Outsourced finance services
Removing the administrative burden from your business
Carpenter Box’s Outsourced Finance team offers end-to-end accounting and finance solutions for businesses that want to improve efficiency, gain financial insight, and reduce administrative burden. We cater to every internal finance function by creating a bespoke solution to meet the requirements of your business.
Four key roles
We can facilitate the four key roles of a finance department, with each role delivering a range of services:
Accounts Assistant
- Purchase ledger maintenance
- Bank reconciliation
- Credit control
- Payroll preparation
- VAT return preparation
- Bank payments
- Accounts email inbox maintenance
Finance Manager
- Balance sheet reconciliation
- Management report preparation
- Payroll review and filing
- VAT return review and filing
- Budget and forecast preparation
Finance Controller
- Management report review
- Cash flow reporting
- Budget and forecast review
- Financial planning
- KPI analysis
- Maintain financial procedures
Finance Director
- Financial and business risk analysis
- Develop financial strategy
- Board meeting attendance
- Develop financial procedures
- Forecast maintenance and analysis
- Cash flow review and treasury management
Common client scenarios
| Client problem | Outsourced solution |
| “We’re really struggling to stay on top of the bookkeeping — it’s constantly falling behind.” | We provide timely and accurate bookkeeping services, ensuring records are always up to date and compliant. This gives clients confidence in their numbers and frees up internal time. |
| “We’re not producing regular management accounts, so we’re flying blind most of the time.” | Our team delivers clear, consistent monthly or quarterly management accounts, providing valuable insight into business performance and supporting better decision-making. |
| “Cashflow has become a real concern lately, and chasing payments is taking up too much time.” | We help monitor and forecast cashflow, manage payment cycles, and implement effective credit control processes – reducing risk and improving financial stability. |
| “We’ve just lost our finance manager and everything feels a bit up in the air right now.” | We offer flexible support to fill the gap. From day-to-day finance operations through to strategic input at FD level – providing continuity and reducing disruption. |
| “We want to move everything to the cloud, but we don’t have the people internally to make it happen.” | We lead the migration to cloud accounting platforms like Xero or QuickBooks, ensuring a smooth transition and training your team to get the most from new systems. |
| We’re applying for funding and need our financials to be investor-ready – but we’re not there yet.” | We prepare clear, accurate financial reports, forecasts, and narratives that support funding applications and investor pitches, helping you present your business professionally. |
| “Most of our finance and admin processes are still manual — it’s slow and error-prone.” | We streamline and digitise finance operations, introducing efficient, automated workflows that save time, reduce errors, and scale with the business. |
| “I’m spending way too much time on finance tasks when I should be focused on growing the business.” | By outsourcing to us, clients regain valuable time and headspace – allowing them to focus on strategy, growth, and running their business, with peace of mind that finance is under control. |
Listen to our clients
“Carpenter Box provides us with outsourced account services. Moving to Carpenter Box transformed our accounts department as we now have access to the best accountants with the latest information. The team are very friendly and helpful, nothing ever seems too much trouble and everything is taken care of in a timely and efficient manner.”
Andrew Homer, Managing Director, H&B Sensors Ltd
Get in touch
If you’ve got any questions about how our Outsourced Finance Function can help your business, please get in touch with our team.
