Hoad

What Hoad does

HOAD (Harolds Oikia Ltd) is a UK-based accounting and financial consulting firm headquartered in Potters Bar, Hertfordshire, founded in 2017 by Everton Wilson. The firm targets UK small and medium-sized enterprises with annual turnover between £10 million and £50 million, delivering advisory services across sectors that include aerospace, pharmacy retail, education (multi-academy trusts), electrical contracting, and engineering. Named clients include XCEL Aerospace, Cornwells Chemists, a Multi Academy Trust, A. Archer Electrical, and Pope and Meads Engineering, indicating a project-based engagement model rather than recurring compliance work.

The firm's core delivery IP is codified in two proprietary methodologies — the 5-Step Engineered Accounting Method and the HOAD Framework — marketed as repeatable consulting products that structure client engagements around engineered financial processes. Delivery is supported by proficiency across the dominant SME accounting platforms (Sage, Xero, QuickBooks, MYOB), enabling HOAD to onboard clients regardless of incumbent stack. The firm has also built a content marketing channel via a company blog launched in 2021, and has received third-party recognition from Sage for multi-site academy finance work.

HOAD operates as a founder-led boutique practice with no external funding, no disclosed headcount, and no public revenue figures. The go-to-market combines founder credibility (Wilson holds an MBA and DipED and was an EY 1997 cohort nominee), thought-leadership content, and platform-agnostic delivery. The economics are consistent with a small professional services firm reliant on a limited number of SME engagements, with no evident recurring-revenue mechanism or productised software offering beyond the documented consulting frameworks.

Name

Hoad

Legal name

HAROLDS OIKIA LTD

Website

https://haroldsoikia.com

Company type

Private

Founded year

2017

Operating status

Operating

Short description

HOAD is a UK boutique accounting and financial consulting firm, founded in 2017 and based in Potters Bar, that delivers proprietary methodology-driven advisory services to SMEs with £10m–£50m turnover across multiple sectors.

Ownership category

akta.pro rank

Headquarters

HQ city

Potters Bar

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial System Consulting: Professional services revenue from designing and optimizing financial systems for SMEs. Engagements include accounting system redesign, workflow automation, and payroll/HR automation services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Hoad designs, redesigns, and automates financial systems for UK SMEs, combining a 5-step engineered accounting methodology with hands-on consulting to remove friction from accounting, payroll/HR, accounts payable, and reporting workflows. The firm integrates with mainstream accounting software (Sage, Xero, QuickBooks, MYOB) to deliver cleaner financial data, faster payroll, and improved cashflow visibility for growth-stage businesses.

Product overview

HOAD is a consulting services firm offering a unified accounting and business management approach built around its proprietary HOAD framework. The core offering is the HOAD Accounting System, a design-focused solution that combines financial system redesign with automation capabilities. This core system is complemented by five service modules: Accounting System Redesign, Workflow Automation, Payroll HR Automation, Accounts Payable Automation, and Dashboard and Reporting. The company employs a 5-Step Engineered Accounting Method (Diagnose, Design, Automate, Optimize, Drive) and integrates LEAN principles, OKRs, and PDCA cycles into their service delivery for SMEs with £10m-£50m turnover.

Differentiator

Problem solved

Functional benefit

Products and services

• HOAD Accounting System A design-focused accounting and business management system that redesigns and automates financial processes to remove friction, reduce costs, and increase profitability for UK SMEs with £10m–£50m turnover. Delivered as a project-based consulting engagement integrating with the client's existing accounting software.
• Accounting System Redesign Reviews and redesigns an SME's existing financial system to ensure it runs as efficiently as possible, applying the HOAD Framework across Sage, Xero, QuickBooks, or MYOB environments.
• Workflow Automation Simplifies and automates financial workflows to reduce manual work across the finance function, delivered as a consulting and implementation service.
• Payroll HR Automation Automation solutions for payroll and HR that integrate with the client's accounting system, including BACS payroll processing via Sage and payroll report simplification.
• Accounts Payable Automation Streamlines accounts payable and receivable processes, including automated supplier payments through BACS with automatic cash posting, to boost finance team efficiency.
• Dashboard and Reporting Customised dashboard and reporting service that delivers reliable, audit-ready financial information designed to hold up under close examination by management, auditors, and regulators.

Quantifiable outcome

• 50% efficiency boost in finance department
• +4 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Xero: Cloud accounting platform serving SMBs globally; one of the four platforms HOAD designs around. Broad incumbent in the SME accounting stack, with an expanding app ecosystem that could subsume HOAD-style automation services.
• Sage: UK-listed accounting and payroll software vendor whose platform (Sage 50) HOAD integrates with and whose recognition the founder holds. Broad incumbent: an adjacent platform vendor rather than a direct consulting competitor, but a potential threat if it bundles advisory services.
• Intuit QuickBooks: Dominant SMB accounting software platform in the US and increasingly the UK; the third major platform HOAD supports. Broad incumbent with growing embedded advisory and automation features that overlap HOAD's value proposition.
• PwC: Global professional services firm referenced explicitly in a HOAD case study (Multi Academy Trust audit). Broad incumbent offering SME and education-sector accounting advisory at the upper end of HOAD's target market.

Direct peers

• inDinero: Outsourced bookkeeping, tax, and CFO services for growth-stage companies. Directly comparable as a bundled outsourced-finance offering aimed at SMEs that need both accounting rigour and strategic financial insight.
• Pilot.com: US-based bookkeeping, tax, and CFO services platform for startups and SMBs. Comparable because it sells outsourced, technology-enabled financial operations to growth-stage businesses — the same proposition HOAD offers UK SMEs.
• Botkeeper: Automated bookkeeping and accounting workflow platform serving SMBs and accounting firms. Comparable because it sells automation-led financial process design — directly competing with HOAD's workflow-automation module.
• Bench: Software-enabled bookkeeping service for small businesses. Directly comparable as a tech-augmented bookkeeping and financial-process outsourcing firm targeting the SMB segment HOAD serves.
• 1800Accountant: Accounting, bookkeeping, payroll, and tax services platform targeting SMBs in the US. Comparable as a one-stop outsourced finance function provider for the same small-business segment HOAD targets.
• The CFO Centre: UK-headquartered provider of fractional CFO and financial advisory services to growth-stage SMEs. The most directly comparable peer: same customer profile, same outsourced-finance-leadership model, same 'finance function as a service' positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCw5ZgjRO5B-Br5elfPoThkQ
• LinkedInlinkedin.com/in/everton-wilson-mba-diped

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Hoad