Everything you need to know about working with us
We're industry-agnostic. We work across sectors such as biotech, construction and retail, among others. What shapes our approach isn't your industry, it's the complexity and the particularities of your business, so the support you get is built around how your business actually runs, not a generic industry playbook.
It's not about the size of the business, it's about the complexity behind it. A smaller business with fast growth or an intricate structure can need just as much support as a larger one that's grown more simply. We shape our involvement around what your business actually needs, not a revenue bracket.
Every senior member of our team brings over 10 years of experience in their specialism, spanning R&D consulting, tax advice, accounting, business structuring and bookkeeping. That depth is backed by recognised qualifications too: our team includes AAT-qualified accountants and fully qualified ACCA members.
Not at all. We work across a range of business structures, from sole traders and Limited Companies to Limited Liability Partnerships and beyond, tailoring our support to how your business is set up.
Yes. Even though we're London-based, we have clients across the whole UK.
Yes. We work alongside in-house finance teams of any size, and with fractional CFOs too, providing support and education while handling the more complex parts of the accounting process.
It begins with a discovery meeting to understand your business, followed by a bespoke plan and a clear quote covering the scope of work and pricing tailored to your requirements.
Every engagement is scoped individually. Rather than a fixed rate card, we build a bespoke plan around what your business actually needs, then provide a clear quote, so you're only ever paying for the work that's relevant to you.
We're conscious that our fees and work need to reflect real value to your business.
It depends on the complexity of the handover, so we'd rather talk it through with you directly than give a generic timeline that might not fit your situation. However, we can start working with you immediately, running the handover with your previous accountant in parallel.
Yes. We treat every client's financial information with strict confidentiality, and the systems we use are built for secure, protected access.
Yes. Anyone can refer a business to Folio Partners, and if it becomes a client, you're rewarded for the introduction. Visit our Partner with us page for the full details.
We're always open to discussing collaboration opportunities, whether with other advisors, platforms, businesses that work alongside ours, or from a marketing and content perspective. Get in touch to start a conversation.
Can't find what you're looking for? Get in touch with us at hello@folio.partners and we'll come back to you.
