Accountants for established UK SMEs.
Multi-year compliance and advisory, management accounts, and the strategic conversations that matter once a business is past the start-up phase.
Once a business is established, the questions change. Tax efficiency at scale. Succession and exit. Management accounts that boards take seriously. We deliver compliance and advisory in the same engagement — through Compliance Vault™, with standards in writing.
Is this for you?
- UK limited companies with £500k–£10m turnover
- Multi-year businesses with established teams and structures
- Companies considering acquisition, sale, or succession
- Director-shareholders thinking about pension extraction or exit
- Companies with R&D, capital allowances, or group structures
- Businesses outgrowing their current accountant's depth
What we handle.
Statutory accounts at scale
FRS 102, audit-ready records, group consolidations where required.
Corporation tax planning
Loss relief, group relief, R&D, capital allowances, marginal relief.
Management accounts (monthly)
Board-ready P&L, balance sheet, cash, KPIs — by the 7th.
Director compensation & pension
Extraction modelled annually. Pension as a CT-efficient tool reviewed.
Succession / exit planning
Strategic conversations about valuation, structure, and timing.
R&D tax credits at scale
Multi-claim portfolios reviewed annually; enquiry-defensible evidence.
VAT (Standard, partial exemption)
Complex VAT positions handled with depth.
Payroll + benefits-in-kind
RTI, P11D, EMI/share-scheme reporting where applicable.
The system that turns this into a year-round process.
Evidence Pack scales to multi-year, multi-entity record management. Deadline Lock tracks every group company's deadlines plus strategic dates (R&D windows, pension carry-forward, EIS/SEIS sunset clauses). Portfolio Reporting Pack delivers monthly numbers across entities.
Read more about Compliance Vault™Documented in your engagement letter. Reviewed annually.
- WhatsApp typically under 30 min
- Email within 1 working day
- Monthly close by the 7th
- Phone manned reception, typically within 10 min
What you're paying for if you don't have an accountant who plans ahead.
All figures are documented from real client scenarios — not invented. The point isn't fear; it's clarity about what good advisory actually saves.
R&D credits underclaimed at scale (multi-year)
£50,000–£250,000+ over a 3-year retrospective window
Group relief not optimised
Tens of thousands per year in additional CT
Wrong structure for exit (asset vs share sale)
Tens to hundreds of thousands in avoidable CGT
Pension carry-forward windows missed
£30,000–£60,000+ per year in lost CT relief
EMI / share scheme errors
Loss of CGT entrepreneurs' relief on exit
Management accounts unreliable for bank/investor
Loan refused, valuation discounted, deal delayed
Three steps. No back-and-forth.
Step 01: 20-minute discovery call
We confirm fit and walk through how this would work for your specific situation.
Step 02: Engagement and onboarding
Engagement letter, Direct Debit, and Compliance Vault™ setup — typically within 24 hours.
Step 03: Year-round delivery
Monthly numbers, tracked deadlines, advisory raised — plus an Annual Compliance Review every 12 months.
What you get from us — that other firms don't deliver structurally.
Compliance + advisory together
Most firms file correctly and then never raise strategic conversations. We do both — through Compliance Vault™ and the ACR.
Scales with complexity
Group structures, multi-entity, R&D portfolios, share schemes — handled in-house, not subcontracted.
Standards at scale
Same WhatsApp/email standards apply whether you're £500k or £10m. Documented, reviewed annually.
Independent, not exiting
RR is independent. We're not on a 5-year sale horizon that distorts client priorities.
Established SMEs — common questions.
We're an established SME — what does RR add beyond our current accountant?
If your current accountant files correctly but doesn't initiate strategic conversations — pension, R&D, succession, group structure, dividends — we likely do. The ACR is the structural difference: every client is reviewed strategically every 12 months. Most SMEs leave their current firm because the firm has gone quiet, not because they got things wrong.
How much does an accountant cost for an established SME?
From £300/month for smaller established SMEs; £500–£800/month for £1m–£5m turnover; £800–£1500+/month for complex multi-entity or R&D-heavy companies. Specifics agreed in writing after the discovery call — based on actual scope, not generic tiers.
Do you handle R&D claims at scale?
Yes. We have clients with multi-year R&D claim portfolios. Since HMRC's 2023 enquiry crackdown we've been even more rigorous on what qualifies. Each claim is technically reviewed, narrative-written, and submitted with enquiry-defensible evidence captured through Compliance Vault™.
Can you advise on succession or exit planning?
Yes. We model exit structures (asset vs share sale), timing implications, BADR/entrepreneurs' relief eligibility, EMI scheme value, and family succession options. We work alongside corporate finance advisors and lawyers where required, but most of the tax-planning conversation is handled in-house.
Do you provide audit?
We are not a registered audit firm. For audit-required clients, we work alongside a partner audit firm. For most SMEs (turnover under £10.2m), audit isn't required and we handle accounts in-house through Compliance Vault™.
How do you handle group structures?
Group consolidations, intra-group transfer pricing, group relief optimisation, and group VAT are all handled in-house. We typically run a group accounting package across all entities using a single chart of accounts and reporting cadence.
What's the Annual Compliance Review for SMEs?
Same as every client — Letter of Engagement renewal, KYC refresh, service scope review, fee confirmation, and a strategic year-ahead conversation. For SMEs the strategic part usually includes succession/exit timing, R&D pipeline review, and pension/dividend planning.
Read more from our Resources Hub.
Book a 20-minute call.
We'll confirm whether we're a fit, and if we are, we'll tell you exactly what established smes would look like for your business.