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Your best friend in finance

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We’re a new team of highly experienced management accountants who collaborate with clients to sort their finances-a kind of surrogate FD, if you like. We work best with companies that are keen to grow, because we’re keen to grow too.

Basically, we’ll help you to clear your mind so you can get on with your day-job knowing that the financial side of the business is sorted.

How do we work?

Every business is different and you’re probably too busy building yours to identify your exact financial requirements in detail. So we’ll spend time at the beginning of the relationship to get under the skin of your organisation and work this out with you, then together we’ll create a monthly package that ticks all of the right boxes.

Whichever level of support you get, we’re always on the end of the phone and happy to talk. We’re absolutely committed to offering real-time financial advice to our clients - reluctantly meeting up just before year-end and harrumphing our way through your tax return simply isn’t us.

What does your business look like?

Chances are that your business loosely falls into one of these categories:

Helping your understand if your idea can be a business and helping you make it happen

Pre-start Up

We can help you to research the market, assess the potential demand for your product or service and develop a robust business plan including a financial projection. We also know a thing or two about raising funds, either through the traditional route, via crowd funding or we can also put you in touch with investors if you need us to. We’ve been known to put some ‘sweat in’ to get a business started.

Helping to kick start your business idea supporting business plans and set up on cloud accounting software

Start Up

There are so many things to think about when setting up on your own, such as do you set-up as a limited company? Or should you register for VAT? We can clarify everything and develop a solid foundation on which to implement your business plan with you.

Helping your business grow with business advice to ease those growing pains

Small Businesses

Once you’re up and running, we can give you the information that helps you to understand how your business is performing, right now. We’ll show you how to monitor your cashflow, deal with late payments and implement a credit control process that works. Along the way we’re on hand to address those funding issues, giving your bank or investor confidence.

We’ll start planning your future and developing a business strategy for the next phase of growth.

Supporting ambitious businesses improving effeciencies and cloud based software such workflowmax and xero


As your business grows, your financial commitment needs to grow too. We’ll get our suits and overcoats back from the dry cleaners, and change into our Chartered Management Accountants uniforms to advise your internal team if you have one by now. Alternatively you can simply outsource your entire finance function to us.

Whilst continuing to maintain the focus on cash management, strong controls and procedures, we will produce management accounts and dashboards that bring your numbers to life.

In addition to sitting on the board as your Finance Director, we’ll keep providing strategic direction, thinking big and reviewing your business plans to ensuring you’re moving in the right direction.

Working with entreprenuers and investors to raise funds and managing investments - experts in SEIS and EIS

Supporting Investors

With the tax relief provided by the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS), more and more individuals are getting involved in entrepreneurial businesses.

We’ve come up with an ingenious scheme where we act on behalf of the investor and work with the business to ensure that their money is being used wisely, before reporting back on progress. Both parties get the benefit of our financial nous as well as an independent middle-man to answer all those tricky questions and create a vision for the business from both sides of the boardroom table.

The Process

Get us in for a chat. In the first session we’ll get a simple understanding of your needs and report back to you with a topline summary of what we’d like to offer.

Should you want to progress, we’ll spend our first month auditing your business on a fixed-fee basis. At the end of this month we’ll supply a detailed report summarising our bespoke monthly offer and which services you’ll need us to provide in order to help you grow.

We’ll get cracking to deliver these services to you.

Xero cloud accounting software Access your accounts online on the go with Xero

Beautiful Accounting Software

We love a bit of tech, and the rather sexy emerging technologies and applications that are constantly coming on-stream within the financial sector are right at the heart of our offering.

XERO is a beautifully simple, highly intuitive cloud-based financial management product that’s changing the way we work. We swear by it and are yet to find something it can’t do.

We're certified Xero accountants here to help.

See how beautiful XERO really is...

Our Services

Our services are bespoke to each client’s exact requirement, but as a guide they’ll generally fall into one of these categories:







Training you on the tools you need to manage your finances yourself. We’ll give you some direction throughout the year to help you fly and get all that red tape and compliance sorted at the end of year.

  • Xero accounting software
  • Annual meeting with your accountant
  • Year-end accounts and documents sorted
  • At the end of phone or email to answer those queries



Need someone at the end of a phone and in and out of your office pretty much constantly as you build your business? You need our Collaborator service then.

  • Xero accounting software
  • Annual planning session to set your goals for the year ahead
  • Monthly or Quarterly Management Reports with a review session to see how you’re tracking
  • Year-end accounts and documents done and dusted
  • Personal tax return sorted for the directors
  • Regular updates on business issues and tax matters
  • Unlimited phone and email support

Heavy hitting financial support for larger businesses. Black coat and polished brogues optional.

