ACA Chartered accountants & business advisers

Your Numbers Should Help You Grow. Not Confuse You.

Monthly management accounts, year-end accounts, payroll, R&D tax credits and specialist reporting-delivered with proactive advice that helps ambitious businesses make confident financial decisions.

ACCA Qualified Accountants ICAEW Member Firm
YEAR-END
ACCOUNTS
Annual Financial Statements
R&D TAX CREDIT
CLAIM
Innovation Relief Summary
PAYROLL
SUMMARY
October 2024
SPECIALIST REPORTS
Insights for Growth
Monthly Management Report
Brightfield Ltd · October 2024
EXECUTIVE SUMMARY
REVENUE
Growing
↑ vs Sept
PROFIT
Rising
↑ vs Sept
CASH AVAILABLE
Healthy
well covered
12 MONTHS TREND
    
NovDecJanFebMarAprMayJunJulAugSepOct
ADVISER'S COMMENTARY

"Revenue is up on last month and cash flow remains strong. Focus on pricing and recovering overdue invoices to maintain momentum."

MW
Michael Woodington
ACCA
RECOMMENDED ACTIONS
Chase overdue invoices
Review pricing on Product A
Prepare the R&D tax credit claim
VAT return ready for filing

Key points

  • Monthly management accounts that show exactly where your business stands
  • Year-end accounts and corporation tax filed early, never a last-minute scramble
  • Payroll, VAT returns and R&D tax credits handled end-to-end
  • A named chartered accountant who calls you with advice, not just numbers
Less admin
finance busywork taken off your plate every month
R&D relief
identified, claimed and defended for eligible clients
Monthly
management accounts with clear recommendations
Long-term
relationships with clients who stay with us
How we help you grow

Not more spreadsheets.
Better decisions.

Every Clearsight service is built around one question: what should you do next? We handle the compliance in the background and put the insight in front of you.

Management accounts that actually get read

Monthly numbers with the story attached: what moved, why, and what to do about it.

REVENUE BY MONTH

R&D tax credits, fully managed

We find the qualifying work, build the claim and defend it.

Payroll your team can trust

Accurate, on-time and fully compliant: pensions, RTI and starters handled without you lifting a finger.

Year-end, minus the panic

Statutory accounts and corporation tax filed early, with no surprises and nothing left to the last minute.

Specialist reports on demand

Board packs, funding models and scenario forecasts, ready whenever an investor or a big decision calls.

Your monthly reporting

Reporting that reads
like advice.

Every month your adviser writes you a board-ready pack: the numbers, the interpretation, and a clear recommendation in plain English. Here's an example of what that looks like.

Monthly Management Report
Loomwork Ltd
SEPTEMBER 2026
Executive summary

September was a strong month. Revenue held above plan and gross margin recovered as the new supplier terms took effect. The pricing change we agreed in July is now clearly paying for itself.

Cash is comfortable, with healthy runway at the current burn. That gives you room to bring the Q4 hire forward without waiting for the next funding conversation.

REVENUE YTD
On plan
GROSS MARGIN
Recovering
CASH AT BANK
Comfortable
RUNWAY
Healthy
Fig 1  ·  Net cash position
Rolling 12 months · £000s
PN
Adviser commentary

"The margin recovery is the real story this month, so protect it. I'd hold your prices through Q4 and resist discounting to win the two deals in the pipeline; the numbers say you don't need them to hit plan. Let's use our next call to sketch the hire's first-year cost against the runway."

Recommended actions
Bring the Q4 hire forward: runway supports it
Hold pricing through Q4 to protect the margin gain
Set aside the corporation tax due in January
Reviewed with you on 4 October 2026 · next review 3 November
Why businesses switch

The difference is what happens
after the numbers land.

THE TRADITIONAL ACCOUNTANT
Accounts arrive months late, when it's too late to act
Jargon and PDFs with no interpretation
You chase them; questions wait days for a reply
Tax planning is an afterthought, not a strategy
WITH CLEARSIGHT
Live numbers you can trust, updated continuously
A named advisor who tells you what to do next
Direct replies from your adviser, on the channel you already use
Tax efficiency planned all year, not every March

“I’ve worked with a lot of accountants over the years, and Clearsight Group are the first who properly get what running a multi-site hospitality business actually involves. They’re across the detail (the VAT, the lease negotiations, the cashflow modelling) and they give it to me straight, fast, no jargon. It means I can get on with the food and the sites knowing the financial side is in safe hands. Genuinely one of the best decisions we’ve made for the group.”

