
ABOUT
CLM Financial provide Bookkeeping, Accountancy, Payroll, Financial Modelling, and Financial Reporting Services. We also provide training in using Xero, a cloud based, encrypted accounting software.
​
We operate digitally, onboarding Clients using Xero which gives our Clients a secure, real time view of their company's financial performance. This enables decisions to be data driven and means you don't have to wait until month-end to have a great idea of how your company is performing. You can be proactive instead of reactive!
​
​
​
​
​
Our founder Carly's years of financial services experience were gained in Private Equity and Healthcare. She set up CLM Financial to help businesses thrive and grow.
​
We are friendly, professional, and honest. We offer a unique set of services, tailoring our approach to match your business' needs. We listen to what you need, keep you in the loop, and save you time. We also offer a 3 month 10% discount to all new clients.
​
​
​


CIMA
%20logo.png)
MIAB

Certified Xero Advisor