What 176 5-Star Reviews Taught Us About What Business Owners Actually Need From Their Finance Partner

Foundations Built on Trust

While we’re now focused on supporting creative agencies with growth-focused advisory services, we didn’t start there. Our roots are in personal tax and compliance, where we’ve worked with hundreds of business owners to help them stay organised, stress-free, and confident in their finances.

Along the way, more than 176 clients have left 5-star reviews. And when we analysed their feedback, we realised they weren’t just praising what we did they were praising how we worked.

Those same values are exactly what we’ve built into our advisory offer for agencies.

Theme 1: People Want Simplicity, Not More Jargon

Many of our clients came to us overwhelmed:

“I never understood what my last accountant was saying.” “They just sent me spreadsheets and hoped I’d figure it out.”

So we made it our mission to explain things clearly, whether it’s tax codes or cashflow forecasts. This clarity now sits at the heart of our agency advisory process too.

Theme 2: Responsiveness Builds Confidence

We kept hearing:

“They actually get back to me fast.” “I feel like they’re in my corner.”

It’s a small thing with a big impact. Whether it’s a VAT query or a strategic financial question, we’ve built a culture of responsiveness. And for fast-moving agency owners, that’s non-negotiable.

Theme 3: Clients Want More Than Just Filing

Most compliance clients didn’t want to just stay out of trouble, they wanted to feel in control:

“You made me feel on top of things.” “I finally know where I stand.”

That’s the emotional shift we now help deliver through monthly reports, profit planning, and strategic support. It’s not about taxes, it’s about confidence.

What We’re Building Now And Why It Works

Everything that made us trusted compliance providers is now being levelled up into:

• Monthly financial reporting

• Cashflow and margin forecasting

• Strategic planning support for agencies

We’re combining decades of reliability with forward-looking insight and building financial systems that work for growth-focused business owners.

Final Thoughts: The Best Reviews Are About Feelings

Yes, we’re good at numbers. But what our clients really valued and what we bring to our advisory clients now is clarity, care, and communication.

If you want to feel supported, informed, and confident as your agency grows, we’d love to show you what that looks like.

Let’s start a conversation and see what support could feel like for you.