Our Services
With over 25 years’ experience working across many industry sectors we understand the pressures your business faces. With many successful Group-wide transformation programmes under our belt we know how to drive fast-paced change throughout your organisation.
Accounting Services
Personal Accounting & Tax Planning
We offer a comprehensive range of financial services expertly tailored to meet your unique personal needs and goals.
Estate Planning and Wealth Management
We help you to carefully plan your estate in a tax-efficient and strategically beneficial way, ensuring peace of mind for the future.
SME Business Accounting Services
From simple accounts preparation through to fully outsourced digital accounting services – we have you covered.
Personal Accounting & Tax Planning
We understand that being successful comes with its own headaches! Especially when it comes to accounting, tax, and financial planning.
We offer a range of financial services tailored to your personal needs.
1. Tax Planning and Preparation
- Tax returns: preparing and filing self-assessment tax returns, ensuring that you are aware of your tax liabilities and that all filing obligations are met.
- Tax optimisation: Identifying allowable deductions, credits, and other legitimate strategies to minimise your personal tax liability;
- Tax planning: Forecasting and planning for future tax liabilities, helping you to devise strategies that work best to support your personal circumstances and significant life events (e.g. working with your Pension Advisor to review and maximise personal pension contribution levels ).
2. Budgeting and Cash Flow Management
- Budget Creation: Assisting clients in developing a personal or family budget to manage monthly income, expenses, and savings goals.
- Cash Flow Management: Tracking and analysing cash flow to ensure clients can effectively monitor and control their cash position.
3. Debt Management
- Debt Reduction Plans: Developing strategies to reduce credit card debt, student loans, or mortgages more effectively.
- Consolidation and Refinancing: Assessing and making recommendations on consolidation or refinancing options to reduce interest rates and improve cash flow.
4. Personal Financial Statements
- Net Worth Analysis: Creating detailed personal financial statements to give a clear view of assets, liabilities, and overall net worth.
Estate Planning and Wealth Management
You have worked hard all your working life to provide for your family and loved ones – we work hard to make sure your estate transfers as tax efficient as possible under the inheritance tax (IHT) rules.
Our estate planning services focus on helping you to transfer your assets – both during your lifetime and afterwards – in line with your wishes and in the most effective way. Planning ahead is critical and the earlier you start the better in order to minimise the impact of IHT on your finances.
Of course, IHT is not the only factor to consider. Our Estate planning services helps ensure you have set aside the cash you need to live your life whilst being able to deal with the unexpected. We give you the confidence to make decisions now such that you can enjoy seeing the outcomes your decisions make for the people and causes that matter to you most.
We collaborate closely with your legal advisors to ensure wills, trusts, and other estate planning documents are drafted correctly from a finance perspective.
Our estate planning services focus on helping you to transfer your assets – both during your lifetime and afterwards – in line with your wishes and in the most effective way. Planning ahead is critical and the earlier you start the better in order to minimise the impact of IHT on your finances.
Of course, IHT is not the only factor to consider. Our Estate planning services helps ensure you have set aside the cash you need to live your life whilst being able to deal with the unexpected. We give you the confidence to make decisions now such that you can enjoy seeing the outcomes your decisions make for the people and causes that matter to you most.
We collaborate closely with your legal advisors to ensure wills, trusts, and other estate planning documents are drafted correctly from a finance perspective.
SME Business accounting services
Our fully qualified accounting team can assist you with all your business accounting and compliance needs.
Whether you need an annual accounting service, or a managed monthly service, we work hand in hand with your business to deliver meaningful insights and help you to understand the financial health of your business.
We offer a monthly subscription cloud-based service to deliver efficient, automated bookkeeping and management reporting that provides you with valuable and timely insights into the performance of your business at a fraction of the costs of employing your own full-time resources.
We use technologies to streamline your administration burden, leaving you free to focus on what you do best – growing your business:
Whether you need an annual accounting service, or a managed monthly service, we work hand in hand with your business to deliver meaningful insights and help you to understand the financial health of your business.
