From Reactive To Proactive: Numbers You Can Act On
Proactive accounting for directors of B2B businesses with turnover above £1m.
Now is a good time to review whether you are really getting what you need from your accountant, before deadlines, decisions, and reporting issues begin to stack up.
Switching accountants is simple. We handle the handover so you get clearer numbers, fewer surprises, and proactive support that helps you stay ahead and you can rely on.
Quick Overview
Common issues
- Reporting arrives too late to act, so decisions are made without the true picture.
- Tax becomes a last minute surprise instead of being forecast and managed.
- You get compliance, but not a support package that removes hassle and drives control.
If any of this feels familiar
- You are not getting proactive advice and support.
- You do not receive accurate, timely management reports that show your true position clearly.
- You only think about tax when it becomes urgent.
- You are chasing replies and still feel unclear on priorities.
When to get help
- You want clearer numbers through the year, not after year end.
- You are chasing replies and still feel unclear on priorities.
- You want proactive ideas and opportunities, not just filing.
What proactive looks like at Oldfield
- Speedy reporting, maximum compliance, and a great client experience.
- Management reporting that shows the true position so there is no confusion, helping you make better decisions and stay in control.
- Accounts and tax consulting that does not just take the numbers at face value and provides proactive ideas and opportunities.
- Cloud accounting support to drive faster reporting and efficiencies.
- Planning ahead and accountability to make the hard things happen and ensure delivery.
How the free 30-minute review works
You give us 30 minutes. We will give you clarity and a practical way forward.
- We understand your current reporting, planning, deadlines, and pressure points.
- We identify the biggest gaps and what they are likely costing you.
- We outline a clean handover and onboarding plan if switching makes sense.
- You leave with clear next steps, whether you switch or not.
Oldfield is your proactive accounting and advisory partner.
Download the Director’s Proactive Accountant Checklist
If you are thinking about drawing money from the business, stepping back, or reviewing succession and tax planning, acting before key deadlines can make a material difference.
What it covers:
- Reporting and control
- Proactive advice and opportunities
- Planning ahead
- Execution and accountability
- Systems and cloud
- Compliance burden removed
Frequently Asked Questions
Q: Can we switch mid year?
A: Yes. The handover can be managed cleanly and we guide the process.
Q: Will you handle the handover?
A: Yes. We request records and liaise with your current accountant where appropriate.
Q: What do you need from us?
A: Basic company information, current bookkeeping position, and access to current reports if available.
Q: What reporting do we get?
A: Reporting is designed to show the true position clearly so there is no confusion and directors can be in control.
Q: Do you support manufacturing and wholesale businesses?
A: Yes. The approach focuses on better decisions, profit, cash, and execution in B2B businesses.
Book your free 30-minute review
Tell us a little about your business and we will confirm a suitable time.
Please note, this is a no-obligation expression of interest only.