Fractional CFO Services Devon

Strategic financial direction, without the salary.

Most growing Devon businesses do not need a full-time finance director — but they do need someone thinking clearly about cash flow, margins and what the numbers actually mean. A fractional CFO arrangement gives you that input at a fixed monthly cost. ICAEW chartered, same-day replies, no hidden extras.

  • Cash flow forecasting so you see problems before they arrive
  • Growth decisions made with numbers behind them, not instinct alone
  • Financial modelling without commissioning a full-time hire
  • A named ICAEW chartered accountant who already knows your business

No long-term contract. If it is not working after three months, you leave with cleaner books and a clearer financial picture than you started with — and nothing owed.

Top rated on Google

★★★★★

Get a free quote

Fixed pricing. Same-day reply.

What our clients say

Verified Google Review

★★★★★

Efficient, Friendly and Already Saving Money

“Having only recently switched my business to Swift from another accountant, I have found them efficient, friendly and professional, and they’re already saving me money.”

Nic Paton

Verified Google Review

★★★★★

Always One Click Away, Every Question Answered

“He was always one click away from every possible question we could throw at him.”

Christos Tsongidis

Verified Google Review

★★★★★

On the Ball, Competitive Rates, No Stress

“He’s on the ball, quick at responding, patient with me and got the job done stress free, plus his rates are very competitive.”

Zayana Sleepwear

Verified Google Review

★★★★★

Fast Work at Short Notice, Repeatedly

“Great work by Kieran sorting out my business accounts really fast and at short notice on multiple occasions.”

Cristian Diaconescu

Sound familiar?

Growing, but still guessing at the numbers?

As a Devon business grows past a certain point, the monthly bookkeeping is no longer the hard part. The harder questions are whether the cash will hold through the next quarter, what the margin actually is on each product or service, and whether the plan for next year is realistic. Most small limited companies do not have anyone whose job it is to answer those questions. It is solvable — it just takes someone sitting in the right seat.

  • No clear view of cash flow beyond the current month’s bank balance
  • Growth decisions being made on gut feel rather than modelled scenarios
  • No one looking at the numbers strategically between year-end accounts

What having a fractional CFO looks like

Your cash position visible weeks and months ahead, not just today. Growth decisions modelled before you commit to them. Someone reviewing the numbers each month with an eye on where the business is going, not just where it has been.

  • Cash flow forecasts updated monthly — problems visible before they land
  • Scenarios modelled before major decisions, not after them
  • Monthly financial review with a chartered accountant who knows your business
  • Fixed monthly cost — no hourly billing clock running every time you ask a question
Client results

What Devon business owners say about us

We work with small limited companies and growing businesses across Devon and the wider UK. Here are two clients who came to us wanting more than just compliance handled.

★★★★★

Having only recently switched my business to Swift from another accountant, I have found them efficient, friendly and professional, and they’re already saving me money! Would recommend. Nic Paton, Cormorant Media

N
Nic Paton
Verified Google Review
★★★★★

What a guy!! Excellent, fast and reliable. Kieran has been very professional, caring, patient and efficient throughout the entire process of building our company. He was always one click away from every possible question we could throw at him.

C
Christos Tsongidis
Verified Google Review
What you get

What your monthly retainer covers

Three areas where a fractional CFO adds the most value for Devon small businesses — delivered for a fixed monthly fee, no engagement letters running to dozens of pages.

01

Cash Flow Forecasting and Visibility

A rolling cash flow forecast updated each month so you can see what the next twelve weeks — and the next twelve months — actually look like. Problems and pinch points become visible early enough to do something about them. You stop managing cash by checking the balance and hoping.

Monthly, fixed fee
02

Strategic Financial Advice and Planning

Regular financial review with a chartered accountant who already knows your numbers. Whether you are considering a new hire, a capital purchase or a change in pricing, the conversation starts from a position of knowing what the business can actually support. No fresh context required every time.

Included as standard
03

Financial Modelling and Growth Planning

Before you commit to a significant decision, it can be modelled. Revenue scenarios, margin analysis, break-even on a new product line — built on your actual numbers, not assumptions. You go into decisions knowing what the realistic outcomes look like rather than finding out afterwards.

Available within retainer
What clients say

Devon businesses that trust Swift with the numbers

Limited companies, sole traders and growing eCommerce businesses. Often arriving without a clear picture of their financial position. Usually leaving with considerably more visibility than they started with.