We offer a monthly subscription cloud-based service to deliver efficient, automated bookkeeping and management reporting that provides you with valuable and timely insights into the performance of your business at a fraction of the costs of employing your own full-time resources.
We use technologies to streamline your administration burden, leaving you free to focus on what you do best – growing your business:
Key Services Include:
- Accounts preparation for limited companies, partnerships and sole traders
- Management accounts information and KPI reporting
- Corporate tax compliance
- Partnership tax compliance
- VAT and Making Tax Digital compliance
- PAYE compliance
Outsourced Payroll
We take the headache out of running your payroll by handling all the hard work for you, ensuring accuracy, compliance, and peace of mind.
Product Costings and Profitability Analysis
We help you gain a clear understanding of your product costs, profitability, and overall financial performance.
Interim Finance & Accounting Resources
We can efficiently cover short-term gaps in your team by providing fully qualified and experienced accounting resources.
Outsourced Payroll
Our outsourced payroll services function for micro and small businesses offers a flexible and efficient way to manage your payroll which can scale to meet the needs of your business.
By outsourcing payroll to our team, you can ensure manual and time-consuming processes are automated, enabling you to focus your resources on more value-added activities within your own business.
By outsourcing payroll to our team, you can ensure manual and time-consuming processes are automated, enabling you to focus your resources on more value-added activities within your own business.
Product Costings and Profitability Analysis
We help our manufacturing clients to develop a superior understanding of product and customer cost and profitability.
Do you know which of your products are the cash cows or the loss leaders in your business? We help you develop SKU level product costings that shine a light on your product margins.
Every business is unique and so we use bespoke costing models that are tailored to reflect your processes and your cost accounting preferences to provide you with a full set of product costings that help you understand the relative performance of your business at an individual product or service level. Our models provide you with the critical information that you need to manage your sales pricing and maintain your margins.
Do you know which of your products are the cash cows or the loss leaders in your business? We help you develop SKU level product costings that shine a light on your product margins.
Every business is unique and so we use bespoke costing models that are tailored to reflect your processes and your cost accounting preferences to provide you with a full set of product costings that help you understand the relative performance of your business at an individual product or service level. Our models provide you with the critical information that you need to manage your sales pricing and maintain your margins.
Interim Finance and Accounting Resources
We provide fully qualified interim finance and accounting management support to help strengthen your finance team to cover temporary gaps in resource (e.g. maternity leave) or to assist with spikes in demand (e.g. seasonality).
We can provide interim CFO, management accountants, and accounting administrators depending on your specific needs. Our seasoned financial specialists take hands-on roles within your business to deliver immediate capacity to get the work done.
With a fresh perspective, we are able to bring new energy, pace and momentum to your team. Our support is flexible and adapts to your evolving needs, ensuring that you avoid the unnecessary burden of long-term resource overheads to achieve results quickly as and when you need the assistance.
We can provide interim CFO, management accountants, and accounting administrators depending on your specific needs. Our seasoned financial specialists take hands-on roles within your business to deliver immediate capacity to get the work done.
With a fresh perspective, we are able to bring new energy, pace and momentum to your team. Our support is flexible and adapts to your evolving needs, ensuring that you avoid the unnecessary burden of long-term resource overheads to achieve results quickly as and when you need the assistance.
Business Planning & financial modelling.
We prepare high-impact and professionally tailored business plans designed to support the growth and development of your business.
Grant Applications
Our compelling and meticulously crafted grant applications achieve impressively high rates of funding success.
Business Planning & Financial Modelling.
Whether you are preparing for funding applications, Private Equity investment, applying for grants, or simply want to set financial budgets & performance targets for your business, our integrated financial business planning model will provide you with a full suite of investor-ready and fully reconciled P&L, balance sheet and cashflow projections.
Lost for words or not sure how to best present your case? Our team of consultants are highly experienced in the preparation of business plan narratives to support the finance projections and convey the planning objectives and approach in an impactful way.
Lost for words or not sure how to best present your case? Our team of consultants are highly experienced in the preparation of business plan narratives to support the finance projections and convey the planning objectives and approach in an impactful way.
