Your Virtual Finance Director
Proactive planning. Strategic insights. Financial calm. Clarity, control, and confidence — exactly when you need it.
You don’t just need numbers.
You need a financial partner who helps you lead.
Growing businesses face more complexity, more risk and more decisions.
Spreadsheets alone will not guide your next move.
Your Virtual Finance Director gives you experienced, board-level financial support without the cost of hiring full-time. We help you plan ahead, make sense of the numbers and turn financial uncertainty into confident action.
What you will gain:
- Strategic insight when you need it most
- Clarity on the numbers behind your decisions
- Confidence to plan, invest and grow
We act as part of your leadership team. Bringing both financial expertise and real-world experience to guide your business at every stage.
What you can expect:
- Regular financial reviews and forward-looking reports
- Practical advice on cash flow, funding and growth
- A trusted partner to simplify complex decisions
With Your Virtual Finance Director you gain clarity, control and confidence in your business.
Exactly when you need it.
Proactive planning.
Strategic insight.
Financial calm.


Strategic Oversight & Support
Your dedicated FD. Without the full-time cost.
You don’t need to hire an in-house Finance Director to get board-level thinking. We give you a named Virtual Finance Director who works closely with you to provide clear insight, commercial thinking, and strategic guidance when and where you need it.
From understanding your numbers to shaping your financial direction, we’re your calm, trusted partner in helping you lead the business with confidence.
Internal Team Leadership & Oversight
Support for your staff. Accountability for your finance function.
Managing a finance team isn’t easy especially when it’s not your area of expertise. We step in to provide experienced oversight, acting as the point of contact for your internal finance staff or external bookkeepers.
We help troubleshoot issues, improve processes, and make sure the right people are focused on the right tasks so your finance function runs smoothly, efficiently, and without surprises.


Real-Time Reporting & Financial Clarity
Management reporting that make sense and drive action.
We don’t just produce reports. We deliver insight.
You’ll receive timely, tailored management reports that help you understand how your business is performing and what decisions to make next.
With clear commentary, visual dashboards, and financial interpretation that cuts through the noise, we give you the clarity to lead with confidence not guesswork.
Cash Flow, Projections & What-If Planning
Look ahead with clarity. Plan with confidence.
We help you see beyond today’s bank balance. With live cash flow forecasts, scenario modelling, and “what-if” analysis, we show you how today’s decisions will impact tomorrow’s outcomes whether it’s a new hire, investment, or change in strategy.
Our forecasting gives you more than numbers. It gives you foresight, control, and the confidence to grow without the guesswork.


Strategic Planning & Accountability
Turn your big goals into measurable progress.
We don’t just help you set goals — we help you reach them.
Together, we’ll define your short, medium, and long-term objectives, then create a practical, financially grounded plan to get you there.
With monthly accountability check-ins, tailored KPIs, and proactive guidance, we keep you focused on what matters and support you in taking consistent, meaningful action.
Funding, Growth & Exit Strategy
Raise finance. Impress investors. Plan your next chapter.
Whether you’re scaling fast, raising finance, or thinking about your eventual exit, we help you make smart, strategic moves with confidence.
From preparing investor-ready reports to mapping out exit strategies, we bring structure, insight, and real-world financial leadership helping you build long-term value and stay in control of your journey.

The Key Benefits For You
What You’ll Gain With Your Virtual Finance Director
Clarity You Can Trust
Know exactly where your business stands, and where it's heading.
Calm Financial Leadership
Steady, strategic support when you need it most.
Better Data, Better Decisions
With forecasts, models, and insight to guide your growth.
Stronger Team Performance
With experienced oversight for your finance staff or outsourced partners.
More Control, Less Chaos
Through structured reporting, cash flow planning, and accountability.
Scalable, Senior-Level Support
All without the cost or commitment of a full-time FD.
Stop Facing Big Decisions Alone
With Virtual Finance Director support, you gain a strategic partner who brings clarity, insight and confidence to the table.
Book your free consultation today and take control of your future.
Main Services
Whether you need the essentials handled or a proactive partner by your side, our services are built to make finance simpler, smarter, and more supportive.
Explore our full range of services below.

