Client Case Studies
The clearest way to explain how we work is to show what we actually do, week by week, for the businesses that trust us with their numbers.
Honest, useful, and never at a client's expense
Plenty of firms publish case studies that are really just adverts with a logo attached. Ours follow three rules instead, and we would rather publish fewer stories than break any of them.
Real engagements only
Every story on this page is work we are doing or have done. No composites, no illustrative clients, no outcome figures we cannot stand behind.
Anonymised as standard
We do not name clients. In regulated sectors especially, people are entitled to work with an adviser who does not turn their business into marketing material.
References on request
Anonymised does not mean unverifiable. If you are weighing us up seriously, we will ask a client directly and arrange for you to speak with them.
Case studies
Three published. We add a story only once the client has approved how it is told.
Finance department for a London care agency
Carer payroll including travel time, all local authority and NHS ICB invoicing, credit control, monthly lender reporting and quarterly management accounts. Run to a fixed weekly rhythm so nothing depends on anyone remembering.
Read the case studyOfsted registration for a children's care group
The cash flow forecast and financial viability work behind a children's home registration application, built as one connected model the group could explain in their own words. The application has been submitted.
Read the case studyA crypto tax engagement, start to finish
Reconciling exchange and wallet activity across several years into a defensible position, then reporting it correctly. An area where the record keeping is usually the hard part, not the tax.
Read the case studyWant to talk about your own situation?
Fifteen minutes is usually enough to work out whether we are the right fit, and what would actually need doing. No pitch and no obligation either way.