At Battle Financial, we believe good financial support is about more than getting things filed correctly. It’s about confidence, clarity, and having the right level of support at the right time.

We work with business owners in different ways, depending on what they need from their accountant.

Some clients are happy with compliance handled efficiently and quietly in the background. 

Others want someone they can talk things through with before decisions are made.

Neither approach is better than the other — they’re just different.

That’s why we offer clear service levels, so expectations are aligned from the start.

Our Compliance service focuses on accuracy, deadlines, and peace of mind.

It’s designed for straightforward businesses that want their bookkeeping, accounts, and tax returns handled reliably, with minimal ongoing involvement.

This service works well if:
    • your affairs are relatively simple
    • you don’t need regular input during the year
    • you’re comfortable making decisions independently

Compliance Plus includes everything in Compliance, with the addition of ongoing support and advisory input.

This service is designed for business owners who value having a sounding board — someone they can run things past, ask questions, and plan with during the year.

Clients on Compliance Plus benefit from:
    • access for questions and reassurance
    • routine planning conversations
    • periodic reviews and check-ins

The difference is not about extra tasks — it’s about availability and involvement.

Our Finance Partner service is a proactive, ongoing advisory relationship.

It’s designed for decision-makers who want regular strategic input, forward planning, and a trusted finance partner alongside them as the business evolves.

This service includes:
    • scheduled advisory meetings
    • proactive tax and cash flow planning
    • priority access and support
    • commercial insight as decisions arise

Many clients start with Compliance and move to Compliance Plus as their needs change. We review services regularly and adjust where appropriate, so support always reflects reality.

Our approach is simple... to provide the right level of support, at the right time for you and your business.