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!] 

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COACHES & CONSULTANTS

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ONLINE ENTREPRENEURS

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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!

6 FIGURE    BUSINESS   

Business_Startup

    MULTI 6 FIGURE        BUSINESS

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7 FIGURE    BUSINESS   

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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

Tax efficient directors payroll and staff wages done for you. RTI, EPS and annual returns filed. Staff benefits and P11D’s? No problem. We’ll tell you how much PAYE and NI to pay to HMRC. Annual PAYE  reconciliations with HMRC and P60’s issued to staff.

+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: 

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Simplified finance packs – some prefer numbers, some prefer visuals. Spend tracking is essential for any business owner but specifically for the ADHD-E.

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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.

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Simplified tax planning – monthly ringfencing of VAT and Corporation Tax so you know what to put aside monthly.

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Clear Financial Goals and allocating cash pots for specific purposes to help manage impulsive spending – training, travel, business development etc.

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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.

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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!

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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

       PROFIT         SCHOOL

Monthly membership for entrepreneurs who want to take £5k+ home per month

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:

Calculate the TAX FREE work from home allowance that you can claim from your business.

Work out what you need to charge to build a profitable business!

COMING SOON!

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.

Chief Accountant and Profit Hacker

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.

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