Accountability Edinburgh

Accountability Edinburgh If you have questions about your finances, we have ANSWERS! We're a small team of qualified accountants passionate about delivering solutions.

We love being pro-active, thinking creatively about making your finances work for you.

I already use Xero, and it gives me all the reports I need. Why add another tool?  Your accounting software shows the nu...
23/06/2026

I already use Xero, and it gives me all the reports I need. Why add another tool?

Your accounting software shows the numbers.

Management reporting tools help you understand and act on them, faster, clearer, and with more insight.

Mina runs a small but growing architecture studio. She uses Xero for invoicing and bank reconciliation. From time to time, she looks at her profit and loss report and believes as long as she’s invoicing regularly and the bank balances look healthy, then she’s doing fine. Things seem okay, until:

❓ She considered investing £6k in a new service line
❓ A key client asked for a 15% discount
❓ She wasn't sure how fully her team was being utilised

Mina wanted to make the right decisions, but all she had was the standard P&L reports which only showed the past. Not the impact of potential changes.

After discussing with her bookkeeper, they introduced Fathom, a reporting tool that integrates directly with Xero. Now, Mina receives clear, visual, and customised reports that help her make better decisions.

By using Fathom Reports, Mina was able to:

📈 Track project profitability
📈 Forecast the impact of big spends and new investments
📈 Measure custom KPIs, such as Staff Utilisation
📈 Model pricing scenarios before saying yes to discounts

Would you like to see what custom management reporting could look like for your business? At Accountability Edinburgh, we offer bespoke Management Reports using Fathom. Email us on [email protected] and one of our team members will be happy to help 😊

📸 Picture from our Team Day last year in our fabulous meeting space. We've just received the pics in from this year's Team Day and can't wait to share with you all 🤩

21/06/2026

There is no one-size-fits-all approach to flexible working.

In this short video, Sarah talks about what it looks like for her.

We’re proud to be an organisation that supports flexibility that works for all our team members; whether that be part-time, compressed hours, hybrid working - we have it all.

We know several firms who also offer a health check service - and this has led to some confusion recently. 🩺 One client ...
16/06/2026

We know several firms who also offer a health check service - and this has led to some confusion recently.

🩺 One client recently told us that they'd had a health check. It cost them £000s and they'd found it wasn't beneficial at all.

💰 Another told us that they'd seen a far cheaper health check than ours. We’ve checked online and right enough - it promises a huge amount of value - for less than £100 ⁉️ We’re sorry - but our professional scepticism has kicked in. Either that firm doesn't know how to price - or the service they're offering isn't personalised advice.

If we’re finding it confusing - it must be incredibly hard for business owners.

So – we thought we’d outline our offering - being very clear about what happens:

1. We'll meet with you for around 4 hours. We spend that time getting to know your business, the frustrations you have with it and where you want to get to. We'll ask you to talk us through what you are doing and using to manage your finances. We'll ask you about what works well - and what is not.

2. We'll spend some time looking through your accounts. We'll run through a 113 point review process which we have developed after having been through this process A LOT! The framework is designed for us to check key numbers, assess the health of your financial reporting - and review how everything is working.

We'll also look at your financial policies (if you have them), your reporting - and how meaningful these are, given what you've said about where you want to get to.

3. We'll send you a report that outlines our findings, our recommendations - and a suggested plan of action. Sometimes our recommendations are easy quick-wins, sometimes they may mean integrating a bit of software (or fixing an integration) - and sometimes it may mean a bit of work. Potentially re-coding to create analysis you need for example.

4. Finally - we'll meet to follow up on that report - and discuss your next steps. We'll be honest and pragmatic in our findings - as our aim is to make sure you're getting the absolute most out of your reports so you can run your business in the way you want to.

The fee for this service is £950 + VAT. It's payable in advance (a lesson learned) and that's it.

If you want us to help you with anything we identify then we'll give you a fee proposal for that - but equally - you could also take that to your current accountant or bookkeeper and ask them to help you - or where we think you could do it yourself - we will tell you that.

This isn't the only way you can work with the team at Accountability Edinburgh - but if you're thinking of taking on a virtual finance team - it's also a great way to see our approach. 😜

Picture is totally unrelated - but it's and we wanted to share this photo of the team at Portobello beach this time last year 🏖️

We recently asked our network for nominations for our 2026/27 Charity Partnership. We really appreciate the time and car...
14/06/2026

We recently asked our network for nominations for our 2026/27 Charity Partnership.

We really appreciate the time and care that went into the applications. We reviewed them very carefully - put it to a vote among the team and the results are in..

We are delighted to announce Give Blood 4 Good as our charity partner for 2026/27 🩸✨

Scotland’s blood stocks are under increasing pressure. Blood has a short shelf life and demand remains constant across healthcare settings, from being an essential part of care in emergencies and surgeries, to supporting people living with cancer and blood disorders.

Scotland needs around 450 people to give blood every day to meet this demand.

Give Blood 4 Good's mission is to empower people to give blood as soon as they're eligible until they're no longer able - and myth-busting some common misconceptions around the process.

We'll be talking lots more about Give Blood 4 Good's work, making pledges to support their mission - and signposting to how you can donate. Watch this space!

