Trying to make business decisions that work for different family members as well as the business itself?
Unsure how to plan ahead when personal goals, family expectations and commercial priorities all need to be considered together?
Looking for an accountant who understands succession, tax planning and the reality of running a family business from the inside?
We get it – family businesses come with unique challenges!
You need an accountant who explains things clearly, not one who hides behind jargon. At Unico 3, not only do we work with family businesses, we are one ourselves, so we understand the complexities that come with balancing family priorities, business performance, succession planning and tax. We give proactive advice, not just a set of year-end accounts, and we meet regularly so you always know where you stand. With clear reports, friendly support and practical guidance, we help you align different personal goals with the wider goals of the business, plan ahead and avoid unwelcome surprises.
Understand the numbers
Align family and business goals
Plan ahead with confidence
Its time to start using your accounting information as a roadmap for the future of your family business, and your accountant should be helping you navigate the way.
How manage finance for a family business
Download our How manage finance for a family business Ebook
Get in touch
Book a discovery call with our team now so we can understand your family business, your future plans and the people involved in making decisions, and find out if we are a good fit to work with you.
Make a Plan
Work with us to develop a plan of support, advice and simple finance processes to help your family business move forwards with clarity. Its tailor made for you, because every family business is different and your plan should reflect that.
Use Accounts to Grow
We will look after it all so you have the information you need, remain compliant, minimise tax and stay ahead of upcoming liabilities, leaving you free to focus on running the business and planning for the future.
Running a family business is hard enough without feeling confused by your accounts. When you only get information once a year, do not really understand the reports you receive and have no clear view of what tax is coming up, it is easy to feel stuck or worried about making the wrong move. We work with family business owners to turn confusing accounts into straightforward, useful insight you can actually act on. That means regular reviews, clear dashboards and reports, and proactive advice that links your numbers to your goals – whether that is supporting different family members, planning for succession or making sure decisions are tax efficient. Instead of dreading your year-end or being caught out by an unexpected tax bill, you will know where you stand, what is around the corner and how to plan with confidence.
The Packages
Family Business Foundations
Are your finances set up to support the long-term future of your family business? Our Family Business Foundations Package covers everything from bookkeeping through to filing your year-end accounts, while also checking your accounting systems so your reports are clear, accurate and genuinely useful. You will see exactly where your income comes from, where your money goes, and how to use that information in day-to-day decisions, not just for compliance. This support usually fits best for family businesses from around £200k to £500k turnover.
Extended Business Support
Want to make better decisions, keep everyone aligned and avoid financial tension building over time? Our Family Planning Support Package gets into the detail of your numbers, helping you understand the why behind profits, cashflow and tax, so you can make better decisions for both the business and the individuals involved. Together we will review performance regularly, plan ahead and make sure financial decisions support the wider goals of the family. This support usually fits best for family businesses around £500K to £1M turnover.
Strategic Succession Partner
Ready for a finance partner who can help you think beyond the day-to-day? Our Strategic Succession Partner Package gives you access to senior-level accountants, working alongside family business owners to shape long-term plans, support succession and make sure tax planning is built in early. We help you prepare for the future, reduce uncertainty and ensure everyone understands the financial implications behind key decisions. This support usually fits best for established family businesses from around £1M turnover and above.
