Switching to Us.

Broadband, bank account, energy provider … sometimes getting the right service means switching provider and even though it feels like a wrench we’ve made moving to our service simple and stress free.

That means we make sure you’re in control. You decide which of our services you want included in your monthly package and you decide when switching to us fits in with your plans. Pick a package, pick a time – it’s all about what works for you. Our role is to make it happen.


So how does it work?
Our three steps to getting you up and running


You call us and make a appointment. You may already have a good idea of what your business needs, but if you want some advice or a second opinion, your business advisor is on hand. You can talk through the options to make sure you’re happy. Change your mind or want to add something later? No problem – you can add or remove services at any time from your pay monthly package to fit what’s right for your business.

We meet your team to sort out all the details. Once you’ve decided what works for you, our team will meet with you to agree how everything will work. For example, if you’ve decided to include our management information reporting, then this is when we’ll agree what data you want included in it, the format it needs to be in and how frequently you want the reports. Or maybe you’re moving to our cloud accountancy software? We’ll get the system set up and ready for you and your people to use.

You’re up and running (and we’re right on hand to support you). Our team will spend time with you to make sure the process goes smoothly. You and your staff receive full training in how to get the best from our service.

That’s not where your support ends though. Your dedicated Financepartner will visit as often as you choose or, if you need help with our system, you can reach us by phone whenever you need.

So long how does this process take? Well, it can vary depending on your diary and on the size and stage of your business. For a start-up though? You could be up and running with us in only one weeks.

Are you looking to make a change? Why not find out more about us or contact us for a free, no obligation consultation?