Business Details
16 Years
experience
Expert Accounting & Business Advisory Services in Warwick
Leask Advisory Solutions is an award-winning accounting and business advisory firm based in Warwick, dedicated to empowering innovative business owners and entrepreneurs across the UK and internationally. With over 25 years of experience, we specialise in providing tailored financial guidance, strategic planning, and cloud-based accounting solutions to help businesses transition from good to great. Our services include Virtual CFO/CTO support, business mentoring, R&D tax credit claims, and access to funding advice, all designed to address the unique challenges of growing SMEs.We prioritise authenticity, honesty, and trustworthiness, translating complex financial data into actionable insights that drive profitability and long-term success. Our team works closely with clients to ensure compliance, optimise cash flow, and develop scalable strategies aligned with their goals, offering peace of mind and clarity in an ever-evolving business landscape.
Services
Virtual CFO
Business Advisory
Cloud Accounting
R&D Tax Credits
Access to Finance
Virtual CTO/IT Director
Details
- Year established: 2010
Highlights and features
- We offer 25+ years of experience in strategic financial advisory for SMEs.
- Our tailored Virtual CFO services optimise profitability and cash flow management.
- We provide impartial technology strategy guidance and cloud accounting expertise.
- Our team specialises in R&D tax credits and funding access for growth-focused businesses.
- We combine integrity with actionable insights to simplify complex financial challenges.
Associations and certifications
- CIMA
What people say
Highly recommend Julia's expertise
Excellent support and understanding
Peace of mind with financial clarity
Key to business growth
Professional and responsive service
Services
Virtual CFO
Our Virtual CFO services provide SMEs with strategic financial leadership at a fraction of the cost of a full-time executive. We offer cash flow optimisation, profit boosting, and financial modelling tailored to your business needs. With decades of experience, we help clients navigate growth challenges, debt management, and long-term planning to ensure sustainable success.
Cloud Accounting
We specialise in cloud-based accounting solutions, including Xero implementation and training, to streamline financial processes. Our services enable real-time access to financial data, automated invoicing, and secure transaction management. By modernising your accounting systems, we help reduce administrative burdens and improve decision-making efficiency for growing businesses.
R&D Tax Credits
We assist businesses in claiming UK R&D tax credits to fund innovation and process improvements. From eligibility assessment to claim submission, our experts simplify the process, ensuring compliance and maximising returns. This service helps companies reinvest in growth while reducing the financial risk of development projects.
Access to Finance
Our funding advisory services guide businesses through securing loans, equity, or grants. We prepare tailored business plans, cash flow forecasts, and investor pitches to improve financing success rates. By aligning financial strategies with funder requirements, we help clients access capital for expansion and operational needs.
Business Advisory
We offer data-driven business mentoring and performance reviews to enhance decision-making and scalability. Our advisory services cover benchmarking, KPI development, and process optimisation, ensuring clients achieve measurable growth. By translating financial insights into actionable strategies, we support long-term business transformation.
People
Julia Leask
Founder & Director
Julia Leask is a CIMA-qualified accountant with 25+ years of experience supporting SMEs. She specialises in strategic financial advisory, cloud accounting, and international business growth. Her client-focused approach simplifies complex financial challenges, delivering tailored solutions that drive profitability and operational efficiency.
Questions
What accounting services do you offer for SMEs?
We provide Virtual CFO support, cloud accounting, R&D tax credits, and business advisory services tailored to SMEs' needs.
How can you help with business growth planning?
We offer strategic financial modelling, cash flow optimisation, and mentoring to align growth strategies with measurable outcomes.
Do you support international businesses operating in the UK?
Yes, we assist foreign companies with compliance, financial management, and local representation requirements.
What cloud accounting systems do you specialise in?
We are Xero experts, providing implementation, training, and integration services to streamline financial operations.
How do you simplify R&D tax credit claims?
We handle eligibility assessments, documentation, and submissions to maximise returns while ensuring compliance.
Can you help secure business funding?
Yes, we prepare business plans, cash flow forecasts, and investor pitches to improve financing success rates.
