Lodestar Accounting Limited

What Lodestar Accounting Limited does

Lodestar Accounting Limited is a UK-based, B Corp-certified chartered accountancy practice founded in 2016 by Chloe Fallon and headquartered in Tamworth, England. The firm delivers tiered recurring accountancy services to purpose-led challenger brands and SMEs across the UK, structured around business lifecycle stages: Start-Up, Growth, Scale-Up, and Individuals. Its core offering spans bookkeeping, VAT and tax compliance (including MTD preparation), management accounts, sole trader support, and at the premium tier a fractional Virtual Finance Director package priced at £845+VAT per month, which includes Fluidly-driven 12-month cashflow forecasting, KPI analysis, and monthly board-level meetings.

The technology stack is built on Xero as the primary cloud accounting platform, integrated with Dext (receipt processing), Apron (payroll payments with fraud-prevention workflows), Link My Books (e-commerce accounting for Amazon/eBay), Fluidly (cashflow forecasting), and Senta (practice management). In January 2025 the firm launched Beanie Bot, an in-house RPA tool that automates repetitive data entry within bookkeeping workflows, operating under secure user accounts with tightly scoped data access. Services are sold via direct sales — website contact form, consultation call, then onboarding — supplemented by content marketing (blog, podcast, social, lifecycle quiz) and Google reviews as social proof. Lodestar is a private, founder-owned limited company with no external funding, ~15-20 staff, and segmental concentration across SME and sole trader clients.

Name

Lodestar Accounting Limited

Legal name

Lodestar Accounting Limited

Website

https://lodestaraccounting.co.uk

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Lodestar Accounting Limited is a UK-based B Corp-certified accountancy practice serving purpose-led challenger brands and SMEs with tiered subscription services across the business lifecycle (Start-Up, Growth, Scale-Up, Individuals), augmented by a fractional Virtual FD package and built on a Xero-centric cloud accounting stack.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)

Keywords

• Cloud accounting services
• Fractional finance director
• Bookkeeping and compliance
• Tax compliance services
• SME accountancy services

Headquarters

HQ city

Tamworth

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Lifecycle-Based Accountancy Services (Subscription): Recurring subscription services structured around business lifecycle stages: Start-Up, Growth, and Scale-Up tiers. Services include bookkeeping, VAT/tax compliance, financial software setup, management accounts, and strategic FD support. Priced as a subscription with transparency around no hidden fees.
2. Virtual FD Package (Monthly Subscription): Premium tier fractional finance director service at £845 + VAT per month, including monthly management accounts, KPI analysis, Fluidly cashflow forecast, annual budget/forecast, and monthly meetings. Represents upsell/land-and-expand from base accounting services.
3. Sole Trader / Individual Services: Accountancy and compliance services for sole traders, solopreneurs, and freelancers, including Making Tax Digital preparation, self-assessment, and ongoing financial guidance.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels7 records

Core offering

Lodestar Accounting Limited is a UK-based accountancy firm providing tiered financial services structured around business lifecycle stages (Start-Up, Growth, Scale-Up, and Individuals). Core services include bookkeeping, VAT and tax compliance, management accounts, cashflow forecasting, payroll integration, and fractional Finance Director support. Services are delivered through Xero and a stack of integrated cloud platforms (Dext, Apron, Link My Books, Fluidly), with automated data entry via Beanie Bots.

Product overview

Lodestar Accounting Limited is an accounting firm (not a software product) offering a tiered service model structured around business lifecycle stages: Start-Up, Growth, Scale-Up, and Individuals. Services are delivered through cloud accounting platforms (primarily Xero) integrated with third-party tools including Dext (receipt processing), Apron (payroll), Link My Books (eCommerce data sync), and Fluidly (cashflow forecasting). An add-on Virtual FD Package (£845/month) provides fractional Finance Director services including monthly management accounts, KPI analysis, and strategic advisory meetings.

Differentiator

Problem solved

Functional benefit

Products and services

• Start-Up Services

Quantifiable outcome

• Affordable fractional FD access from £845 + VAT per month vs. £50k+ salary for a full-time FD
• +1 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability2 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and secondary.

