owner-run companies anywhere in the UK.

Monthly work runs on one month of notice. You keep every file, report and login, and we hand over cleanly to whoever comes next.

Twenty minutes with a partner, before you decide anything.

We tell you whether we are the right fit, who would lead your file and what the fixed fee would be.

Book a 20-minute call

Book a 20-minute call

By video, or at our office in Bristol.

By video, or at our office in Bristol.

Daniel Calder, a smiling man with glasses and a short beard in a dark jacket and white shirt, arms crossed, against a grey backdrop.

Daniel Calder

Partner, transactions

Daniel Calder, a smiling man with glasses and a short beard in a dark jacket and white shirt, arms crossed, against a grey backdrop.

Daniel Calder

Partner, transactions

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