Financial expertise and accountancy services within easy reach of Dorset, the South Coast and the South West

Our experienced team take the time to fully understand the aims and ambitions you have for your business. With a combined 40+ years of owner-managed business, accounting and consulting experience, we offer an extensive range of services to help our clients get the best out of their business. Whether this is  year-end taxation and accounting, strategic planning, developing your business or raising new finance, we will tailor our services to meet your needs.

We can assist you in putting together robust strategic plans and use our industry skills to help you to achieve your business goals and see your business flourish.

 We are committed to providing expert, objective and timely advice, delivered in an efficient and effective manner so our clients can truly thrive.

The Dorset FD team have one major focus – helping you and your business be everything you want to be.

Year-end compliance

Accountancy services

We use top-of-the range accounting software to deliver high quality accounts, including for companies reporting under FRS102, the new UK GAAP.

Sole traders

We keep up-to-date on tax developments in the small business arena so can advise confidently on issues such as trading structure and the availability of tax deductions and allowances to optimise your tax affairs.


In addition to our high-quality software for preparing and filing your accounts and corporation tax return, we can assist with tax issues such as P11Ds, company vehicles, R&D tax credits and Making Tax Digital. We also offer a full range of Company Secretarial services.


In certain circumstances, a partnership could be the most suitable trading structure for your business. We can help you identify if this is the case and then help you with the associated tax and reporting requirements.

Personal tax affairs

Whether you are a Company Director or need to file a tax return for another reason, we can help. We communicate clearly when asking for relevant information and then use our software to prepare and file your tax return in a timely manner.

Consultancy services

Strategic planning

Business owners often benefit from matching their aspirations to a medium-term strategic plan. For example, if you want to achieve an eventual exit at a specific valuation, do you know what the business & its profitability and cash-flows need to look like to maximise your chances of achieving this. Working confidentially alongside you, we would be delighted to help build a relevant plan.


We help businesses set annual budgets for profitability and cash-flow. These should tie into the business’ strategic plan so that progress towards owner’s aspirations can be regularly measured.

Management accounting & analysis

Has your business reached a point where it needs to start producing meaningful management information, rather than waiting for the year end accounts? We can use our experience and pragmatism to generate monthly or quarterly management accounts from whatever accounts system your business is using. We can also provide supporting analysis to identify and measure the business’ key performance drivers.


Has your business reached a point where it needs to start forecasting profitability and cash-flow on a regular basis? We can use our suite of in-house templates and skills to implement a be-spoke solution for you.

Profit & cash-flow improvement

We have a track record of being able to identify significant improvements to business’ operating models including gross margin improvement, overhead reduction and improved working capital efficiency.

Director-level and finance team recruitment

Does your finance team or board of Directors need strengthening or restructuring to help achieve your objectives? We are happy to work with you to identify the relevant skills gaps and then advise on a plan to fill them.

Corporate finance services

Preparing businesses for sale

Do your business’ financials support your exit aspirations? Are other key factors in place including a succession plan, high quality management information and a future growth plan? We can advise on all of these aspects of positioning a business for sale.

Due diligence support for exiting owners

Potential acquirers’ information needs can feel overwhelming when you have a business to run. We have a track record of rolling up our sleeves and producing meaningful management information to support the information flow during sale processes.

Finding buyers

Trade or Private Equity is often the quoted choice. Perhaps an exit to a family member or a partial exit to a growth partner would make more sense? Whatever the particular circumstances of your business, we are happy to advise on the optimal route and use our deals database to research potential acquirers.

Brokering deals

Having researched the potential market, we can help you approach the short-listed buyers and, if successful, advise on structuring a suitable deal that delivers on your aspirations.


Raising growth capital can be expensive and high-risk. We can help you consider all your options in this regard and advise on how to maximise success.

Utilisation of debt facilities

Are you making the most of existing facilities and opportunities with mainstream lenders? We help businesses improve their management of, and cash-flow availability from, invoice finance facilities. We can also facilitate information flow to support the business switch banks or put in place additional facilities.

Sector Specialisms

Food Manufacturing

Premium Brands

Consumer Business

Contract accounting for Construction, Project Management etc


Multi-academy Trusts

To find out more about how we could help you, call and talk to one of our friendly experts or send us a message.

01305 568864