Financial management and accounting services

We strive to be a trusted partner for our clients by providing personalised financial management and accounting services, and insights into their financial performance.

Our team of financial experts work closely with each client to develop a deep understanding of their financial goals and needs.

We believe that collaboration and communication are key to achieving financial success.

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Mission

Our mission is to empower businesses by providing financial management and accounting services that are tailored to their specific needs. We believe that financial transparency and understanding are essential for businesses to make informed decisions and achieve long-term success.


Approach

Our approach is to partner with our clients, working closely with them to gain a deep understanding of their businesses and financial goals. We strive to provide exceptional service and support to our clients, delivering high-quality financial management and accounting solutions that are both effective and efficient.

Goal

Our ultimate goal is to help our clients achieve financial stability and growth. We believe that by partnering with Formation Partners, businesses can take control of their finances, make informed decisions, and achieve their full potential.

Commitment

We are committed to providing our clients with the knowledge and expertise they need to navigate the complex world of finance. We believe that financial literacy is key to unlocking the full potential of any business, and we are dedicated to educating our clients on the financial concepts that are essential to their success.

Services

Formation Partners provides following accounting and financial management services to businesses and individuals:

Accounting

Bookkeeping:

Keeping accurate and up-to-date records of financial Transactions

Financial reporting:

Preparing financial statements and reports in IFRS and FRS102.

Tax preparation:

Preparing tax returns for individuals and businesses.

R&D Tax Credit:

Providing a complete end-to-end service in claiming R&D tax credits.

Financial management

Financial planning:

Helping clients create and implement a plan for their financial future.

Budgeting and forecasting:

Creating and maintaining budgets and financial forecasts to help clients make informed decisions about their finances.

Auditing:

Examining financial records to ensure accuracy and compliance with laws and regulations.

Cash management:

Managing cash flow and ensuring that clients have sufficient liquidity to meet their financial obligations.

CEO

Edite Jespere

Edite is a chartered accountant with a proven track record in providing financial management services for individuals and businesses.

She has a wealth of experience in budgeting, forecasting, financial reporting, and risk management. Her technical skills in financial analysis and modeling have been instrumental in the success of several major projects.

Throughout her career, Edite has worked with a diverse range of clients and stakeholders, including government agencies, private investors, and corporations. Her strong communication skills and ability to work collaboratively have helped her to build and maintain positive working relationships with all parties.

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