A big support system for small businesses

We provide accountancy support and business planning for entrepreneurs who want all their financial advice under one roof.

What is your business doing for you?

We work with clients who want a lifestyle business. A solid efficient business, a good life, a happy team, a positive impact on the world around you. It can be a tough journey to build your lifestyle alone. You want to know your business has the resilience and resources to continue into the future and provide for your loved ones.

Does this sound like you?

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An entrepreneur in the professional services and consultancy sector
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Want reassurance you’re doing things the right things to build a strong business
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Concerned about climate change and wanting to make a positive impact
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Wanting to grow, but not necessarily financially
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Looking for a business friend, not an authority figure

What you need

Support to build an unwavering business

We’ll get your accounting systems running smoothly and efficiently, so you have a resilient business you can rely on.

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Compliance

Accounts production*
Corporation Tax returns*
Quick queries*
VAT*
Personal Tax returns
Bookkeeping
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Training

Xero migrations
Xero setups
Xero health checks
Xero training
Xero troubleshooting sessions
Carbon footprint app integrations
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Monitor & Review

Quarterly management accounts ^
Budgeting ^
Carbon footprint calculations
Impact reporting
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R&D tax support

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Payroll & auto enrolment

Support to achieve your lifestyle goals

We’ll help you discover where you want to be heading and
provide the plan to get you there.

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Business Strategy

Business plans ^
Quarterly accountability ^
Succession and Exit Plans
Profitability
Cashflow improvement
Sustainability & resilence planning
Support for B curious and B Corporations
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Tax planning & Consultancy

Business Tax reviews
Salary & dividend planning
Exit planning
Bespoke consultancy
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Lifestyle Planning

Personal Cashflow planning ^
Scenario planning
Mortgage-ability
Financial resilience

All clients have Core services* as a minimum and we highly recommend all clients consider a basic business strategy package of^

Where our Switchfoot family comes in

Need specific support for your personal circumstances? We’ve got you.

  • Personal finance planning
  • Pensions advice
  • Protection policies
  • Inheritance tax planning

How much does it cost to get help with your accounting?

Our fees start at a minimum of £150 pm plus VAT (or in other words £1,800 plus VAT per annum). We work with you to figure out a proposal that suits your business needs and service requirements. Because every client is different, there is no one fixed proposal for all. But we do use the same pricing model for all, and our fees are fixed annually.

What our
clients say

How to get started

Discovery Call

Proposal

Onboarding

Xero Health Check

3 Month Review

Say hello by booking a call and filling out a short form.

THE GUIDE FOR CLIMATE CONSCIOUS BUSINESS OWNERS

Want to know what you can do right now in your business to take positive steps towards change? Download our FREE Climate Confidence Guide to see how you can take action and build a reputation as a business that is serious about climate.