Boutique Accountancy Practice

Specific expertise apart, strata financial provides a full suite of all accounting, auditing, tax, management, and compliance services. Focused heavily on delivering a strategic partnership, we connect as part of a team. Every great business needs the right finance, structures and systems, and we have the experience and specialist services you need.

Our boutique accountancy practice style enables us to focus on your business requirements, and we pride ourselves on not only providing excellent compliance services, but forming lasting business relationships with our clients. We’ll provide proactive focused advice and personal interaction that works and makes you more efficient and profitable, and makes a real difference.

Focused solutions and excellent strategies are the cornerstone of your development, and our team delivers.


Strategic Growth Planning

We can assist you and your business to create a strategy to grow your business. The plan we develop in conjunction with you will identify key growth priorities for the business in which you operate. We strive to develop long-term relationships with our clients, acting as a ‘business partner’ not just a compliance necessity. Our aim is to assist and support you in an ever changing and demanding economic climate.

Mergers & Acquisitions Mergers & Acquisitions

A key specialty. From deal negotiation, to financing, and team management and oversight, we will help make your merger or acquisition happen effectively. We can assist with due diligence, and maximize the end result for you. What happens after is also key – we will work with you to implement and restructure if necessary post deal to ensure a good and profitable fit.

Accounting Systems

With our expertise and experience with accounting systems we can assess your current accounting systems, and outline recommendations for relevant changes that will provide you with a more accurate, stream line cost effective approach to managing your accounting systems. Our Team will provide you with the assistance and guidance to implement the changes required to ensure your accounting systems provide you with the relevant information that you require to control and manage your business efficiently and effectively.

Taxation Planning

We have wide ranging experience in all areas over many years covering all tax heads. Our tax experts can examine your particular situation and needs and recommend the right solution for you and your business. We consider your company structure, business sector and future plans to develop the appropriate strategy for you. Taxation is a significant cost to both businesses and individuals which needs to be planned for and controlled in a timely manner. We provide a comprehensive and professional service to assist clients in all areas of tax planning.

Finance Sourcing & Appraisal

With our many years of business experience we can offer our clients the best chance of success in this area with sound professional advice. We have considerable expertise and contacts in all of the major financial institutions. Based on detailed projections and business plans we can advise on the appropriate source of funding for your business. We will work with you throughout the process to reach a successful outcome.

Debt & Banking Resolution

We work with all lenders and clients to secure and resolve outstanding debt issues. The solution is usually not just a matter of financial negotiations, but the manner in which they are conducted, and our reputation with the lenders. We have resolved debts for, and assisted a very large number of clients with all of the banks and funds, and pride ourselves as being both expert, and highly effective in producing a good outcome for clients.≤/p>

Income Tax Planning

Whether you’re a straightforward Paye employee, or a highly complex multi tax type earner, we ensure you work to an effective plan, and minimise your exposure to unnecessary tax charge and cost. We create and deliver real results and plan with you to correctly keep more of what you have earned.

Investment Analysis

If you are planning a mortgage, retirement, property purchase, or fund investment, we are qualified to advise you on what options are available, and how to maximise your returns. We are not tied to, or take commissions from anyone. We are completely independent, and work only for you. You will find that our years of business and investment experience will deliver sound and reliable advise.

Wealth Portfolio Management

This is an essential, but often overlooked part of every business person, and individuals planning. There must be a strategy, and we will build this with you. When created, the strategy needs to be implemented, and managed. We will do this, and ensure you get detailed reporting and oversight. We can assist with choice of investment, suitability and most importantly, risk assessment and management. We have a long history of delivering real results.

Management Accounts

Management accounting information and KPI’s are a key tool in the efficient operation of any business allowing you as the owner/operator to keep up to date with the performance of your business. We have the expertise to provide timely, accurate and up to date performance analysis information on a month by month or quarterly basis depending on your needs. Our experienced team can either fully prepare or assist you in the preparation of management reports. Our reports are tailored to address your needs and facilitate you in planning and evaluating performance.

Taxation Compliance

This can be a complex area for both businesses and individuals and we provide the full range of compliance services and ensure that all relevant returns are made on time and all reporting deadlines are met. Our team is experienced and we are committed to keeping ourselves up to date in an ever changing taxation legislation environment. We work closely with our clients to meet all obligations quickly and accurately, identify tax opportunities and to avoid exposure to risks.

Cash Flow Management

The key to every business. We will advise, manage and report on the lifeblood of your business. We can evaluate your systems, and reporting structures, and implement and improve on controls and structures, to ensure you keep real control over cash. Combining accounting systems with real time banking and management information takes co-ordination and deliberate control. We will work with your team to deliver this.

Audit & Accountancy Services

For more than 25 years this has been the core of our business. We are proactive in ensuring compliance and we are focused on adding value. Our staff can provide detailed analysis of your business operations and carry out professional audit procedures with minimum disruption to your business. We offer a partner led approach in this area and a single point of contact on all audit and accountancy engagements. We work to ensure that all relevant statutory and taxation deadlines are met as painlessly as possible. Our audit approach is tailored to suit the size and nature of your organisation and is backed up by our extensive industry knowledge. We are proactive during the course of our audit work by looking for opportunities to advise you on how to improve controls and financial performance.


Outsourcing your bookkeeping provides you with access to our team of expert bookkeepers looking after all of your accounts needs in an accurate and timely manner. It ensures that your revenue requirements and deadlines are met, removes the complexity and burden of accounts and crucially frees up your time to do what you do best .. running your business. Our team have experience in a variety of industries which allows them to be able to offer sound, practical advice to assist you in the day-to-day administration of your business.

Company Secretarial

We provide the full range of company secretarial services which include filing of annual returns with the CRO, documentation for company reconstructing, buyback of shares, liquidations and any other filing requirements your company may have.