★★★★★

Advice Explained Clearly, Without the Jargon

“Kieran offered advice and in a manner I could understand — very helpful.”

Julie Brice
Verified Google Review
★★★★★

Two Years In, Still Highly Recommending

“I’ve been using Swift Accounting for two years now after my previous accountant retired and recommended Kieran. Excellent and prompt service, great communications and above all really helpful. Highly recommend.”

Simon Hyde
Verified Google Review
★★★★★

Fast, Professional and Patient With Every Question

“Kieran came recommended to us and for good reason. He was fast, professional and very patient when answering our long list of questions.”

Ted Lee
Verified Google Review
Why Swift

Why Devon businesses choose Swift

There is no shortage of accountants in Devon. Here is what is different about working with one who treats your strategic financial position as part of the brief, not an optional extra.

📊

Strategy included, not invoiced separately

Most accountants file what needs filing and answer questions when asked. A fractional CFO arrangement means your monthly fee includes someone actively looking at your numbers for problems and opportunities — not waiting to be instructed. Cash flow, margins, growth decisions — all within scope.

💬

Questions answered the day you ask

If you are weighing up a decision and need a financial view, you get one the same day. Not logged and allocated to a slot next week. For strategic questions that often have a short window, that responsiveness is the difference between a useful answer and a late one.

🔒

Fixed monthly cost, agreed in advance

Your retainer is agreed upfront and does not change based on how many questions you ask or how many scenarios you want modelled. No hourly billing running silently in the background. Your accounting and advisory costs are as predictable as your other fixed overheads.

Getting started

Up and running in four steps

From first enquiry to having someone actively on top of your numbers typically takes less than two weeks. No complicated onboarding, no lengthy contract negotiations.

1

Send your enquiry

Fill in the form on this page. Kieran reads every enquiry personally and responds the same day with a clear next step. No automated acknowledgements, no waiting to be allocated.

2

A short discovery call

Around twenty minutes to understand your current setup, what the business looks like financially, and what you actually want from a fractional CFO arrangement. At the end of the call, you will know exactly what is covered and what it costs — no proposal to wait for.

3

We get across your numbers

Your accounting software is reviewed, your current financial position is understood, and the first cash flow forecast is built. You provide access and answer a few questions. The heavy lifting is handled.

4

Ongoing — the numbers work for you

Monthly financial review, rolling cash flow forecast, strategic input on decisions as they arise — handled as a matter of course. You will know what the business looks like financially at any given point, not just when the year-end accounts come back. Which is, frankly, the way it should be.

100+ Clients nationwide
6+ Years established
5.0 Google rating
Fixed Monthly pricing
ICAEW Chartered
Xero Gold Partner
FreeAgent Partner
QuickBooks Certified
AAT Fellow

“Excellent, professional, knowledgeable, caring and efficient attention and service.”

S M — Verified Google Review

Questions

Questions Devon business owners usually ask first

Not quite. A standard accountant handles compliance — bookkeeping, VAT, year-end accounts, tax returns. A fractional CFO does those things but also sits closer to your decision-making: cash flow forecasting, growth modelling, financial planning. It is the difference between recording what happened and thinking about what happens next. With Swift, both are included in the same fixed fee.
Monthly as a minimum — a structured review of your financial position, cash forecast and anything in the business that has a financial implication. In between, questions get answered the same day they are asked. If a decision comes up mid-month that needs a financial view, you do not wait for the next scheduled call.
It is more common than not. Getting the books current takes a little longer at the outset and may carry a one-off catch-up cost — you will be told exactly what that is before anything starts. Once current, keeping them current is straightforward and the CFO work can begin properly.
Fractional CFO services are priced on a fixed monthly retainer agreed at the outset — no hourly billing. There is no minimum term. Month-to-month, with a month’s notice to leave. The pricing conversation happens on the discovery call, before you commit to anything.
Ready when you are

Stop guessing at the numbers. Start knowing them.

Fixed monthly retainer. Cash flow forecasting, strategic financial advice and growth planning — handled by an ICAEW chartered accountant. Same-day replies. No lock-in.

Cash position visible weeks and months ahead Growth decisions modelled before you commit to them Fixed monthly cost, agreed upfront, does not move
Get my fixed quote
Fixed monthly pricing ICAEW chartered Same-day replies No long-term contract