ACCOUNTANTS AND GROWTH PARTNERS FOR DYNAMIC MULTI 6-7 FIGURE BUSINESSES LOOKING TO SKYROCKET THEIR PROFITS, WORK LESS HOURS AND TAKE HOME MUCH MORE MONEY!
[without the stress or overwhelm!]
COACHES & CONSULTANTS
ONLINE ENTREPRENEURS
PROFESSIONAL SERVICES
As seen in:
YOUR VIRTUAL FINANCE TEAM
Are you a coach, consultant, online entrepreneur or professional services business looking for a reliable, trustworthy, effective accountant who is genuinely committed the profitable growth of your business?
We help ambitious, dynamic owner-managed businesses to reach their business and personal goals.
We are a ‘family first’ business truly invested in seeing our clients win – creating more profit, freeing up more of your time, taking the stress out of your finances and helping you take home more money – so you can do more of what you want with the people you love.
MORE PROFIT
Less tax paid
More profit made
More cash collected
MORE TIME
We manage your books
We deal with your compliance
You focus on the fun stuff!
LESS STRESS
No £ surprises with fixed fees
We track due dates & deliverables
Focused on your business goals
MORE FUN
Achieve your personal goals
Live life on your terms
Love your profitable numbers!
ACCOUNTANTS FOR YOU IF YOU ARE:
Ambitious, dynamic and determined to succeed. You are either a Profit Builder, Profit Creator or a Profit Master!
ALL The stuff we love to do
(so YOU can focus on creating profit, while we look after your numbers)
Consider us your virtual profit team. We handle your entire finance function so you and your team can focus on what you do best – serving your clients and driving your business forward, confident that your finances are expertly managed, ensuring maximum profitability and financial efficiency for sustained growth and success.
Our monthly management reviews are the secret sauce to knowing, trusting and and loving your numbers – with support from people who understand your business and are committed to helping you achieve your business and life goals.
It’s all the finance wizardry you need, at a fraction of the cost full-time finance department. Relax, we’ve got this!
YOUR VISION
Your virtual finance team, just one Skype or Zoom call away. We take care of your entire finance function so you can spend your valuable time serving your clients and generating more profit confident that we are working with you to achieve your business and personal goals.
YOUR BOOKS
Your online bookkeepers working in the background posting transactions and reconciling your bank accounts. Send your invoices and receipts – we’ll take care of them. VAT returns prepared, reviewed with you and filed. We’ll let you know what to pay and when.
YOUR ACCOUNTS
Your accountant on call to help when ever you need us. Monthly or quarterly reviews of your latest accounts and next 90 profit day plans to keep you on track to achieve your profit goals. Taxes accrued and DLA’s reviwed. All your year end accounts and returns taken care of.
YOUR CASH
With daily reconciled bank accounts and weekly credit control – we are super focussed on keeping your bank balance high and your receivables low. Weekly cash waterfalling ensures you have money aside for profit and can pay all your bill and taxes on time.
YOUR TIME
Getting your app stack right for delegation, automation and streamlining of all your key financial processes so you can get more done in less time. Our job is to free up more of your valuable time so you can focus on serving your clients, growing your team and creating more profit.
YOUR GROWTH
With monthly or quarterly business reviews, 90 day plans for profit and long term business and cashflow forecasts – we are here to help you bootstrap growth if you want to self finance or prepare business plans, forecasts and decks for funders and investors.
YOUR PROFIT
Ultimately you are in business to make profit. Our job is to help you maximise your take home pay, to minimise the tax you pay and build your wealth. With cash waterfalling, profit first and working with our wealth management partner – we work with you to maximise profit extraction.
YOUR TEAM
+YOUR SKILLS
Need to develop your own business skills? Bespoke training packages available to train you or your staff. Want to create a 90 day profit plan and stick to it? We can help you with that! Want to implement profit first or profit-firstish? Let’s do it!!
MULTI 6-7 FIGURE ADHD-E BUSINESS
Quite a few of our clients have ADHD and whilst they are brilliant at creating money, they have often struggled to manage it or keep it – so we created an adhd-e service to work with their strengths:
Simplified finance packs – some prefer numbers, some prefer visuals. Spend tracking is essential for any business owner but specifically for the ADHD-E.
Profit First and cash waterfalling to help simplify money management. When cash is automatically directed to a different bank account then it is harder to over spend!! Every pound has a specific purpose.
Simplified tax planning – monthly ringfencing of VAT and Corporation Tax so you know what to put aside monthly.
Clear Financial Goals and allocating cash pots for specific purposes to help manage impulsive spending – training, travel, business development etc.
Simplified budgeting helps when appropriate. Some ADHD-Eers respond well to spend ‘targets’ rather than budgets. Some don’t. We figure out what works for you.
Monthly or quarterly management meetings – ESSENTIAL to understand what is profitable and what is not – so we can do more of the first and less of the second!
Understanding financial goals for next 90 days so we can tailor the above to help clients achieve their goals and we potentially can adapt the reporting to fit
OTHER WAYS TO WORK WITH US
You don’t have to be an accounting client to work with us:
CONSULTANCY SERVICES
Specialist Consulting to Help Resolve Your Management Accounting and Xero Questions
PROFIT PROGRAMME
6 month programme to help you achieve £10k+ take-home each month, quickly and efficiently
Some OF ouR proUDEST client RESULts
Some OF ouR FAVOURITE TOOLS
FREE CALCULATORS
Here are three ways to help you create more profit or keep more of your hard earned cash:
WHAT OUR WONDERFUL CLIENTS SAY ABOUT US
meet your profit pros
Chief Cloud Accountant
Lisa Dickson
“The Profitologist”
We love what we do, we expect you do too. My job is to help you find more time to do what you love, create more profit and take home more pay. Helping you achieve your goals at an affordable price.
Sales & Strategy
Paul Dickson
“The Player”
I love golf and do a lot of my networking on the golf course! A not so silent partner, disruptor and challenger – pull up a chair and tell me about your business!
Digital Marketer
Casey Dickson
“The Ninja”
Content creator ninja with a knack for all things social media and marketing! I love the creative side of business including design, animation and advertising so that is my main role in the company.
Cloud Bookkeeper
Tom Quick
“The Collector”
I collect paperwork, data and cash! I do your bookkeeping, reconciliation and credit control. I love hunting down all your missing transactions and getting your overdue customers to pay.
Cloud Accountant
Nicky Carter
“The Number Cruncher”
I help you know your numbers! I prepare the management accounts and business reviews so you can understand how your business is performing and what your numbers are trying to tell you.
Cloud Accountant
Emily Drewery
“The Completer”
I keep you compliant! I prepare your annual accounts and tax returns making sure we maximise profit but minimize business and personal tax whilst meeting all of your statutory deadlines.
Let’s TALK!
For a free no-obligation 20-minute discovery call – click on the link below.
This will take you directly to my calendar so you can book a call at a time that suits you.