For UK high street accountants

When your client needs more, be the one they ask.

FD Suite helps you give clients real insight and management accounts with confidence, so those who outgrow statutory reporting have no reason to look elsewhere.

FD Suite is in pre-launch. Demos are open now.

The FD Suite dashboard showing revenue, gross profit, net profit, cash, debtor days and charts for a sample company.

The gap

There's a gap between the accounts and the advice.

UK businesses can go from statutory reporting straight to fractional finance directors and advisory firms. Not every business wants to take that step. Many would rather ask the accountant they already trust.

Statutory reporting

Accounts and returns filed correctly and on time. Essential, but it looks backwards.

You, with FD Suite

The accountant they already know

Management accounts, forecasts and insight, from someone who already understands the business.

Fractional finance director

Part-time senior finance support. The right answer for some, but not every business wants one.

Advisory firm

Specialist advice, from a separate firm that has to get to know the business first.

Tailored to each client

As simple or as complex as your client needs.

Not every business owner wants to be overwhelmed with facts and figures. You choose what each client sees, from a few headline numbers to a full management pack. Try it below.

Choose a report level

Sample company · 10 months to October 2026

Revenue£80,274Good
Net profit£18,378Watch
Cash at bank£54,458Good
Overdue debtors£33,861Action
Gross profit£42,190Good
Debtor days128Action
Work in progress£6,388
Runway (months)22.9Good

Profitable and growing. Revenue of £80,274 gave a net profit of £18,378, a 22.9% margin.

Credit control is the most urgent issue. Debtor days are 128 and £33,861 is over 90 days overdue.

Priority action. Reducing debtor days from 128 to the 30-day target would release about £25,939 as a one-off cash gain.

Sections in this report

  • Executive summary
  • Profit and loss
  • Balance sheet
  • Cash flow summary
  • Recommendations
  • Key ratios
  • Performance review
  • Variance analysis
  • Investor and lender

Why FD Suite

Built for the high street accountant, not the boardroom.

  • Offer more, confidently

    Add management accounts and real insight to what you sell, with reports you can check, edit and stand behind.

  • Keep the clients who need more

    When a growing client outgrows statutory reporting, you can be the answer instead of the firm they leave behind.

  • Built specifically for the UK

    VAT periods, HMRC corporation tax rates, Companies House deadlines and director's loan warnings are built in.

  • Designed for small and medium-sized businesses

    Cash forecasts, budgets, scenarios and break-even analysis, shaped around the questions owners actually ask.

Is your client a hungry lion with growth in mind?

Then this is the perfect tool to help them. FD Suite gives you what you need to keep up with ambitious clients, and to grow alongside them.

See it working on sample accounts.

Book a demo and we'll walk you through FD Suite, and how it could fit your firm and your clients.