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.

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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:

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.

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Handwritten name - "John"

John Robertson MICB PM.Dip

Director

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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.

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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.

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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

Running everything yourself—including the books.

Admin eating your evenings?

You’re doing everything yourself—from client work to chasing invoices. Financial admin is stealing your time and headspace.

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

You’re busy—but is it actually profitable?

Momentum, but little clarity?

You suspect some jobs or channels aren’t paying — but don’t know which.

We help you:
• Profit forecasting and scenario planning
• Performance reviews with insights
• Bookkeeping, VAT, accounts and tax

Ambitous New Startup

Just launched—unsure what’s essential and what’s not.

Starting a business is overwhelming

You want to get things right but don’t know where to begin with the finances.

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

Higher-income employed, side hustler or landlord?

You're earning, but need help with taxes

Whether it’s a side gig or your main income, you need a simple way to stay compliant.

We help you:
• Self-assessment tax done for you
• Help with allowable expenses
• Support and guidance during the year
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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.