Client Finance Support Services

Your finance team, on demand.

Flexible support

Day-to-day finance operations

Experts who know your business

More time back for you

Service lead

Jamie Snell

Director of Client Finance

Let us take finance off your plate.

From reconciliations to returns, our client finance team acts as an extension of yours.

Finance tasks piling up? We’ll clear the backlog.

If your business is growing, your internal finance admin can quickly become a bottleneck.

You may be:

  • Behind on reconciliations or VAT returns

  • Spending hours on admin instead of growth

  • Frustrated with slow, inaccurate reporting

  • Struggling to hire or train the right team


That’s where we come in.

Our client finance team delivers consistent, responsive support that scales with you.

"Client Finance isn’t just about ticking boxes. It’s about delivering calm, clarity, and confidence every week."
Luke Noble
Client Finance Partner

Day-to-day finance, sorted

Our team becomes your team – handling the numbers so you can focus on growth.

Included in this service:

  • Daily bookkeeping and reconciliations

  • VAT return preparation and filing

  • Payroll processing and PAYE submissions

  • Supplier payments and cashflow admin

  • Month-end close procedures

  • Integration with industry leading software

Scale without the hiring headaches

Our model grows with your business, minus the recruitment stress.

What you get:

  • Flexible packages based on workload

  • Responsive communication and turnaround times

  • Dedicated team structure (Assistant, Manager, Partner)

  • Built-in review and quality control process

"We embed with your business like an in-house team, but without the overheads."
Karen Coult
Client Finance Partner
"Outsourcing doesn’t mean losing control. It means gaining a team who’s already on it."
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.

Your finance support should be a strength, not a stress.

  • Direct access to your finance team

  • Clear deadlines, consistent delivery

  • Regular check-ins and performance reviews

  • Room to scale up or down as needed

Let’s simplify your finance operations

Book a discovery call and see how we can plug in and take over.

Your client finance leads

Jamie Snell

Director of Client Finance

Caitlyn Evans

Client Finance Partner

Karen Coult

Client Finance Partner

Luke Noble

Client Finance Partner

Frequently asked questions

We scale based on your needs, from basic bookkeeping to full finance team support.

We can complement your existing team or fully manage the function – whatever suits you best.

All work is reviewed by a manager and overseen by a partner. We also use automation tools to reduce error.

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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