“We have worked with Financial Visibility for a number of years and we continue to refer clients to them as Sanjay and his team have proven themselves many times over to be able to help our clients get the transaction and deal over the line. In many cases there are complex financial, tax and accounting matters to be resolved and with their sector knowledge, experience and personal attention to detail they have really provided a fantastic service.”

Anne HutchingsHutchings Pharmacy business transfer agents

“Sanjay at Financial Visibility helps us by helping our clients get deals and transactions done. He has exceeded our expectation of what is expected of an Accountant, going beyond the traditional role. He continues to have a practical approach with all aspects of the deal transaction and works with all parties to ensure the client’s needs are served. We would gladly recommend Financial Visibility.”

James Yates from FTA FinanceDental & Pharmacy Brokers

“Sanjay and his team have provided valuable support throughout the transaction process, advising on matters arising from their due diligence work and technical advice on the tax aspects. We have worked with them on a number of transactions, some with difficult issues and I rely on Sanjay for his commercial and practical approach to solving the inevitable issues, without drama and in an efficient and economical fashion.”

Tim Clarke from ClarkemairsSpecialist lawyers for Pharmacy & Dental

“We have worked with Financial Visibility on matters from incorporations, acquisitions and other legal areas, particularly in the dental sector. They are always very professional, and always give clear advice and guidance in a prompt and efficient manner.”

Neha Shah from ChapsticksSpecialist lawyers for Dental

“We are an entrepreneurial mid sized UK based business with significant European based revenue and were introduced to Sanjay when our inhouse FD retired. Sanjay helped to transform our financial reporting, streamlining processes and systems, introduced R&D tax credits, assisted us with profitability analysis and helped our finance team grow in confidence and ability to enable us to promote from within. This allowed our management to focus on the business rather than the accounting and tax and as a result we have grown our revenue and bottom line. We continue to work with Sanjay on a range of strategic, financial and tax matters and I would thoroughly recommend Financial Visibility’s outsourced FD and tax services.”

UK/EU International publishing business

“We required a tailored financial data reporting model integrated to our accounting systems that reported our financial performance against a range of KPI’s and regulatory requirements. We worked with Sanjay & Claudio to build this dynamic model that automatically updates data for real time reporting and we continue to work with them as our UK business expands and our need changes. They were able to give us what we wanted in an efficient, transparent and open way and the model continues to work as intended.”

UK national domiciliary care business with multi-site operations

“We didn’t recognise that some of the work we were performing qualified for Research & Development Tax Credits but we were taken through the 6 step R&D process to understand what activities qualified and how much could legitimately be claimed. Financial Visibility took us through the whole process and prepared a clear report that summarised our R&D tax credit claim and they submitted this directly to HMRC as our tax agents, which resulted in a tax position that we wouldn’t otherwise have benefited from. Thank you for assisting us with this!”

Jackie PeckPharmacy Consulting

“Thank you for assisting us with our dental acquisition, the transaction had a number of issues and Sanjay and Harsha were able to guide us through these issues that would otherwise have caused us financial loss. They are clearly experienced and knowledgeable over the sector and transactions and we have benefitted from having them on our side and dealing with matters in such a collaborative and constructive manner with us, the sellers and all advisers to the deal.”

Dr Nikhil ShahDental acquisition

“We were referred to Financial Visibility for the purchase of our first pharmacy and they helped us in many ways to ensure we understood the process and the financial aspects, explaining and modelling the cashflows and profitability so we could far more clearly assess what buying a pharmacy would mean for our family. They also worked with us to manage the ongoing book keeping, VAT returns and all other financials and tax aspects so that we are able to keep on top of finances as an owner of a successful pharmacy. We are far more prepared for our second Pharmacy acquisition and with Sanjay and Harsha’s help we will grow in a structured and manageable way.”

Nikesh PatelPharmacy acquisition

“I was referral to Financial Visibility as I needed to change accountant’s as my online business was growing and there had been a number of issues where I didn’t feel that I was getting the professional and proactive advice that I needed. Sanjay and his team have helped me to manage my business over the past few years by changing to cloud accounting, streamlining accounting systems, linking my online website to Xero and actually making me understand tax and how I can optimise this to pay less tax. Now I can review how the business is performing very easily and quickly at any time, I have real time analysis, the records are up to date, Payroll, VAT, book keeping and all compliance is really well managed and I can check at any time how things are performing. This lets me focus on growing my business which is great. I would recommend Financial Visibility for proactive and professional service!”

Sylvia LiuOnline cloud accounting