Success Stories
Discover how we’ve helped businesses and individuals overcome challenges, achieve growth, and gain peace of mind with our fixed-fee, always-on support.
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Every client is different, and so is every solution we provide. Our case studies highlight how we’ve helped businesses and individuals overcome challenges, seize opportunities, and achieve financial clarity.
Real Impact
Brownies on the Hill Ltd
The Challenge:
Christine, a Housing Executive officer, had started a small brownie business from her home kitchen. As demand quickly grew, she moved operations into a shed at the back of her house, but even with this extra space she was unable to keep up with orders. She wanted to turn the business into her full-time career but lacked the structure, funding, and commercial setup needed to scale.
Our Approach:
We established a new Limited Company for Christine and developed a detailed business plan that positioned her for growth. We connected her with potential investors and supported her through the pitching process, helping her successfully secure £30,000 in funding to acquire commercial premises, outfit a professional kitchen, and hire her first employee.
Ongoing, we provided financial reporting, budgeting support, margin analysis, and strategic advice.
Within three years, Christine had bought out her initial investors and scaled her operation to £45,000 per month in sales, shipping her products across Northern Ireland.
The Result:
Secured £30,000 investment to scale production
Delivered financial planning and growth support
Grew to £45,000 monthly sales within three years
Software Company
The Challenge:
The company was becoming increasingly frustrated with their existing accountant due to poor communication and lack of guidance. Emails went unanswered, calls weren’t returned, and important strategic questions were brushed off. As the business expanded, this created a significant bottleneck and left the owner unsure whether the company and his own compensation were structured in the most tax-efficient way.
Our Approach:
We carried out a full review and identified that their new software platform qualified for R&D tax relief. Working alongside their team, we submitted a claim that delivered £70,000 back from HMRC in the first year, reducing their Corporation Tax bill to zero.
We then restructured the owner’s personal tax position by shifting from a simple salary to a travel-based compensation model, saving him £10,000 annually.
Finally, our senior management accountant migrated the company to Xero, automated supplier invoice processing, and built an integration to feed recurring sales into the bookkeeping system—reducing internal bookkeeping time from 40 hours per week to just 5.
The Result:
Recovered £70,000 in R&D tax relief
Saved £10,000 annually in personal taxes
Cut bookkeeping time from 40 hours to 5 per week
Tech Contractor – Tax Efficiency
The Challenge:
A self-employed IT contractor was paying high tax bills and wasn’t sure if they were structuring their income in the most efficient way. They also found self-assessment filings confusing and stressful.
Our Approach:
We reviewed their income structure, advised on switching to a limited company, and set up cloud bookkeeping to track income and expenses clearly. We also prepared a tax plan designed around their allowances to help reduce liabilities.
The Result:
Annual tax liability reduced by 25%
Stress-free self-assessment and compliance
More retained income to invest in personal savings and pension
Reviews
We moved to Proactive a couple of years ago after too many years with the wrong accountant. The transition was seamless and easy, the team are always quick to answer any queries, we no longer dread meeting our accountant as Jon and the team take the time to explain everything and take time to understand our business needs.
Was a bit anxious about business account but proactive made me feel at ease and took the stress away. Always on time with the accounts, very reasonable and always happy to answer any questions I have. Would deffo recommend! Thanks guys
Excellent team Jon and co at Proactive, very succinct and down to earth advice and very responsive to clients, we have worked with them now for 12 months and look forward to going from strength to strength going forward
Have nothing but great things to say about proactive and in particular Scott verner who has put my mind at ease from the first day of self employment... He made everything simple for me explained everything in terminology that even I would explain and has made himself available even out of hours to answer any queries I have had. Very professional and loaded with knowledge and I know my earnings and legalities are safe in his hands. Thanks guys
Proactive accounting have been incredible over the years, consistently delivering an excellent service, advice and support. I am a sole trader, have used their services for 13 plus years, and recommend them in a heart beat. They know their stuff, and every year save me money....which is why I return year on year. If you need an accountant, these are the guys you should call.
Great accountants. All questions answered and are handling my change from sole trader to limited company. Highly recommended.
Great service such great help especially Scott brilliant
Incredible accountants. We worked with Zakie and Jon who treated us with such respect, professionalism, and really felt like they had our best interest in mind. We will be switching all of our business over to this accountant moving forward. Very communicative and helpful. Can’t recommend them enough!
Solid, dependable and very resourceful. The team are first class at providing a very professional and expert service.