SFB Group

What SFB Group does

SFB Group is a UK-based chartered accountancy and business advisory firm headquartered in Nuneaton, Warwickshire, with a second office in Leicester Forest East. Founded in 1955 as Stewart, Fletcher & Barrett Chartered Accountants, the firm rebranded to SFB Group in 2017, consolidating its Midlands presence under a single identity. It is a private limited company (SFB Group Limited, Company No: 09764231) with a wholly-owned subsidiary, SFB Consultants Ltd, and operates ICAEW, ACCA, and AAT accreditations.

The firm offers a full-service portfolio across three clusters: core accountancy (accounts, audit and assurance, bookkeeping, payroll, management accounts, VAT), tax solutions (corporate, personal, inheritance, international, R&D tax relief, Making Tax Digital, tax investigation support), and business advisory (corporate finance, business growth advice, expert witness and forensic accounting). Technology infrastructure relies on third-party cloud accounting and bookkeeping platforms rather than proprietary software, alongside a 'Virtual Cabinet' client portal. The firm differentiates its audit service through a stated 'forward-thinking' approach that reframes audit as a business health check.

SFB Group serves small and medium-sized businesses (sole traders, limited companies, partnerships, LLPs), individuals and private clients, and nine sector verticals including agriculture, dental, medical, manufacturing, property, solicitors, veterinary, charities, and creative industries. Go-to-market is consultative and relationship-led, distributing via free initial consultations, content marketing, SEO, and referrals. Revenue is generated through fee-based professional services, billed quarterly or via monthly direct debit, with no publicly disclosed pricing. The firm operates without external institutional ownership, funding rounds, or disclosed financial performance.

Name

SFB Group

Legal name

SFB Group Limited

Website

https://sfb.group

Company type

Private

Founded year

1955

Operating status

Operating

Headcount range

101–250 employees

Short description

SFB Group is a UK chartered accountancy firm founded in 1955, headquartered in Nuneaton with a Leicester office, serving SMBs, individuals, and nine sector verticals across the Midlands through accountancy, tax, audit, and business advisory services.

Ownership category

akta.pro rank

Headquarters

HQ city

Nuneaton

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services Fees: Fee-based professional services for accountancy, tax, audit, and business advisory services. Fees are billed quarterly throughout the course of the year and due on presentation. Monthly direct debit arrangements are common for ongoing client relationships.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

SFB Group is a chartered accountancy and business advisory firm that delivers professional accounting, tax, audit, payroll, bookkeeping, and corporate finance services to small and medium-sized businesses and individuals across the Midlands. The firm's portfolio spans statutory accounts, audit and assurance, management accounts, VAT and Making Tax Digital compliance, corporate and personal tax planning, inheritance and international tax planning, R&D tax relief, tax investigation support, expert witness and forensic accounting, and sector-specific advisory for nine verticals including agriculture, dental, medical, manufacturing, property, solicitors, charities, creative, and veterinary practices.

