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Client Stories

Work we're proud of.

Anonymised examples of the work we do for owner-managed businesses across Yorkshire and beyond.

£212,000 R&D claim for a manufacturer

Bradford

£212,000 R&D claim for a manufacturer

Identified four qualifying projects a previous adviser had missed and recovered two years of relief.

Tax · 2 years recovered

Group restructure ahead of sale

Leeds

Group restructure ahead of sale

Holding company structure and share reorganisation that made a £6m trade sale materially more efficient.

Advisory · 9 months

Cash turnaround for a hospitality group

York

Cash turnaround for a hospitality group

Thirteen-week forecasting and supplier renegotiation took a five-site group from overdraft to reserves in a year.

Virtual FD · 12 months

Payroll migration for 240 staff

Wakefield

Payroll migration for 240 staff

Moved a care provider off a failing bureau mid-year with no missed payslips and full auto-enrolment cleanup.

Payroll · 6 weeks

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