Services

We offer a range of services designed to scale with you and your business. Whether you’ve recently started your growth journey or you’re an established force.

Outsourced
Finance Department

Effortless day-to-day management. We handle the financial essentials and keep everything moving behind the scenes, so you can stop worrying about the books and get back to running your business.

  • Bookkeeping
  • Payroll & Pensions
  • VAT Returns
  • Supplier & Employee Payments
  • Accounts & Tax Returns
  • Confirmation Statements
  • Health Checks
Advisory
Services

Focus on the future, not just the past. We help you use your financial data to plan ahead, refine your strategy, and track your progress toward the goals that actually matter to you.

  • Management Reports
  • Cashflow Forecasting
  • Business Plan
  • Investor & Board Reporting
  • Business Valuation
  • Exit Planning
  • Tax Planning
Scaling
Services

Growth-focused expertise. We help you future-proof your business structure and tap into the right incentives at the right time, ensuring your financial foundation is always one step ahead of your ambition.

  • SEIS/EIS
  • Cap Table Management
  • EMI Valuations
  • EMI Scheme Management
  • Research & Development Claims
Tools and
Technology

Custom tools for your specific workflow. Off-the-shelf software only goes so far. We design and build the specific financial systems and tech stacks you need to stay in total control as you grow.

  • Financial Model Build
  • Financial Systems Audit
  • Revenue Recognition Scale
  • Assurance Review
  • Tech Stack Review
  • Xero Migration

Our approach

  • Setting the shape of what we want to achieve together
  • Understanding where you are right now
  • Defining clear intermediary targets and allocating resources
  • Deciding what we’re going to measure

“Let us stand in
your corner”

“Let us stand in
your corner”

Jonathan Gaunt Entrepreneur and accountant who’s built, scaled, and sold SaaS businesses. Through FD Works, I help others avoid the pitfalls I’ve learned from.

Winner of Most Valuable Professional at Xero awards 2024 🎉

Everything starts with a chat

We would love to say hello, find out about you and your one-of-a-kind business.

Speak with us to start unlocking your ambition and potential. There is no better time to start than now.

  •  Our Service Packages. Our Service Packages. Our Service Packages.

Establish your service level package

LV1 Foundation
LV2 Clarity
LV3 Focus

We have a clear service level and package structure to help us give you exactly what you need within your current budget and avoid frustration.

Our three packages include all of your legal and financial compliance with Levels 2 and 3 providing deeper insights, management services, forecasting and outsourced Financial Director services.

Services

Compliance & bookkeeping

Quarterly check-in

Management accounts

Deeper insights

Financial modelling & forecasting

Finance Director services

Foundation

Compliance & bookkeeping

Included

Quarterly check-in

Included

Management accounts

Not included -

Deeper insights

Not included -

Financial modelling & forecasting

Not included -

Finance Director services

Not included -

Clarity

Compliance & bookkeeping

Included

Quarterly check-in

Included

Management accounts

Included

Deeper insights

Included

Financial modelling & forecasting

Not included -

Finance Director services

Not included -

Focus

Compliance & bookkeeping

Included

Quarterly check-in

Included

Management accounts

Included

Deeper insights

Included

Financial modelling & forecasting

Included

Finance Director services

Included

The power
of cadence

Little and often coupled with open dialogue.

Unlock these two things and watch your ambition and potential grow. We know it because we’ve lived it.

Monthly

With us regularly updating Xero and numbers each month it means everything is accurate for 12 months of the year, not just one or two.

You’ll benefit from revenue recognition, so you can have a more accurate picture of how your business is performing, not just how much cash you have in the bank today!

Quarterly

Every quarter we’ll check in, either through our more light-touch “Health Check” or a more in depth set of “Management Accounts”. This will depend on which service level you are on with us.

Quarterly check ins give us the platform to discuss opportunities to maximise, as well as nipping potential issues in the bud.

Annually

Your Annual Accounts are now easy thanks to the monthly maintaining of your finances and quarterly check ins.

We’ll prepare a draft set of accounts 3 months after the year end. Giving us all plenty of time to understand and utilise the data they provide.

It all starts with a conversation

For business owners

We offer a range of services designed to scale with you and your business.

Whether you’ve recently started trading or are ready to focus on future growth, we can guide you through each step of your accounting journey, growing with your ambition.

For accounting firms

Now is the time for your to power up your practice and take full advantage of the technology at your finger tips.

We’ll help you transform and thrive to provide you with more options, better performance and personal satisfaction.

Join our team

We place the highest value on a positive attitude and only work with good eggs.

if you’re looking for a place where you’ll have the freedom to shape your career, make your own decisions and have a real impact on the success of the business, let’s chat.