  • Your very own part-time FD
  • Budget and forecast modelling
  • Mentoring your finance and management team
  • Production of Management Reports
  • Attending your board meeting 



Software you'll love...

There are some brilliant add-ons that will enable you to streamline your business and integrate seamlessly with Xero.

Capture your expenses and send to Xero with Receipt Bank


Take the pain out of keeping track of all those receipts and invoices – simply take a photo with your smartphone, scan, email or stick your receipts in the post and the hard work is done for you.

WorkflowMax for job focused timesheeting and invoicing with a seemless link to Xero


Keep track of all your jobs from quoting, time sheeting to invoicing and everything in between. Understand the value of every job and ensure that you never miss a deadline.

Chasing your debts whilst you sleep a must have add on to Xero accounting in the cloud


Cash is king! Let Chaser take control of your outstanding invoices and chase your outstanding debts and late payers.

Integrate PayPal with Xero a great alternative to bank feeds


Need some way of taking credit card payments or getting paid online? PayPal is the perfect solution and it automatically syncs with Xero.

Relying on Microsoft Excel and Access?

We are very experienced in Microsoft Office and have built some nifty little tools, which have saved our clients an hour or two. If you need something a little more complex or bigger building in Access, we have got the big guns that we can roll out.

Still using SAGE? Don’t stress.

We can help you get the most out of your current system by streamlining what you do and developing whizzy dashboards that show you how your business is performing.

Case studies and testimonials

FD Works are a revelation, offering a new type of financial support. They see the world in a different way to all other accountants I have dealt with. They genuinely want to help companies grow and become both more efficient and more focussed.

With a set of financial tools that are cloud based, FD Works brings the idea of iTunes to the company books. They have made our world simpler and more efficient.

Case Study
The Day


‘The Day’ was created by Richard Addis in 2011. Richard - a former editor of the Daily Express and Financial Times - had the vision of creating a daily online newspaper for teenagers that focused on the big issues that are transforming the world.


Having developed a successful platform of producing news stories and establishing a customer base The Day needed to ‘grow up’ financially.


FD Works formed a strong working relationship with The Day, getting up to speed with their current way of working and the challenges they faced quickly.  By phasing in our financial involvement we were able to instil confidence in our abilities and build a good working partnership. Controls were improved instantly and reporting transformed by migrating financial records from various spreadsheets, notes and records in people’s heads to Xero. Next, we integrated Xero with Salesforce and PayPal, and then we streamlined the process further by using Debtor Daddy to automate their credit control.


Working together, we developed a robust financial plan, providing the investors with renewed confidence and enabling additional funds to be secured with EIS status.  Budgets are now reported against on a monthly basis and future cashflow modelled to ensure business objectives are achieved.

FD Works is now a fully established part of The Day’s management team and continues to provide ongoing monthly support.


“We needed more than just accountancy. We needed creative, entrepreneurial thinking, people skills and all the strategic judgement of a Finance Director without the costs. We are super-happy with Jonny Gaunt and the FD Works team and see them as part of The Day long term.”

- Richard Addis, Managing Director and Editor in Chief

Case Study
Épure Design


Andy Forbes and Luke Barrett created Épure Design, a successful architectural practise in 2009 – focusing primarily on new build developments. By working hard and focussing on quality, their business grew rapidly.


With a successful business, Andy and Luke were kept busy managing the day-to-day activities. They knew that if they wanted to expand their business, they needed some external support to help shape a strategy and manage their finances.


Getting to understand the owners and the business was crucial in enabling us to add value. Book-keeping, payroll and banking management were outsourced to FD Works and existing records consolidated into Xero – this simplified their existing processes and provided a hub for management reports. An added feature was the deployment of Receipt Bank that enabled all receipts and invoices to be captured on their iPhones.

Focus has turned to planning for the future and modelling aspects like resourcing, future profitability and cash flow requirements.


Andy and Luke's time has been freed up, enabling them to focus on what they are good at and we've given them confidence that their finances are sorted. Through our consultancy, we've been able to challenge costs and make some real savings.


“The appointment of FD Works has been a turning point in our business. We know that the day to day activities involved with our finances are taken care of, saving both time and money. The strategy plan developed had also given us the confidence to expand the business in a controlled manor with performance measurement. The whole approach adopted by FD Works has been very professional and exceeded our expectations. We would highly recommend them.

- Andy Forbes, Director

Get In Touch


01454 300 999



8b Greenway Farm
Bath Road, Wick
Bristol BS30 5RL