Grant Applications
We have assisted our clients with the successful award of over £3.2m in grant funding through a wide range of funding sources including local Council, Invest NI, Shared Island Fund, Levelling Up Fund, and Innovate UK.
Our team are experienced grant assessors for a number of the UK grant authorities which provides unique insight and understanding into the application assessment model. We understand what grant assessors are looking for and work with you to help you maximise your chances of a successful grant award.
Consulting Services
Business Strategy Development
Helping you create realistic, achievable, and innovative strategic plans that deliver lasting success and a competitive advantage.
Operational Excellence
Supporting a culture of manufacturing excellence, innovation, continuous improvement, operational efficiency, and employee empowerment.
Supply & Operational Planning
We optimise your supply chain through the implementation of effective SOPs, ensuring streamlined operations & enhanced efficiency.
Business Strategy Development
How do you stay ahead in a rapidly changing world? In an era of increased disruption, success hinges on having a clear strategic plan and an agile, practical roadmap to action.
We help businesses across all sectors to create realistic, achievable strategic plans that deliver competitive advantage. We help you to navigate uncertainty, drive change, and adapt to achieve your goals. Bringing our collaborative capabilities, tools, technologies and talent to every project, you can be sure that it will deliver results.
Do you need to understand the direction you want to grow in?; maybe you need help in defining a new vision or mission for your business?; or do you just want to set some fresh goals to drive business performance? From overall corporate strategies, to strategies tailored for specific business functions, we can help.
We help businesses across all sectors to create realistic, achievable strategic plans that deliver competitive advantage. We help you to navigate uncertainty, drive change, and adapt to achieve your goals. Bringing our collaborative capabilities, tools, technologies and talent to every project, you can be sure that it will deliver results.
Do you need to understand the direction you want to grow in?; maybe you need help in defining a new vision or mission for your business?; or do you just want to set some fresh goals to drive business performance? From overall corporate strategies, to strategies tailored for specific business functions, we can help.
Operational Excellence
Continuous Improvement; Total Quality Management, Six Sigma, Lean Manufacturing …..the list of buzzwords goes on and no doubt there will be more to come!
We do not attach buzz, hype, or fanciful names to our work. Our manufacturing consultants have worked in operations for their entire careers. Our hands-on ‘muck and bullets’ approach is simple: we work with your people and gather the data to understand your current manufacturing processes to identify opportunities for improvement and develop realistic action plans with your team. We then provide the support you need to action the plan, measure the results, and agree the changes needed to ensure the gains can be sustained.
We do not attach buzz, hype, or fanciful names to our work. Our manufacturing consultants have worked in operations for their entire careers. Our hands-on ‘muck and bullets’ approach is simple: we work with your people and gather the data to understand your current manufacturing processes to identify opportunities for improvement and develop realistic action plans with your team. We then provide the support you need to action the plan, measure the results, and agree the changes needed to ensure the gains can be sustained.
Supply & Operational Planning
Are you struggling to meet demand? Are inventory levels under control? Do imbalances across your supply chain impact on your business performance?
Effective supply chain management lies at the very heart of what we do. With years’ of experience in the UK and Ireland fresh food retail supply chain we understand how to optimise performance across your end-to-end S&OP process.
Effective supply chain management lies at the very heart of what we do. With years’ of experience in the UK and Ireland fresh food retail supply chain we understand how to optimise performance across your end-to-end S&OP process.
Examples of how we can provide proven relevant intervention to your business include:
- Sales forecasting & demand planning
- Production planning & scheduling
- Warehousing and inventory management
- Logistics planning and optimisation
- Supply chain rationalisation
- Supplier performance management
Need help to join the dots across your supply chain? We can help.
Purchasing & Procurement Services
We support your business with commercially astute purchasing and procurement, delivering cost-effective solutions to drive growth and profitability
Robotics and automation
We drive increased productivity and efficiency through the innovative use of robotics and automation technologies.
Programme and Project Management
We recognise the complexities of implementing strategy and have a team of experts to help manage your transformation programmes.
