Fortune Financials Ltd

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Overview

Operates in United Kingdom
Posting since 2023

Portfolio

Services

Accounting

Bookkeeping Services

Business Accounting Services

Tax Preparation

Business Financial Planning

Description

Fortune Financials was set up in 2022 by two qualified accountants both with over 20 years experience in all aspects of bookkeeping, management accounts, VAT returns, cashflow, payroll and management reporting.

We are certified advisors in both Xero and Quickbooks as well as having experience of most other accounting software packages.

We believe the best way to grow is to have strong financial foundations and are able to help you achieve that in a way that gives you value for money and time away from the day to day upkeep of your finances so that you have the time to run and grow your business.

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Reviews (4)

Please note: any reviews provided by our partner, Bark are not managed or verified by Gumtree.

4.3out of 5

4 reviews

Dr Esther Cole

19 October 2024

I worked with Fortune Financials for a year as a sole trader. They helped with invoicing and provided sound advice that initially helped my business grow. Unfortunately, the transition to limited company was handled unprofessionally and with some risk to my business. They dropped out with 7 days notice and I had to watch my business unravel. Their customer “DIY” approach to setting up my limited company meant I requested two PAYE authorisations and neither I, nor they, knew limited companies can only have one. I therefore experienced months of delays getting paid. One director initially refused to submit my tax return despite the fee being included in the monthly direct debit I had paid for a year. The handover was chaotic, although a zoom recording was made for the new accountant, and I realised when the new accountants started that sums of money had not been reconciled or invoiced for (over £1000). The process they had used to create financial statements was manual in excel, line by line, and took them hours, when I since discovered this could be done using the software I provided. In summary, I needed to put this review on here because my business was at risk for a short period, and I need to warn others who may be making the transition from sole trader to limited company. My sense is that they took on too many clients and had to drop the smaller businesses/time-consuming work quickly to free up their time. However, had they used the software efficiently, I would have gladly paid them the same fee for less work.

Geza

7 June 2024

Fortune Financials Ltd helped my business grow and stay compliant with the HMRC requirements. Vandna and Jayeeta were extremely helpful when I needed help or something to clarify. Exceptional service and attention to detail. Higly recommended!

Amit Dass

5 April 2024

I have been a client of Fortune Financials for over a year now and they come with huge level of experience which has contributed to a significant change in my company's bookkeeping, financial reporting and other financial processes. I would highly recommend Fortune Financials to anyone looking for highly quality finance support.

Michael Kenton

4 February 2023

They knew about the issues we deal with.