Corporate Services
Providing Everything You Need
Corporate Finance Support
Expert finance professionals—without the overhead.
At Root Finance, we provide corporate clients with dedicated finance personnel—from bookkeepers and accounts assistants to finance managers, financial controllers, and finance directors.
Whether you need short-term support to cover a gap, additional capacity for key periods like month-end and reporting, or a fully outsourced finance function—we can help. Our team can work within your existing systems or shape a fresh financial process tailored to your needs. Most importantly, we take time to understand what numbers matter most to you and what insights you need to run your business with clarity and confidence.
An Outsourced Solution That Feels In-House
Our finance professionals are employed directly by Root Finance, which means no payroll, contracts, or HR admin for you. You get the benefit of a skilled, reliable finance expert without the complexity or cost of direct employment. But the value goes beyond just one individual—you gain the backing of an entire team.
Based in our Swansea hub, our team collaborates across specialisms—finance, tax, VAT, systems, and beyond. This internal network means the person supporting you is never isolated—they have access to peer knowledge and experience daily, and so do you.
Embedded in Your Team, Representing Your Brand
Our team members can work under your banner, represent your organisation, and be seen externally as part of your in-house finance team. They can attend staff meetings, engage with your leadership, and become a trusted presence within your culture.
We also know that sometimes, face-to-face matters. Our Swansea team is well-positioned on the Swansea to London Paddington rail line, making travel to places like Bristol, Reading, and London quick and straightforward. We're always happy to meet in person when needed—and you’re welcome to visit us at our Swansea hub too.
Built on Quality, Backed by Tech
We combine technical excellence with smart, secure technology. From automated expense claims and workflow approvals to systems that eliminate bottlenecks and reduce manual errors—our approach is built around streamlining processes and removing inefficiencies.
But tech is only one side of the coin. We ensure the right tax treatments are in place—whether it’s VAT, payroll, or corporation tax. Getting it right matters. We focus on accuracy, compliance, and efficiency, so your business can move forward confidently without risk or rework.
We also take financial controls, segregation of duties, and fraud prevention seriously. These aren’t optional extras—they’re baked into how we work, giving you peace of mind that your finances are protected.
Support When Pressure Peaks
Month-end deadlines, board reporting, audits, and year-end compliance can all create pressure points for in-house finance teams. It’s easy to get swamped.
That’s where we step in.
We offer calm, capable support when it’s most needed—helping your team meet deadlines, stay compliant, and keep the business moving. Whether it’s a recurring crunch time or a one-off project, we provide the experience and structure to lighten the load.
Supported People, Strong Performance
We invest heavily in training and CPD for every team member. That keeps us ahead of the curve in a fast-changing financial world. But we also recognise the human side of finance. Being part of a supportive team makes a huge difference, especially in roles where confidentiality is key and decisions carry weight. Our people are nurtured, encouraged, and supported—so they can do their best work for you.
With Root Finance, you're not just outsourcing a function. You’re gaining a trusted partner who integrates, understands, and delivers.
-
Do we need to employ the finance staff directly?No—our team members are fully employed by Root Finance. We handle payroll, HR, training and ongoing development. You get embedded support without the overhead.
-
Can your team use our systems?Absolutely. We can work with your existing finance systems or help implement new tools if needed.
-
How quickly can support begin?We can often mobilise support quickly—whether it’s interim cover, project-specific help, or longer-term capacity.
-
Will we get continuity with the same person?Yes—our goal is to provide consistent, ongoing support. But you're also backed by our wider team.
-
Do you offer in-person support?Yes. Our team is based in Swansea, with easy access to Reading, Bristol and London via the Paddington line.