Purchasing & Procurement Services
Our team of purchasing and procurement specialists offer you access to proven expertise that has been built through years of practical experience in procurement and supply chain rationalisation.
Why carry the cost of expensive procurement resources when our team can quickly step in to provide you with the support you need, when you need it.
Our team can work within your existing procurement function, or as a fully outsourced service to drive value through analysis of item specifications and purchasing spend to inform competitive tender exercises to drive out sourcing cost without compromising on the quality of supply.
Why carry the cost of expensive procurement resources when our team can quickly step in to provide you with the support you need, when you need it.
Our team can work within your existing procurement function, or as a fully outsourced service to drive value through analysis of item specifications and purchasing spend to inform competitive tender exercises to drive out sourcing cost without compromising on the quality of supply.
Key services include:
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Total Cost Analysis
We take a holistic approach to understanding the true total cost of supply. The outcome of our analysis is to gain a full understanding of current costs in the form of a consolidated spend report to be agreed as the baseline starting position for effective supply chain optimisation. -
Portfolio rationalisation
despite best efforts to keep product ranges controlled, multiple subtle variations in product specification will inevitably creep into your business over time, fragmenting the volumes of goods being sourced. We assist you in item rationalisation to prepare tender specifications based on fewer line items with greater volumes to attract more competitive pricing.
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Specification-driven sourcing
we ensure there are no false savings achieved at the expense of item quality and operational performance. By taking a specification -driven approach we ensure any proposed new supply is fit for purpose and that cost savings are based on comparable quality. -
Competitive tendering
we use negotiated competitive tendering techniques to secure the best possible market rates, set within best possible supply terms.
Value engineering – we seek to realise additional value opportunities for your business, such as:
- Optimised minimum order quantities
- Fixed or index linked pricing
- Volume based rebates
- Improved payment terms
- Product quality / defect rate guarantees
- Reduced stockholding
- Vendor managed inventory
Honest, independent assessment - our analysis of tender outcomes provides you with a clear analysis of the options to allow you to make an informed purchasing decision that best suits your business.
Key areas of purchasing expertise include:
- Specification and tendering for high value capital equipment;
- Direct manufacturing materials (packaging, ingredients);
- Maintenance, repair and operations (MRO) spend;
- Warehousing and logistical services;
- Service & support contracts (e.g. forklifts, maintenance support, labour agency support etc).
Robotics & Automation
We understand the challenge and complexity involved in making strategy happen. Our team of consultants are highly qualified to help you successfully manage transformation programmes, complex projects and change programmes that perform. As your delivery partner we drive your programme plan at pace to gain traction, attain momentum and achieve the right results.
Key services we provide include:
- Definition of the overall programme goals and alignment to long-term strategic objectives;
- Definition of the portfolio of projects required to deliver the programme goals.
- Establishment of a Programme Management Office to oversee the co-ordination of the project portfolio to ensure all project interdependencies are managed;
- Providing governance and oversight to ensure project issues and risks are managed, and that projects stay in scope, and deliver on time and within budget.
- Ensuring effective stakeholder management and communication; and
- Ensuring the overall intended benefits of the programme are effectively realised.
Programme and Project Management
We understand the challenge and complexity involved in making strategy happen. Our team of consultants are highly qualified to help you successfully manage transformation programmes, complex projects and change programmes that perform. As your delivery partner we drive your programme plan at pace to gain traction, attain momentum and achieve the right results.
Key services we provide include:
- Definition of the overall programme goals and alignment to long-term strategic objectives;
- Definition of the portfolio of projects required to deliver the programme goals.
- Establishment of a Programme Management Office to oversee the co-ordination of the project portfolio to ensure all project interdependencies are managed;
- Providing governance and oversight to ensure project issues and risks are managed, and that projects stay in scope, and deliver on time and within budget.
- Ensuring effective stakeholder management and communication; and
- Ensuring the overall intended benefits of the programme are effectively realised.
Merger and Acquisition integration
We provide strategic, hands-on management support to ensure the successful integration of M&A activities, driving value creation and seamless transitions.
