Professional Services

Whether you’re billing by the hour or working on long-term retainers, we’ll help you stay organised and profitable with tools that track time, streamline invoicing, and provide clear reports for your practice or consultancy – so you can focus on your clients, not your cash flow.

We can help with the following:

• Helping you choose time-tracking and billing software
• Setting up recurring invoicing and automated reminders
• Automating client onboarding workflows
• Integrating proposal and engagement tools
• Syncing calendars, payments, and projects to your accounts
• Creating financial dashboards that show capacity and profitability
• Document management and digital signature integrations
• Training your team on new systems
• Customising reports for partner performance or department analysis

From billable hours to breakthrough growth.

Whether you run a legal firm, consultancy, or marketing agency, the right financial controller ensures you’re not just billing – you’re building. We help you optimise team utilisation, manage client profitability, and structure for scalable, sustainable growth.

How we help:

• Time tracking vs revenue analysis
• Set pricing models that protect margins
• Build incentive plans that reward performance
• Streamline billing and debtor management
• Support M&A or expansion into new services

Professional accounts for professional people.
Your accounts should be as polished as your client service. We prepare your year-end financials and Corporation Tax with precision, ensuring everything is reconciled and compliant, with no unpleasant surprises.

How we help:

• Prepare and file statutory accounts with Companies House
• File Corporation Tax returns with HMRC
• Reconcile bookkeeping with payroll, loans, and software
• Structure director remuneration tax-efficiently
• Provide explanations and recommendations you can act on

Professional insights for professional minds.
Billable time, utilisation rates, write-offs, it all matters. Our management accounts help you analyse how your team, clients, and pricing really perform, so you can improve profitability and productivity.

How we help:

• Profitability per service line or team
• Billable hours vs time worked
• Client recovery rate analysis
• Quarterly KPI tracking and margin reporting
• Budget comparisons and fee forecasting
• Real-time reporting with automation and AI-powered tools

If you’re advising others, your tax plan should be watertight too.
Whether it’s managing dividends, pension contributions, or planning for growth, we help you stay efficient and compliant while keeping more of what you earn.

How we help:

• Optimise salary/dividend mix
• Plan and track pension contributions
• Claim allowable business expenses without overstepping
• Provide quarterly reviews to avoid surprises
• Advise on VAT flat rate or standard rate schemes

Efficient books. Faster billing. Smoother service.
Time is money, and poor bookkeeping can cost both. We support consultants, legal firms, and other professionals by simplifying their day-to-day record keeping and improving cash flow visibility.

How we help:

• Track time and expense-based billing accurately
• Maintain clean debtor/creditor ledgers
• Reconcile retainer and project invoices
• Automate expense and mileage claims
• Prepare and file VAT returns with clarity

Polished payroll for polished professionals.
If you’re running a tight team of consultants, legal professionals or service specialists, payroll accuracy is a non-negotiable. We ensure salaries, pensions, and bonuses are handled discreetly and efficiently, without errors or delays.

How we help:

• Salary, bonus, and pension processing
• Director payroll setups and tax-efficient structures
• Monthly payslips and secure employee communication
• Employment allowance and NI planning
• Quarterly payroll audits and reconciliations
• Support with staff changes and onboarding

You manage your clients – we’ll manage your corporate compliance.
For professional firms, maintaining accurate statutory records is a must. We keep your filings current, your changes documented, and your structure legally compliant – so you can get on with what you do best.

How we help:

• Act as company secretary or provide ad hoc secretarial support
• File changes to directors, shares, or company addresses
• Maintain a clean and compliant statutory register
• Prepare board minutes and shareholder resolutions
• File your annual confirmation statement on time

Make the most of your earnings – professionally and personally.
You’ve built a respected career – don’t let poor tax planning chip away at your hard-earned income. We’ll work with you to build a personal tax strategy that matches your long-term goals.

How we help:

• Salary and dividend planning for directors/partners
• Entrepreneur’s relief advice when exiting a practice
• Pension and profit extraction modelling using TaxDash
• Capital gains tax planning for sale of business assets
• Personal tax forecasting and deadline tracking

Professional income deserves professional tax support.
Whether you’re self-employed, in a partnership, or drawing income from your own company, we use TaxDash to help you optimise your personal tax return and avoid overpaying.

How we help:

• Salary, dividends, and interest income reconciliations
• Advice on pension contributions and allowable reliefs
• Expert explanations of tax rules relevant to your industry
• Forecasting your tax liability in advance
• Submit your return securely and act as your HMRC agent
• Provide access to expert accountants and tailored knowledge base articles