Straightforward accounting, bookkeeping and business support for small businesses, landlords and property professionals.
Get in touch Our servicesHelping smaller businesses keep accurate records, understand their finances and stay on top of their accounting obligations.
Transaction recording, bank reconciliation, bookkeeping reviews and practical support preparing reliable financial information.
Preparation and submission support for VAT returns, including reconciliation of VAT records and identification of potential errors or inconsistencies.
Organisation and reconciliation of year-end records, helping businesses get their accounts into a clear and supportable position.
Practical analysis of income, expenditure, cash flow and business performance to help owners understand the numbers behind their business.
Accounting support particularly suited to landlords, property businesses and professionals operating within the property sector.
Helping put better financial processes in place, including record keeping, account structures and cloud accounting systems.
Oakmont Financial was created to provide straightforward financial support to small businesses and individuals who want their accounts dealt with carefully, clearly and efficiently.
The service is led by Noel Potter, who combines accounting studies with more than two decades of professional experience within financial services, alongside hands-on experience running property and service businesses.
The emphasis is on understanding what the figures actually mean, identifying inconsistencies rather than simply carrying them forward, and helping clients establish cleaner financial processes for the future.
We take time to understand your business and how transactions actually arise rather than simply assigning them to categories.
Accounting should help you understand your business. We aim to explain issues in practical language rather than unnecessary jargon.
Wherever possible we help improve record keeping and systems so future accounting becomes simpler, faster and more reliable.
Get in touch for an initial discussion about what you need and how Oakmont Financial may be able to help.