Who We Help & Why It Matters
We don’t work with just anyone — we work with people who want more from their accountant.
Who We Help — The Key Client Types We Support
Our clients come from all sorts of sectors — but what they share is:
a desire for clarity
smarter systems
meaningful financial support that goes beyond the basics
If that sounds like you, you’re in the right place.
From frustration to growth, these are the six paths we help business owners navigate.
Frustrated Business Owner
Tired of feeling
like just another client?
● Only get numbers, not advice;
● Your accountant doesn’t understand your goals
You desire:
clarity,
better systems,
real support.
Scaling With Chaos
Growing fast — but
everything feels messy?
● Systems can’t keep up;
● Reports don’t give real answers;
You desire:
calm structure,
smart tools,
confidence to scale.
Clean-Up & Reset
Behind on deadlines or
stuck with messy books?
● Backlogs keep piling up;
● Systems you can’t trust;
You desire:
a fresh start,
solid foundations,
peace of mind.
Tech-Led & AI Curious
Exploring cloud systems and AI — but
not seeing the benefits?
● Tools feel disconnected;
● Data isn’t helping decisions;
You desire:
seamless systems,
smart automations,
insights you can trust.
Seeking More Than Compliance
Ready for more
than just compliance?
● HMRC deadlines aren’t enough;
● Reports don’t guide your business;
You desire:
better reporting,
clear forecasts,
proactive advice
Strategic Support Needed
Time to think and act
like a bigger business?
● Decisions feel reactive;
● No clear financial strategy;
You desire:
virtual FD support,
strategic planning,
confidence to grow.
You Don't Need To Fit A Mould To Get The Right Support
What matters is that you want clarity, control and confidence in your business. If you are ready to move forward, we are ready to help.
Book your free consultation today and discover how we can support your journey.
Real Stories, Real Results
See how we’ve helped business owners—from established manufacturers to e-commerce startups—get clarity, control, and calm.
From Zoho Mayhem to Reliable, Real-Time Insight
The Challenge:
A small manufacturer’s Zoho Books & Inventory setup was messy. Manual workarounds, unreliable reports, and stock levels never matched.
What We Did:
Rebuilt their Zoho system
Fixed all data errors
Automated invoicing and stock updates
Created custom Zoho Analytics dashboards
The Result:
✅ 10+ hours/month saved
✅ Real-time, accurate reporting
✅ Confidence in every number
From Growth Guesswork to Confident, Data-Driven Decisions
The Challenge:
Fast growth meant their bookkeeping was weeks behind. Margins, cash flow, and taxes were all guesswork.
What We Did:
Integrated Xero + Dext + sales platform
Built rolling cash flow forecasts
Provided monthly management reporting
The Result:
✅ Always up-to-date cash position
✅ Clear product profitability
✅ Confident hiring & reinvestment
From Financial Firefighting to Calm Control
The Challenge:
18 months of missed filings and neglected books. The owner felt lost and stressed.
What We Did:
Caught up on all statutory returns
Rebuilt their accounting system
Set up Zoho Books with automations & weekly reporting
The Result:
✅ Full compliance in 30 days
✅ Visibility on overdue invoices and profitability
✅ Owner back in control, focused on growth
From Manual Billing Headaches to Seamless Automation
The Challenge:
A fast-growing consultancy needed to automate their billing process from project timesheets. Manual invoicing led to delays, missed revenue, and headaches for the team. They also lacked timely management info and strategic finance input.
What We Did:
Audited and rebuilt their Zoho Projects, Zoho Books, and timesheet workflows
Set up automation to convert approved timesheets into invoices instantly
Created a dashboard for real-time project profitability and staff utilisation
Provided ongoing FD support with monthly management accounts and strategy sessions
The Result:
✅ Invoices issued 80% faster, zero missed billings
✅ Reliable, up-to-date management reports
✅ Finance Director guidance on pricing, cash flow, and growth
✅ Director: “Now I can focus on clients, not chasing paperwork.
From Admin Overload to Calm, Compliant Care
The Challenge:
A four-site care home group’s admin team was overwhelmed: late accounts, manual payroll errors, outdated spreadsheets. The owner felt out of control and worried about compliance.
What We Did:
Took over bookkeeping, payroll, and VAT
Moved them to Xero + BrightPay
Delivered real-time cashflow dashboards & monthly reports
The Result:
✅ 70% admin time saved
✅ On-time, accurate reporting
✅ Owner: “I finally sleep better at night.
From Cashflow Blind Spots to 90-Day Clarity
The Challenge:
A busy print business was flying blind on cashflow—relying on gut feel and guesswork to pay suppliers, order stock, and plan production. Their numbers never seemed to match reality, especially with fluctuating stock levels.
What We Did:
Introduced integrated systems (Zoho Books/Xero + stock management)
Built a semi-automated 90-day rolling cashflow forecast, updated weekly
Streamlined month-end processes to accurately capture stock movements
Provided clear, actionable monthly management reports
The Result:
✅ Owners knew cash constraints (and opportunities) 3 months ahead
✅ Accurate monthly figures—no more stock “black holes”
✅ Confident supplier negotiations and better production planning
✅ “We finally have clarity on what’s coming in, what’s going out, and what we can afford next.”
From Startup Spreadsheets to Seamless, Scalable Systems For Growth
The Challenge:
A newly funded e-commerce brand was growing fast, but early operations ran on spreadsheets and ad-hoc tools. With multiple sales channels, manual order processing, and inventory confusion, the founders worried they’d miss out on scale opportunities.
What We Did:
Set up Zoho Books and Zoho Inventory to handle orders, stock, and invoicing
Gradually rolled out Zoho One: integrating e-commerce, shipping, and CRM
Automated order-to-shipping workflows for speed and accuracy
(Could also have been Xero with e-commerce integrations—process tailored for each client)
The Result:
✅ Orders flow straight from e-commerce platforms to inventory and invoicing
✅ Real-time stock visibility, automated shipping, less admin
✅ Systems ready to handle rapid growth, new sales channels, and investor demands
✅ “Now we have the structure to scale, not just survive.”
Whichever path you take, your essentials are always covered
Compliance isn’t optional — and with us, it’s never in doubt.
You’ll always have the foundations in place, alongside the support that helps you grow.
Annual accounts completed on time, every time
Accurate, stress-free tax returns and HMRC compliance
Full payroll & staff support, including P11D, CIS, and more
Ongoing advice and practical support for VAT, bookkeeping, and beyond
With the “must-haves” handled, you get more than peace of mind — you get the freedom to focus on building a stronger, smarter business.
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
From start-ups to seasoned pros, the right guidance can make all the difference.
Owlpha
Ready To Find Out If We Are THe Right Fit?
Whether you are running a care home, scaling an e-commerce business or managing a trade, we understand the challenges and can help you simplify your finance function.
Let’s start with a conversation and explore the next step together.
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.