Finance function support for growing UK businesses

Expert financial control, real-time insight, and responsive support – powered by Finance Controlled, part of the Caldwell Penn Group.

Financial clarity

Cost efficiency

Scalable support

Expert guidance

Service lead

Geoff Allen

Head of Business Operations

Fast, flexible finance support for ambitious businesses

From day-to-day operations to strategic planning, your dedicated controller is just a call or message away.

When your finance setup holds you back

You want financial clarity, fast answers, and proactive insight – without the hassle or cost of building a full internal finance team.

Right now, you might be:

  • Waiting on reports you don’t fully trust

  • Stuck in spreadsheets and chasing errors

  • Juggling disjointed systems or missing key hires

  • Making big decisions with little data


That’s where we come in.

Our outsourced Finance Function gives you a named financial controller and a well-oiled process that works. We handle the day-to-day and support strategic thinking – so you can move forward with confidence.

"We don’t just manage your numbers - we streamline your entire finance function, so you can scale with confidence."
Geoff Allen
Head of Business Operations

Your outsourced finance team. In sync and on call.

All the control of an in-house team, without the overhead.

Here’s what’s included:

  • A named outsourced financial controller (your go-to expert)

  • Management accounts, KPI tracking, and board reporting

  • Forecasting, budgeting, and scenario planning

  • Day-to-day finance operations: bookkeeping, payroll, VAT, payments

  • Setup and optimisation of tech stack

  • Quarterly reviews and annual focus session

  • Year-end support for tax and audit handover


What we need from you:

  • Access to your finance systems and bank feeds

  • A point of contact for internal decisions

  • Willingness to engage in regular review calls

From reactive to real-time

Your numbers. Always clear. Always current.

Working with us means:

  • Fast responses from someone who knows your business

  • Reports that inform real decisions, not just tick boxes

  • Streamlined systems that reduce admin

  • Scalable support as your business evolves

  • No more scrambling for figures at month-end

"With the right finance team behind you, cash flow makes sense, decisions get sharper, and growth stops feeling like guesswork."
Lawrence Evans
Managing Director
“We build finance systems that run smoothly, so you can focus on growing the business – not chasing numbers.”
Jamie Snell
Director of Client Finance

Our promise

We promise to respond to every enquiry within one business day, providing a clear timeframe for the anticipated resolution.

No delays. No gaps. Just the clarity to grow with confidence.

  • Direct access to your controller – within hours, not days

  • A finance system that works as one

  • Expertise that scales with you

  • Less stress, better decisions, faster progress

Let’s fix the finance function for good

Book a free discovery call and explore how we can simplify your finance operations.

Members of the Finance Function team

Geoff Allen

Head of Business Operations

Lawrence Evans

Partner and Managing Director

Jack Elliott

Fractional Finance Controller

Frequently asked questions

We’re not a compliance-only service. You get a dedicated financial controller who understands your business, works closely with you, and responds quickly – like an internal hire, but with broader expertise.

Sometimes. Many clients keep a junior bookkeeper or admin support – but we handle the high-level control, reporting, and finance leadership.

Yes – and we’ll suggest improvements too. We work with all industry leading software.

Very. You’ll have direct contact with your controller and we respond the same day – usually within hours.

 

Not easily. Finance Controlled is designed to scale. And if you ever move finance in-house, we can help manage that transition smoothly.

 

Our core sectors

Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:

Professional Services

Consultants, agencies, engineers, and other specialised firms providing expert professional services.

Technology & Innovation

SaaS companies, crypto businesses, software development firms, and tech start-ups.

Manufacturing & Logistics

Manufacturers, supply chain operators, warehousing businesses, and logistics providers.

While we specialise in these areas, our diverse client portfolio includes businesses across various industries, from retail to construction and manufacturing to hospitality.

No matter your sector, we’re equipped to support your growth and success.

Trusted by businesses like yours

"Caldwell Penn's transparency, professionalism, attention to detail, and friendliness distinguish them from all other firms we have previously engaged. They have exceeded our expectations by additionally offering R&D advice, which has significantly benefited our operations."
Allaero Limited
"While it’s hard to get excited about an audit, Caldwell Penn made the experience as seamless as possible. Communication was clear and effective, and the management letter provided valuable insights for our business. We highly recommend their services to any business in need of a thorough and efficient audit."
UK Lanyard Makers Ltd
"Caldwell Penn handle everything for us with a proactive, tailored approach. Their dedicated team understands our goals, ensuring we never miss tax-saving opportunities. They’re more than accountants, they’re partners in our growth."
Syon Creative Ltd
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