Manufacturing & Wholesale

In manufacturing, every detail counts – from raw materials to final dispatch. We help you set up software that tracks your production, manages inventory, and gives you accurate costs and delivery timelines – all integrated into your accounts system.

We can help with the following:

• Helping you select manufacturing-specific software
• Setting up inventory and bill of materials tracking
• Automating purchase orders and supplier payments
• Linking order management to Xero
• Creating reports for gross margin and stock turnover
• Integrating production schedules with costings
• Training your staff on digital systems
• Building custom dashboards for sales and fulfilment teams

Precision isn’t just for the production line – bring it into your finances too.

In manufacturing and wholesale, control over costs, suppliers, and production cycles is key. Our fractional CFOs give you the financial insight to streamline operations, manage supply chain volatility, and scale up sustainably.

How we help:

• Unit cost and margin analysis
• Cash flow planning around supplier and production timelines
• Forecast demand and inventory requirements
• Support with systems that track POs, stock and sales
• Plan expansion into new markets or product lines

Precision reporting for precision businesses.
With high volumes and complex operations, your statutory accounts and Corporation Tax return must be robust and reconciled. We help ensure stock, equipment, and finance agreements are properly recorded and compliant.

How we help:

• Prepare and file statutory accounts and tax returns
• Reconcile cost of sales, stock, and fixed assets
• Ensure capital allowances are maximised
• Match records to your accounting and stock systems
• Flag opportunities to reduce tax liabilities with accurate treatment

Make data-driven decisions from the factory floor up.
Margins, stock levels, production capacity – it all needs tracking. We help you monitor the right financial and operational KPIs so you can control costs and plan confidently for the future.

How we help:

• Unit cost and margin analysis by product line
• Stock movement and inventory valuation reports
• Labour cost tracking and overhead allocation
• Demand forecasting and cash flow projections
• Budget vs actual manufacturing cycle costs
• Customised dashboards to support scale

Big spenders need smart planning.
From capital allowances to R&D reliefs and group structuring, we help you plan around major investments and production costs, so tax doesn’t chip away at your profits.

How we help:

• Claim capital allowances on plant and machinery
• Submit R&D tax relief for qualifying innovation
• Structure group companies for tax efficiency
• Time equipment purchases around year-end planning
• Handle VAT complexities on imports and exports

Track every unit, every cost – automatically.
Bookkeeping for production businesses needs precision. We help you manage raw materials, stock movements, and supplier accounts, all while keeping HMRC happy.

How we help:

• Reconcile supplier invoices and freight charges
• Track raw material consumption and finished goods
• Allocate direct and indirect costs correctly
• Monitor inventory movements and value
• Prepare VAT returns with confidence

Payroll you can rely on – no matter how complex your team.
Production lines and logistics teams need precision, and that starts with payroll. We help you manage hourly rates, overtime, shift patterns, and deductions so your operation stays on time – and on budget.

How we help:

• Process variable pay for shifts and overtime
• Submit CIS (if applicable) and PAYE filings
• Integrate with time-tracking and HR tools
• Monitor and report on payroll costs per department
• Assist with staff onboarding and leavers
• Reconcile payroll to accounting systems quarterly

You focus on operations – we’ll focus on your company compliance.
From shifting ownership to expanding your board, changes to your company must be done right. We make sure every detail is filed correctly and in line with legal and tax requirements.

How we help:

• File and document shareholding or structural changes
• Prepare dividend and share certificates
• Manage Companies House compliance filings
• Draft board minutes and pass resolutions as needed
• Act as company secretary or provide support when required

Your operation is complex – your tax shouldn’t be.
You manage stock, staff and supply chains. We manage your personal tax position to ensure you’re making the most of your income without falling into inefficient structures.

How we help:

• Director salary/dividend planning for multiple company structures
• Capital gains planning on asset or business sales
• Entrepreneur’s relief strategy for future exit
• Profit extraction planning tied to long-term investment plans
• Visual scenario planning using TaxDash for clarity

High volume business? We’ll break it down clearly.
From machinery write-offs to multi-income structures, we help manufacturers and wholesalers stay compliant while making full use of available tax reliefs.

How we help:

• Track dividend, salary, rental, and investment income
• Claim capital allowances on eligible equipment
• Handle director tax planning for multiple company involvement
• Submit returns and manage communications with HMRC
• Use TaxDash tools to simulate cash flow and tax outcomes
• Offer expert-led advice to help you improve each year’s outcome