Business Details
Ethical Accounting Services for Heart-Based Businesses
We are a heart-based accounting firm nestled at the foot of the Bathgate Hills in West Lothian, Scotland. With over 20 years of combined experience, Michelle and Mark Gregory lead our mission to support businesses that prioritise social impact alongside profitability. Our expertise spans cloud accounting, sustainability mentoring, and business coaching, tailored specifically for SMEs, freelancers, and home-based entrepreneurs.We embrace flexible, paperless operations using Xero software, ensuring transparency and environmental responsibility. Our fixed monthly fees provide clarity, while our passion for ethical practices drives our commitment to global causes like the UN Global Goals. By combining technical excellence with compassionate service, we empower clients to achieve financial control and purpose-driven growth.
Services
Bookkeeping
Payroll
Tax Returns
Cloud Accounting
Business Coaching
Sustainability Mentoring
Management Accounts
Virtual FD
Xero Integration
Highlights and features
- We offer 20+ years of experience in business and accountancy expertise.
- Our cloud accounting systems provide real-time financial visibility.
- We specialise in sustainability mentoring aligned with UN Global Goals.
- Fixed monthly fees ensure transparent, predictable pricing.
- We prioritise heart-based businesses creating social and environmental impact.
Associations and certifications
- Chartered Management Accountant
- Chartered Public Finance Accountant
What people say
Ethical approach
Expert guidance
Personalised service
Sustainability focus
Transparent fees
Services
Cloud Accounting
Our cloud accounting services use Xero software to provide real-time financial management for SMEs. Clients access up-to-date records remotely, reducing paperwork and improving efficiency. This digital approach supports environmentally conscious businesses by minimising paper usage.
Sustainability Mentoring
We guide businesses in aligning operations with UN Global Goals through measurable sustainability practices. Our mentoring covers carbon footprint reduction, ethical supply chains, and impact reporting to support purpose-driven growth.
Business Coaching
Combining accountancy and coaching, we help clients understand financial metrics to improve decision-making. Our sessions focus on cashflow management, profit optimisation, and systems to reduce administrative burdens.
Tax Compliance
We handle VAT returns, corporation tax, and personal tax filings with HMRC. Our expertise ensures compliance while identifying legitimate deductions to minimise tax liabilities for businesses and individuals.
Virtual Financial Director
Our virtual FD service provides strategic financial leadership for growing businesses. We offer quarterly financial reviews, forecasting, and advisory to support scalable, sustainable growth aligned with social values.
People
Michelle Gregory
Founder & Chartered Management Accountant
Michelle has 20+ years' experience in business and accountancy, specialising in supporting mumpreneurs and heart-based businesses. She combines technical expertise with a passion for sustainability and social impact.
Mark Gregory
Chartered Public Finance Accountant
Mark brings 20+ years' public sector experience, including NHS and Scottish Government roles. He specialises in process improvement and charity audits, combining commercial expertise with public service values.
Questions
What types of businesses do you work with?
We specialise in supporting heart-based businesses, freelancers, and SMEs including startups, therapists, consultants, and internet retailers seeking ethical accounting solutions.
How do you incorporate sustainability into your services?
We mentor businesses on aligning with UN Global Goals, measure social/environmental impact, and plant trees for client interactions to offset carbon emissions through our 1 Million Trees initiative.
What accounting software do you use?
We primarily use Xero cloud accounting software, enabling real-time collaboration, paperless operations, and remote access to financial data for clients.
Do you offer fixed fee pricing?
Yes, our services start from £99 + VAT monthly with transparent fixed fees, avoiding unexpected charges while providing comprehensive accounting support.
How do you support clients remotely?
We use secure cloud systems, video calls, and digital document management to provide full accounting services online, serving clients across the UK and beyond.
