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 Testimonials & Case Studies

Case Studies
The Shark Trust

Read our latest case study from The Shark Trust.

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This case study shows what’s possible when the right systems and support are in place.  

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We worked closely with their team to design a tailored finance function in Xero giving them clearer visibility, stronger budget ownership and better insight throughout the month.  

Shark
Testimonials
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Forth Accountancy & Tax Advice is the best accountancy service we have ever used. Fast, friendly and professional advice/support is just an email away. They have been hugely beneficial in managing our finances and growing our business. I wish we had found them years ago.

Craig MacRitchie
GlenWyvis Distillery

Suzanne & Claire are amazing!✨ They have made running my business so much easier!

 

It has been so helpful having Suzanne to do my tax calculations and everything hmrc. It’s takes so much of my stress away and means I can focus my energy and attention to my clients! They have been brilliant with explaining anything I didn’t understand and helping to guide me.

 

I am a new business and about to buy a house and the girls have been fantastic with getting all my things in order for my mortgage advisor & solicitors (even under a tight deadline).

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Cannot recommend these guys enough!

Sophie Bullen
Bayou

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Such a great small business. Super supportive and has guided us through some very tough times with empathy, professionalism, always approachable and I love that there is no such thing as a stupid question..would 100% recommend. It’s been a pleasure to watch this business grow.

Debbie Berryman

I would highly recommend Forth Accountancy to any business or individual with complex tax affairs. Claire and the team bring a personal, approachable touch to what can often be a rigid industry. They are consistently attentive to our needs and flexible in accommodating our unique structure as an Employee Owned Trust.

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With expertise across CIMA, ACCA, and AAT, we have full confidence in their ability to guide us through everything from everyday queries to more complex tax planning. They make our year-end process as smooth and stress-free as possible, and always take the time to clearly explain any nuances to ensure we understand the bigger picture.

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A truly professional and knowledgeable team - always a pleasure to work with.

Raven Beale
Bluefruit Software

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Group Study Session

Claire is the biggest cheerleader for my business and I truly couldn't operate it without her. She is patient, thorough and truly wants her clients to do well. We recently secured a large contract and this is only because of the extra work Claire and her team did to hit deadlines on a short period of time. I've very lucky to have her as my accountant.

Chrissi Berry
CB Tutoring & Exams Ltd

Claire and her team have been brilliant for me, having had difficulties with other accountants Forth Accountancy have been patient, understanding and have helped me understand my business better. I wish I had found them earlier.

John Yelland
Mad Hatter Sports Events

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Claire is not just an excellent accountant, she is a wonderful advocate for small businesses and is a naturally excellent business coach - she makes it her mission to advise and support you. We've asked Claire and her team to support us during our scale up phase and her involvement has been transformational to our business. Highly recommend.

Samantha Jackman
We Wear Boost

Claire helped me set up a holding company and transfer my limited companies into it, including securing HMRC clearance. She was clear, thorough and extremely knowledgeable throughout the process. Communication was excellent at every stage, and everything was handled efficiently and professionally. I wouldn’t hesitate to recommend her services.

Joshua Farnsworth

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We were delighted to add Claire to our team, she is professional, efficient and nothing is too much trouble. To many people, myself included, finance is intimidating, but Claire breaks it down and doesn't make me feel like an idiot! Her suggestions and support have helped our charity save, and raise significant funds. Really can't recommend Claire enough.

Katy South
Prickles and Paws

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