OUR APPROACH
How we can support you
Good accounting should do more than keep you compliant. It should give you a clearer understanding of your business, greater confidence in your decisions and the financial insight you need to plan for what comes next.
At Profectus, we work alongside owner-managed businesses at every stage of their journey. That might begin with keeping your bookkeeping, accounts and tax affairs in order, before developing into regular management reporting, cash flow forecasting, financial planning and strategic advice as your business grows.
Our approach is designed to grow with you.
Rather than simply preparing the numbers, we help you understand what they mean, identify opportunities and use your financial information to make better business decisions.
HOW WE SUPPORT YOU
FINANCIAL SUPPORT AT EVERY STAGE
From keeping your financial records in order to providing strategic financial leadership, our support evolves alongside your business.
BOOKKEEPING
Keep your financial records accurate and up to date.
ACCOUNTS & TAX
Stay compliant and understand what you need to pay and when.
MANAGEMENT ACCOUNTS
Understand how your business is performing throughout the year.
CASH FLOW & PLANNING
Look ahead and prepare for what's coming.
BUSINESS ADVISORY
Use your numbers to make better commercial decisions.
FRACTIONAL FD
Access experienced financial leadership as your business grows.
01 ESSENTIAL ACCOUNTING
Bookkeeping & Accounts
Good financial management starts with accurate, up-to-date records. Our bookkeeping and accounts services give you a reliable financial foundation, allowing you to spend less time dealing with paperwork and more time running your business.
We take care of the day-to-day financial processes, keeping your records accurate, organised and up to date. From bookkeeping and bank reconciliations through to annual accounts, we make sure you have the information you need when you need it.
Whether you need a complete outsourced bookkeeping service or support with your existing systems, we’ll tailor our approach to your business.
Our bookkeeping & accounts services include
- Bookkeeping and bank reconciliations
- Annual accounts
- VAT returns
- Payroll and CIS
- Accounts payable and receivable
- Cloud accounting software
- Financial record keeping
02 ACCOUNTS & TAX
Tax & Compliance
Tax and compliance shouldn’t be something you have to worry about.
We take care of your business and personal tax obligations, helping you stay compliant while also looking for opportunities to make your tax position as efficient as possible.
For routine tax returns and VAT, we explain things clearly and make sure you understand what you need to pay, when it’s due and why.
We don’t believe in simply preparing a tax return and sending you a bill. We look at the bigger picture and consider how today’s decisions could affect your tax position tomorrow.
Our tax & compliance services include
- Self Assessment
- VAT
- Corporation Tax
- Payroll and PAYE
- CIS
- Confirmation Statements
- Dividend and remuneration planning
- HMRC correspondence and enquiries
03 MANAGEMENT
Management Accounts
Annual accounts tell you what happened. Management accounts help you understand what’s happening now.
For business owners who want greater control, we can prepare regular management accounts that give you a clear view of your financial performance throughout the year.
We’ll turn your financial data into useful information that helps you understand profitability, identify trends and spot potential problems before they become serious.
Most importantly, we won’t just send you a spreadsheet and leave you to work it out.
We’ll help you understand the numbers and what they mean for your business.
Your management information could include
- Profit and loss reporting
- Balance sheet analysis
- Cash position
- Budget versus actual performance
- Key performance indicators
- Gross and net profit margins
- Debtor and creditor analysis
- Commentary and recommendations
Your accounts show where you've been
But are they helping you decide where to go next?
Better financial insight means fewer decisions based on instinct and more made with a clear understanding of what the numbers are telling you.
04 CASH FLOW
Cash Flow & Planning
A profitable business can still fail if it runs out of cash.
Cash flow forecasting gives you visibility over the money coming into and going out of your business, helping you anticipate challenges and make better financial decisions.
We can build cash flow forecasts around your business and regularly update them as circumstances change.
This gives you a forward-looking view of your finances rather than simply looking backwards at your accounts.
We’ll also help you understand how much cash your business actually needs and when pressure points may arise.
Plan for tomorrow, rather than firefighting it when it arrives.
We can help you plan for
- Seasonal fluctuations
- Tax liabilities
- Business growth
- VAT and PAYE payments
- Borrowing and funding requirements
- Large purchases and capital expenditure
- Recruitment and increased staffing costs
- Changes in customer payment patterns
05 ADVICE
Business Advisory
Being a business owner can be lonely.
Sometimes you don’t need another report – you need someone to sit down with you, look at the numbers and work out what to do next.
That’s where our business advisory service comes in.
We work alongside business owners to understand where they are now, where they want to go and what needs to happen to get there.
We bring together the financial information, commercial understanding and practical experience needed to help you make informed decisions.
We’re not here to tell you what you want to hear. We’re here to help you make better decisions for your business
Our advice can cover areas such as
- Business growth
- Improving profitability
- Pricing and margins
- Cost control
- Cash flow
- Business planning
- Financial performance
- Investment decisions
- Business structure
- Strategic decision-making
06 DIRECTOR SUPPORT
Fractional Finance Director
You may not need a full-time Finance Director. But that doesn’t mean you shouldn’t have access to experienced financial leadership.
Our Fractional Finance Director service gives growing businesses access to senior-level financial expertise without the cost and commitment of employing a full-time FD.
We become an extension of your management team, helping you understand the financial side of the business and providing the insight needed to make confident decisions.
This isn’t simply about producing reports. It’s about using finance to drive the business forward.
Whether you need support one day a month or more regular involvement, we’ll tailor the service around your business.
Experienced financial leadership. When you need it, without the cost of a full-time FD.
We can support you with
- Financial strategy
- Business and growth planning
- Management accounts
- Cash flow forecasting
- Budgets and financial modelling
- Profitability improvement
- KPIs and performance reporting
- Funding and investment decisions
- Acquisition and expansion planning
- Board and management meetings
- Financial risk management
Profectus is a financial partner for growing owner-managed businesses.
From keeping your books in order to helping you plan your next stage of growth, Profectus provides the financial support your business needs at every stage.
We don’t just prepare the numbers. We help you understand them, act on them and use them to build a stronger, more profitable business.
LATEST NEWS & INSIGHTS
EXPERT ADVICE FOR AMBITIOUS BUSINESS OWNERS
Stay up to date with the latest news, tax updates and practical business advice from the Profectus team. We regularly share insights designed to help you improve financial performance, strengthen cash flow and make better business decisions.
NEXT STEPS
Ready to Take Control of Your Business Finances?
Sometimes you don’t need another report.
You need someone to help you decide what to do next.
Request a free, 1 hour consultation
We offer a free, no obligation 1-hour initial consultation with our owner Adam Piercy. This helps us to understand your business and gives us an idea of the professional services you may require.
Alternative ways to get in touch
01760 330214
Call us during our office hours. 08.00am - 5.00pm every week day.
office@profectusbc.co.uk
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