Product overview

SFB Group is a midlands-based firm of chartered accountants and business advisers offering a comprehensive suite of accountancy and advisory services. Their portfolio includes core accounting services (Accounts, Audit & Assurance, Bookkeeping, Payroll, Management Accounts), tax services (Corporate Tax Planning, Personal Taxation, Inheritance Tax Planning, International Tax Planning, VAT, R&D Tax Relief, Tax Investigation Service), and business advisory services (Business Growth Advice, Corporate Finance, Expert Witness & Forensic Accounting). They also provide sector-specific expertise across nine industries including agriculture, dental, medical, manufacturing, and legal sectors. The firm operates as a service-based consultancy rather than a software product, delivering services through qualified accountants and tax professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounts/Accounting Services Comprehensive accounting and consulting services including accounts receivable, cash-flow analysis, invoicing, financial statements, and management accounting backed by cloud accounting software, targeted at small and medium businesses.
• Audit & Assurance Statutory and voluntary audit services that transform auditing into a valuable business health check, providing confidence in financial statements, accounting procedures, and the efficiency and effectiveness of internal controls for businesses subject to or seeking assurance.
• Bookkeeping Outsourced bookkeeping services delivered using current cloud-based software, providing ongoing financial record-keeping support for small businesses.
• Business Growth Advice Strategic business advisory services including business planning, structure optimisation, corporate finance, and succession planning, designed to help growing businesses maximise success.
• Corporate Finance Advisory services supporting businesses raising funds, executing acquisitions, or undertaking restructuring, including connecting clients with appropriate funders and lenders.
• Corporate Tax Planning Strategic planning to legally minimise company tax liability, optimise corporation tax efficiency, and ensure HMRC compliance for limited companies and other corporate entities.
• Expert Witness & Forensic Accounting Specialist forensic accounting and expert witness services for cases involving disputes, fraud investigations, or commercial litigation, producing clear reports designed to withstand court scrutiny.
• Inheritance Tax Planning Strategies designed to reduce inheritance tax burden on beneficiaries and protect assets within the context of broader estate planning.
• International Tax Planning Advisory services for businesses with overseas operations, subsidiaries, or cross-border transactions covering transfer pricing and consolidated group accounts.
• Management Accounts Regular financial reporting and analysis providing businesses with the ongoing financial information required for decision-making and performance monitoring.
• Payroll Fully outsourced payroll services handling RTI submissions, pensions auto-enrolment, and ongoing payroll administration for employers.
• Personal Taxation Tax consulting and personal financial planning services for individuals, including self-assessment tax returns, tax deductions, and income tax efficiency.
• VAT VAT compliance services that ensure businesses meet Making Tax Digital requirements, including preparation of VAT returns and margin scheme advice.
• Making Tax Digital Compliance support for HMRC's Making Tax Digital initiative, helping businesses transition to digital tax record-keeping.
• Research & Development Tax Relief Assistance for innovative companies in claiming R&D tax credits and relief for qualifying software development, product innovation, and process improvements.
• Tax Investigation Service Support and representation for clients facing HMRC enquiries, tax investigations, and disputes.
• Sector-Specific Accounting Services Specialist accounting and advisory services tailored for nine industries including agriculture & farming, charities & not-for-profit, dental practices, medical practices, manufacturing & engineering, creative industries, property & construction, solicitors, and veterinary practices.

Segments10 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Saffery Champness: UK top-30 chartered accountancy firm with strong private client and owner-managed business focus, offering audit, tax, and wealth planning services. Directly comparable to SFB's mix of SMB and personal tax work.
• Crowe UK: Mid-tier UK chartered accountancy firm delivering audit, tax, advisory, and sector-specialist services. SFB and Crowe directly compete for owner-managed businesses and mid-market clients across the UK.
• Moore Kingston Smith: UK mid-tier chartered accountancy firm providing audit, tax, and advisory services to SMBs, owner-managed businesses, and not-for-profits. Comparable client mix and service portfolio to SFB.
• Bishop Fleming: UK regional chartered accountancy firm of comparable size with multi-office presence, offering accounts, audit, tax planning and sector-specific services. Directly comparable in target market and service breadth to SFB Group.
• UHY Hacker Young: UK accountancy network with member firms providing audit, tax, and advisory services to SMBs and internationally active mid-market clients. Closely comparable to SFB in service scope and target segments.
• MHA (formerly MacIntyre Hudson): UK top-20 accountancy and advisory network with regional member firms offering audit, tax, and advisory services. SFB competes for similar mid-market clients and shares the multi-office, partner-led delivery model.
• PKF Francis Clark: UK mid-tier regional chartered accountancy firm with comparable service offerings (accounts, audit, tax, advisory) and a similar vertical mix. SFB competes for the same SMB and owner-managed business clients across regional UK markets.

Broad incumbents

• RSM UK: Top-10 UK audit, tax and consulting firm with a broader national footprint and larger mid-market focus. Overlaps with SFB in audit, tax, and corporate finance services but serves larger enterprises.
• BDO UK: Top-5 UK accountancy and advisory firm offering audit, tax, and consulting across multiple sectors. Larger scale than SFB but competes for the same mid-market and growth-stage clients, particularly in audit and corporate finance.

Regional players

• Forbes Dawson: Midlands-based chartered accountancy firm offering accounts, audit, tax and advisory services to SMBs. Directly comparable in geography and service mix to SFB's Nuneaton/Leicester base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/sfbtweet

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SFB Group