Case Studies

We thought that we would share some real stories of how we have helped build better businesses in the North East. If any of these stories ring true to your circumstances then why not call us to see if we can help.

Chemical/Cleaning Sector

Exit Planning and R&D Tax credits

The business owners wanted our support in taking control of their tax planning and forming a strategic exit plan. Here's how we helped and what the outcomes were.

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Increased Sales Per Year


Increased Business Valuation


Travel and Transport Business

Financial systems and Tax Planning

We worked with this client on a range of growth projects to help them take control of the finances, understand where the cash is, minimise the tax bills as well as working with them on their 3 business acquisitions.

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Increased Sales Per Year


Saved Tax


Supporting Media and Digital Businesses

Financial Systems, Profit Improvement and Business Planning

We worked closely with this client to take control of the businesses growth. They had exciting plans but didn't know where to start which is where we came in!

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Increased Profits per year


Specialist Manufacturer for the Automotive Industry

Improving Cash Flow

The client came to us from a large national medium sized accountancy firm who had previously performed year end compliance and management accounts work. The client was unfortunately in cash-flow difficulties and shortly after becoming our client they were forc

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Tax Saving


Grant Funding


Hotel Group

Financial Forecasting and Tax Planning

We were referred this client from a satisfied existing customer. They were previously with a top 4 firm who provided Audit, Corporation Personal tax services and were a family owned business with 3 main shareholders. The owners wanted more value from their aud

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Annual Tax Saving


Professional Services SME with T/O Circa £2.5M

Increasing cash flow and profitability

Owner Managed Business with 4 directors wishing to grow the businesses cash flow and profitability. The board did not undertake monthly board meetings, regular management reporting or have clear financial control systems in place to maximise the shareholder va

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Adding Value