Outsourced Financial Controller Service

Optimise your finances with Caldwell Penn’s outsourced financial controller service

Unlock financial clarity, efficiency, and growth with expert financial support

At Caldwell Penn, we provide expert outsourced financial controller services to help UK businesses optimise financial operations without the full-time cost of hiring someone in-house. Whether you’re a startup building financial systems, an established business in need of interim support, or a growing company looking to streamline processes and improve profitability, we offer tailored solutions that seamlessly integrate with your team.

Schedule a discovery call

Why choose our outsourced financial controller service?

By partnering with us, you gain a dedicated financial controller who provides proactive financial support and expertise, all without the overheads of hiring an in-house team. Our services are designed to help your business thrive:

Real-time financial insight

Make informed decisions with accurate, up-to-date financial data.

Proactive, continuous support

Enjoy dedicated support with no downtime— even during holidays or absences.

Streamlined financial processes

Automate reporting and improve financial workflows with cutting-edge tools like Xero, Dext, and Chaser.

Expertise when you need it

Access a wider network of financial experts, including tax specialists and controllers.

Scalable & flexible

Adjust our services as your business evolves, without the burden of recruitment or layoffs.

Our proven process: A clear path to financial success

Our structured approach ensures we deliver lasting value to your business:

Discovery session:
We start by understanding your business’s unique financial challenges, goals, and key areas for improvement.
Tailored financial Plan:
We then craft a customised plan that outlines clear objectives, actionable steps, and specific timelines, designed to optimise your financial operations.
Quarterly check-ins:
Every quarter, we assess your financial health, review progress, and offer proactive advice to keep your business on track.
Annual focus review:
At the end of the year, we conduct an in-depth review of your achievements, refine strategies, and set new goals for the year ahead.

What do you need to do?

Getting started with our Outsourced Financial Controller Service is easy. Here’s how:

Contact us:
Book a free consultation to discuss your business needs and goals.
We assess your needs:
We’ll gain a clear understanding of your financial position, challenges, and objectives.
Tailored financial plan:
We’ll create a customised financial plan that fits your business’s needs and lays out a roadmap for success.
Seamless integration & ongoing support:
Our financial controller integrates into your team, delivering ongoing support, insights, and advice to optimise your financial operations.

Ready to take the next step?

Let’s transform your financial operations and drive sustainable growth. Contact us today to get started!

Schedule your discovery call

Why Caldwell Penn?

Trusted by growing UK businesses: Our clients benefit from years of financial expertise and hands-on support.
Flexible and scalable: We adapt to your needs as your business grows.
Expertise you can rely on: We have a team of qualified financial professionals, ready to deliver results.

"I have always found everyone that I have dealt with at Caldwell Penn to be knowledgeable, friendly and responsive. I would recommend anyone looking for tax or accounting advice to seriously consider Caldwell Penn."

Tim Ward, Cityward Limited

"We have used Caldwell Penn for over 10 years. Their service is always faultless and they are a valued member of the team, enabling us to concentrate on our business with the confidence to know that the accounting function is in safe hands."

TONY BINNIE, Brockwell Group Limited

"Personally, I find everyone at the firm extremely helpful, patient and always completely professional"

Andy McStravick, McStravick Consulting Limited

"The team at Caldwell Penn take care of our accounts and payroll so that we can focus on our core business objectives. Their Bramley office is in a great out of town location with easy access and free parking. Caldwell penn didn't hesitate in assisting with a reference for our companies recent AIPP accreditation. A professional and friendly service above and beyond expectation. We wouldn't hesitate in recommending Caldwell Penn again and again!"

Elliott Ward, The Again Group Ltd

"The team at Caldwell Penn provide an indispensable service to our Club. Their advice in completing year end accounts is practical, responsive and approachable. Their audit service is always professional and supportive, giving both the Club members and Committee great benefit. We would thoroughly recommend this firm."

Godalming Naval Club

"I cannot recommend Mark and the team at Caldwell Penn highly enough. As a small business owner, what I need is great advice and high quality of work delivered when I need it, and they deliver this every time."

Jon Horton, Shorton Property LLP

"Caldwell Penn helped to set up my first business in 2010, initially as a Sole Trader, then as a Limited Company and this year advised on the structure of a second company with all the joys of VAT and payroll to contend with. Knowing that Mark and the team manage our accounts and tax allows us to do our job and grow the business. I would happily recommend their professional and friendly service to any start-up or growing business and being local is a real bonus."

Kevin Kingham, UK Lanyard Makers Ltd

"Caldwell Penn have become an essential arm of our business. They provide a very personal service and are very proactive and forward-thinking in their advice. Most importantly, they are great at chasing us for our personal tax return information!"

Lori Clarke, Propitas Building & Project Consultants Limited

"Caldwell Penn feels like a family who care about you."

Patsy Seddon