your finance Department

Having managed the finance functions of small restaurants right up to £200m manufacturing operations, we have the skills and experience to advise organisations on the structure and efficiency of their internal finance function.
Where we act as the outsourced finance function, we offer support services such as real-time bookkeeping, sales invoicing, credit control, facilitating payments, forecasting and management accounting. W
here a few hours/days of strategic support are required, we can offer this either remotely across the UK or on site in London, Bristol & Somerset. When working with larger companies, we are happy to work alongside an in-house Finance Director/Accountant. All outsourced finance department engagements are tailored to your needs.


The main principle of our service is that we take away the hassle of managing your finances, whilst ensuring you have the data and advice required to focus on growing your business.

Where we undertake a consultancy only service, we will review your current processes, suggest and configure a new structure and then train your team to operate the new procedures.



In the current climate, having accurate and up to date information on your financial affairs should be an essential requirement for every business. From timely invoicing and cash collection to understanding how each product/service affects your profitability, our bookkeeper service will give you the support and information usually reserved for businesses with their own finance department.

By utilising the latest technological developments we can automate with bookkeeping, meaning our fees are much lower than our competitors and excellent value for money.

We also utilise cloud based software, meaning we can share and collaborate on live data with both you and your accountant. In the same way, we can train you to produce customer quotes and invoices to further reduce the cost of our service. Our service is also Making Tax Digital compliant.

Our bookkeeper service includes the following options:-

  • Sales invoicing

  • Credit control

  • Purchase invoice posting

  • Supplier payment runs

  • Posting and reconciliation of bank, cash and credit card accounts.

  • Invoice discounting/factoring reporting and reconciliations

  • VAT return submission

  • Dividend minutes and vouchers

  • Cloud accounting software

  • Submission of a year-end file to your accountant


Since the introduction of RTI and auto-enrolment, payroll should really be performed by specialist staff. The consequences of getting your payroll wrong are obviously upsetting your workforce but also a punitive penalty regime for HMRC payroll submissions filed after the date of payment, these penalties are typically £100-£300 for each month containing a late filing.

For organisations with fewer than 500 employees, it does not make commercial sense to employ a payroll specialist, the obvious option is therefore to outsource this critical function to a trusted advisor. Our experience and cost-effective pricing make us the logical choice to fulfil all of your payroll obligations.

Our payroll service comes with auto-enrolment administration/compliance as standard. We have also gone to great lengths to ensure we use best in class data security facilities.

management accountANT

Every business has different profit drivers and key performance indicators, it's not uncommon for businesses to have multiple income streams, often some are much more profitable than others but the Directors don't know which due to a lack of data.

Far too many small businesses lack the resources/support to create a financial plan, we firmly believe that every business should have a budget covering at least, the next 12 months. Having a budget and or forecast also facilitates context when analysis management accounts. With this information you can also questions such as, are we ahead or behind of our expectations, and if we are behind, what are the implications of on our cash flow. Being able to predict cash shortages enables you to take action before they become an issue. 

The principle of our management accounting service is that we structure your accounts and reporting in a way that supports an analysis of why the results are what they are and what that means for the future.



The role of the Finance Director is to guide the business to prosperity by;

  • Analysing the financial performance of the business

  • Communicating complex financial principles in plain English

  • Commenting on the profitability of different income streams

  • Bench-marking against industry standards

  • Making recommendations on pricing

  • Suggesting cost saving measures

  • Monitoring cash flow

  • Understanding the risk appetite of the owners

  • Ensuring a credible financial plan exists and that everybody understands their objectives

  • Holding decision makers/budget holders to the financial plan

  • Adapting the plan where unforeseen opportunities/risks arise

  • Dealing with unexpected financial issues

  • Acting as a trusted adviser/sounding board on related non-financial matters

  • Ensuring the business deploys simple and efficient operating systems

These tasks obviously require a great deal of experience and business acumen. Our Finance Director services are delivered by Matt Portt, who has founded and grown our own business from a desk in his front room, to a high-growth award winning international advisory firm, following a career in practice and industry working with start-ups through to a £200m manufacturing operation.

If you would like to schedule an exploratory consultation, please contact us here 

We commonly recommend cloud based solutions such as: 

We can also facilitate web based forms to replace unwieldy spreadsheets.