THE CLEVER BEAN DIFFERENCE.

Stop guessing if you’re making money or leaving cash on the table.

Industry Benchmarking: We compare your performance against the best in the glazing and installation industry. We show you how your margins, overheads, productivity and cashflow stack up. You’ll quickly spot the gaps, see where you’re falling short, and know exactly what “good” really looks like, so you can close the gap with confidence.

This is where we go beyond ordinary accounting. Most firms stop at the books. We turn your numbers into action, helping you make smarter decisions, protect profits, and grow your business.

What we do for you:

• Dedicated Senior Advisor: A trusted expert who understands your business and the glazing industry. They’re your main point of contact, guiding decisions and keeping you focused on what matters.
• Management Accounts + Reports: Clear, regular accounts with commentary and trend analysis – so you always know how your business is really performing.
• Performance Insight Sessions: We review your numbers together, identify risks and opportunities, and agree practical actions before the next reporting cycle.
• Annual Budget & Mid-Year Reforecast: Set clear financial targets, track progress, and adjust plans before small issues become big problems.
• Performance Improvement Projects: Hands-on support to fix the issues that hold installers back; pricing structure, cost control, team incentives, marketing ROI and more.

BOOKKEEPING DONE RIGHT.

The backbone of your business is accurate data and that’s what we deliver. Without great bookkeeping, financial insight is not possible. We handle all the essentials so your accounts are up to date, reliable, and ready to guide your decisions.

What we take care of:

• Full Bookkeeping: Reconciliations, control checks, and day-to-day entries
• Processes: designed to prevent errors and give you clarity

We prefer to do your bookkeeping in-house. If the foundations aren’t solid, performance suffers. Clever Insight & Performance only works when your numbers are accurate and up to date. No guesswork. No patch-ups. Just clean, reliable data you can confidently build decisions on. If the books are messy, you’re pricing blind and hoping for the best and that’s not how profitable installation businesses are run.

Accurate books mean clear insight, no surprises, and better decisions.

See How Clever Books Works: Accurate, reliable, and stress-free bookkeeping that powers every decision you make. Click on the button below to see what’s included and how we keep your finances under control.

ACCOUNTS & TAX, STRESS FREE

Year-end accounts. Corporation tax. VAT returns. All the things you know you have to do… but don’t have time to think about. We handle the lot, so you stay compliant without the stress.

What we take care of:

• Year-end statutory accounts for Companies House
• Corporation Tax return with all allowable deductions claimed
• Quarterly VAT returns, filed through MTD-compliant software
• Annual Confirmation Statement

Everything prepared, checked, and submitted correctly.

• No missed deadlines.
• No unexpected tax bills.
• No last-minute panic.

You focus on running jobs and bringing in work. We make sure the paperwork is done right.

PAYROLL & CIS DONE PROPERLY

Paying your team and subcontractors shouldn’t keep you up at night.

We handle:

• Monthly employee payroll: wages, deductions, tax, NI, statutory pay
• Pension submissions: fully compliant with auto-enrolment
• CIS returns: accurate deductions, filed on time
• Subcontractor verification with HMRC

Your fitters get paid correctly. Your CIS is submitted on time. Your compliance is handled.

No missed deadlines. No nasty letters. No stress.

DAY-TO-DAY SUPPORT

• Got a quick VAT question?
• Not sure how to treat a deposit?
• Xero playing up?

We’ve got you!

Unlimited email and phone support for the real-world questions that come up when you’re running jobs, managing fitters, chasing payments, and juggling suppliers.

Xero, payroll, VAT, CIS, cashflow queries, if it affects your numbers, we help you sort it.

Fast. Clear. No jargon.

CLOUD ACCOUNTING & SMART AUTOMATION

Stop chasing paperwork. Stop hunting for invoices. See your numbers clearly, in real time, wherever you are.

What you get:

• Xero Grow Plan: Full cloud accounting with real-time financial visibility, integrated with Clever Bean’s advisory tools
• Invoice Capture: HubDoc or Apron automatically grabs supplier invoices and receipts, keeping your records organised and audit-ready
• Automated Workflows: Speed up routine tasks, reduce mistakes, and free up your time

We make your accounts smarter, faster, and stress-free, so you can focus on winning jobs and running your business.