• Dext SolocoreTechnology or IntegrationDext Solo is recommended and used by Lodestar as the MTD-compatible expense and receipt processing software for clients. Lodestar has partnered with Dext Solo and Xero to support clients with Making Tax Digital for Income Tax (MTD for IT) compliance.
• XerocoreTechnology or IntegrationXero is the primary cloud accounting platform used by Lodestar and recommended to all clients. Lodestar is a Xero-aligned practice and has partnered with Dext Solo and Xero for MTD for IT support. The firm has been using Xero since 2009 (per Head of Client Services profile).
• AproncoreTechnology or IntegrationLodestar partnered with Apron to process payroll payments for clients, combining Apron's payroll automation with Lodestar's accounting expertise. Apron integrates with Xero, offers enhanced efficiency, improved accuracy, and stronger security features including change of bank details fraud alerts.
• Link My BookssecondaryTechnology or IntegrationLink My Books integrates e-commerce sales channel data (Amazon, eBay) with Xero, creating invoices that are posted to Xero and matched against bank receipts. Lodestar helps clients get set up on Link My Books for streamlined e-commerce accounting.
• FluidlysecondaryTechnology or IntegrationFluidly is used within the Virtual FD Package to generate 12-month cashflow forecasts, helping clients assess their future cash position. This is part of Lodestar's premium fractional FD tier offering.
• Carbon Accounting AlliancecoreOthersLodestar has been accepted into the Carbon Accounting Alliance, an initiative supported by the Institute of Environmental Management and Assessment (IEMA). The alliance allows professionals to showcase expertise in carbon accounting and auditing, supporting Lodestar's sustainability-focused positioning.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Mazuma: UK accounting firm targeting small businesses and sole traders with subscription bookkeeping and tax services. Overlaps with Lodestar on the Individuals / Sole Trader tier and MTD-compliance positioning.
• Gorilla Accounting: UK cloud-accounting practice focused on small businesses and freelancers with fixed monthly subscription pricing. Comparable on subscription model, Xero-based delivery, and SMB target market.
• Crunch: Long-standing UK cloud accounting package for freelancers, contractors, and small businesses, integrated with Xero and other cloud tools. Comparable to Lodestar on cloud-first delivery, UK SMB focus, and subscription pricing.
• Inca Accountants: UK accountancy practice that specifically markets to challenger brands and purpose-led businesses. Highly comparable niche positioning, B Corp-aligned values, and tiered lifecycle services.
• The Accountancy Cloud: UK-based, Xero-native cloud accounting firm serving startups and scale-ups with bookkeeping, R&D tax credits, and fractional CFO services. Closely comparable to Lodestar's tiered Start-Up → Scale-Up subscription model and challenger-brand client profile.

Emerging players

• TaxScouts: UK tech-enabled tax preparation and accounting platform for individuals and small businesses. Overlaps with Lodestar's sole-trader self-assessment and MTD-compliance services through a different delivery model.
• Coconut: UK fintech-accounting app for sole traders and small businesses. Targets an overlapping UK SMB/sole-trader segment with a tech-first model, partially competing with Lodestar's Individuals tier.
• Pilot.co.uk / Blue Rocket: UK small-business-focused cloud accountancy practices marketing fixed-fee monthly bookkeeping and management accounts. Operate in the same SMB subscription-accounting segment as Lodestar's Growth tier.

Regional players

• Pilot: US-based tech-enabled bookkeeping, accounting, and fractional CFO service for SMBs and startups on subscription. Strongly comparable business model and tiered pricing, but operates in a different geography.

Broad incumbents

• Cooper Parry: Larger UK accountancy and advisory firm with a strong challenger-brand-friendly brand and venture/scale-up practice. Comparable end-client segment but a much broader service portfolio and footprint than Lodestar.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/lodestaraccountinguk
• LinkedInlinkedin.com/company/lodestar-accounting-limited
• Instagraminstagram.com/lodestaraccounting

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 Lodestar Accounting Limited