Here's a Xero tip for anyone that wants to recharge expenses. Say, for example, you manage a portfolio of short term pro...
09/06/2026

Here's a Xero tip for anyone that wants to recharge expenses.

Say, for example, you manage a portfolio of short term property lets. Part of your service is to replace the odd toaster, buy toilet rolls - or get a washing machine serviced.

It can be tricky to remember to charge those costs on to clients. You've either got it in your head, you're running a spreadsheet or you've got some other list.

When you enter the bill for the purchase to Xero, select the button “Assign to Project or Customer”. Choose “Customer” and select the appropriate client.

When you come to invoice that customer, you’ll get a prompt - to add all the costs you’ve incurred - with the option to add to your invoice.

No more accidentally paying to service someone else’s washing machine, no more free toilet rolls.

It’s easy - and saves you time and effort 🤩

And if you really want to supercharge - combine this with tracking categories by property reference and then you’re flying ✈️

And this can be applied to loads of industries. Wherever you’re billing on costs incurred to a customer.

Picture of some of the team at the Accounting Excellence Awards last year where we WON Bookkeeping Team of the Year – so you know we know what we’re talking about 😉

Accountability Edinburgh has been named among The Sunday Times Best Places to Work 2026 🤩The Sunday Times, in partnershi...
22/05/2026

Accountability Edinburgh has been named among The Sunday Times Best Places to Work 2026 🤩

The Sunday Times, in partnership with WorkL, recognises organisations with the highest levels of employee engagement, experience and wellbeing in the UK.

Rosie said: "At Accountability Edinburgh, one of our values is being good humans. We are engineering Accountability to be the best employer we can imagine – interesting work, tangible and real progression pathways, investment in training – and at the core – recognition that our team also need space and freedom to live their best lives. This comes on the back of our recent B-Corp certification – and also our accreditation as one of the first businesses in the UK to be certified as a Flexible Employer."

The press release is on our blog ⬇ https://www.accountabilityedinburgh.co.uk/blog/accountability-edinburgh-revealed-as-a-the-sunday-times-best-places-to-work-powered-by-workl

We're absolutely thrilled! 🎉

Now this is the kind of start to an email we LOVE to get!Because when a small business owner finds a potential solution ...
21/05/2026

Now this is the kind of start to an email we LOVE to get!

Because when a small business owner finds a potential solution to something that's been keeping them awake at night they want to act.

And it sounds dramatic to say that not having a grip on your finances can be a nightmare – but we hear this again and again...

🫨 No financial clarity - are you actually making any profits?
🛣️ No clear pathway to get you the insights you need
⏰ Time spent on outdated, manual process that you just know could be better - but don't know where to start
💡 No one to ask for help - and your current accountant gives you great insights - but it's a pity they're from 9 months ago (or longer)

At Accountability Edinburgh we offer a virtual finance team. We're Xero specialists and the current Xero Bookkeeping Team of the Year AND Client Champion! You can buy a slice of the right team to support your business. We have a team of 18, including qualified and in-training accountants and qualified payrollers.

We'll put together a team to best serve you - with a transparent fixed monthly fee and a clear scope of the work we're supporting you with.

A previous client once recommended us as 'better than a sleeping pill'. It's not, maybe, the most flattering description 😆 but if we help our clients sleep more soundly - then we’ll take it 😇

Our year with Cancer Card 💛https://www.accountabilityedinburgh.co.uk/blog/charity-partnership-cancer-card-accountability...
15/05/2026

Our year with Cancer Card 💛

https://www.accountabilityedinburgh.co.uk/blog/charity-partnership-cancer-card-accountability-edinburgh

In our latest blog, we talk about what we've got up to throughout our charity partnership. Our Community Champion, Jill, perfectly summed up what this partnership has meant to us:

“Cancer Card is an incredibly focussed charity which has helped so many people find the support they need when they are diagnosed with cancer, and we have been very privileged to be able to help them over the past year as our charity partner.

As a small office, many of whom work from home, we have all enjoyed supporting Cancer Card over the last year. I personally loved walking the Kiltwalk for the charity, marching through areas of Edinburgh and East Lothian I hadn’t been to before and being greeted by Lorraine and Gordon at the end.

The April Challenge was great fun, and we managed to raise a lot of money through some fun office missions! The swear/sigh challenge in the office was great fun as well as we quickly realised we all did both more than we thought and took great pleasure in ‘clyping’ on each other. The step challenge was taken seriously, and the team managed to walk an eye-watering 2,315,106 steps in April, averaging 9,646 steps per day - that’s a lot of walking!”

What's next? We’re now looking for our Charity Partner for 2026/27. If you’re a charity and would like to apply, we’d love to hear from you – details via the link below!
https://forms.cloud.microsoft/e/CjEKLZXeZ4

Testimonials like this make our day 🤩Michelle and the Payroll team are all about making complex payrolls feel simple, st...
14/05/2026

Testimonials like this make our day 🤩

Michelle and the Payroll team are all about making complex payrolls feel simple, stress‑free - and even enjoyable! Thank you to Victoria at Genesis for trusting us and sharing such kind words 💙

Address

Edinburgh

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+441316611611

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