Merger and Acquisition integration
Companies are increasingly using mergers and acquisitions to deliver their growth ambitions and boost earnings faster than can be achieved through organic growth.
While buying the right business can be challenging in its own right, integrating it successfully and realising the full value of the deal can be even harder.
Our M&A Integration Consultancy provides the strategic and hands-on support needed to ensure successful post-merger integration. Our consultants are seasoned experts in navigating the complexities of mergers, helping businesses achieve their integration goals.
How we can help
- Project Management: We establish clear charters, workstreams, and timelines to manage integration with precision.
- Executive Credibility: Our consultants bring authority, access to senior leaders, and experience across diverse business functions.
- Social Intelligence: We promote collaboration, resolve conflicts, and bridge gaps between merging organisations.
- Adaptability: Our experience helps us guide businesses through the uncertainties of integration.
- Results-Driven: We understand the importance of delivering the expected integration benefits. We keep the integration on track with a results-oriented mindset.
- Strong Leadership: Our consultants have the strength and resilience to manage complex, high-pressure situations.
- High Energy: Mergers demand stamina. We provide the energy and momentum needed to deliver successful outcomes.
Interim Management
Finance & Accounting
Whether you are seeking to cover a period of maternity leave, or have an unexpected gap in your team that you need to recruit for, we can provide you with qualified accounting resources to augment your team.
Our interim accounting assignments typically last between 3 and 12 months. Examples of recent interim resource assignments include:
- Interim Finance Director to provide cover for the recruitment of a full time resource (6 month full time assignment).
- Outsourced Finance Director position for an SME client (3 days per month ongoing).
- Provision of outsourced payroll administration for a Medium sized client (4 days per month ongoing).
- Provision of an accounting technician to cover maternity leave (12 month full time assignment).
Access to our qualified accounting resources can be tailored to best suit your needs.
Procurement
Whether you are seeking to overcome short-term capability deficiencies within your purchasing team, or you are setting up a purchasing function for the first time and want to pilot the function before making permanent appointments, we can help.
Our procurement specialists have many years experience in leveraging the supply base to deliver improved quality, reduced cost, and increased profitability.
Our procurement specialists have many years experience in leveraging the supply base to deliver improved quality, reduced cost, and increased profitability.
We can provide you with interim purchasing resources to assist with:
- Significant ‘One-off’ purchasing projects.
- Resolving unexpected problems in particular categories where your internal resource and available skills are lacking.
- Bridging the gap in day to day work when your permanent staff have been assigned to major change programmes (e.g. ERP implementation).
- Cover the delay in replacing key staff members.
- Temporarily augmenting your existing team to help with a spike in workload without the need for recruiting a full time member of staff.
Benefits of this approach include:
- Short to medium term access to highly experienced skills that you would struggle to source elsewhere;
- Reduced administration / no requirement for approval of permanent resources in situations where increased staff headcount is sensitive;
- Elimination of employment related issues in providing for short term cover.
Supply & Operational Planning
Modern supply chains have evolved from simple, linear connections between businesses and their suppliers, to an interconnected network that spans multiple tiers at times stretching across the globe.
We find that many businesses in the UK and Ireland have had limited success in fully optimising their supply chain, which at best leaves significant unrealised supply side value, but often times actually creates a negative impact on manufacturing efficiencies and service levels.
We can provide Supply Chain Management experts on an interim contract to help you to tame your supply chain, unlock tangible value, and lead to improved order fulfilment and customer service. Check out our success stories and consider how you can benefit from our typical results of 8 – 15% improvement in your supply chain.
We find that many businesses in the UK and Ireland have had limited success in fully optimising their supply chain, which at best leaves significant unrealised supply side value, but often times actually creates a negative impact on manufacturing efficiencies and service levels.
We can provide Supply Chain Management experts on an interim contract to help you to tame your supply chain, unlock tangible value, and lead to improved order fulfilment and customer service. Check out our success stories and consider how you can benefit from our typical results of 8 – 15% improvement in your supply chain.
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