The figures arrive too late
You receive annual accounts, but not the timely monthly view needed to run the business.
Outsourced finance for growing businesses
Know where you stand.
Know what comes next.
Management accounts, budgets, rolling forecasts and practical commercial insight from a qualified accountant—without the cost of employing a full-time finance professional.
QualifiedToby Roberts FMAAT · AAT licensed
Experienced10+ years in finance and accounting
Forward-lookingBudgets, forecasts and scenarios
Not sure which level fits?Start with a complimentary finance visibility review.
Book my review Between a bookkeeper and an employed finance team
Financial control.
Without another salary.
As a business grows, basic bookkeeping and annual accounts stop answering the important questions. You need to understand margins, cash, performance against plan and what the next few months may look like.
Side by Side provides the structure and insight of a management-accounting function on a flexible outsourced basis. You work directly with Toby, combining more than a decade of practical finance experience with the personal service of an independent practice.
Is it time?
Common signs you have outgrown year-end-only accounting.
Cash feels unpredictable
A profitable result does not explain what is available to spend or what is due next.
Reporting depends on you
Spreadsheets, bookkeeping and answers live with the owner rather than in a reliable process.
The business has become more complex
More staff, sites, services or transactions make instinct alone less dependable.
Your outsourced finance function
Accurate history.
A clearer future.
The service combines reliable month-end numbers with forward-looking information and a practical conversation about what they mean.
Monthly management accounts
A consistent profit and loss, balance sheet and commentary focused on movements that matter.
Cash-flow forecasting
A practical rolling view of expected receipts, payments, tax and funding requirements.
Budgets and reforecasts
Set a useful plan, compare it with reality and update it when the business changes.
KPI and margin reporting
Track the measures that explain performance across customers, services, sites or teams.
Month-end control
Reconciliations, accruals, prepayments and review routines that make the numbers dependable.
Finance-process improvement
Simpler workflows, clearer responsibilities and better use of QuickBooks, Xero, Sage, NetSuite and connected tools.
Built around reliable resources
More than a monthly spreadsheet.
Your reporting is supported by a structured month-end checklist, management pack, cash-flow and budget models, variance commentary and agreed client deadlines. We have experience across QuickBooks, Xero, Sage 50, Sage 200 and NetSuite—and can work with other established systems too.
- Structured monthly close and reconciliation checklist
- Tailored management accounts and KPI reporting pack
- Rolling cash-flow, budget and scenario models
- Plain-English variance and performance commentary
- Secure document sharing and organised monthly deadlines
- QuickBooks and Xero certified, with Sage 50, Sage 200 and NetSuite experience
- Software-flexible support built around the systems you already use
A useful monthly rhythm
Close. Explain. Act.
Reliable figures are only the beginning. The value comes from understanding them in time to make a difference.
- 01
Close
We reconcile and review the month, including accruals, prepayments and the controls needed for dependable figures.
- 02
Explain
You receive a focused management pack with clear commentary on performance, cash, margins and key movements.
- 03
Act
We discuss what the numbers mean, agree priorities and update forecasts or scenarios as the business changes.
Monthly packages
Start with what you need.
Every engagement is shaped around complexity, transaction volume, systems and the level of involvement required.
Finance Insight
A dependable monthly view for owners who have outgrown year-end-only reporting.
- Monthly management accounts
- P&L and balance-sheet review
- Written performance commentary
- Quarterly cash-flow forecast
- 30-minute monthly review
Finance Partner
Forward-looking reporting and regular support for growing owner-managed businesses.
- Everything in Finance Insight
- Annual budget and regular reforecasting
- Monthly cash-flow forecasting
- Budget versus actual reporting
- Bespoke KPIs and margin analysis
- Scenario modelling and a 60-minute monthly meeting
Outsourced Finance Function
Wider financial oversight without the cost of building an employed finance team.
- Everything in Finance Partner
- Weekly financial oversight
- Bookkeeping, VAT and payroll coordination
- Debtor and creditor monitoring
- Payment-run review
- Rolling budgets and forecasts
A one-off reporting and onboarding setup fee starts from £500. High-volume bookkeeping, payroll, annual accounts and tax work are scoped clearly before you proceed.
Best fit
For owner-led businesses entering their next stage.
This service works particularly well for established limited companies with growing transaction volumes, staff, multiple services or locations—and owners who want to make decisions from current information. A complimentary finance visibility review will establish whether outsourced finance support would genuinely add value.
Book a complimentary reviewComplimentary review
See what better financial visibility could look like.
Toby will review how you currently receive financial information, the decisions you are trying to make and where reporting or forecasting could add value.
- A focused, no-obligation conversation
- A review of your current reporting and finance process
- A clear recommendation on the most suitable next step
Free, no-obligation consultation
Ready for numbers that help you run the business?
Book a free initial call with Toby. We’ll discuss your current reporting, the decisions you need to make and the right level of monthly support.