Accountancy Services for Owner Managed Businesses and SME’s

0117 203 4010

OMB & SME Specialists

Working with Owner Managed Businesses and SME's for 20+ years we understand the unique challenges you face.

Trusted Advisor

It's more than just about compliance, we become a trusted advisor, adding value to every business decision.

Flexible Offering

Every business has different needs and so we structure our services to ensure they help you meet your goals.

Accountancy Advice & Support

We understand that as the owner of a business you face a set of challenges that require proactive and flexible support and advice from an accountant, which is more than just about keeping your business compliant.  

We offer a range of services to support all aspects of your decision making, whether you are driving for growth or planning for your exit.  Take a look and get in touch for a no obligation conversation to explore how we could help to add real value to your business.

Exit Strategy

Regardless of the timing, exiting your business requires planning. From selecting the right exit strategy, to making the financial decisions needed to make it happen, we will support you every step of the way.

Tax Advice & Planning

Our trusted relationship and thorough understanding of your business structure and goals, enables us to help you plan for maximum tax efficiency both now and in the future, ensuring you're always prepared.

Funding Strategy

From working capital to support your growth, to finance for a specific capital purchase, we can help you create a funding strategy for the short, medium or longer term either directly or through our trusted network.

Cashflow Planning

A healthy and predictable cashflow is critical to the success of any business. Planning is impossible if you cannot mange or predict future cashflows into the business. We can ensure you have the right support in place to keep pace with your plans.

Organisation Structure

The legal structure of your business impacts your tax position and the protection you are eligible to receive. We can provide expert advice to support your decisions around structuring your business as it changes.

Accounting & Taxes

Ensuring your Accounts are up to date and filed, and Tax paid so that your business operates compliantly is what we're great at. We use technology to help so that we have the time to focus on the areas of your business that adds the most value for you.


For many owner managed businesses, their people are fundamental to the success of their business. We ensure your payroll management is handled efficiently and correctly so you can focus on business growth and the development of your people.

Management Accounts

Producing regular Management Accounts enable business owners to understand their position and make informed decisions throughout the year. We produce the financial reports which then form the basis of our regular review meetings and can help with forward planning.


We provide advice and guidance across all areas of VAT. From ensuring the correct VAT rates are applied to claiming back all that is due. We will calculate your VAT liabilities and ensure your VAT returns are submitted on time through MTD compliant software.

Want an exploratory conversation, call today on 0117 203 4010

Paul Netto, Director of Equifino

Who are Equifino?

Equifino is an accountancy practice that works exclusively with Owner Managed Businesses.  We provide flexible and transparent accountancy support and advice that is about more than simply keeping your business compliant.

In fact, if you are only looking for a compliance service, we aren’t the right fit for you.  However, if you want support and advice that adds real value, is based on a trusted relationship with regular two-way communication, then, we could be the ideal partner to help you achieve your business goals.


OMB Expertise
Flexible, Professional Services
Network of Strategic Partners
Focused on Adding Value
Regular, Proactive Dialogue
Efficiency through Technology

Our Happy Clients

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Accounting Help and Guidance

For us it’s not just about compliance but adding real value.  Check out our blogs and other resources created to help your business thrive.

Get in Touch for More Help

Give us a call

0117 203 4010

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