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About

A full service accounting and financial management practice for SMEs including:
Company Formations Business Planning
Financial Modelling Equity & Debt Fundraising

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Reviews (2)

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S
26 September 2017

great service and value, very experienced and good to work with.

K
26 September 2017

I am really pleased with the professional, efficient and friendly service provided by Oaklea. Excellent, quick communication and Roy is always on hand to help me understand any queries I have. A wide knowledge of solutions and services to suit all business needs. I highly recommend Oaklea for any accountancy requirements your business may have. More...

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Q&A

I enjoy the satisfaction of developing a client's financial function to the point where the accounts are accurate and the management information reflects the reality of the business and forms the basis for credible decision making.

It evolved from an amalgamation of all of my skills, 30 years experience in commercial financial management, time spent as an Angel investor and fund raiser, financial modelling using industry leading techniques, a number of years as a portfolio finance director and preparing and filing annual accounts and CT600s.

I am mobile, flexible, home based so cost effective. I get on well with people and am conscious of the concerns that incumbent finance staff may have when a finance professional arrives. I take the time to understand the dynamics of the client company and its culture. I add value to the organisation, and usually save more than I cost. As an example, by generating credible and informative management accounts and KPIs a clients margin went from 42% to 54% for no other reason than the areas of overspent and inefficiency were now visible.

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