Kingswell

Accountants and advisers

The management finance work your clients keep asking for.

Kingswell is not a competing practice. We provide the forecasting, management reporting and commercial finance capability that sits outside compliance work — alongside you, on your client’s numbers.

01The questions

Requests that sit outside compliance.

Growing clients ask forward-looking questions. Answering them properly takes FP&A time, modelling and monthly involvement that most practices are not resourced to provide — and do not want to lose the client over.

  • Can you tell us which jobs are actually profitable?
  • Can you build us a cash forecast we can rely on?
  • Can you help us decide whether we can afford to hire?
  • Can you sit in our monthly management meeting?
  • Can you get our reporting out of spreadsheets?
02The boundary

Clear lines, deliberately.

The compliance relationship stays with you. Kingswell works on management information and decisions.

Your accountant

Records and compliance

Bookkeeping, statutory accounts and tax. Unchanged, and often improved by better underlying information.

Kingswell

Insight · Planning · Decisions

Management information, forecasting and the commercial judgement applied to it. We build on the numbers your accountant produces.

  • Kingswell does

    Management information, forecasting, FP&A, finance process and decision support.

  • Kingswell does not

    Statutory accounts, audit, tax returns or regulated assurance.

  • The client keeps

    Their accountant, their compliance relationship and their finance system.

03Working together

Two straightforward arrangements.

Referral

You introduce the client. Kingswell scopes and delivers the management finance work, keeps you informed and never touches the compliance relationship.

White-labelled capability

Kingswell delivers reporting, forecasting or Insight behind your practice brand, so the client experiences one advisory relationship.

Next

If you have a client asking forward-looking questions, a short call is usually enough to establish whether Kingswell can help.