About Us

How we work

We don’t do one-size-fits-all. Every client's journey starts with listening. We take the time to understand your goals, your challenges, and how you like to work. Whether you're tech-savvy or prefer a phone call over a spreadsheet, we meet you where you are.

Then, we design accounting support that supports you — not the other way around.

We explain things simply, never with ego. We advise clearly, always with your best interest at heart. And we adapt as your needs evolve.

Because good accounting isn’t just about numbers — it’s about trust, timing, and understanding.

Your First 30 Days

Onboarding with Optimyze is designed to make life easier for you:

Discovery: We start by listening. Understanding your business is the foundation of everything we do.

Smart Setup: You’ll be onboarded into our secure UKU client portal, your one place for easy collaboration and communication. For small business owners, we also set up Xero (or QuickBooks) and Hubdoc so your receipts, invoices, and accounts are organised from day one.

Tailored Strategy: You’ll be matched with a certified Xero or QB expert who agrees clear ways of working with you.

Ongoing Support: We stay close, providing straightforward advice and adapting with you as your needs change.

No jargon, no hassle — just practical tools, clear advice, and support that grows with you.

Local Expertise, Global Reach

We know the UK tax system inside out — but our work doesn’t stop at the UK tax boundary.

Many of our clients have ambitions to generate income from around the world. We help them make sense of local rules, global obligations, and everything in between — in a way that feels simple, safe, and empowering.

Whether you’re launching your first business, or an entrepreneur scaling fast and expanding across countries and markets, we bring clarity to complexity — turning cross-border challenges into confident decisions.

Because inclusion isn’t just about who we serve — it’s about how we make accounting work for everyone.

A Refreshingly Different Experience

Many of our clients tell us this is the first time they’ve felt comfortable talking to an accountant - like they’ve had a bit of “business therapy.” That’s no accident.

We’ve intentionally created a space where clients feel safe asking questions, clear on what they’re getting, and confident in their next step.

There’s no gatekeeping here. No hidden fees. No “you should already know this” energy.

Just calm, honest, empowering support - for people who’ve often been left out, underestimated, or overlooked.

Let’s talk

Why?

We’re not just growing a firm - we provide what finance and accounting should be: Clarity. Inclusion. Empowerment. That’s what drives us, every day.

Because when finance and accounting empower people, everything else follows.