Accounts
Clean, compliant, and clearly explained.
Annual accounts delivered on time, every time.
Clear insights, not just compliance.
A solid foundation for confident decisions and long-term success.

Taxation
Tax made simple, strategic, and stress-free.
Clear advice you can trust.
Calm deadlines, always met.
No nasty surprises — just confidence.

Payroll, P11D and CIS
Handled with care.
Reliable and accurate every time.
Fully compliant, no stress or risk.
Confidence for you and your team.

Bookkeeping & VAT
Smart bookkeeping.
Accurate VAT.
The foundation for financial clarity.
Stay compliant with confidence.
Support growth with reliable data.

Management Reporting
From insight to impact.
Clear reports that make sense.
Track what really matters.
Insights that grow with your business.

Budgeting & Forecasting
Plan ahead with clarity.
Smart budgets you can trust.
Clear forecasts for better decisions.
No nasty surprises along the way.

Systems & Support
Smart systems, ongoing support.
Simplify your finance tech.
Keep everything running smoothly.
Confidence that it all just works.

Your Digital Finance Office
Your modern, proactive finance team.
Streamlined processes, all in one place.
Proactive support that grows with you.
Finance reimagined for today’s business.

Your Virtual Finance Director
Proactive planning, strategic insights.
Clarity when you need it most.
Control over every key decision.
Confidence to lead and grow.

Owlpha’s Growth Academy
Grow wisely, not wildly.
Clarity in your numbers.
Confidence in your decisions.
Profit that’s built to last.
Proactive Planning. Strategic Insight. Financial Calm.
Your Virtual Finance Director gives you the confidence to act, the clarity to lead and the control to grow.
Book your free consultation now and put experience on your side.
What Our Clients Say
Real support. Real results. Trusted by businesses who wanted clarity, control, and confidence — just like you.

Accounting and Beyond transformed our messy and chaotic Zoho Books and Inventory setup.
By getting the fundamentals right, from setup to processes and reporting, they’ve given us real clarity.
We’re finally in control and looking forward to phase two of our project with them.

Having worked with Richard for over 20 years, he and his team have seen us through a number of migrations from Sage 50 to Xero to Zoho along with providing regular guidance, advice and their digital finance office service.
Accounting and Beyond are a valued part of our team and look forward to the next chapter and improvements with AI.

Partnering with Accounting and Beyond through their Digital Finance Office has been a game-changer for us.
What used to feel like constant chasing and confusion is now smooth, structured, and completely under control.
Their mix of expert guidance, smart systems, and proactive support means we finally have the clarity and confidence to focus on growing the business, knowing the finances are in safe hands.

Working with Accounting and Beyond has given us both the structure and the strategy we needed.
Through their Digital Finance Office everything runs smoothly in the background, while our monthly Virtual Finance Director meetings keep us focused on the right KPIs and future plans.
We now have the clarity, confidence, and proactive support to make better decisions and grow the business with control.

Having been introduced to Accounting and Beyond a few years ago, I have seen first hand how beneficial their approach is – not only to our business but also myself – as the owner. Not only doing they take care of all the accounting nitty gritty but more importantly their support, guidance and advice in difficult situations has been invaluable both for my businesses but more importantly myself.
Neil Weisberger Managing Director
With many years in business, I have come across many accountants and can honestly say that AAB go 'beyond'.
Ben Fisher Managing DirectorAAB pride themselves on their personal approach, expertise and taking accountancy and business support into a new era.
Not only did we need Zoho experts but also key support in a number of areas whether at finance director level or systems and process improvements.
Richard, Louise and their team (our digital finance office) are an asset for our business and we look forward to developing further with them in the future.