We are a small, friendly and close-knit team of financial professionals who work closely together to deliver the best possible service to our clients.
Full training and personal development is provided to all staff and our communications policy ensures staff are informed and where appropriate will feel involved in key decisions affecting the business.
The family atmosphere in which we work makes for a positive and pleasant working environment which our clients enjoy being a part of.
Monthly team meetings are held over lunch ensuring we all get the opportunity to be outside the office and without a computer screen in front of us, so we can benefit from concentrating on talking to each other!
Like any family, we like to take an annual holiday together so once a year the staff benefit from a funded short break away! Enjoying our work enables us to be energised and focused on the task ahead, meaning our clients benefit from efficient and effective advice which delivers real value for money.
Just as we help our clients to build their businesses, we are building our own and we have a succession plan in place which means that all staff will have a shareholding in the company in the future.
Meet the team
Stuart McBain, Proprietor
Stuart is a local entrepreneur and accountant with over 25 years’ experience with clients and business interests throughout the UK.
He serves on the Liverpool board of the IOD and is well known among the sustainability community in Liverpool, where he advises many organisations both in a professional capacity and also through his vast knowledge gained from over 40 years of interest and passion with regards energy.
In the last nine months, he has undertaken two “adventures” to disprove “range anxiety”. The first, driving around Britain in an EV – some 3000 plus miles – and then undertaking a similar journey around the beautiful country of Iceland, followed by presenting at the widely acclaimed Energy branding conference in front of many industry icons from around Scandinavia and Europe.
He is currently working with a small dedicated team of professionals to help define and measure organisational outputs from prepared accounts which will give CSR and sustainability professionals not only a base line to compare, but an actual measure to quantify, true “Triple Bottom Line Accounting”.
Michaela Phillips, Accountant
Kayla is kind and supportive and sensitive to the needs of others. Another experienced accountant who has worked with Stuart since 2006. She goes that extra mile to help clients in not only accounting queries but all aspects of their business.
Anna Balogh, Accountant
Anna is a kind and sensitive sole who always puts others before herself, an experienced Accountant who has worked for Stuart since 2005 after moving to the UK from her home country of the Philippines. Her kind nature is loved by not only her clients but everyone in the office!
Wendy Davies, Credit Control and Customer Services
Wendy has over ten years experience working for local companies in the North West. Her areas of specialisation are credit control and customer services. Wendy has many interests outside work, but especially looking after the family, reading and gardening.
Kayleigh Reddington, Administration
Kayleigh joined the team in September in 2016, having worked for both local and national organisations in administration and legal work. She has brought a wealth of knowledge to the role and is a highly influential member of the team. She enjoys dog walking, holidays and entertaining.