Chartered accountant and trusted partner to business owners

The firm designed for business owners who value closeness.

Finapsie supports business owners who want to take back control of their strategic decisions, with clarity, method and confidence.

Nautical chart, dividers and compass on a table
Sound familiar?

Your challenges as a business owner, our practical answers

Four situations we see time and again among owners of small and medium-sized businesses, and what we do about each of them.

  1. “I only find out my profit months after the year-end.”

    We keep a close watch on your accounts and hold regular meetings to discuss the issues you are facing right now.

    Quarterly support plan
  2. “I sign my accounts without really understanding them.”

    Your annual accounts are presented to you in a meeting: profit, cash, and points to watch for the coming year.

    Accounting & tax
  3. “I'm flying blind: I don't know whether I can invest, hire or borrow.”

    Every quarter we review budget, actual versus plan and cash with you. Then we agree a 90-day action plan together, so you decide with the facts in hand.

    Quarterly support plan
  4. “I don't know how much to pay myself, or in what form.”

    Legal structures compared and pay scenarios modelled: salary, dividends, holding company, each option costed including tax, social charges and social protection. You know what you keep before you decide.

    Owner-manager pay & strategy

With Finapsie, your figures stop driving you: you use them to drive growth.

Working with Finapsie

A chartered accountant by your side from the very first meeting

  • Close, personal supportA contact who fits your needs and is there when you need them, in a relationship built on trust.
  • Strategic expertiseIn financial and wealth management, in support of your decisions. On wealth matters, we work in partnership with a specialist firm.
  • A rigorous methodRegular follow-up, strategic review and action plan, at the pace of your engagement.

How to get started

  1. Diagnostic meeting30 minutes to understand your business and your needs.
  2. Engagement letterScope, timetable and fees agreed in writing.
  3. Set-upOnline platform, bank feeds, and takeover of your file if you are changing accountants.
  4. First reviewYour financial-year calendar and first figures.
Book a meeting