CLARITY. CONFIDENCE. CONTROL.
Beyond accounting: your virtual CFO and finance department
We help you turn your numbers into decisions—and your decisions into growth. From expert bookkeeping to virtual CFO support, we give you the tools to grow confidently, plan ahead, and stay in control.
Whether you’re a sole trader or a growing company, My Finance Department is your embedded finance team. We go beyond the basics to deliver forecasting, budgeting, and strategic financial insight—so you can focus on what matters and move forward with purpose.
WELCOME TO MY FINANCE DEPARTMENT
Finance support that goes further
Welcome to My Finance Department, your expert finance partner for ambitious small businesses, sole traders, and charities, as well as individuals needing self-assessment tax returns. We offer virtual CFO services and combine practical bookkeeping with strategic financial insight to help you make better decisions, grow sustainably, and stay fully compliant.
With decades of commercial experience, we offer the finance function your business needs to grow. From clear day-to-day bookkeeping to forward-looking decision support, we help you stay in control, meet your obligations and plan with confidence.
We offer:
- Virtual CFO Services – Gain the strategic financial leadership your business needs without the full-time cost. From forecasting and budgeting to performance tracking and funding readiness, we help you improve profitability, make informed decisions, and scale with confidence.
- Bookkeeping - Stay on top of your day-to-day transactions with accurate, efficient bookkeeping that keeps your financial records up to date and stress-free.
- Accounts – Prepare and submit your year-end accounts with confidenace, ensuring accuracy and meeting all regulatory deadlines.
- Tax Returns - From VAT to corporation tax and self-assessment, we manage your tax obligations and filings, keeping you compliant.
- Payroll Services – Reliable payroll support to keep your team paid accurately and on time, with all HMRC requirements handled for you.
If you’re ready to take your business further, with a finance partner who help you see the big picture as well as the fine detail, let’s talk.
There’s no pressure, just a chance to find out what’s possible.
John Robertson MICB PM.Dip
Director
- Call us on 0131 287 6783
- Email us at enquiries@myfinancedepartment.co.uk
- Fill out the form opposite and we'll respond within 24 hours
- Book an appointment by clicking the button below
- 0131 287 6783
- enquiries@myfinancedepartment.co.uk
- Fill out the contact form at the end, or
- Book an appointment by clicking the button
Get in Touch
Ready to get started or have a question? We’d love to hear from you.
Please fill out the form below and one of our friendly finance experts will be in touch within 24 hours to discuss how we can help.
OUR SERVICES
What we do and how it helps you grow
What we do and
how it helps you grow
We deliver an end-to-end finance function that evolves with your business. From strategic insight to everyday accuracy, our services don’t just keep you compliant—they give you clarity, control, and room to grow.
Virtual CFO
Strategic finance leadership without the full-time cost. We work as part of your team—offering forecasting, budgeting, performance tracking and funding support so you can scale with confidence.
Strategic Planning
Set a clear direction for your business. We help you plan for profitability, manage risk, and ensure your long-term growth goals are financially grounded.
Financial Reporting
Keep your finances organised and stress-free with accurate, professional bookkeeping. We handle the details so you can focus on the bigger picture.
Bookkeeping
Keep your business finances organised with accurate, professional bookkeeping. We manage your transactions and records, keeping you compliant and giving you peace of mind.
Accounts & Tax
Year-end sorted. We prepare and file accounts and tax returns accurately and on time—helping you stay compliant and claim what you’re entitled to.
Payroll Services
Payroll you can trust. We handle payslips, deductions and HMRC submissions, so your team gets paid right and on time—without the admin headache.
OUR CLIENTS
Who we work with and how we help them grow
Who we work with
and how we help them grow
We work with sole traders, individuals, partnerships, limited companies, and charities across Edinburgh and beyond — each with unique financial needs. Below are just some of the ways we support our clients on their path to clarity, compliance, and growth. Hover the mouse over to reveal how!
We work with sole traders, individuals, partnerships, limited companies, and charities across Edinburgh and beyond — each with unique financial needs. Below are just some of the ways we support our clients on their path to clarity, compliance, and growth. Click to reveal how!
Time-Poor Sole Trader
Admin eating your evenings?
How we help you:
• Bookkeeping, VAT and self-assessment tax done for you
• Simple, jargon-free updates
• One point of contact—no chasing
Growth-Ready Business
Momentum, but little clarity?
We help you:
• Profit forecasting and scenario planning
• Performance reviews with insights
• Bookkeeping, VAT, accounts and tax
Ambitous New Startup
Starting a business is overwhelming
We help you:
• One-off setup of your new accounting software
• Training on what to track and how
• Support available as you grow control
Individual
You're earning, but need help with taxes
We help you:
• Self-assessment tax done for you
• Help with allowable expenses
• Support and guidance during the year
NEXT STEPS
Getting Started is Quick & Easy
Getting Started is
Quick & Easy
We make it easy to take control of your business finances. Our straightforward, no-obligation process ensures you get the right support—without the hassle. Here’s how it works:
DISCOVERY CALL
Understanding
Your Needs
Let’s chat about your business and goals.
We start with a free, no-obligation conversation to understand your business, bookkeeping needs, and financial challenges.
✔️ No jargon, just clear advice on how we can help
✔️ A chance to ask questions and explore what support you need
✔️ Completely obligation-free
Based on this, we’ll put together a tailored proposal designed to support you.
ONBOARDING
Getting You
Set Up
We handle the setup, so you don’t have to.
Once you’re ready to go, we take care of the admin and setup, including:
✔️ Verifying your ID for compliance
✔️ Setting up or optimising Xero for your business
✔️ Getting to grips with your existing financial records
You’ll have everything running smoothly, hassle-free.
ONGOING SUPPORT
Great Service,
Every Month
Accurate bookkeeping & expert insights.
With everything set up, we take care of your day-to-day bookkeeping, VAT, and financial reporting, keeping you informed and stress-free. You’ll always have:
✔️ Up-to-date records so you know where you stand
✔️ Regular reports to support decision-making
✔️ Friendly expert advice whenever you need it
Financial clarity, so you can focus on growing your business.
Want to Know More?
Get in Touch.
Your finances shouldn’t hold you back—they should propel you forward. Let us show you how. Whether you’re looking to tidy up your books, plan for sustainable growth, or simply need a dependable finance partner, we’re here to help. Make My Finance Department your finance department.
Want to Know More?
Get in Touch.
Your finances shouldn’t hold you back—they should propel you forward. Let us show you how. Whether you’re looking to tidy up your books, plan for sustainable growth, or simply need a dependable finance partner, we’re here to help.
Make My Finance Department your finance department.
