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Our services

Built for the economics of care.

Every service below exists because a care business asked for it. Compliance is the floor. The work that actually moves the needle is understanding occupancy, payroll and funding well enough to advise on them.

Sites we typically supportSingle-home to multi-site groups
Engagement styleFixed-fee, sector-specific
OnboardingGuided handover, systems included
Areas servedEngland, Wales and Scotland
01 / 09

Accounting & compliance

Year-end accounts, corporation tax, bookkeeping, VAT and payroll compliance, run on cloud systems built to handle multiple sites and CQC-aware record keeping, filed early rather than chased at deadline. We also support new operators registering their first care business.

Sector challenges
  • Multi-site bookkeeping consistency
  • CQC-relevant record keeping
  • Payroll complexity across shift patterns
What you get
  • Year-end accounts & corporation tax return
  • Bookkeeping and VAT returns
  • Care-business start-up support
Management reporting Payroll & staffing
02 / 09

Management reporting

Monthly management accounts structured around your sites, with plain-English commentary. Built so an operations manager, not just a finance director, can read and act on them.

Sector challenges
  • Group numbers hiding a struggling site
  • Reports too technical for operational teams
  • Late data slowing decisions
What you get
  • Site-by-site management accounts
  • Budget vs actual with written commentary
  • Board-ready packs, monthly
Occupancy & profitability Virtual finance director
03 / 09

Payroll & staffing analysis

Payroll-percentage tracking and agency cost analysis benchmarked against occupancy and fee income, so staffing decisions are made with the financial picture in view, not after the fact.

Sector challenges
  • Agency spend outrunning fee income
  • Shift patterns that don't match funded hours
  • Payroll cost visibility lagging by weeks
What you get
  • Payroll % of income, tracked weekly
  • Agency cost trend analysis by site
  • Shift-pattern cost modelling
Accounting & compliance Cash-flow forecasting
04 / 09

Cash-flow forecasting

Rolling forecasts built around local authority and NHS payment cycles, not a generic 13-week template, so you can see a funding gap coming with enough runway to act.

Sector challenges
  • Funder payment cycles vs payroll calendar
  • Lender covenant headroom visibility
  • Seasonal admission and discharge patterns
What you get
  • Rolling 13/26-week cash forecasts
  • Funding-cycle-aware modelling
  • Covenant and headroom tracking
Funding & lender reporting Payroll & staffing
05 / 09

Occupancy & profitability

Occupancy trend reporting connected directly to site-level profitability: contribution margin per bed, breakeven occupancy, and fee reconciliation against what's actually been remitted, not just invoiced.

Sector challenges
  • Small occupancy swings, large margin impact
  • Room-type mix affecting blended fee rates
  • Underpayments hiding in unreconciled remittances
What you get
  • Occupancy trend by site and room type
  • Contribution margin per bed
  • Fee-rate calculations and remittance reconciliation
Management reporting Acquisitions & due diligence
06 / 09

Virtual finance director

Board-level financial thinking on a flexible basis, in board meetings, lender calls and strategic planning sessions, without carrying a full-time senior hire.

Sector challenges
  • Strategic finance capacity vs cost of hire
  • Investor and lender reporting demands
  • Scenario planning for growth or downturn
What you get
  • Monthly board and investor reporting
  • Strategic and scenario planning
  • Direct access to a named finance lead
Growth & exit planning Funding & lender reporting
07 / 09

Acquisitions & due diligence

Financial due diligence built for care-home transactions. Testing occupancy quality, staffing sustainability and true underlying earnings, not just the headline P&L.

Sector challenges
  • Inflated or unsustainable occupancy figures
  • Staffing costs understated pre-sale
  • Completion accounts disputes
What you get
  • Quality-of-earnings review
  • Staffing and occupancy sustainability checks
  • Completion accounts support
Funding & lender reporting Growth & exit planning
08 / 09

Funding & lender reporting

Covenant reporting and funding applications, prepared in the format your lender actually wants to build confidence, not generate follow-up questions.

Sector challenges
  • Lender-specific covenant formats
  • Refinancing timelines under pressure
  • Investor reporting expectations
What you get
  • Covenant compliance reporting
  • Funding and refinancing application support
  • Bank and investor relationship management
Cash-flow forecasting Virtual finance director
09 / 09

Growth & exit planning

From first acquisition to final exit, structuring the business and the numbers behind it for the outcome you're actually working towards.

Sector challenges
  • Tax-inefficient structures ahead of sale
  • Valuation gaps at point of exit
  • Long, financially stalled sale processes
What you get
  • Exit readiness and valuation modelling
  • Tax planning and efficient structuring
  • Sale-process financial support
Acquisitions & due diligence Management reporting

Common questions

Before you get in touch.

The wider care sector. Alongside residential and nursing homes, we work with domiciliary care businesses, children's homes and supported-living providers, from independent single-site owners through to multi-site groups.

We handle the handover for you, requesting your records and agent authorisations directly from your outgoing accountant, so the switch takes as little of your time as possible. We'll agree a clear handover plan at your free consultation.

We support care businesses nationally across England, Wales and Scotland, meeting remotely or in person depending on what works best for you.

We work on fixed monthly fees agreed upfront, so there are no surprise invoices. Every care business is different, so exact pricing depends on the size and complexity of yours. We'll talk it through on your free consultation.

Yes. Our virtual finance director and funding and lender reporting services include direct involvement in lender and investor conversations, covenant reporting and refinancing applications.

Ready to talk about your sites?

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