SG
Sam Grainger
Belzan, Madre & Winsome

“Clearsight Group look after all of our accountancy needs, including specialist reports, and the difference compared to previous accountants we’ve used has been huge. What really stands out is how proactive they are: rather than just reacting to things, they’re ahead of it, which gives us real confidence they’ve got our accounts under control. Would highly recommend them to any business looking for an accountancy partner that actually stays on top of things.”

RM
Ross Merison
Director, Rock Security

“Really happy with Clearsight Group. We switched from our previous accountants and it’s made a big difference: they’re easy to get hold of and just more organised generally. They handle everything for us including R&D tax credits. Communication is great, and I can always get a meeting whenever I need to discuss something. Would definitely recommend them.”

SG
Sam Gibson
Real people, not a portal

The people behind
your numbers.

You get a dedicated, qualified adviser who knows your business by name, backed by specialists in tax, R&D, forecasting and payroll.

AR
Alex Raymond
Managing Director

Leads the firm: strategy, advisory and making sure every client gets advice they can act on.

MW
Michael Woodington
Lead accountant · ACCA & ICAEW

Accounts, tax and the monthly numbers: prepared, checked and explained in plain English.

JK
Jo Keegan
Operations Manager

Keeps every filing, deadline and handover running on time behind the scenes.

HF
Henry Fleming
Client Operations

Your first point of contact: onboarding, questions and quick answers.

Inside your monthly report

A board pack, written in plain English.

Every month you get a clear read on performance, the three things that matter this period, and a recommended next move, not a wall of figures.

01Executive summary & headline KPIs
02Cashflow & 90-day forecast
03Advisor recommendations for the month
Management Report
Loomwork Ltd · September 2026
EXECUTIVE SUMMARY

Revenue grew on August, driven by the enterprise segment. Margin held despite hiring. Cash is healthy with comfortable runway. Now is the moment to bring forward the Q4 hire.

Revenue
Growing
▲ vs August
Net profit
Rising
▲ vs August
Runway
Healthy
stable
Advisor recommendation
Approve the Q4 senior hire and file the R&D claim before year-end.
How onboarding works

A smooth switch.
No disruption.

STEP 01

Discovery call

A 30-minute call to understand your business, goals and the decisions you're trying to make.

STEP 02

Seamless switch

We handle the handover from your current accountant and connect your systems. You do almost nothing.

STEP 03

First report

You receive your first management report and meet your named advisor.

STEP 04

Ongoing rhythm

Monthly reviews, always-on visibility and proactive tax planning throughout the year.

Give your business
financial clarity.

Book a discovery call and meet the adviser who'll turn your numbers into clear, confident decisions.

No obligation · 30 minutes · Talk to a chartered accountant
FAQ

Frequently asked questions

How much does an accountant cost for a small business?

Most UK limited companies pay a fixed monthly fee that depends on turnover, transaction volume, and whether you need VAT and payroll. Clearsight agrees your fee up front, so there are never any surprise bills.

How do I switch to Clearsight?

Switching is simple and free. We contact your current accountant, request your records and handle the professional clearance for you, so there's no awkward conversation and no gap in your compliance.

Are you qualified and regulated?

Yes. Our accountants are fully qualified and regulated with the ACCA and ICAEW, and Clearsight Group is a member of the ICAEW, so your accounts and tax are prepared and filed to professional standards.

What's included in your fixed monthly fee?

Your fee typically covers year-end accounts, corporation tax, ongoing advice and your accounting software. Add-ons like payroll, VAT returns and monthly management accounts are priced clearly, so you always know exactly what you're paying for.

Do you use cloud accounting software like Xero or QuickBooks?

Yes. We work with Xero, QuickBooks and FreeAgent, and can get you set up and trained if you're not already using cloud software, so your numbers are always up to date.

Which businesses do you work with?

We work with limited companies, sole traders and partnerships across most sectors (from agencies, e-commerce and tech to construction and professional services), typically owner-managed businesses that want proactive advice, not just compliance.